| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| JIM RULEY & CO INC3 Filed as: JIM POSEY INSURANCE | 5567 S LEWIS STE 400 TULSA, OK 74105 | DELTA DENTAL | $24K | $37K | $61K | 15.25% |
| 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% |
| STROVIS BENEFITS3 | 1309 HIGHMARKET ST GEORGETOWN, SC 29440 | 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% |
| STROVIS BENEFITS3 | 1309 HIGHMARKET ST GEORGETOWN, SC 29440 | 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% |
| STROVIS BENEFITS3 | 1309 HIGHMARKET ST GEORGETOWN, SC 29440 | 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% |
| STROVIS BENEFITS3 | 1309 HIGHMARKET ST GEORGETOWN, SC 29440 | AMERICAN UNITED LIFE INSURANCE COMPANY | — | — | $0 | 0.00% |
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 | 508 | Currently employed and enrolled or eligible. |
| Total participants (= "Plan participants" tile) | 508 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 637 | $403K |
| Vision | VISION SERVICE PLAN | 571 | $83K |
| Life insurance | AMERICAN UNITED LIFE INSURANCE COMPANY | 827 | $71K |
| Short-term disability | AMERICAN UNITED LIFE INSURANCE COMPANY | 307 | $270K |
| Other(2 contracts) | AMERICAN UNITED LIFE INSURANCE COMPANY | 827 | $154K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 827 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.