| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| CYNTHIA PRINCE3 Filed as: CYNTHIA Z PRINCE | 200 PALO PINTO WEATHERFORD, TX 76086 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 11.90% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVE ROOM 606 NEW YORK, NY 10010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $217 | $217 | 0.75% |
| CYNTHIA PRINCE3 Filed as: CYNTHIA STATHAM | 200 PALO PINTO WEATHERFORD, TX 76086 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 7.50% |
| GOODEN AGENCY LLC3 | 1501 HALL JOHNSON ROAD # 2051 COLLEYVILLE, TX 760342382 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $1K | — | $1K | 5.00% |
| CYNTHIA PRINCE3 Filed as: CYNTHIA Z PRINCE | 200 PALO PINTO WEATHERFORD, TX 76086 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | — | $3K | 14.06% |
| NYLIFE SECURITIES LLC3 Filed as: NYLIFE SECURITIES | 51 MADISON AVE ROOM 606 NEW YORK, NY 10010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $139 | $139 | 0.75% |
| KIMBERLY BAKER3 Filed as: KIMBERLY G BAKER | 9673 B 2130 RD BUTLER, OK 73625 | AFLAC | $981 | $22 | $1K | 13.43% |
| DONNA CDEBACA STEWART3 | 3501 FRENCH PARK DR STE E EDMOND, OK 73034 | AFLAC | $255 | $4 | $259 | 3.47% |
| BOBBY R STEWART3 | 3501 FRENCH PARK DRIVE SUITE E EDMOND, OK 73034 | AFLAC | $157 | $4 | $161 | 2.16% |
| JOHN D WALLER3 | 221 SUNSET CREST CT APOLLO BEACH, FL 33572 | AFLAC | $64 | — | $64 | 0.86% |
| EUGENIA JENKS-WHITSITT3 Filed as: EUGENIA J JENKS-WHITSITT | 1210 CANSLER DRIVE ENID, OK 73703 | AFLAC | $43 | — | $43 | 0.58% |
| BRENDA MEACHAM3 Filed as: BRENDA L MEACHAM | 200 E GARY BLVD CLINTON, OH 73601 | AFLAC | $33 | — | $33 | 0.44% |
| PHYLLIS RUTH WESTFAHL3 | PO BOX 763 OKEENE, OK 73763 | AFLAC | $30 | — | $30 | 0.40% |
| LARRY D DENNY3 | PO BOX 306 WETUMKA, OK 74883 | AFLAC | $30 | — | $30 | 0.40% |
| STEPHEN W SIMPSON3 | 541 CONQUISTADOR CT EDMOND, OH 73025 | AFLAC | $18 | — | $18 | 0.24% |
| SUSAN BALES3 | PO BOX 129 FOSS, OK 73647 | AFLAC | $9 | — | $9 | 0.12% |
| JOHN A WILLIAMS COMPANY INC3 | 3100 S BERRY RD STE 100 NORMAN, OK 73072 | AFLAC | $4 | $4 | $8 | 0.11% |
| LESTER RAY BLACKSHEAR3 Filed as: LESTER RAY BLAKSHEAR | 500 E FORT KING STE A OCALA, FL 34471 | AFLAC | $1 | — | $1 | 0.01% |
| CYNTHIA PRINCE3 | 200 PALO PINTO WEATHERFORD, TX 76086 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $776 | — | $776 | 13.71% |
| NYLIFE SECURITIES LLC3 Filed as: NYLIFE SECURITIES LL | 51 MADISON AVE ROOM 606 NEW YORK, NY 10010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $39 | $39 | 0.69% |
| CYNTHIA PRINCE3 Filed as: CYNTHIA Z PRINCE | 200 PALO PINTO WEATHERFORD, TX 76086 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $720 | — | $720 | 13.81% |
| NYLIFE SECURITIES LLC3 | 51 MADISON AVE NEW YORK, NY 10010 | UNUM LIFE INSURANCE COMPANY OF AMERICA | — | $36 | $36 | 0.69% |
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 | 204 | 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) | 204 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Dental | AMERITAS LIFE INSURANCE CORP. | 135 | $44K |
| Vision | AMERITAS LIFE INSURANCE CORP. | 135 | $44K |
| Life insurance | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 204 | $27K |
| Long-term disability(4 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 124 | $58K |
| Other(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 204 | $35K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 204 | — |
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."
The primary carrier changed from prior filing. The plan is already willing to move; opportunity to re-pitch on the next cycle.
Broker compensation exceeds 5% of premium. Either a small-plan minimum-fee dynamic or an inefficient broker structure ripe for a counter-bid.