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Sponsor portfolioWelfare / HealthEIN 73-1188758

FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C.

5801 BROADWAY EXTENSION · OKLAHOMA CITY, OK 73118
4058402931
Plans filed
2
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
312
No prior year
Total participants
152
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$2.0M
FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C. HEALTH AND WELFARE BENEFIT PLAN
Fully insured312 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA
Plan #001$0
FRANKFURT-SHORT-BRUZA ASSOCIATES, P.C. 401(K) PROFIT SHARING PLAN
Fully insured2 covered·1 carrier
Primary: NEW YORK LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.7M71.4%
Dental$134K5.7%
Life$128K5.4%
Short-term disability$128K5.4%
Long-term disability$128K5.4%
Other$128K5.4%
Vision$27K1.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
H
$1.7M85.3%11250
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
D
$134K6.8%11144
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LSTDLTDOth
$128K6.5%11136
AMERITAS LIFE INSURANCE CORP.
EIN 470098400
V
$27K1.4%11312

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCTULSA, OKAMERITAS LIFE INSURANCE, SUN LIFE ASSURANCE COMPANY OF CANADA, PRUDENTIAL INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF OKLAHOMA$107K$8K$115K99.7%1
TOTALIS BENEFITSSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$324$0$3240.3%1
IMGINDIANAPOLIS, INPRUDENTIAL INSURANCE COMPANY OF AMERICA$0$35$350.0%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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