Plan Ledger DOL Form 5500 · updated monthly

Independent Opportunities, Inc.benefits

Independent Opportunities, Inc. Group Life and Ad&D Insurance Plan · TULSA, OK · plan year 2024

Broker compensation reported · 2024
$94,399

Independent Opportunities, Inc.'s benefits plans covered 253 active participants in 2024, providing life. Insurance brokers and agents were paid $94,399 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $373 per covered person, above the median for employer plans that report broker pay. Broker pay fell 5.0% from $99,352 in 2023.

Insurance contracts · 20244
UNITED HEALTHCARE INSURANCE COMPANY · healthpremiums n/a · 151 covered
UNITED HEALTHCARE INSURANCE COMPANY · dentalpremiums n/a · 181 covered
UNITED HEALTHCARE INSURANCE COMPANY · lifepremiums n/a · 259 covered
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · healthpremiums n/a · 82 covered
Brokers & agents paid · 20246
KELLY W PUGH$89,215 · incl $76,041 fees
WILLIAM D STAEDKE$2,339
SHANNON MARIE BALDWIN$1,147
INTERNATIONAL INSURANCE BROKERS LTD$307
10 individual agents · names withheld$739

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Kelly W Pugh5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 742547238 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.