Form 5500 · Employee benefit plan · OKLAHOMA CITY, OK
DEAN MCGEE EYE INSTITUTE
The filing calls this plan DEAN MCGEE EYE INSTITUTE EMPLOYEE BENEFITS PLAN.
DEAN MCGEE EYE INSTITUTE of OKLAHOMA CITY, OK spreads its employee benefits across 4 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is INSERVICES, LLC. Coverage is written through BLUECROSS BLUESHIELD OF TEXAS and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-6109395 · plan 501 · plan year 2024, filed Jul 16, 2025
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536 other employer plans in Oklahoma 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
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
Disability: the largest of the 4 insured disability contracts, with RELIANCE STANDARD LIFE INSURANCE COMPANY, covers 18 of 318 participants (5.7%) on Schedule A.
Also declared: death benefits.
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 7 insured contracts covering health, dental, life and disability; the largest, with BLUECROSS BLUESHIELD OF TEXAS, covers 521 people.
Reported premium across the insured contracts is $3,482,782, with $47,660 in disclosed broker commissions — about 1.4% of premium.
The health contract's policy period ended in December, while at least one ancillary line's policy period ended in January. The plan is on a split renewal cycle.
INSERVICES, LLC is the broker of record on all 7 contracts.
4 carriers appear on the filing, including BLUECROSS BLUESHIELD OF TEXAS, RELIANCE STANDARD LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY and SUN LIFE ASSURANCE COMPANY OF CANADA. BLUECROSS BLUESHIELD OF TEXAS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 18 | Jan 1, 2025 | $88,012 | $13,202 |
| STANDARD INSURANCE COMPANY | Disability | 115 | Jan 1, 2025 | $75,325 | $11,299 |
| STANDARD INSURANCE COMPANY | Life | 318 | Jan 1, 2025 | $67,658 | $10,123 |
| STANDARD INSURANCE COMPANY | Health | 113 | Jan 1, 2025 | $49,696 | $9,783 |
| STANDARD INSURANCE COMPANY | Disability | 57 | Jan 1, 2025 | $16,608 | $1,957 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 19 | Feb 1, 2024 | $8,642 | $1,296 |
| BLUECROSS BLUESHIELD OF TEXAS | Health, Dental | 521 | Jan 1, 2025 | $3,176,841 | $0 |
Premium and claims on these contracts
STANDARD INSURANCE COMPANY, contract 170862. For the contract year on this filing, the carrier reported $75,259 in premium earned and $38,631 in claims incurred. Dividing one by the other gives 51%.
STANDARD INSURANCE COMPANY, contract 170826. For the contract year on this filing, the carrier reported $16,608 in premium earned and $4,356 in claims incurred. Dividing one by the other gives 26%.
BLUECROSS BLUESHIELD OF TEXAS, contract 253443. For the contract year on this filing, the carrier reported $3,176,841 in premium earned and $3,167,817 in claims incurred. Dividing one by the other gives 100%.
- STANDARD INSURANCE COMPANY, contract 170862 reported $36,546 in retention.
- STANDARD INSURANCE COMPANY, contract 170826 reported $14,254 in retention.
- BLUECROSS BLUESHIELD OF TEXAS, contract 253443 reported $240,967 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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