Form 5500 · Employee benefit plan · NORMAN, OK
FERGUSON MANAGEMENT GROUP, LLC
The filing calls this plan FERGUSON MANAGEMENT HEALTH PLAN.
FERGUSON MANAGEMENT GROUP, LLC of NORMAN, OK files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is TIM LEAKE. Coverage is written through PACE UNDERWRITERS / COMPANION LIFE INSURANCE and 1 other carrier. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1454627 · plan 527 · plan year 2025, filed May 7, 2026
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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.
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
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 2 insured contracts covering health, dental, vision and stop-loss; the largest, with PACE UNDERWRITERS / COMPANION LIFE INSURANCE, covers 199 people.
The filing lists a stop-loss contract. On its own that does not settle whether the plan pays its own claims.
Reported premium across the insured contracts is $492,808, with $86,396 in disclosed broker commissions — about 18% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
TIM LEAKE is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| PACE UNDERWRITERS / COMPANION LIFE INSURANCE | Health, Dental, Vision, Stop-loss | 199 | Dec 1, 2025 | $466,937 | $86,396 |
| AETNA LIFE INSURANCE COMPANY | Health, Stop-loss | 199 | Dec 1, 2025 | $25,871 | $0 |
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.
How this plan compares
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