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Sponsor portfolioWelfare / HealthEIN 74-2547238

INDEPENDENT OPPORTUNITIES, INC.

6202 S LEWIS AVE STE P · TULSA, OK 741361064
9187445067
Plans filed
6
Years active
2016–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$1.9M
No prior year
Persons covered
673
No prior year
Total participants
927
No prior year
Plans filed
6
No prior year

Plans under this sponsor

6 plans
Plan #501$1.8M
INDEPENDENT OPPORTUNITIES, INC. GROUP HEALTH PLAN
Fully insured151 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #508$37K
INDEPENDENT OPPORTUNITIES, INC. SUPPLEMENTAL INSURANCE PLAN
Fully insured82 covered·1 carrier
Primary: COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Plan #503$28K
INDEPENDENT OPPORTUNITIES, INC. GROUP LIFE AND AD&D INSURANCE PLAN
Fully insured259 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #502$8K
INDEPENDENT OPPORTUNITIES, INC. GROUP DENTAL PLAN
Fully insured181 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #504$0
INDEPENDENT OPPORTUNITIES, INC. VISION PLAN
Self-funded0 covered·0 carriers
Plan #505$0
INDEPENDENT OPPORTUNITIES, INC. FLEXIBLE SPENDING ACCOUNT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M98.1%
Life$28K1.5%
Dental$8K0.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
HDL
$1.9M98.0%33591
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 570144607
H
$37K2.0%1182

Broker overview

15 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
KELLY W PUGHBROKEN ARROW, OKUNITED HEALTHCARE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY$13K$76K$89K94.5%4
WILLIAM D STAEDKEBROKEN ARROW, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$2K$0$2K2.5%1
SHANNON MARIE BALDWINBIXBY, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1K$0$1K1.2%1
RSC INSURANCE BROKERAGE INCTULSA, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$652$0$6520.7%1
CASSIE HAMILTONCLAREMORE, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$402$0$4020.4%1
INTERNATIONAL INSURANCE BROKERS LTDTULSA, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$307$0$3070.3%1
MARILYN K EMBERSONWARR ACRES, OKCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$133$0$1330.1%1
MARILYNN DECKERHERMITAGE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$61$0$610.1%1
BRANDI TAFTNASHVILLE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$52$0$520.1%1
BRENDA H BRIDGESWHITE HOUSE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$49$0$490.1%1
ANGELA MASSARELLISPRING HILL, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$17$0$170.0%1
JAMES A SHARPHERMITAGE, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$14$0$140.0%1
DENNIS E TRAYWICKPROSPECT, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$7$0$70.0%1
MARY DAUGHERTYROCKY TOP, TNCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$3$0$30.0%1
JERRY W HOOPERTHE VILLAGES, FLCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$1$0$10.0%1

History & trajectory

10 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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