Mathis Bros Oklahoma City LLC
Overview
Mathis Bros Oklahoma City LLC sponsors a self-funded health plan that covered 940 participants in plan year 2025, down 8% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, short-term disability, long-term disability.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 940 · prior year 1,023
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Mathis Brothers Employee Benefits Plan, plan 503 (940 participants)
- Stop-loss carrier
- Symetra Life Insurance
- Broker compensation
- $313K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Symetra Life Insurance | Stop-loss | 890 | $887K | $45K |
| Lincoln National Life Insurance Company - Core | Life, Short-term disability, Long-term disability | 1,670 | $579K | $154K |
| Lincoln National Life Insurance Company-Hospital Indemnity 686055 | — | 321 | $96K | $45K |
| Lincoln National Life Insurance Company-Accident 686054 | Short-term disability | 455 | $88K | $38K |
| Lincoln National Life Insurance Company-Critical Illness 686053 | Short-term disability | 342 | $82K | $32K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 940 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Mathis Bros Oklahoma City LLC
- Sponsor EIN
- 20-0509563
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 20-0509563 in the Department of Labor's EFAST2 Form 5500 search.
About this data
Source: Mathis Bros Oklahoma City LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Mathis Bros Oklahoma City LLC.