| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | COMMUNITY CARE MANAGED HEALTHCARE PLANS OF OKLAHOMA | — | $20K | $20K | 3.13% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | $4K | — | $4K | 7.37% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | $1K | — | $1K | 2.58% |
| OKLAHOMA AUTOMOBILE DEALERS0 | C/O MR STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | — | $487 | $487 | 0.92% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | DELTA DENTAL | $4K | — | $4K | 8.00% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | $2K | — | $2K | 13.36% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | $487 | — | $487 | 4.16% |
| OKLAHOMA AUTOMOBILE DEALERS0 | C/O MR STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | — | $54 | $54 | 0.46% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | — | $1K | 13.55% |
| ROONEY INSURANCE AGENCY INC3 Filed as: ROONEY INS AGENCY INC | 4700 S GARNETT RD, STE 200 TULSA, OK 74146 | METROPOLITAN LIFE INSURANCE COMPANY | $404 | $22 | $426 | 3.87% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | VISION SERVICE PLAN | $628 | — | $628 | 9.73% |
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 | 157 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 159 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | COMMUNITY CARE MANAGED HEALTHCARE PLANS OF OKLAHOMA | 138 | $693K |
| Dental | DELTA DENTAL | 96 | $52K |
| Vision | VISION SERVICE PLAN | 60 | $6K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 178 | $11K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 50 | $65K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 50 | $65K |
| Other(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 178 | $76K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 178 | — |
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.