Form 5500 · Employee benefit plan · TULSA, OK
TULSA JEWISH RETIREMENT & HEALTH CARE CENTER
The filing calls this plan TJRHCC WELFARE BENEFIT PLAN.
Public Form 5500 records show how TULSA JEWISH RETIREMENT & HEALTH CARE CENTER of TULSA, OK, a health care and social assistance employer, structures its employee benefits. Its broker of record is MELISSA PARCHMAN DBA MAGOON & ASSOC. Coverage is written through COMMUNITY CARE and 7 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1227715 · plan 501 · plan year 2025, filed May 27, 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: 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 10 insured contracts covering health, dental, vision, life and disability; the largest, with COMMUNITY CARE, covers 175 people.
Reported premium across the insured contracts is $1,645,091, with $84,479 in disclosed broker commissions — about 5.1% of premium.
The health contract's policy period ended in June, while at least one ancillary line's policy period ended in October. The plan is on a split renewal cycle.
MELISSA PARCHMAN DBA MAGOON & ASSOC is the broker of record on 3 of the 10 contracts; the rest name a different broker or none.
8 carriers appear on the filing, including COMMUNITY CARE, DELTA DENTAL, AFLAC and TRANSAMERICA LIFE INSURANCE COMPANY. COMMUNITY CARE writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| COMMUNITY CARE | Health | 175 | Jul 1, 2025 | $1,369,162 | $60,138 |
| AFLAC | Disability | 51 | Nov 1, 2025 | $85,719 | $12,310 |
| DELTA DENTAL | Dental | 109 | Jan 1, 2025 | $98,609 | $5,917 |
| VSP | Vision | 96 | Jan 1, 2025 | $32,555 | $2,631 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Life | 37 | Nov 1, 2025 | $39,113 | $2,317 |
| DEARBORN LIFE INSURANCE COMPANY | Life, Disability | 189 | Nov 1, 2025 | $11,232 | $547 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | Disability | 9 | Nov 1, 2025 | $2,544 | $297 |
| DEARBORN LIFE INSURANCE COMPANY | Life | 7 | Nov 1, 2025 | $2,832 | $283 |
| 5STAR LIFE INSURANCE COMPANY | Life | 13 | Nov 1, 2025 | $1,960 | $39 |
| COMMUNITY CARE | — | 150 | Nov 1, 2025 | $1,365 | $0 |
Premium and claims on this contract
DELTA DENTAL, contract 10332. For the contract year on this filing, the carrier reported $98,609 in premium earned and $97,631 in claims incurred. Dividing one by the other gives 99%.
- DELTA DENTAL, contract 10332 reported $6,621 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.
Other plans filed by this employer
How this plan compares
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