| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S. REGAL BLVD SUITE 100 TULSA, OK 74133 | HEALTH PARTNERS, INC. | $0 | $7K | $7K | 3.28% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S. REGAL BLVD. SUITE 100 TULSA, OK 74133 | HEALTH PARTNERS, INC. | $0 | $9 | $9 | 0.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 74133 | COMMUNITY CARE HMO | $0 | $10K | $10K | 5.67% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND AVE #110 TULSA, OK 74133 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 3.70% |
| ASCENSION INSURANCE AGENCY3 Filed as: ASCENSION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 74133 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $611 | $611 | 0.36% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 741337097 | UNITED HEALTHCARE INSURANCE COMPANY | $8K | $0 | $8K | 4.85% |
| ASCENSION INSURANCE AGENCY3 Filed as: ASCENSION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OH 74133 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $461 | $461 | 0.28% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 741337097 | UNITED HEALTHCARE INSURANCE COMPANY | $6K | $0 | $6K | 4.41% |
| ASCENSION INSURANCE AGENCY3 Filed as: ASCENSION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OH 74133 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $288 | $288 | 0.23% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 74133 | SUN LIFE ASSURANCE COMPANY OF CANADA | $20K | $0 | $20K | 16.57% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 741337097 | UNITED HEALTHCARE INSURANCE COMPANY | $5K | $0 | $5K | 5.15% |
| ASCENSION INSURANCE AGENCY3 Filed as: ASCENSION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 74133 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $288 | $288 | 0.30% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | DELTA DENTAL | $8K | $0 | $8K | 10.00% |
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 | 264 | 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) | 266 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | HEALTH PARTNERS, INC. | 34 | $948K |
| Dental | DELTA DENTAL | 180 | $84K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 257 | $118K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 257 | $118K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 257 | $118K |
| Other | SUN LIFE ASSURANCE COMPANY OF CANADA | 257 | $118K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 257 | — |
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.
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.