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Sponsor portfolioWelfare / HealthEIN 46-1766360
COOPER FAMILY MANAGEMENT, LLC
14349 N KELLY AVE · EDMOND, OK 73013
4057537088
- Plans filed
- 1
- Years active
- 2019–2025
- Industry
- NAICS 44
- Latest filing
- 2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
1,855
No prior year
Total participants
945
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $1.3M | 28.8% | |
| Short-term disability | $676K | 15.3% | |
| Long-term disability | $676K | 15.3% | |
| Dental | $596K | 13.5% | |
| Vision | $596K | 13.5% | |
| Life | $596K | 13.5% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 730714500 | STDLTDOth | $676K | 53.2% | 1 | 1 | 349 |
EIN 135581829 | DVLOth | $596K | 46.8% | 1 | 1 | 1,855 |
Broker overview
4 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | IRVINE, CA | METROPOLITAN LIFE INSURANCE COMPANY | $64K | $6K | $70K | 54.8% | 1 |
| ASSURANCE AGENCY LTD | OKLAHOMA CITY, OK | AMERICAN FIDELITY ASSURANCE COMPANY | $31K | $0 | $31K | 24.3% | 1 |
| GIS BENEFITS INC | MORRIS, IL | METROPOLITAN LIFE INSURANCE COMPANY | $18K | $6K | $24K | 18.9% | 1 |
| OKLA AUTOMOBILE DEALERS | OKLAHOMA CITY, OK | AMERICAN FIDELITY ASSURANCE COMPANY | $0 | $2K | $2K | 1.9% | 1 |
History & trajectory
7 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