| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| STEALTH PARTNER GROUP LLC3 | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | SUN LIFE ASSURANCE COMPANY OF CANADA | $30K | $21K | $52K | 7.78% |
| THE PLEXUS GROUPE LLC3 | 21805 FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | DELTA DENTAL | $15K | $0 | $15K | 4.00% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP LLC | 21805 W FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $31K | $0 | $31K | 12.39% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $6K | $10K | $17K | 6.66% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP LLC | 21805 W FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $18K | $0 | $18K | 10.01% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AK 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $4K | $7K | $12K | 6.64% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP LLC | 21805 W FIELD PARKWAY SUITE 300 DEER PARK, IL 60010 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $11K | $0 | $11K | 9.99% |
| STEALTH PARTNER GROUP LLC3 Filed as: STEALTH PARTNER GROUP | 18940 N PIMA ROAD SUITE 210 SCOTTSDALE, AZ 85255 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | $3K | $4K | $7K | 6.78% |
| THE PLEXUS GROUPE LLC3 Filed as: THE PLEXUS GROUP LLC | 5310 HARVEST HILL RD SUITE 100 DALLAS, TN 752305812 | UNITED HEALTHCARE INSURANCE COMPANY | -$3K | $0 | -$3K | -5.81% |
| IVA GERMANY3 | 9913 NW 140TH YUKON, OK 73099 | CONTINENTAL AMERICAN INSURANCE COMPANY | $426 | $0 | $426 | 3.48% |
| BOBBY R STEWART3 | 3501 FRENCH PARK DR SUITE E EDMOND, OK 73034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $153 | $0 | $153 | 1.25% |
| ADDISON R STEWART3 | 3501 FRENCH PARK DR SUITE E EDMOND, OK 73034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $119 | $0 | $119 | 0.97% |
| TAMMY L THOMPSON3 | 6701 NW 12 OKLAHOMA CITY, OK 73127 | CONTINENTAL AMERICAN INSURANCE COMPANY | $81 | $0 | $81 | 0.66% |
| SHANE M OWEN3 | 3100 S BERRY RD SUITE 100 NORMAN, OK 73072 | CONTINENTAL AMERICAN INSURANCE COMPANY | $74 | $0 | $74 | 0.61% |
| LARRY D DENNY3 | 3100 S BERRY RD #100 NORMAN, OK 73072 | CONTINENTAL AMERICAN INSURANCE COMPANY | $50 | $0 | $50 | 0.41% |
| STEVEN WARD3 | 1932 WYNNTON ROAD COLUMBUS, GA 31999 | CONTINENTAL AMERICAN INSURANCE COMPANY | $37 | $0 | $37 | 0.30% |
| MELISSA J HUNT3 | ADDRESS NOT PROVIDED GUTHRIE, OK 73044 | CONTINENTAL AMERICAN INSURANCE COMPANY | $30 | $0 | $30 | 0.25% |
| DARCY SCHLABACH3 | 15308 GRAND PARKE DR EDMOND, OK 73013 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | $0 | $21 | 0.17% |
| JOHN A WILLIAMS COMPANY INC3 Filed as: JOHN A WILLIAMS COMPANY INC. | 34550 AIRLINE ROAD PAULS VALLEY, OK 73075 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | $0 | $21 | 0.17% |
| HAL W MOFFATT3 | 1221 LAMLIGHTER LANE EDMOND, OK 73034 | CONTINENTAL AMERICAN INSURANCE COMPANY | $19 | $0 | $19 | 0.16% |
| EUGENIA JENKS-WHITSITT3 | 1210 CANSLER DR ENID, OK 73703 | CONTINENTAL AMERICAN INSURANCE COMPANY | $16 | $0 | $16 | 0.13% |
| ANNA M DUNCAN3 | PO BOX 487 HOOKER, OK 73945 | CONTINENTAL AMERICAN INSURANCE COMPANY | $5 | $0 | $5 | 0.04% |
| SHANE M OWEN3 | 3100 S BERRY RD SUITE 100 NORMAN, OK 73072 | CONTINENTAL AMERICAN INSURANCE COMPANY | $2 | $0 | $2 | 0.02% |
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 | 515 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 3 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 518 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | DELTA DENTAL | 537 | $365K |
| Vision | UNITED HEALTHCARE INSURANCE COMPANY | 512 | $53K |
| Life insurance | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 886 | $250K |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 790 | $107K |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 886 | $176K |
| Stop-loss / reinsurancereinsurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 440 | $662K |
| Other(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 886 | $262K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 886 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.