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OKLAHOMA COUNTY • CJ-2026-1465

CompSource Mutual Insurance Company v. AFG Acquisition Group, LLC d/b/a American Foundry Group

Filed: Feb 25, 2026
Type: CJ

What's This Case About?

Let’s be real: most of us would rather get a root canal than read a workers’ comp audit summary. But here we are, deep in the legal weeds of CompSource Mutual Insurance Company v. AFG Acquisition Group, LLC d/b/a American Foundry Group, et al., because sometimes, the most dramatic courtroom showdowns aren’t about murder or betrayal — they’re about unpaid insurance bills and personal guarantees signed over a decade ago. And yes, Oklahoma County District Court, we see you. This isn’t just a dispute. This is a $122,303.13 grudge match wrapped in actuarial tables and forged in the fiery furnaces of industrial accounting.

So who are these people? On one side, we’ve got CompSource Mutual Insurance Company, Oklahoma’s state-backed workers’ compensation insurer — basically the DMV of insurance, but with more spreadsheets and fewer frustrated drivers. They exist to make sure injured foundry workers don’t sue their employers into oblivion, and in return, employers pay premiums. Simple, right? On the other side: AFG Acquisition Group, LLC, doing business as American Foundry Group, a company that sounds like it should be forging swords for a medieval reenactment but is, in fact, very much in the business of casting steel. Running a foundry is no joke — molten metal, heavy machinery, industrial accidents waiting to happen — which is exactly why they needed workers’ comp coverage in the first place. Also named in the suit are two individuals: Phil Harper and Jogi Makhani, both listed as members of the LLC, and, more importantly, personal guarantors. That last part is crucial — because when a company signs a personal guarantee, it means “if the business can’t pay, you better have a checkbook.”

Now, let’s walk through the timeline, because this isn’t just about one missed payment — it’s about audits, adjustments, and the slow creep of financial obligation. CompSource issued two workers’ comp policies to American Foundry Group: the first running from May 1, 2021, to May 1, 2022, and the second from May 1, 2022, to August 2, 2022 (yes, the second one was cut short — more on that later). These policies weren’t paid in full upfront. Instead, like most commercial insurance, they operated on an estimated premium system — the company paid installments based on projected payroll, and then, after the policy period ended, CompSource did a final audit to see how much they should’ve paid based on actual payroll and risk exposure.

And oh, did the numbers change.

The first audit? Brutal. The initial estimate was way off. The final audit revealed that AFG’s actual payroll exposure was over $6.2 million, which, when run through the workers’ comp premium formula — class codes, rates, experience modifiers (basically, how accident-prone you’ve been) — came out to a revised annual premium of $253,011.00. Ouch. The second policy period, though shorter, wasn’t much kinder — an audited premium of $78,618.00. Add in some claim-related deductible charges, subtract the payments AFG did make — a total of $219,058.74 — and you’re left with a balance owed of $122,303.13. That’s not chump change. That’s a down payment on a Tesla Cybertruck. Or, more realistically, enough to keep a small foundry running for a few months.

But here’s where it gets spicy. AFG didn’t just fail to pay — they vanished from the payment grid. The policies were terminated (likely for nonpayment, though the filing doesn’t say), and CompSource was left holding a bill. So they did what any self-respecting insurance company does: they pulled out the personal guarantees signed by Phil Harper and Jogi Makhani back in April 2012 — yes, fourteen years ago. That’s right. These two executives put their names on the line over a decade before this debt even existed, promising to personally cover any unpaid premiums. And now, CompSource is saying: “You signed. You guaranteed. Pay up.”

Legally, this is a textbook breach of contract case — two counts, really. First, AFG broke its agreement by not paying the final audited premiums. Second, Harper and Makhani broke their agreement by not stepping in when the company couldn’t or wouldn’t pay. No fraud, no conspiracy, no dramatic embezzlement — just a failure to honor financial obligations that were clearly laid out in black and white. The relief sought? Straightforward: $122,303.13, plus interest, court costs, and whatever “equitable and just” relief the judge sees fit. No punitive damages, no demands for public apologies — just cold, hard money.

Now, is $122k a lot? In the world of foundries and industrial insurance, honestly? Not really. Workers’ comp claims for a single serious injury can run into the hundreds of thousands. This amount is basically a rounding error in the grand scheme of industrial risk. But for a struggling business — or for two executives who may have long since moved on from the company — it’s still a massive personal liability. Imagine getting a bill for a debt you thought was settled, only to learn your signature from 2012 is still legally binding. That’s the nightmare of personal guarantees: they don’t expire with your enthusiasm for the job.

So what’s our take? The most absurd part isn’t the amount, or even the audit process — which, let’s be honest, reads like a tax form written by robots. It’s the sheer time travel of the personal guarantees. These men signed a document in 2012 that is now being used to hold them accountable for a debt from 2023. Fourteen years! Most people don’t even keep the same phone number that long. And yet, the law says: a promise is a promise. We’re not rooting for the insurance company — they’re a state-backed entity with lawyers on speed dial — but we’re also not rooting for executives who thought they could sign away personal liability and forget about it. The real villain here? Probably the guy who said, “Just sign here, it’s standard,” without explaining that “standard” means “you might owe six figures in 2026.”

At the end of the day, this case is a reminder: in business, nothing is truly off the books. Not payroll. Not audits. And definitely not your signature. Especially if it’s attached to a personal guarantee. So the next time someone hands you a document and says, “It’s just a formality,” maybe read the fine print. Or at least make sure your estate planner is on speed dial. Because in Oklahoma County, CompSource isn’t playing around. And neither are the ghosts of contracts past.

Case Overview

Petition
Jurisdiction
District Court, Oklahoma
Relief Sought
$122,303 Monetary
Plaintiffs
Claims
# Cause of Action Description
1 breach of contract Plaintiff seeks to collect premiums owed by Defendant for workers compensation insurance

Petition Text

1,555 words
IN THE DISTRICT COURT OF OKLAHOMA COUNTY STATE OF OKLAHOMA COMPSOURCE MUTUAL INSURANCE COMPANY, Plaintiff, vs. AFG ACQUISITION GROUP, LLC d/b/a AMERICAN FOUNDRY GROUP, PHIL HARPER and JOGI MAKHANI, guarantors, Defendants. PETITION COMES NOW the plaintiff, CompSource Mutual Insurance Company and for its Cause of Action against the defendant, AFG Acquisition Group, LLC d/b/a American Foundry Group, ("AFG") alleges and states: 1. Plaintiff insured defendant, AFG Acquisition Group, LLC d/b/a American Foundry Group, according to the terms of workers compensation insurance policy numbers 03411995-21-2 and 03411995-22-1. 2. While the policies were in effect, defendant maintained an account with plaintiff for the purpose of accounting for periodic premiums billed and payments received from defendant. 3. After the policies were terminated, there remained a balance due to plaintiff from defendant on defendants’ account. 4. Defendant is indebted to plaintiff in the amount of $122,303.13 for the balance of its account with plaintiff, all as is more particularly set forth in the statement of account balance attached as Exhibits 1 and 2. FILED DISTRICT COURT OKLAHOMA COUNTY, OKLAHOMA February 25, 2026 3:13 PM RICK WARREN, COURT CLERK Case Number CJ-2026-1465 5. Plaintiff expressly reserves for future action or defense any claims arising under these workers compensation insurance policies for other than defendants’ indebtedness to plaintiff for workers compensation insurance premium. SECOND CAUSE OF ACTION-PERSONAL GUARANTY COMES NOW the plaintiff and for its Second Cause of Action against the defendants, Phil Harper and Jogi Makhani, alleges and states: 5. Plaintiff realleges and restates all those allegations in paragraphs 1 through 5 of plaintiff’s First Cause of Action. 6. On or about April 16, 2012, defendant Phil Harper (“Harper”), for good and valuable consideration, executed and delivered to plaintiff a Personal Guaranty, a copy of which is attached hereto and marked as Exhibit 3. The defendant Harper, guaranteed to pay any debt owed by defendant AFG to Plaintiff. 7. On or about April 16, 2012, defendant Jogi Makhani (“Makhani”), for good and valuable consideration, executed and delivered to plaintiff a Personal Guaranty, a copy of which is attached hereto and marked as Exhibit 4. The defendant Makhani, guaranteed to pay any debt owed by defendant, AFG to Plaintiff. 8. Harper and Makhani have failed to make payment in accordance with the terms of the Personal Guarantees. 9. Plaintiff expressly reserves for future action or defense any claims arising under this workers compensation insurance policies for other than defendant’s indebtedness to plaintiff for workers compensation insurance premium. 10. Plaintiff requests judgment against the defendants, AFG Acquisition Group, LLC d/b/a American Foundry Group, Phil Harper and Jogi Makhani, jointly and severally, for the principal amount of $122,303.13 with interest as provided by law, costs and such other relief as the Court deems to be equitable and just. REYNOLDS, RIDINGS, VOGT & ROBERTSON, PLLC By: [signature] Lisa Robertson, OBA#16155 Attorneys for Plaintiff 101 Park Ave., Suite 1010 Oklahoma City, OK 73102 (405) 232-8131 Phone (405) 232-7911 Facsimile [email protected] FINAL AUDIT SUMMARY Policy Number: 03411995 21 2 AFG Acquisition Group LLC dba American Foundry Group Audit Period 05/01/2021 to 05/01/2022 Audit Type Revised <table> <tr> <th>CLASS CODE/ DESCRIPTION / LOCATION #</th> <th>BASIS AMOUNT</th> <th>RATE</th> <th>PREMIUM</th> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #4)</td> <td>0.00</td> <td>5.04</td> <td>0.00</td> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #3)</td> <td>0.00</td> <td>5.04</td> <td>0.00</td> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #2)</td> <td>0.00</td> <td>5.04</td> <td>0.00</td> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #1)</td> <td>4,205,002.00</td> <td>5.04</td> <td>211,932.00</td> </tr> <tr> <td>3632 A MACHINE SHOP NOC</td> <td>505,383.00</td> <td>2.70</td> <td>13,645.00</td> </tr> <tr> <td>8742 A SALESPERSONS OR COLLECTORS</td> <td>328,165.00</td> <td>0.35</td> <td>1,149.00</td> </tr> <tr> <td>8810 A CLERICAL OFFICE EMPLOYEES NOC</td> <td>1,243,081.00</td> <td>0.18</td> <td>2,238.00</td> </tr> <tr> <td>Total Audited Payroll Amount</td> <td>6,281,631.00</td> <td></td> <td>228,964.00</td> </tr> <tr> <td>9807 Increased Limit Factor</td> <td>228,964.00</td> <td>1.10</td> <td>2,519.00</td> </tr> <tr> <td>9848 Increased Limit Charge</td> <td>2,519.00</td> <td>100.00</td> <td>0.00</td> </tr> <tr> <td>Experience Modification Factor</td> <td></td> <td>1.27</td> <td>62,500.00</td> </tr> <tr> <td>Standard Premium</td> <td></td> <td></td> <td>293,983.00</td> </tr> <tr> <td>Standard Premium</td> <td></td> <td></td> <td>293,983.00</td> </tr> <tr> <td>Premium Discount</td> <td></td> <td></td> <td>-34,797.00</td> </tr> <tr> <td>Medical and Indemnity Discount</td> <td></td> <td></td> <td>-7,257.00</td> </tr> <tr> <td>Terrorism Premium</td> <td></td> <td></td> <td>314.00</td> </tr> <tr> <td>Catastrophe Premium</td> <td></td> <td></td> <td>628.00</td> </tr> <tr> <td>Expense Constant</td> <td></td> <td></td> <td>140.00</td> </tr> <tr> <td>Annual Premium per Final Audit</td> <td></td> <td></td> <td>253,011.00</td> </tr> </table> FINAL AUDIT SUMMARY Date of Billing: 04/13/2023 Page: 1 Policy Number: 03411995 22 1 AFG Acquisition Group LLC dba American Foundry Group Audit Period 05/01/2022 to 08/02/2022 <table> <tr> <th>CLASS CODE/ DESCRIPTION / LOCATION #</th> <th>BASIS AMOUNT</th> <th>RATE</th> <th>PREMIUM</th> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #1)</td> <td>1,144,559.00</td> <td>5.54</td> <td>63,409.00</td> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #2)</td> <td>0.00</td> <td>5.54</td> <td>0.00</td> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #4)</td> <td>0.00</td> <td>5.54</td> <td>0.00</td> </tr> <tr> <td>3082 A FOUNDRY - STEEL CASTINGS (Loc. #3)</td> <td>0.00</td> <td>5.54</td> <td>0.00</td> </tr> <tr> <td>3632 A MACHINE SHOP NOC</td> <td>142,481.00</td> <td>2.96</td> <td>4,217.00</td> </tr> <tr> <td>8742 A SALESPERSONS OR COLLECTORS</td> <td>103,320.00</td> <td>0.45</td> <td>465.00</td> </tr> <tr> <td>8810 A CLERICAL OFFICE EMPLOYEES NOC</td> <td>340,537.00</td> <td>0.20</td> <td>681.00</td> </tr> <tr> <th>Total Audited Payroll Amount</th> <th>1,730,897.00</th> <th></th> <th>68,772.00</th> </tr> <tr> <td>9807 Increased Limit Factor</td> <td>68,772.00</td> <td>1.10</td> <td>756.00</td> </tr> <tr> <td>9848 Increased Limit Charge</td> <td>756.00</td> <td>25.00</td> <td>0.00</td> </tr> <tr> <td>Experience Modification Factor</td> <td></td> <td>1.30</td> <td>20,858.00</td> </tr> </table> Standard Premium: 90,386.00 Standard Premium: 90,386.00 Premium Discount: -9,307.00 Medical and Indemnity Discount: -2,757.00 Terrorism Premium: 87.00 Catastrophe Premium: 173.00 Expense Constant: 36.00 Annual Premium per Final Audit: 78,618.00 Accounting Information <table> <tr> <th>Premium per Final Audit on Policy # 03411995 22 1</th> <th>$78,618.00</th> </tr> <tr> <th>Premium per Final Audit on Prior Policy # 03411995 21 2</th> <th>$253,011.00</th> </tr> <tr> <th>Medical and Indemnity Deductible Claim Charges</th> <th>$9,732.87</th> </tr> <tr> <th>Payments</th> <th>-$219,058.74</th> </tr> <tr> <th>Balance after Payments and Deductions</th> <th>$122,303.13</th> </tr> </table> CompSource Oklahoma. The Source for Workers' Compensation Insurance PREMIUM PAYMENT GUARANTEE APPLICATION OR POLICY # 02607496 PHIL HARPER, MEMBER OF AFG ACQUISITION GROUP LLC IN CONSIDERATION OF COMPSOURCE OKLAHOMA EXTENDING WORKERS' COMPENSATION/EMPLOYERS LIABILITY COVERAGE TO AFG ACQUISITION GROUP LLC HEREBY PERSONALLY GUARANTEE PAYMENT IN FULL OF ALL LAWFUL PREMIUM INCURRED FROM THIS DATE FORWARD BASED UPON SUCH INSURANCE PROVIDED TO AFG ACQUISITION GROUP LLC, ANY REVOCATION OF THE GUARANTEE MUST BE IN WRITING AND DELIVERED BY CERTIFIED MAIL TO: COMPSOURCE OKLAHOMA PO BOX 53505 OKLAHOMA CITY, OK 73152 ANY REVOCATION OF THIS CONTINUING GUARANTEE WILL NOT AFFECT THE LIABILITY OF PHIL HARPER FOR ALREADY EARNED AND/OR INCURRED PREMIUM ON INSURANCE PROVIDED BY COMPSOURCE OKLAHOMA TO AFG ACQUISITION GROUP LLC. IT IS AGREED THAT SUCH REVOCATION OF THIS GUARANTEE WILL AFFECT ONLY THE LIABILITY OF PHIL HARPER FOR PREMIUM EARNED AND/OR INCURRED SUBSEQUENT TO DELIVERY OF SUCH WRITTEN REVOCATION OF THIS GUARANTEE. VENUE OF ANY LEGAL ACTION ARISING UNDER THIS PREMIUM PAYMENT GUARANTEE INCLUDING SPECIFICALLY, BUT NOT LIMITED TO, ACTIONS TO COLLECT PREMIUM SHALL BE IN OKLAHOMA COUNTY, OKLAHOMA. REVOCATION OF THIS GUARANTEE CONSTITUTES GROUNDS FOR CANCELLATION OF THE POLICY AT THE OPTION OF COMPSOURCE OKLAHOMA. [Signature] SIGNATURE OF GUARANTOR COUNTY OF Tulsa STATE OF Oklahoma PERSONALLY APPEARED BEFORE ME, [Name] KNOWN TO ME TO BE THE PERSON WHO ACKNOWLEDGED TO ME THAT HE/SHE EXECUTED THE FOREGOING DOCUMENT OF HIS/HER FREE ACT AND DEED FOR THE PURPOSES SET FORTH THEREIN. SUBSCRIBED AND SWORN TO BEFORE ME [Name] MY COMMISSION EXPIRES 4/18/13. NOTARY PUBLIC ORIGINAL PLAINTIFF'S EXHIBIT 3 PREMIUM PAYMENT GUARANTEE APPLICATION OR POLICY #02607496 JOGI MAKHANI, MEMBER OF AFG ACQUISITION GROUP LLC IN CONSIDERATION OF COMPSOURCE OKLAHOMA EXTENDING WORKERS' COMPENSATION/EMPLOYERS LIABILITY COVERAGE TO AFG ACQUISITION GROUP LLC HEREBY PERSONALLY GUARANTEE PAYMENT IN FULL OF ALL LAWFUL PREMIUM INCURRED FROM THIS DATE FORWARD BASED UPON SUCH INSURANCE PROVIDED TO AFG ACQUISITION GROUP LLC, ANY REVOCATION OF THE GUARANTEE MUST BE IN WRITING AND DELIVERED BY CERTIFIED MAIL TO: COMPSOURCE OKLAHOMA PO BOX 53505 OKLAHOMA CITY, OK 73152 ANY REVOCATION OF THIS CONTINUING GUARANTEE WILL NOT AFFECT THE LIABILITY OF JOGI MAKHANI FOR ALREADY EARNED AND/OR INCURRED PREMIUM ON INSURANCE PROVIDED BY COMPSOURCE OKLAHOMA TO AFG ACQUISITION GROUP LLC. IT IS AGREED THAT SUCH REVOCATION OF THIS GUARANTEE WILL AFFECT ONLY THE LIABILITY OF JOGI MAKHANI FOR PREMIUM EARNED AND/OR INCURRED SUBSEQUENT TO DELIVERY OF SUCH WRITTEN REVOCATION OF THIS GUARANTEE. VENUE OF ANY LEGAL ACTION ARISING UNDER THIS PREMIUM PAYMENT GUARANTEE INCLUDING SPECIFICALLY, BUT NOT LIMITED TO, ACTIONS TO COLLECT PREMIUM SHALL BE IN OKLAHOMA COUNTY, OKLAHOMA. REVOCATION OF THIS GUARANTEE CONSTITUTES GROUNDS FOR CANCELLATION OF THE POLICY AT THE OPTION OF COMPSOURCE OKLAHOMA. [Signature of Guarantor] COUNTY OF Tulsa STATE OF Oklahoma PERSONALLY APPEARED BEFORE ME, ____________________________, KNOWN TO ME TO BE THE PERSON WHO ACKNOWLEDGED TO ME THAT HE/SHE EXECUTED THE FOREGOING DOCUMENT OF HIS/HER FREE ACT AND DEED FOR THE PURPOSES SET FORTH THEREIN. SUBSCRIBED AND SWORN TO BEFORE ME ________________ MY COMMISSION EXPIRES 4/28/13 _______________________ NOTARY PUBLIC UF60
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