Plan Ledger DOL Form 5500 · updated monthly

Tulsa Community Foundationbenefits

Tulsa Community Foundation Dental, Vision, Life Plan, and Disability Plan · TULSA, OK · plan year 2024

Broker compensation reported · 2024
$240,401

Tulsa Community Foundation's benefits plans covered 744 active participants in 2024, providing life · dental · vision · long-term disability · death benefits. Insurance premiums totaled $420,705. Insurance brokers and agents were paid $240,401 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 57.1% of premiums. That is $323 per covered person, above the median for employer plans that report broker pay. Broker pay rose 141% from $99,582 in 2023.

Insurance contracts · 20244
DELTA DENTAL · dental$421K · 510 covered
VISION SERVICE PLAN · visionpremiums n/a · 456 covered
METROPOLITAN LIFE INSURANCE COMPANY · life ltdpremiums n/a · 744 covered
BLUECROSS BLUESHIELD OF OKLAHOMA · health drugpremiums n/a · 599 covered
Brokers & agents paid · 20244
HUB INTERNATIONAL$34,220 · incl $3,276 fees
HUB INTERNATIONAL MIDWEST LIMITED$180,937 · incl $5,252 fees
Individual agent · names withheld$2

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 HUB International5
Autozone, Inc. TN$4,329,860
Aspen HR Peo, LLC FL$3,007,524

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 731554474 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.