| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PROFESSIONAL BENEFIT ADMIN WEST LLC3 | 2431 E 61ST ST STE 300 TULSA, OK 74136 | DELTA DENTAL | $18K | $27K | $44K | 14.90% |
| BOESCHEN ADVISORS LLC3 | 2283 N MARSH DR MOUNT PLEASANT, SC 29466 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS INC | ONE ENTERPRISE DR STE 210 SHELTON, CT 06484 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM M ALLISON | 3033 NW 63 ST STE E 104 OKLAHOMA CITY, OK 73116 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PROFESSIONAL BENEFIT ADMIN WEST LLC3 | 130 N GREENWOOD AVE STE 100 TULSA, GA 74120 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| HERBERT J BOESCHEN3 | 3735 WEDGEWOOD CHASE PEACHTREE CORNER, GA 30092 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS INC | ONE ENTERPRISE DR STE 210 SHELTON, CT 06484 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM M ALLISON | 3033 NW 63 ST STE E 104 OKLAHOMA CITY, OK 73116 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PROFESSIONAL BENEFIT ADMIN WEST LLC3 | 130 N GREENWOOD AVE STE 100 TULSA, OK 74120 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| HERBERT J BOESCHEN3 | 3735 WEDGEWOOD CHASE PEACHTREE CORNER, GA 30092 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| BOESCHEN ADVISORS LLC3 | 2283 N MARSH DR MOUNT PLEASANT, SC 29466 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS INC | ONE ENTERPRISE DR STE 210 SHELTON, CT 06484 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM M ALLISON | 3033 NW 63 ST STE E 104 OKLAHOMA CITY, OK 73116 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PROFESSIONAL BENEFIT ADMIN WEST LLC3 | 130 N GREENWOOD AVE STE 100 TULSA, OK 74120 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| HERBERT J BOESCHEN3 | 3735 WEDGEWOOD CHASE PEACHTREE CORNER, GA 30092 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| BOESCHEN ADVISORS LLC3 | 2283 N MARSH DR MOUNT PLEASANT, SC 29466 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| AMWINS3 Filed as: AMWINS GROUP BENEFITS INC | ONE ENTERPRISE DR STE 210 SHELTON, CT 06484 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| WILLIAM A GRAHAM COMPANY3 Filed as: WILLIAM M ALLISON | 3033 NW 63 ST STE E 104 OKLAHOMA CITY, OK 73116 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PROFESSIONAL BENEFIT ADMIN WEST LLC3 | 130 N GREENWOOD AVE STE 100 TULSA, OK 74120 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| HERBERT J BOESCHEN3 | 3735 WEDGEWOOD CHASE PEACHTREE CORNER, GA 30092 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| BOESCHEN ADVISORS LLC3 | 2283 N MARSH DR MOUNT PLEASANT, SC 29466 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
| PROFESSIONAL BENEFIT ADMIN WEST LLC3 | 2431 E 61ST ST STE 300 TULSA, OK 74136 | VISION SERVICE PLAN | $2K | — | $2K | 17.32% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 319 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 319 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental(2 contracts, 2 carriers) | DELTA DENTAL | 408 | $310K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 495 | $56K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 167 | $157K |
| Long-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 84 | $76K |
| Other | AMERICAN UNITED LIFE INSURANCE COMPANY | 114 | $49K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 495 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.