Form 5500 · Employee benefit plan · CHARLESTON, WV
SPILMAN THOMAS & BATTLE, PLLC
SPILMAN THOMAS & BATTLE, PLLC of CHARLESTON, WV insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is ADAM OKUN. Coverage is written through HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA and 2 other carriers. The plan's most recent policy period ended in October.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 55-0282458 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA, covers 248 people.
Reported premium across the insured contracts is $2,721,235, with $45,059 in disclosed broker commissions — about 1.7% of premium.
The health contract's policy period ended in October, while at least one ancillary line renews in July — the plan is on a split renewal cycle.
ADAM OKUN is the broker of record on 1 of the 6 contracts; the rest name a different broker or none.
3 carriers appear on the filing — HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA — with HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HIGHMARK BLUE CROSS BLUE SHIELD WEST VIRGINA | Health | 248 | October | $2,486,001 | $26,963 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 213 | July | $124,613 | $6,539 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 169 | December | $63,845 | $6,385 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental | 162 | July | $11,654 | $2,576 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 213 | July | $23,082 | $1,392 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Vision | 85 | December | $12,040 | $1,204 |
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