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Sponsor portfolioWelfare / HealthEIN 73-0604334
FINLEY & COOK, PLLC
601 N BROADWAY · SHAWNEE, OK 74801
4052751650
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$1.5M
No prior year
Persons covered
187
No prior year
Total participants
142
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 |
|---|---|---|---|
| Health | $1.2M | 59.4% | |
| Life | $173K | 8.4% | |
| Short-term disability | $172K | 8.4% | |
| Long-term disability | $172K | 8.4% | |
| Other | $172K | 8.4% | |
| Dental | $120K | 5.9% | |
| Vision | $22K | 1.1% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 361236610 | H | $1.2M | 79.4% | 1 | 1 | 187 |
EIN 470322111 | LSTDLTDOth | $172K | 11.3% | 1 | 1 | 173 |
EIN 237322578 | D | $120K | 7.9% | 1 | 1 | 126 |
EIN 061227840 | V | $22K | 1.4% | 1 | 1 | 126 |
EIN 135582869 | L | $271 | 0.0% | 1 | 1 | 171 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| BANCFIRST INSURANCE SERVICES, INC. | TULSA, OK | BLUECROSS BLUESHIELD OF OKLAHOMA, DELTA DENTAL, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN | $86K | $14K | $99K | 90.8% | 1 |
| PAYCOM PAYROLL LLC | OKLAHOMA CITY, OK | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $10K | $10K | 9.2% | 1 |
| DISABILITY RMS | PORTLAND, ME | NEW YORK LIFE INSURANCE COMPANY | $0 | $38 | $38 | 0.0% | 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