| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S REGAL BLVD STE 100 TULSA, OK 74133 | COMMUNITY CARE MANAGED HEALTHCARE PLANS OF OKLAHOMA | — | $20K | $20K | 3.30% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | $2K | — | $2K | 5.00% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S REGAL BLVD STE 100 TULSA, OK 74133 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | $802 | — | $802 | 1.61% |
| OKLAHOMA AUTOMOBILE DEALERS0 | C/O MR STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | — | $562 | $562 | 1.13% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S REGAL BLVD STE 100 TULSA, OK 74133 | DELTA DENTAL | $3K | — | $3K | 8.00% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 S REGAL BLVD STE 100 TULSA, OK 74133 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | $393 | — | $393 | 4.14% |
| OKLAHOMA AUTOMOBILE DEALERS0 | C/O MR STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | — | $44 | $44 | 0.46% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | -$1K | — | -$1K | -12.71% |
| PREMIER CONSULTING PARTNERS LLC3 | 10441 S REGAL BLVD STE 100 TULSA, OK 74133 | METROPOLITAN LIFE INSURANCE COMPANY | $573 | — | $573 | 7.01% |
| ROONEY INSURANCE AGENCY INC3 Filed as: ROONEY INS AGENCY INC | 4700 S GARNETT RD, STE 200 TULSA, OK 74146 | METROPOLITAN LIFE INSURANCE COMPANY | $244 | $24 | $268 | 3.28% |
| PREMIER CONSULTING PARTNERS LLC3 Filed as: PREMIER CONSULTING PARTNERS, LLC | 10441 S REGAL BLVD STE 100 TULSA, OK 74133 | VISION SERVICE PLAN | $718 | — | $718 | 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 | 84 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 86 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts, 2 carriers) | COMMUNITY CARE MANAGED HEALTHCARE PLANS OF OKLAHOMA | 126 | $650K |
| Dental | DELTA DENTAL | 83 | $43K |
| Vision | VISION SERVICE PLAN | 53 | $7K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 149 | $8K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 44 | $59K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 44 | $59K |
| Other(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 149 | $67K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 149 | — |
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."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.