PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. TRADITIONS SPIRITS INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 20-8458527

TRADITIONS SPIRITS INC.

2460 BOARDWALK STREET · NORMAN, OK 73069
4053924550
Plans filed
1
Years active
2016–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
$281K
No prior year
Persons covered
772
No prior year
Total participants
576
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$281K
TRADITIONS SPIRITS, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed772 covered·4 carriers
Primary: AMERITAS LIFE INSURANCE CORP.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$161K21.3%
Vision$161K21.3%
Other$119K15.8%
Life$105K13.9%
Short-term disability$105K13.9%
Long-term disability$105K13.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
DV
$161K57.4%11772
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$105K37.4%11576
CALL A DOCTOR PLUS
EIN 122345678
Oth
$9K3.4%1175
COMMUNITY CARE
EIN 731433979
Oth
$5K1.8%11497

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.OKLAHOMA CITY, OKAMERITAS LIFE INSURANCE CORP., THE LINCOLN NATIONAL LIFE INSURANCE COMPANY$30K$8K$39K76.7%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$0$7K$7K13.7%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXAMERITAS LIFE INSURANCE CORP.$5K$0$5K9.6%1

History & trajectory

10 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica