Form 5500 · Employee benefit plan · TULSA, OK
ROXTEC, INC.
ROXTEC, INC. of TULSA, OK is a 126-participant wholesale trade employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is BENEFIT PLAN STRATEGIES. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1515581 · plan 501 · plan year 2024, filed Jul 24, 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.
Benefits declared on this filing
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.
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 4 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 263 people.
Reported premium across the insured contracts is $1,838,459, with $105,098 in disclosed broker commissions — about 5.7% 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.
BENEFIT PLAN STRATEGIES is the broker of record on all 4 contracts.
4 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, UNITED OF OMAHA LIFE INSURANCE COMPANY, DELTA DENTAL and VISION SERVICE PLAN. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 263 | Jan 1, 2025 | $1,563,911 | $74,313 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 144 | Jan 1, 2025 | $134,677 | $20,202 |
| DELTA DENTAL | Dental | 130 | Jan 1, 2025 | $118,000 | $9,440 |
| VISION SERVICE PLAN | Vision | 136 | Jan 1, 2025 | $21,871 | $1,143 |
Premium and claims on this contract
DELTA DENTAL, contract 9213. For the contract year on this filing, the carrier reported $118,000 in premium earned and $89,280 in claims incurred. Dividing one by the other gives 76%.
- DELTA DENTAL, contract 9213 reported $17,341 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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 156 employees, 2 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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