2023 Form 5500 filing — Advantage Health Plans Trust
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 20241106124557NAL0018981650001) for Advantage Health Plans Trust, reported by Advantage Health Plans Trust under EIN 73-1007826 and plan number 501. It reports 1,983 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241106124557NAL0018981650001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Advantage Health Plans Trust
- EIN
- 73-1007826
- Plan number
- 501
- Location
- Oklahoma City, OK
- Participants
- 1,983
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $17,899,424
- Total liabilities (EOY)
- $4,007,955
- Net assets (EOY)
- $13,891,469
- Employer contributions
- $28,404,629
- Total income / additions
- $29,088,099
- Benefits paid
- $20,466,977
- Administrative expenses
- $5,014,823
- Total expenses
- $25,481,800
- Net increase / (decrease)
- $3,606,299
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Kempton Company | NONE | $3,587,955 | not reported in the loaded dataset |
| Southern Scripts | NONE | $325,295 | not reported in the loaded dataset |
| Payer Compass | NONE | $205,516 | not reported in the loaded dataset |
| Healthcare Highways Of Oklahoma LLC | NONE | $114,369 | not reported in the loaded dataset |
| Strategic Underwriters Solutions | NONE | $108,126 | not reported in the loaded dataset |
| Fiduciary Risk Management | NONE | $94,680 | not reported in the loaded dataset |
| Windsor Strategy Partners | NONE | $87,523 | not reported in the loaded dataset |
| Medcom Case Management | NONE | $83,832 | not reported in the loaded dataset |
| Scrpita Insights, Inc | NONE | $80,545 | not reported in the loaded dataset |
| Forvis Mazars, Llp | NONE | $67,273 | not reported in the loaded dataset |
| Jwkempton & Associates | NONE | $59,691 | not reported in the loaded dataset |
| Independent Community Bankers Assoc | NONE | $44,020 | not reported in the loaded dataset |
| Fiduciary Health Solutions | NONE | $37,072 | not reported in the loaded dataset |
| Ibat Services, Inc. | NONE | $30,808 | not reported in the loaded dataset |
| Zodiac Insurance Services | NONE | $23,665 | not reported in the loaded dataset |
| Coteva, Inc | NONE | $22,561 | not reported in the loaded dataset |
| First Bethany Bank & Trust | NONE | $21,939 | not reported in the loaded dataset |
| Healthsmart Preferred Care Inc. | NONE | $19,210 | not reported in the loaded dataset |
| The Phia Group | NONE | $17,601 | not reported in the loaded dataset |
| Community Bankers Assoc Of Oklahoma | NONE | $12,637 | not reported in the loaded dataset |