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Sponsor portfolioWelfare / HealthEIN 73-1484518

OAK TREE BENEFITS HEALTH PLAN

1437 SOUTH BOULDER AVENUE · TULSA, OK 74119
9185767803
Plans filed
1
Years active
2025–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
205
No prior year
Total participants
87
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
OAK TREE BENEFITS HEALTH PLAN
Fully insured205 covered·4 carriers
Primary: BLUECROSS BLUESHIELD OF OKLAHOMA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.1M43.1%
Prescription drug$1.1M43.1%
Dental$93K3.6%
Life$58K2.3%
Short-term disability$58K2.3%
Long-term disability$58K2.3%
Other$58K2.3%
Vision$25K1.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$1.1M86.2%11205
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$93K7.3%11145
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTDOth
$58K4.6%11107
VISION SERVICE PLAN
EIN 061227840
V
$25K2.0%11122

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTULSA, OKTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, BLUECROSS BLUESHIELD OF OKLAHOMA, VISION SERVICE PLAN, DELTA DENTAL$70K$62$70K100.0%1
OAKTREE SOFTWARE, INC.TULSA, OKBLUECROSS BLUESHIELD OF OKLAHOMA$0$0$00.0%1

Policy details

Latest year, by plan
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