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

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,983H, C20241106124557NAL0018981650001

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)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Kempton CompanyNONE$3,587,955not reported in the loaded dataset2023
Southern ScriptsNONE$325,295not reported in the loaded dataset2023
Payer CompassNONE$205,516not reported in the loaded dataset2023
Healthcare Highways Of Oklahoma LLCNONE$114,369not reported in the loaded dataset2023
Strategic Underwriters SolutionsNONE$108,126not reported in the loaded dataset2023
Fiduciary Risk ManagementNONE$94,680not reported in the loaded dataset2023
Windsor Strategy PartnersNONE$87,523not reported in the loaded dataset2023
Medcom Case ManagementNONE$83,832not reported in the loaded dataset2023
Scrpita Insights, IncNONE$80,545not reported in the loaded dataset2023
Forvis Mazars, LlpNONE$67,273not reported in the loaded dataset2023
Jwkempton & AssociatesNONE$59,691not reported in the loaded dataset2023
Independent Community Bankers AssocNONE$44,020not reported in the loaded dataset2023
Fiduciary Health SolutionsNONE$37,072not reported in the loaded dataset2023
Ibat Services, Inc.NONE$30,808not reported in the loaded dataset2023
Zodiac Insurance ServicesNONE$23,665not reported in the loaded dataset2023
Coteva, IncNONE$22,561not reported in the loaded dataset2023
First Bethany Bank & TrustNONE$21,939not reported in the loaded dataset2023
Healthsmart Preferred Care Inc.NONE$19,210not reported in the loaded dataset2023
The Phia GroupNONE$17,601not reported in the loaded dataset2023
Community Bankers Assoc Of OklahomaNONE$12,637not reported in the loaded dataset2023

Related Form 5500 pages