| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| 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 | $7K | $0 | $7K | 3.99% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC OKLAHOMA | 7136 S YALE AVE SUITE 300 #30031 TULSA, OK 74136 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $2K | $2K | 1.23% |
| ROGERS BENEFIT GROUP INC3 Filed as: ROGERS BENEFIT GROUP INC. | 7310 N 16TH ST SUITE 226 PHOENIX, AZ 850208212 | UNITED HEALTHCARE INSURANCE COMPANY | $0 | $189 | $189 | 0.11% |
| 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 | $23K | $0 | $23K | 14.74% |
| CENTRO BENEFITS RESEARCH LLC3 | 24500 CHAGRIN BLVD SUITE 365 BEACHWOOD, OH 44122 | SUN LIFE ASSURANCE COMPANY OF CANADA | $7K | $0 | $7K | 4.71% |
| 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 | $5K | $5K | 3.76% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S. REGAL BLVD SUITE 100 TULSA, OK 74133 | HEALTH PARTNERS, INC. | $0 | $5K | $5K | 3.50% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S. REGAL BLVD. SUITE 100 TULSA, OK 74133 | HEALTH PARTNERS, INC. | $0 | $3 | $3 | 0.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | DELTA DENTAL | $10K | $0 | $10K | 10.00% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 741337097 | ALL SAVERS INSURANCE COMPANY | $9K | $0 | $9K | 11.60% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC OKLAHOMA | 7136 S YALE AVE TULSA, OK 74136 | ALL SAVERS INSURANCE COMPANY | $648 | $0 | $648 | 0.81% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 741337097 | ALL SAVERS INSURANCE COMPANY | $9K | $0 | $9K | 13.61% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC OKLAHOMA | 7136 S YALE AVE TULSA, OK 74136 | ALL SAVERS INSURANCE COMPANY | $605 | $0 | $605 | 0.91% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND AVE #110 TULSA, OK 74133 | ALL SAVERS INSURANCE COMPANY | $7K | $0 | $7K | 11.16% |
| ASSUREDPARTNERS3 Filed as: EMERSON ROGERS LLC OKLAHOMA | 7136 S YALE AVE TULSA, OK 74136 | ALL SAVERS INSURANCE COMPANY | $461 | $0 | $461 | 0.70% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES INC. | 10425 S 82ND EAST AVE SUITE 110 TULSA, OK 741337097 | ALL SAVERS INSURANCE COMPANY | $9K | $0 | $9K | 13.61% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES, INC. | 10425 S 82ND E AVE STE 110 TULSA, OK 74133 | COMMUNITY CARE | $0 | $3K | $3K | 5.62% |
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 | 147 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 148 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(8 contracts, 5 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 28 | $783K |
| Dental | DELTA DENTAL | 178 | $96K |
| Vision | SUN LIFE ASSURANCE COMPANY OF CANADA | 260 | $153K |
| Life insurance | SUN LIFE ASSURANCE COMPANY OF CANADA | 260 | $153K |
| Short-term disability | SUN LIFE ASSURANCE COMPANY OF CANADA | 260 | $153K |
| Other(4 contracts, 2 carriers) | SUN LIFE ASSURANCE COMPANY OF CANADA | 260 | $366K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 260 | — |
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.