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Sponsor portfolioWelfare / HealthEIN 20-8067225

IRONHORSE FINANCIAL GROUP

1111 WEST BROADWAY STREET · MUSKOGEE, OK 74401
9186806931
Plans filed
1
Years active
2020–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
724
No prior year
Total participants
420
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$1.6M
IRONHORSE FINANCIAL GROUP EMPLOYEE BENEFITS PLAN
Mixed724 covered·5 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.1M41.2%
Other$443K16.1%
Life$399K14.5%
Dental$360K13.1%
Long-term disability$360K13.1%
Vision$57K2.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
SL
$1.1M69.4%11674
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLLTDOth
$377K23.1%14724
VISION SERVICE PLAN
EIN 061227840
V
$57K3.5%11296
TRANSAMERICA LIFE INSURANCE COMPANY
EIN 390989781
LOth
$39K2.4%1140
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
Oth
$27K1.6%1132

Broker overview

17 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SUMMIT FINANCIAL GROUP INC.DALLAS, TXMETROPOLITAN LIFE INSURANCE COMPANY, VISION SERVICE PLAN, BLUECROSS BLUESHIELD OF OKLAHOMA$49K$24K$73K72.1%1
GIS BENEFITS INCMORRIS, ILMETROPOLITAN LIFE INSURANCE COMPANY$19K$4K$22K22.3%1
KATHY DARLENE HOUSTON EVANSHARAH, OKTRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K2.0%1
GREGORY M BUWICKNORMAN, OKTRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K1.2%1
LARRY D DENNYWETUMKA, OKTRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$699$0$6990.7%1
GLYNDA C FRY-STEWARTLEXINGTON, OKTRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$603$0$6030.6%1
VOLUNTARY BENEFITS AT WORKMARIETTA, GATRANSAMERICA LIFE INSURANCE COMPANY$487$0$4870.5%1
JASON B WESTMACON, GATRANSAMERICA LIFE INSURANCE COMPANY$234$0$2340.2%1
TIFFANY DENNYWETUMKA, OKTRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$198$0$1980.2%1
KELLY JACKSWANETTE, OKTRANSAMERICA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$70$0$700.1%1
JARRELL K PRENTICEEDMOND, OKTRANSAMERICA LIFE INSURANCE COMPANY$13$0$130.0%1
LEANN RENEE BRUMLEYARGYLE, TXTRANSAMERICA LIFE INSURANCE COMPANY$8$0$80.0%1
TRACY ELAINE PUTMANLEXINGTON, OKTRANSAMERICA LIFE INSURANCE COMPANY$8$0$80.0%1
JONAH D MOOREOKLAHOMA CITY, OKTRANSAMERICA LIFE INSURANCE COMPANY$6$0$60.0%1
JAMES D MORGANOKLAHOMA CITY, OKTRANSAMERICA LIFE INSURANCE COMPANY$4$0$40.0%1
BARBARA L DAVIESMCKINNEY, TXTRANSAMERICA LIFE INSURANCE COMPANY$3$0$30.0%1
MICHAEL KURT MORGANHOLDENVILLE, OKTRANSAMERICA LIFE INSURANCE COMPANY$3$0$30.0%1

History & trajectory

6 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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