Form 5500 · Employee benefit plan · TULSA, OK
CONNER & WINTERS, LLP
The filing calls this plan CONNER & WINTERS WELFARE BENEFITS PLAN.
CONNER & WINTERS, LLP of TULSA, OK files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SUMMIT FINANCIAL GROUP INC. Coverage is written through METROPOLITAN LIFE INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1388566 · plan 507 · plan year 2024, filed Oct 15, 2025
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How this plan is funded
Self-funded as reported
The filing reports benefits paid from the plan's own money, and no medical insurance contract on Schedule A.
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
Also declared: death benefits, 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 3 insured contracts covering life and disability; the largest, with METROPOLITAN LIFE INSURANCE COMPANY, covers 60 people.
The filing declares life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
Reported premium across the insured contracts is $342,521, with $23,674 in disclosed broker commissions — about 6.9% of premium.
The most recent policy period ended in November, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
SUMMIT FINANCIAL GROUP INC is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | — | Dec 1, 2024 | $98,920 | $14,838 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 60 | Dec 1, 2024 | $228,223 | $6,529 |
| HARTFORD LIFE AND ACCIDENT | Life | 137 | Jan 1, 2025 | $15,378 | $2,307 |
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. The service providers are named on Schedule C of this filing. We publish company names only.
Money the plan held and paid out
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
These are the plan's own figures from Schedule H, the financial statement it files. They are not the premium on Schedule A.
Other plans filed by this employer
How this plan compares
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