| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | — | $5K | $5K | 2.86% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | DELTA DENTAL | $4K | — | $4K | 4.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $994 | — | $994 | 6.39% |
| IVA GERMANY3 | 14433 LOCUST ST PIEDMONT, OK 73078 | AFLAC | $606 | — | $606 | 5.53% |
| TERRY SPERLE3 | 1211 N GLENN L ENGLISH ST CORDELL, OK 73632 | AFLAC | $126 | — | $126 | 1.15% |
| BOBBY STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $116 | — | $116 | 1.06% |
| ADDISON R STEWART3 Filed as: ADDISON STEWART | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $71 | — | $71 | 0.65% |
| BRENDA MEACHAM3 | 200 E GARY BLVD CLINTON, OK 73601 | AFLAC | $62 | — | $62 | 0.57% |
| LARRY D DENNY3 Filed as: LARRY DENNY | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $51 | — | $51 | 0.47% |
| JOYCE BLACK3 | 1802 W IDAHO AVE CHICKASHA, OK 73018 | AFLAC | $28 | — | $28 | 0.26% |
| ANNA M DUNCAN3 Filed as: ANNA DUNCAN | PO BOX 487 HOOKER, OK 73945 | AFLAC | $25 | — | $25 | 0.23% |
| DARCY SCHLABACH3 | 2828 NW 57TH ST SUITE 201 OKLAHOMA CITY, OK 73112 | AFLAC | $16 | — | $16 | 0.15% |
| STEVEN WARD3 | PO BOX 31342 EDMOND, OK 73003 | AFLAC | $16 | — | $16 | 0.15% |
| MOFFATT DESIGNS LLC3 | 1221 LAMPLIGHTER LANE EDMOND, OK 73034 | AFLAC | $14 | — | $14 | 0.13% |
| TAMMY S PARKER3 Filed as: TAMMY PARKER | 1105 S AVERY DR MOORE, OK 73160 | AFLAC | $13 | — | $13 | 0.12% |
| JOHN A WILLIAMS COMPANY INC3 | 20316 N COUNTY ROAD 3240 PAULS VALLEY, OK 73075 | AFLAC | $11 | — | $11 | 0.10% |
| EUGENIA JENKS-WHITSITT3 | 1210 CANSLER DRIVE ENID, OK 73703 | AFLAC | $11 | — | $11 | 0.10% |
| TAMMY VAN HOUTEN-THOMPSON3 Filed as: TAMMY THOMPSON | 12104 SW 26TH ST YUKON, OK 73099 | AFLAC | $10 | — | $10 | 0.09% |
| KATRINA G SPERLE3 Filed as: KATRINA SPERLE | 11827 N 2290 RD CORDELL, OK 73632 | AFLAC | $9 | — | $9 | 0.08% |
| MARK J MATSOCK & ASSOCIATES INC3 Filed as: MARK SCHMITZ | 1512 W TRENTON ST BROKEN ARROW, OK 74012 | AFLAC | $7 | — | $7 | 0.06% |
| KELLI R CAROTHERS3 | 7310 E 76TH ST TULSA, OK 74133 | AFLAC | $6 | — | $6 | 0.05% |
| JOHN ROBERT DE LARIOS3 Filed as: JOHN DE LARIOS | 119 TAMAROCK CV HOLLY LAKE RANCH, TX 75765 | AFLAC | $5 | — | $5 | 0.05% |
| MICHELLE C DEARDORFF3 Filed as: MICHELLE DEARDORFF | 9083 E 138TH ST S BIXBY, OK 74008 | AFLAC | $5 | — | $5 | 0.05% |
| SHANE M OWEN3 Filed as: SHANE OWEN | 3000 UNITED FOUNDERS BLVD STE 248 OKLAHOMA CITY, OK 73112 | AFLAC | $5 | — | $5 | 0.05% |
| CAROL L SMITH3 Filed as: CAROL SMITH | 2108 W WACO ST BROKEN ARROW, OK 74011 | AFLAC | $5 | — | $5 | 0.05% |
| PAUL B BROUCHOUD3 Filed as: PAUL BROUCHOUD | 604 MARK DR DEL CITY, OK 73115 | AFLAC | $5 | — | $5 | 0.05% |
| PATRICIA L CAROTHERS3 Filed as: PATRICIA CAROTHERS | PO BOX 879 BLANCHARD, OK 73010 | AFLAC | $5 | — | $5 | 0.05% |
| JOHN M MCCARTY3 Filed as: JOHN MCCARTY | 6304 E 75TH ST TULSA, OK 74136 | AFLAC | $4 | — | $4 | 0.04% |
| DAVID L DEARDORFF3 Filed as: DAVID DEARDORFF | 9083 E 138TH ST S BIXBY, OK 74008 | AFLAC | $4 | — | $4 | 0.04% |
| CONNIE VAGUE3 | PO BOX 720445 NORMAN, OK 73070 | AFLAC | $3 | — | $3 | 0.03% |
| CHARLES T THORNTON3 Filed as: CHARLES THORNTON | PO BOX 33041 TULSA, OK 74153 | AFLAC | $2 | — | $2 | 0.02% |
| JARRELL K PRENTICE3 Filed as: JARRELL PRENTICE | 1113 EAST DR EDMOND, OK 73034 | AFLAC | $2 | — | $2 | 0.02% |
| RONNIE WEBBER3 | 411 GREEN MEADOW TRL HOLLY LAKE RANCH, TX 75765 | AFLAC | $2 | — | $2 | 0.02% |
| PENNY J SPURLIN3 Filed as: PENNY SPURLIN | PO BOX 88 TUTTLE, OK 73089 | AFLAC | $2 | — | $2 | 0.02% |
| LESLIE J BAILEY3 Filed as: LESLIE BAILEY | 4234 N PORTAGE AVE MERIDIAN, ID 83646 | AFLAC | $2 | — | $2 | 0.02% |
| EDWARD A HALL JR3 Filed as: EDWARD HALL, JR | 15 VILLAGE PARK DR NEWNAN, GA 30265 | AFLAC | $2 | — | $2 | 0.02% |
| GREGORY M BUWICK3 Filed as: GREGORY BUWICK | PO BOX 721423 NORMAN, OK 73070 | AFLAC | $1 | — | $1 | 0.01% |
| YEN H HUYNH3 Filed as: YEN HUYNH | 1224 NW 29TH ST OKLAHOMA CITY, OK 73106 | AFLAC | $1 | — | $1 | 0.01% |
| TOMMY MCKEE3 | 5013 FOREST OAKS DR LAS VEGAS, NV 89149 | AFLAC | $1 | — | $1 | 0.01% |
| NANCY MACKLEY3 | 3631 E 48TH PLACE TULSA, OK 74135 | AFLAC | $1 | — | $1 | 0.01% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER BLACKSHEAR | 8545 SW 86TH TER OCALA, FL 34481 | AFLAC | $1 | — | $1 | 0.01% |
| GENA G QUARANTELLO3 Filed as: GENA QUARANTELLO | 2962 E VISTA PARK DR MOORPARK, CA 93021 | AFLAC | $1 | — | $1 | 0.01% |
| DAVID CAROTHERS3 | 2434 COUNTY ROAD 1327 BLANCHARD, OK 73010 | AFLAC | $1 | — | $1 | 0.01% |
| JASHUA ROLAN3 | 704 SEMINOLE DR PAULS VALLEY, OK 73075 | AFLAC | $1 | — | $1 | 0.01% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC EIN 41-1289245 CLAIMS PROCESSOR | Other services; Claims processing Service code 12 | — | $130K |
| THE PLEXUS GROUPE LLC EIN 36-4116295 BROKER | Other commissions Service code 55 | — | $0 |
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 | 561 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 561 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 561 | $92K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 1,092 | $16K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 884 | $54K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 770 | $27K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 868 | $42K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 552 | $176K |
| Other(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 884 | $65K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,092 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.