Filings through .
History & trajectory Charts need 2 or more years. This plan has 9 years on file. Pro shows premium, premium per covered life, covered lives and carrier and broker share for every year.
See pricingBroker comp is under 1% of premium on a plan over $1M. The plan may have no broker or pay a flat fee. Consultants can pitch it.
The top carrier holds over 85% of premium. A rate increase from that carrier moves the whole plan.
The Schedule A insurance contracts show who carries the risk, for which benefits and for how many people.
| Carrier | Coverage | Premium |
|---|---|---|
Broker: Summit Financial Group Inc. HealthRxVision | HealthRxVision |
Premium, covered lives, retention, contract number and renewal month for each carrier are on Pro.
See premium, retention and renewal dates for 1 contract with Pro. Pro is free for 7 days and then costs $49 a month.
These benefits are declared on the Form 5500 main form. A ✓ means the benefit also has a Schedule A insurance contract. Without one, plan assets or a Schedule C TPA fund the benefit.
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 1,367 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 12 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,379 | Active, retired or separated, and beneficiaries. Dependents are not counted. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical) | BLUECROSS BLUESHIELD OF OKLAHOMA | 2,470 | $19.1M |
| Vision | BLUECROSS BLUESHIELD OF OKLAHOMA | 2,470 | $19.1M |
| Prescription drug | BLUECROSS BLUESHIELD OF OKLAHOMA | 2,470 | $19.1M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 2,470 | - |
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 instead of this filer's headcount. We show the row, but it does not count the people in this plan.
Brokers paid through Schedule A and service providers paid through Schedule C.
| Broker | Commissions |
|---|---|
Carrier: Bluecross Blueshield of Oklahoma | |
Carrier: Bluecross Blueshield of Oklahoma |
Commissions, fees, broker address and the carrier each broker is paid through are on Pro.
| Provider | Services | Address | Compensation |
|---|---|---|---|
| HEALTH CARE SERVICE CORP EIN 36-1236610 CONTRACT ADMINISTRATOR | Contract Administrator; Direct payment from the plan Service code 13 | — | $1.1M |
| SUMMIT FINANCIAL GROUP EIN 73-1540990 NONE | Direct payment from the plan; Custodial (other than securities) Service code 18 | — | $90K |
| MEDEFY HEALTH INC EIN 93-2342869 NONE | Direct payment from the plan; Other fees Service code 50 | — | $71K |
| FORVIS MAZARS, LLP EIN 44-0160260 NONE | Legal; Direct payment from the plan; Accounting (including auditing) Service code 10 | — | $47K |
| GLOBAL GAMING SOLUTIONS, LLC EIN 32-1206508 NONE | Direct payment from the plan; Recordkeeping and information management (computing, tabulating, data processing, etc.) Service code 15 | — | $24K |
| MCAFEE & TAFT EIN 73-0781676 NONE | Legal; Direct payment from the plan Service code 29 | — | $11K |
This section shows how the plan is funded and what that means for risk.
Welfare charges, retention and retention rate (the carrier margin on this plan) are on Pro.
1 contact
9 filings · 2017 to 2025