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Sponsor portfolioWelfare / HealthEIN 73-1551429

TULSA BONE & JOINT ASSOCIATES

4802 SOUTH 109TH EAST AVENUE · TULSA, OK 74146
9183921400
Plans filed
3
Years active
2015–2026
Industry
NAICS 62
Latest filing
2026
Total premiums (latest)
$575K
No prior year
Persons covered
265
No prior year
Total participants
265
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #503$575K
TULSA BONE & JOINT ASSOCIATES LIFE INSURANCE PLAN
Mixed265 covered·3 carriers
Primary: RELIANCE MATRIX
Plan #505$157K
TULSA BONE & JOINT ASSOCIATES DENTAL PLAN
Fully insured177 covered·1 carrier
Primary: DELTA DENTAL
Plan #504$0
TULSA BONE & JOINT ASSOCIATES MEDICAL PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$321K20.9%
Short-term disability$321K20.9%
Long-term disability$321K20.9%
Other$321K20.9%
Dental$219K14.2%
Vision$35K2.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$321K55.8%11265
DELTA DENTAL OF CALIFORNIA
EIN 237322578
D
$219K38.0%11207
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
V
$35K6.2%11184

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDTULSA, OKSUN LIFE ASSURANCE COMPANY OF CANADA, DELTA DENTAL OF OKLAHOMA, RELIANCE MATRIX$53K$1K$54K99.7%1
MGISSALT LAKE CITY, UTRELIANCE MATRIX$0$180$1800.3%1

History & trajectory

12 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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