| 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 | $41K | $20K | $61K | 8.86% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | DELTA DENTAL | $15K | — | $15K | 4.00% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $35K | — | $35K | 14.80% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA RD STE 210 SCOTTSDALE, AZ 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $20K | $20K | 8.34% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $21K | — | $21K | 12.45% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD STE 210 SCOTTSDALE, AZ 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $15K | $15K | 8.49% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $13K | — | $13K | 12.55% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD STE 210 SCOTTSDALE, AZ 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $9K | $9K | 8.36% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | UNITEDHEALTHCARE INSURANCE COMPANY | $6K | — | $6K | 10.85% |
| IVA GERMANY3 | 14433 LOCUST ST PIEDMONT, OK 73078 | AFLAC | $3K | — | $3K | 5.55% |
| TERRY SPERLE3 | 1211 N GLENN L ENGLISH ST CORDELL, OK 73632 | AFLAC | $564 | — | $564 | 1.07% |
| BOBBY STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $450 | — | $450 | 0.86% |
| ADDISON R STEWART3 Filed as: ADDISON STEWART | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $335 | — | $335 | 0.64% |
| BRENDA MEACHAM3 | 200 E GARY BLVD CLINTON, OK 73601 | AFLAC | $279 | — | $279 | 0.53% |
| LARRY D DENNY3 Filed as: LARRY DENNY | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $241 | — | $241 | 0.46% |
| JOYCE BLACK3 | 1802 W IDAHO AVE CHICKASHA, OK 73018 | AFLAC | $142 | — | $142 | 0.27% |
| ANNA M DUNCAN3 | PO BOX 487 HOOKER, OK 73945 | AFLAC | $118 | — | $118 | 0.22% |
| BOBBY R STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $113 | — | $113 | 0.21% |
| STEVEN WARD3 | PO BOX 31342 EDMOND, OK 73003 | AFLAC | $79 | — | $79 | 0.15% |
| DARCY SCHLABACH3 | 2828 NW 57TH ST STE 201 OKLAHOMA CITY, OK 73112 | AFLAC | $73 | — | $73 | 0.14% |
| MOFFATT DESIGNS LLC3 | 1221 LAMPLIGHTER LANE EDMOND, OK 73034 | AFLAC | $67 | — | $67 | 0.13% |
| EUGENIA JENKS-WHITSITT3 Filed as: EUGENIA J JENKS-WHITSITT | 1210 CANSLER DR ENID, OK 73703 | AFLAC | $54 | — | $54 | 0.10% |
| JOH A WILLIAMS COMPANY INC3 | 20316 N COUNTY ROAD 3240 PAULS VALLEY, OK 73075 | AFLAC | $53 | — | $53 | 0.10% |
| MARK EDWIN SCHMITZ3 | 1512 W TRENTON ST BROKEN ARROW, OK 74012 | AFLAC | $40 | — | $40 | 0.08% |
| KELLI R CAROTHERS3 | 7310 E 76TH ST TULSA, OK 74133 | AFLAC | $35 | — | $35 | 0.07% |
| CAROL L SMITH3 | 2108 W WACO ST BROKEN ARROW, OK 74011 | AFLAC | $30 | — | $30 | 0.06% |
| KATRINA G SPERLE3 | 11827 N 2230 RD CORDELL, OK 73632 | AFLAC | $29 | — | $29 | 0.06% |
| JOHN ROBERT DE LARIOS3 | 119 TAMAROCK CV HOLLY LAKE RANCH, TX 75765 | AFLAC | $28 | — | $28 | 0.05% |
| SHANE M OWEN3 | 3000 UNITED FOUNDERS BLVD SUITE 248 OKLAHOMA CITY, OK 73112 | AFLAC | $26 | — | $26 | 0.05% |
| JOHN M MCCARTY3 | 6304 E 75TH ST TULSA, OK 74136 | AFLAC | $26 | — | $26 | 0.05% |
| TAMMY L THOMPSON3 | 12104 SW 26TH ST YUKON, OK 73099 | AFLAC | $20 | — | $20 | 0.04% |
| DAVID L DEARDORFF3 | 9083 E 138TH ST S BIXBY, OK 74008 | AFLAC | $17 | — | $17 | 0.03% |
| MICHELLE C DEARDORFF3 | 9083 E 138TH ST S BIXBY, OK 74008 | AFLAC | $16 | — | $16 | 0.03% |
| PATRICIA L CAROTHERS3 | PO BOX 879 BLANCHARD, OK 73010 | AFLAC | $16 | — | $16 | 0.03% |
| CHARLES T THORNTON3 | PO BOX 33041 TULSA, OK 74153 | AFLAC | $15 | — | $15 | 0.03% |
| PAUL B BROUCHOUD3 | 604 MARK DR DEL CITY, OK 73115 | AFLAC | $14 | — | $14 | 0.03% |
| TAMMY S PARKER3 | 128 SW 11TH ST MOORE, OK 73160 | AFLAC | $12 | — | $12 | 0.02% |
| LESLIE J BAILEY3 | 4234 N PORTAGE AVE MERIDIAN, ID 83646 | AFLAC | $11 | — | $11 | 0.02% |
| PAUL B BROUCHOUD3 | 604 MARK DRIVE DEL CITY, OK 73115 | AFLAC | $11 | — | $11 | 0.02% |
| JARRELL K PRENTICE3 | 1113 EAST DR EDMOND, OK 73034 | AFLAC | $10 | — | $10 | 0.02% |
| PENNY J SPURLIN3 | PO BOX 88 TUTTLE, OK 73089 | AFLAC | $10 | — | $10 | 0.02% |
| EDWARD A HALL JR3 | 15 VILLAGE PARK DR NEWMAN, GA 30265 | AFLAC | $8 | — | $8 | 0.02% |
| GREGORY M BUWICK3 | PO BOX 721423 NORMAN, OK 73070 | AFLAC | $8 | — | $8 | 0.02% |
| RONNIE PATTON3 Filed as: RONNIE C WEBBER | 411 GREEN MEADOW TRL HOLLY LAKE RANCH, TX 75765 | AFLAC | $7 | — | $7 | 0.01% |
| YEN H HUYNH3 | 1224 NW 29TH ST OKLAHOMA CITY, OK 73106 | AFLAC | $6 | — | $6 | 0.01% |
| TOMMY LEON MCKEE3 | 5013 FOREST OAKS DR LAS VEGAS, NV 89149 | AFLAC | $6 | — | $6 | 0.01% |
| MICHELLE C DEARDORFF3 | 5036 SKYLINE BLVD CAPE CORAL, FL 33914 | AFLAC | $5 | — | $5 | 0.01% |
| CONNIE VAGUE3 | PO BOX 720445 NORMAN, OK 73070 | AFLAC | $4 | — | $4 | 0.01% |
| GENA GRACE QUARANTELLO3 | 12962 E VISTAPARK DR MOORPARK, CA 93021 | AFLAC | $4 | — | $4 | 0.01% |
| LESTER RAY BLACKSHEAR3 | 9192 SE 168TH COOK PL THE VILLAGES, FL 32162 | AFLAC | $4 | — | $4 | 0.01% |
| DAVID CAROTHERS3 | 2434 COUNTY ROAD 1327 BLANCHARD, OK 73010 | AFLAC | $3 | — | $3 | 0.01% |
| NANCY K BLOCKER3 Filed as: NANCY K MACKEY | 4161 E 48TH PL TULSA, OK 74135 | AFLAC | $3 | — | $3 | 0.01% |
| JOSHUA C ROLAN3 | 704 SEMINOLE DR PAULS VALLEY, OK 73075 | AFLAC | $3 | — | $3 | 0.01% |
| STEPHEN W SIMPSON3 | 541 CONQUISTADOR CT EDMOND, OK 73025 | AFLAC | $2 | — | $2 | 0.00% |
| PENNY J SPURLIN3 | PO BOX 88 TUTTLE, OK 73089 | AFLAC | $2 | — | $2 | 0.00% |
| JAMES D DUDLEY3 | 1355 LYNNFIELD RD STE 259 MEMPHIS, TN 38119 | AFLAC | $1 | — | $1 | 0.00% |
| TRULUCK & ASSOCIATES INC3 | 1934 PANTHEON DR WINTER GARDEN, FL 34787 | AFLAC | $1 | — | $1 | 0.00% |
| LESTER RAY BLACKSHEAR3 | 8545 SW 86TH TERR OCALA, FL 34481 | AFLAC | $1 | — | $1 | 0.00% |
| DAVID CAROTHERS3 | PO BOX 879 BLANCHARD, OK 73010 | AFLAC | $1 | — | $1 | 0.00% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD STE 210 SCOTTSDALE, AZ 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $241 | $241 | 1.76% |
| Provider | Services | Address | Compensation |
|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC EIN 41-1289245 CLAIMS PROCESSOR | Claims processing; Other services Service code 12 | — | $414K |
| 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 | 512 | 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) | 512 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 511 | $386K |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 512 | $55K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 816 | $239K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 703 | $105K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 805 | $172K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 512 | $684K |
| Other(3 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 827 | $305K |
| 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."
Total premium grew more than 20% over prior year. Renewal pain — prime candidate for re-shopping the carriers.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.