Advantage Health Plans Trust — Form 5500 plan (Advantage Health Plans Trust)
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, Advantage Health Plans Trust is a benefit plan reported by Advantage Health Plans Trust under EIN 73-1007826 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,983 participants and $17,899,424 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Advantage Health Plans Trust
- EIN
- 73-1007826
- Plan number
- 501
- Plan type
- 3
- Location
- Oklahoma City, OK
- Latest filing year
- 2023
- Participants
- 1,983
- End-of-year plan assets
- $17,899,424
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,983 | H, C | 20241106124557NAL0018981650001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $17,899,424
- Total liabilities (EOY)
- $4,007,955
- Net assets (EOY)
- $13,891,469
- Net assets (BOY)
- $10,285,170
Income & contributions
- Employer contributions
- $28,404,629
- Total contributions
- $28,404,629
- Total income / additions
- $29,088,099
Expenses & distributions
- Benefits paid
- $20,466,977
- Administrative expenses
- $5,014,823
- Total expenses
- $25,481,800
- Net increase / (decrease)
- $3,606,299
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Kempton Company | NONE | $3,587,955 | not reported in the loaded dataset | 2023 |
| Southern Scripts | NONE | $325,295 | not reported in the loaded dataset | 2023 |
| Payer Compass | NONE | $205,516 | not reported in the loaded dataset | 2023 |
| Healthcare Highways Of Oklahoma LLC | NONE | $114,369 | not reported in the loaded dataset | 2023 |
| Strategic Underwriters Solutions | NONE | $108,126 | not reported in the loaded dataset | 2023 |
| Fiduciary Risk Management | NONE | $94,680 | not reported in the loaded dataset | 2023 |
| Windsor Strategy Partners | NONE | $87,523 | not reported in the loaded dataset | 2023 |
| Medcom Case Management | NONE | $83,832 | not reported in the loaded dataset | 2023 |
| Scrpita Insights, Inc | NONE | $80,545 | not reported in the loaded dataset | 2023 |
| Forvis Mazars, Llp | NONE | $67,273 | not reported in the loaded dataset | 2023 |
| Jwkempton & Associates | NONE | $59,691 | not reported in the loaded dataset | 2023 |
| Independent Community Bankers Assoc | NONE | $44,020 | not reported in the loaded dataset | 2023 |
| Fiduciary Health Solutions | NONE | $37,072 | not reported in the loaded dataset | 2023 |
| Ibat Services, Inc. | NONE | $30,808 | not reported in the loaded dataset | 2023 |
| Zodiac Insurance Services | NONE | $23,665 | not reported in the loaded dataset | 2023 |
| Coteva, Inc | NONE | $22,561 | not reported in the loaded dataset | 2023 |
| First Bethany Bank & Trust | NONE | $21,939 | not reported in the loaded dataset | 2023 |
| Healthsmart Preferred Care Inc. | NONE | $19,210 | not reported in the loaded dataset | 2023 |
| The Phia Group | NONE | $17,601 | not reported in the loaded dataset | 2023 |
| Community Bankers Assoc Of Oklahoma | NONE | $12,637 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Advantage Health Plans Trust
- 2023 Form 5500 filing
- Form 5500 filings in OK
- 401(k) and benefit plan filings in Oklahoma City, OK
- The Kempton Company — Schedule C compensation
- Southern Scripts — Schedule C compensation
- Payer Compass — Schedule C compensation
- Healthcare Highways Of Oklahoma LLC — Schedule C compensation
- Strategic Underwriters Solutions — Schedule C compensation
- Fiduciary Risk Management — Schedule C compensation
- Windsor Strategy Partners — Schedule C compensation
- Medcom Case Management — Schedule C compensation
- Scrpita Insights, Inc — Schedule C compensation
- Forvis Mazars, Llp — Schedule C compensation
- Jwkempton & Associates — Schedule C compensation
- Independent Community Bankers Assoc — Schedule C compensation
- Fiduciary Health Solutions — Schedule C compensation
- Ibat Services, Inc. — Schedule C compensation
- Zodiac Insurance Services — Schedule C compensation
- Coteva, Inc — Schedule C compensation
- First Bethany Bank & Trust — Schedule C compensation
- Healthsmart Preferred Care Inc. — Schedule C compensation
- The Phia Group — Schedule C compensation
- Community Bankers Assoc Of Oklahoma — Schedule C compensation