Osma Health - Health Plan — Form 5500 plan (Osma Health - Health Plan Corporation)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Osma Health - Health Plan is a benefit plan reported by Osma Health - Health Plan Corporation under EIN 27-0093845 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,823 participants and $10,424,113 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Osma Health - Health Plan Corporation
- EIN
- 27-0093845
- Plan number
- 501
- Plan type
- 3
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 1,823
- End-of-year plan assets
- $10,424,113
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,823 | H, C | 20240404132702NAL0008631603001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $10,424,113
- Total liabilities (EOY)
- $4,410,084
- Net assets (EOY)
- $6,014,029
- Net assets (BOY)
- $9,825,118
Income & contributions
- Employer contributions
- $18,253,234
- Total contributions
- $18,253,234
- Total income / additions
- $18,928,550
Expenses & distributions
- Benefits paid
- $19,286,155
- Administrative expenses
- $3,453,484
- Total expenses
- $22,739,639
- Net increase / (decrease)
- -$3,811,089
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Assured Benefits Administrators | N/A | $1,406,715 | not reported in the loaded dataset | 2023 |
| Aba Uhssumr | N/A | $408,023 | not reported in the loaded dataset | 2023 |
| Verus Rx LLC | N/A | $324,751 | not reported in the loaded dataset | 2023 |
| Frates Irwin Risk Management Soluti | N/A | $107,660 | not reported in the loaded dataset | 2023 |
| Osma | SPONSOR | $87,749 | not reported in the loaded dataset | 2023 |
| Payer Compass | N/A | $49,888 | not reported in the loaded dataset | 2023 |
| Advocate Business Insurance Solutio | N/A | $48,715 | not reported in the loaded dataset | 2023 |
| Henry & Hooper Llp | N/A | $43,759 | not reported in the loaded dataset | 2023 |
| Swingle Collins & Associates | N/A | $42,081 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | N/A | $39,635 | not reported in the loaded dataset | 2023 |
| Keystone Insurers Group, Inc. | N/A | $34,495 | not reported in the loaded dataset | 2023 |
| Cross Pointe Insurance Advisors LLC | N/A | $34,386 | not reported in the loaded dataset | 2023 |
| Wakely Consulting Group | N/A | $32,463 | not reported in the loaded dataset | 2023 |
| Drew M. Smith Inc. | N/A | $30,535 | not reported in the loaded dataset | 2023 |
| Foundation Risk Partners | N/A | $29,197 | not reported in the loaded dataset | 2023 |
| Christopher Paul Hopfer | N/A | $29,047 | not reported in the loaded dataset | 2023 |
| Phia Group Consulting | N/A | $25,753 | not reported in the loaded dataset | 2023 |
| Mytelemedicine | N/A | $25,149 | not reported in the loaded dataset | 2023 |
| Kentucky Medical Association | N/A | $24,982 | not reported in the loaded dataset | 2023 |
| Jack Beller | MEMBER | $24,160 | not reported in the loaded dataset | 2023 |
| Carter Windes | N/A | $21,562 | not reported in the loaded dataset | 2023 |
| Texmark Solutions Inc. | N/A | $21,515 | not reported in the loaded dataset | 2023 |
| Threlkeld Benefit Partners, LLC | N/A | $20,031 | not reported in the loaded dataset | 2023 |
| Vanguard Benefits Group LLC | N/A | $19,719 | not reported in the loaded dataset | 2023 |
| Holloway Benefit Concepts, LLC | N/A | $19,275 | not reported in the loaded dataset | 2023 |
| Generous Benefits LLC | N/A | $18,390 | not reported in the loaded dataset | 2023 |
| Advocate Financial Partners Loansta | N/A | $18,051 | not reported in the loaded dataset | 2023 |
| Centerstone Insurance And Financial | N/A | $16,924 | not reported in the loaded dataset | 2023 |
| Al Torstrick Insurance Agency | N/A | $16,602 | not reported in the loaded dataset | 2023 |
| Higginbotham Ins. Agency. Inc. | N/A | $15,838 | not reported in the loaded dataset | 2023 |
| Nfp Corporate Services (Ok), LLC | N/A | $15,693 | not reported in the loaded dataset | 2023 |
| Gallagher Benefit Services | N/A | $15,408 | not reported in the loaded dataset | 2023 |
| Hall & Clark Insurance Agency Inc | N/A | $14,079 | not reported in the loaded dataset | 2023 |
| I.G.H. Galbraith, LLC | N/A | $14,063 | not reported in the loaded dataset | 2023 |
| Johnson Pohlmann Insurance | N/A | $14,034 | not reported in the loaded dataset | 2023 |
| Hooper Consulting Group | N/A | $13,348 | not reported in the loaded dataset | 2023 |
| Boley Featherston Huffman And Deal | N/A | $13,288 | not reported in the loaded dataset | 2023 |
| Cis Insurance And Investments | N/A | $13,110 | not reported in the loaded dataset | 2023 |
| Dale Neikirk | MEMBER | $13,003 | not reported in the loaded dataset | 2023 |
| Diatom Advisory, Inc | N/A | $10,702 | not reported in the loaded dataset | 2023 |
| Proper Benefits Brokerage | N/A | $10,687 | not reported in the loaded dataset | 2023 |
| Mcgriff Insurance Services | N/A | $10,305 | not reported in the loaded dataset | 2023 |
| Benefits Select LLC | N/A | $9,988 | not reported in the loaded dataset | 2023 |
| Feliciano Insurance Services, LLC | N/A | $9,687 | not reported in the loaded dataset | 2023 |
| Ronald S. Emmert | N/A | $9,273 | not reported in the loaded dataset | 2023 |
| Tiopa, Inc | N/A | $8,912 | not reported in the loaded dataset | 2023 |
| Chas M Moore Insurance Agency, Inc. | N/A | $8,480 | not reported in the loaded dataset | 2023 |
| Maxcare Rx | N/A | $8,238 | not reported in the loaded dataset | 2023 |
| Jessica Tate | N/A | $8,217 | not reported in the loaded dataset | 2023 |
| 1040 Ventures LLC | N/A | $7,858 | not reported in the loaded dataset | 2023 |
| Ovation Health & Life Services | N/A | $6,539 | not reported in the loaded dataset | 2023 |
| Ione Benefits Group Inc | N/A | $6,417 | not reported in the loaded dataset | 2023 |
| Daryle Dewayne Voss | MEMBER | $6,250 | not reported in the loaded dataset | 2023 |
| John A. Robinson | MEMBER | $6,152 | not reported in the loaded dataset | 2023 |
| Brokerage Services, Inc. | N/A | $5,923 | not reported in the loaded dataset | 2023 |
| William Oehlert | MEMBER | $5,874 | not reported in the loaded dataset | 2023 |
| Gregory M. Buwick | N/A | $5,693 | not reported in the loaded dataset | 2023 |
| Relation Insurance Services | N/A | $5,490 | not reported in the loaded dataset | 2023 |
| Kelly Wayne Pugh | N/A | $5,222 | not reported in the loaded dataset | 2023 |
| Diane M. Heaton | N/A | $5,083 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Osma Health - Health Plan Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- Assured Benefits Administrators — Schedule C compensation
- Aba Uhssumr — Schedule C compensation
- Verus Rx LLC — Schedule C compensation
- Frates Irwin Risk Management Soluti — Schedule C compensation
- Osma — Schedule C compensation
- Payer Compass — Schedule C compensation
- Advocate Business Insurance Solutio — Schedule C compensation
- Henry & Hooper Llp — Schedule C compensation
- Swingle Collins & Associates — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Keystone Insurers Group, Inc. — Schedule C compensation
- Cross Pointe Insurance Advisors LLC — Schedule C compensation
- Wakely Consulting Group — Schedule C compensation
- Drew M. Smith Inc. — Schedule C compensation
- Foundation Risk Partners — Schedule C compensation
- Christopher Paul Hopfer — Schedule C compensation
- Phia Group Consulting — Schedule C compensation
- Mytelemedicine — Schedule C compensation
- Kentucky Medical Association — Schedule C compensation
- Jack Beller — Schedule C compensation
- Carter Windes — Schedule C compensation
- Texmark Solutions Inc. — Schedule C compensation
- Threlkeld Benefit Partners, LLC — Schedule C compensation
- Vanguard Benefits Group LLC — Schedule C compensation
- Holloway Benefit Concepts, LLC — Schedule C compensation
- Generous Benefits LLC — Schedule C compensation
- Advocate Financial Partners Loansta — Schedule C compensation
- Centerstone Insurance And Financial — Schedule C compensation
- Al Torstrick Insurance Agency — Schedule C compensation
- Higginbotham Ins. Agency. Inc. — Schedule C compensation
- Nfp Corporate Services (Ok), LLC — Schedule C compensation
- Gallagher Benefit Services — Schedule C compensation
- Hall & Clark Insurance Agency Inc — Schedule C compensation
- I.G.H. Galbraith, LLC — Schedule C compensation
- Johnson Pohlmann Insurance — Schedule C compensation
- Hooper Consulting Group — Schedule C compensation
- Boley Featherston Huffman And Deal — Schedule C compensation
- Cis Insurance And Investments — Schedule C compensation
- Dale Neikirk — Schedule C compensation
- Diatom Advisory, Inc — Schedule C compensation
- Proper Benefits Brokerage — Schedule C compensation
- Mcgriff Insurance Services — Schedule C compensation
- Benefits Select LLC — Schedule C compensation
- Feliciano Insurance Services, LLC — Schedule C compensation
- Ronald S. Emmert — Schedule C compensation
- Tiopa, Inc — Schedule C compensation
- Chas M Moore Insurance Agency, Inc. — Schedule C compensation
- Maxcare Rx — Schedule C compensation
- Jessica Tate — Schedule C compensation
- 1040 Ventures LLC — Schedule C compensation
- Ovation Health & Life Services — Schedule C compensation
- Ione Benefits Group Inc — Schedule C compensation
- Daryle Dewayne Voss — Schedule C compensation
- John A. Robinson — Schedule C compensation
- Brokerage Services, Inc. — Schedule C compensation
- William Oehlert — Schedule C compensation
- Gregory M. Buwick — Schedule C compensation
- Relation Insurance Services — Schedule C compensation
- Kelly Wayne Pugh — Schedule C compensation
- Diane M. Heaton — Schedule C compensation