| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CATALYST BENEFITS GROUP LLC3 Filed as: CATALYST BENEFITS GROUP, LLC | 1135 EAST 33RD PLACE TULSA, OK 74105 | COMMUNITYCARE HMO | — | $17K | $17K | 5.26% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 SOUTH REGAL BOULEVARD SUITE 100 TULSA, OK 74133 | COMMUNITYCARE HMO | — | $14K | $14K | 4.15% |
| INTEGRATED BENEFITS OF OKLAHOMA3 | 7633 EAST 63RD PLACE SUITE 450 TULSA, OK 74133 | COMMUNITYCARE HMO | — | -$70 | -$70 | -0.02% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 SOUTH REGAL BOULEVARD SUITE 100 TULSA, OK 74133 | DELTA DENTAL | $2K | — | $2K | 4.95% |
| CATALYST BENEFITS GROUP LLC3 | 1135 EAST 33RD PLACE TULSA, OK 74105 | DELTA DENTAL | $1K | — | $1K | 3.05% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 SOUTH REGAL BOULEVARD #100 TULSA, OK 74133 | UNION SECURITY INSURANCE COMPANY | $263 | — | $263 | 5.23% |
| CATALYST BENEFITS GROUP LLC3 Filed as: CATALYST BENEFITS GROUP | 1135 EAST 33RD PLACE TULSA, OK 74105 | UNION SECURITY INSURANCE COMPANY | $239 | — | $239 | 4.75% |
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 | 94 | 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) | 94 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | COMMUNITYCARE HMO | 94 | $328K |
| Dental | DELTA DENTAL | 101 | $41K |
| Life insurance | UNION SECURITY INSURANCE COMPANY | 109 | $5K |
| Other | UNION SECURITY INSURANCE COMPANY | 109 | $5K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 109 | — |
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.
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.