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Sponsor portfolioWelfare / HealthEIN 73-0968950

STEPHENSON WHOLESALE CO.

230 SOUTH 22ND AVE · DURANT, OK 74701
5809200110
Plans filed
1
Years active
2015–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$2.3M
No prior year
Persons covered
305
No prior year
Total participants
133
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.3M
STEPHENSON WHOLESALE COMPANY, INC WELFARE BENEFIT PLAN
Fully insured305 covered·4 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M48.0%
Vision$2.1M48.0%
Dental$76K1.7%
Other$29K0.7%
Short-term disability$24K0.6%
Life$23K0.5%
Long-term disability$20K0.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HV
$2.1M93.4%11305
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$76K3.4%11149
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$67K3.0%14133
WORKERS ASSISTANCE PROGRAM, INC.
EIN 741847991
Oth
$6K0.3%11244

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCHOUSTON, TXUNITED OF OMAHA LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$10K$98K$108K86.0%1
ASCENSUS HOLDINGS INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$10K$10K8.0%1
MARSH & MCLENNAN AGENCY LLCHOUSTON, TXDELTA DENTAL$8K$0$8K6.0%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
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