| 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 | — | $22K | $22K | 3.14% |
| 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 | $2K | — | $2K | 3.26% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | $1K | — | $1K | 1.63% |
| OKLAHOMA AUTOMOBILE DEALERS0 | C/O MR STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | — | $392 | $392 | 0.62% |
| RELATION INSURANCE SERVICES OF CA3 Filed as: RELATION INSURANCE SERVICES DBA PRE | 10425 S 82ND E AVE SUITE 110 TULSA, OK 74133 | DELTA DENTAL | $5K | — | $5K | 8.33% |
| 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 | $790 | — | $790 | 3.96% |
| ASSURANCE AGENCY LTD3 Filed as: AMERICAN FIDELITY ASSURANCE CO | PO BOX 25360 OKLAHOMA CITY, OK 73125 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | $465 | — | $465 | 2.33% |
| OKLAHOMA AUTOMOBILE DEALERS0 | C/O MR STEVE RANKIN, PRESIDENT OKLAHOMA CITY, OK 73105 | AMERICAN FIDELITY ASSURANCE COMPANY - 29187 | — | $82 | $82 | 0.41% |
| 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 | 8.67% |
| ROONEY INSURANCE AGENCY INC3 Filed as: ROONEY INS AGENCY INC | 4700 S GARNETT RD, STE 200 TULSA, OK 74146 | METROPOLITAN LIFE INSURANCE COMPANY | $906 | $37 | $943 | 7.49% |
| 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 | $820 | — | $820 | 8.17% |
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 | 189 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 5 | Continuation coverage (COBRA, retiree health). |
| Total participants (= "Plan participants" tile) | 194 | 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 | 191 | $795K |
| Dental | DELTA DENTAL | 104 | $58K |
| Vision | VISION SERVICE PLAN | 83 | $10K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 199 | $13K |
| Short-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 58 | $83K |
| Long-term disability(2 contracts, 2 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 58 | $83K |
| Other(3 contracts, 3 carriers) | AMERICAN FIDELITY ASSURANCE COMPANY - 66131 | 199 | $96K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 199 | — |
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."
No prospect flags tripped on this filing.