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