Form 5500 · Employee benefit plan · OKLAHOMA CITY, OK
BALON CORPORATION
The filing calls this plan BALON CORPORATION WELFARE BENEFIT PLAN.
BALON CORPORATION of OKLAHOMA CITY, OK is a 976-participant manufacturing employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is INSURICA. Coverage is written through HEALTH CARE SERVICE CORPORATION and 1 other carrier. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-0745177 · plan 501 · plan year 2026, filed Jul 6, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
35 other employer plans in Oklahoma have policy years ending in March. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, life and disability; the largest, with HEALTH CARE SERVICE CORPORATION, covers 1,673 people.
Reported premium across the insured contracts is $11,319,188, with $51,485 in disclosed broker commissions — about 0.5% of premium.
The most recent policy period ended in March, and the plan year ends March 31. Group contracts typically renew on that annual cycle.
INSURICA is the broker of record on all 2 contracts.
Two carriers split the book: HEALTH CARE SERVICE CORPORATION and UNUM LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HEALTH CARE SERVICE CORPORATION | Health, Dental | 1,673 | Apr 1, 2026 | $10,459,929 | $33,108 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 950 | Apr 1, 2026 | $859,259 | $18,377 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
35 other employer plans in Oklahoma are April 1 renewals (policy year ends March).
Their policy years end in March, like this plan’s, so most renew April 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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