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Sponsor portfolioWelfare / HealthEIN 20-0509563

MATHIS BROS OKLAHOMA CITY LLC

3434 WEST RENO · OKLAHOMA CITY, OK 73107
4059433434
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$1.7M
No prior year
Persons covered
1,670
No prior year
Total participants
908
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$1.7M
MATHIS BROTHERS EMPLOYEE BENEFITS PLAN
Mixed1,670 covered·5 carriers
Primary: SYMETRA LIFE INSURANCE

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$887K31.7%
Short-term disability$749K26.8%
Life$579K20.7%
Long-term disability$579K20.7%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
SL
$887K51.2%11890
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTD
$845K48.8%141,670

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CALINCOLN NATIONAL LIFE INSURANCE COMPANY-CRITICAL ILLNESS 686053, LINCOLN NATIONAL LIFE INSURANCE COMPANY-HOSPITAL INDEMNITY 686055, SYMETRA LIFE INSURANCE, LINCOLN NATIONAL LIFE INSURANCE COMPANY-ACCIDENT 686054, LINCOLN NATIONAL LIFE INSURANCE COMPANY - CORE$111K$68K$179K57.0%1
GIS BENEFITS INCMORRIS, ILLINCOLN NATIONAL LIFE INSURANCE COMPANY-CRITICAL ILLNESS 686053, LINCOLN NATIONAL LIFE INSURANCE COMPANY-HOSPITAL INDEMNITY 686055, LINCOLN NATIONAL LIFE INSURANCE COMPANY-ACCIDENT 686054, LINCOLN NATIONAL LIFE INSURANCE COMPANY - CORE$16K$71K$87K27.7%1
BRANDON PENKOROSHARON, TXLINCOLN NATIONAL LIFE INSURANCE COMPANY-CRITICAL ILLNESS 686053, LINCOLN NATIONAL LIFE INSURANCE COMPANY-HOSPITAL INDEMNITY 686055, LINCOLN NATIONAL LIFE INSURANCE COMPANY-ACCIDENT 686054$48K$0$48K15.3%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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