Form 5500 · Employee benefit plan · NORTH LITTLE ROCK, AR
BRUCE OAKLEY, INC.
The filing calls this plan BRUCE OAKLEY, INC. HEALTH AND WELFARE PLAN.
BRUCE OAKLEY, INC. of NORTH LITTLE ROCK, AR spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is MCGRIFF INSURANCE SERVICES, INC.. Coverage is written through DELTA DENTAL PLAN OF ARKANSAS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 71-0483822 · plan 504 · plan year 2025, filed Jul 27, 2026
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355 other employer plans in Arkansas have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Self-funded as reported
The filing names a third-party administrator on Schedule A and reports no medical premium.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
3 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: other welfare.
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.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
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 10 insured contracts covering dental, vision, life and disability; the largest, with DELTA DENTAL PLAN OF ARKANSAS, covers 1,227 people.
The filing declares dental, vision, life, disability and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 3 contracts here that do not say what they cover.
Reported premium across the insured contracts is $1,902,584, with $246,592 in disclosed broker commissions — about 13% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MCGRIFF INSURANCE SERVICES, INC. is the broker of record on 7 of the 10 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 340 | Jan 1, 2026 | $272,486 | $54,497 |
| DELTA DENTAL PLAN OF ARKANSAS | Dental | 1,227 | Jan 1, 2026 | $359,986 | $39,755 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 414 | Jan 1, 2026 | $181,699 | $36,340 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 467 | Jan 1, 2026 | $172,089 | $34,418 |
| METROPOLITAN TOWER LIFE INSURANCE COMPANY | Life | 259 | Jan 1, 2026 | $210,951 | $31,166 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 747 | Jan 1, 2026 | $99,563 | $14,935 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 491 | Jan 1, 2026 | $151,302 | $11,476 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 333 | Jan 1, 2026 | $139,085 | $9,317 |
| METROPOLITAN LIFE INSURANCE COMPANY | Vision | 1,063 | Jan 1, 2026 | $80,715 | $7,382 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 371 | Jan 1, 2026 | $234,708 | $7,306 |
Premium and claims on this contract
DELTA DENTAL PLAN OF ARKANSAS, contract 000003697. For the contract year on this filing, the carrier reported $359,986 in premium earned and $233,284 in claims incurred. Dividing one by the other gives 65%.
- DELTA DENTAL PLAN OF ARKANSAS, contract 000003697 reported $39,755 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
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.
Other plans filed by this employer
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Renewal calendar
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