No brokers reported on this filing.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF OKLAHOMA NONE | Claims processing; Direct payment from the plan; Recordkeeping fees; Other fees Service code 12 | 1400 SOUTH BOSTON AVENUE TULSA, OK 74119 | $175K |
| IMA, INC. EIN 20-2557329 NONE | Actuarial; Direct payment from the plan; Consulting fees Service code 11 | — | $50K |
| JERRY ENDSLEY, CPA NONE | Consulting (general) Service code 16 | 4703 SOUTH 177TH EAST PLACE TULSA, OK 74134 | $35K |
| SHARON BAKER NONE | Consulting fees Service code 70 | 1863 NORTH 105TH EAST AVENUE TULSA, OK 74116 | $18K |
| MONAGHAN & ASSOCIATES, PC EIN 73-1462892 NONE | Legal; Direct payment from the plan Service code 29 | — | $16K |
| MERRILL LYNCH EIN 13-5674085 NONE | Investment advisory (plan); Custodial (securities); Investment management Service code 19 | — | $13K |
| BARBARA WAGGONER NONE | Consulting fees Service code 70 | 1863 NORTH 105TH EAST AVENUE TULSA, OK 74116 | $12K |
| BRYAN, LITTLE, HALEY, & KENT PC. EIN 73-0941849 NONE | Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $11K |
| UBS FINANCIAL SERVICES INC. EIN 13-2638166 NONE | Investment advisory (plan); Securities brokerage commissions and fees; Other fees; Distribution (12b-1) fees; Account maintenance fees Service code 27 | — | $7K |
| RXADVANCED NONE | Contract Administrator; Claims processing; Direct payment from the plan Service code 12 | 2 PARK CENTRAL DRIVE SOUTHBOROUGH, MA 01772 | $7K |
| UNION INSURANCE GROUP EIN 36-4226088 NONE | Insurance services Service code 23 | — | $7K |
| SHEET METAL WORKERS LOCAL 270 EIN 73-0490789 SPONSOR | Other services; Accounting (including auditing); Direct payment from the plan Service code 10 | — | $6K |
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 | 239 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 24 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 263 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | BLUE CROSS BLUE SHIELD OF OKLAHOMA | 575 | $165K |
| Life insurance | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 244 | $13K |
| Long-term disability | DEARBORN NATIONAL LIFE INSURANCE COMPANY | 244 | $13K |
| Stop-loss / reinsurancereinsurance | GERBER LIFE INSURANCE CO. | 231 | $30K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 575 | — |
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."
Filing reports zero broker compensation on a plan over 100 participants. Likely direct-write or unreported — worth a knock.