| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREMIERSOURCE LLC3 | 211 N. ROBINSON AVE., SUITE 1250 OKLAHOMA CITY, OK 73102 | AETNA LIFE INSURANCE COMPANY | $6K | — | $6K | 0.24% |
| MASCHINO HUDELSON & ASSOCIATES3 Filed as: MASCHINO HUDELSON AND ASSOCIATES | 4811 GAILLARDIA PKWY, SUITE 300 OKLAHOMA CITY, OK 73142 | AETNA LIFE INSURANCE COMPANY | -$16 | — | -$16 | -0.00% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP CORORATE SERVICES OK LLC | 4811 GAILLARDIA PKWY, SUITE 300 OKLAHOMA CITY, OK 731421875 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $311 | $4K | 2.72% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INSURANCE SERVICES, INC. | 1250 S. CAPITAL OF TEXAS HWY BLDG 2, SUITE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $799 | — | $799 | 0.61% |
| PREMIER SOURCE LLC3 | 211 N. ROBINSON AVE., SUITE 1250 OKLAHOMA CITY, OK 731027184 | METROPOLITAN LIFE INSURANCE COMPANY | $518 | — | $518 | 0.40% |
| PREMIERSOURCE LLC3 | 211 N. ROBINSON AVE., SUITE 1250 OKLAHOMA CITY, OK 73102 | HARTFORD LIFE AND ACCIDENT | $19K | $241 | $19K | 18.80% |
| MASCHINO HUDELSON & ASSOCIATES3 | 4811 GAILLARDIA PKWY, SUITE 300 OKLAHOMA CITY, OK 73142 | HARTFORD LIFE AND ACCIDENT | -$9 | $683 | $674 | 0.67% |
| PREMIERSOURCE LLC3 | 211 N. ROBINSON AVE., SUITE 1250 OKLAHOMA CITY, OK 731027135 | VISION SERVICE PLAN | $1K | — | $1K | 4.80% |
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 | 278 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 280 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | AETNA LIFE INSURANCE COMPANY | 345 | $2.5M |
| Dental | METROPOLITAN LIFE INSURANCE COMPANY | 413 | $130K |
| Vision | VISION SERVICE PLAN | 163 | $28K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 278 | $101K |
| Short-term disability | HARTFORD LIFE AND ACCIDENT | 278 | $101K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 278 | $101K |
| Other | HARTFORD LIFE AND ACCIDENT | 278 | $101K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 413 | — |
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."
Top carrier holds >85% of premium. If that carrier hits a rate increase, the entire plan moves.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.