Plan Snapshot
- Plan Sponsor: Advantage Health Plans Trust
- Sponsor EIN: 731007826
- Sponsor Address: 13431 BROADWAY EXT SUITE 130, OKLAHOMA CITY, OK, 73114
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 2,151
- Total Assets: $16.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,151 | $16.4M | $29.7M | $0 |
| 2023 | 2,046 | $17.9M | $28.4M | $0 |
| 2022 | 1,974 | $13.2M | $28.8M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| THE KEMPTON COMPANY | Other Service Provider | $3,769,830 | — | $3,769,830 |
| LIVINITI | Other Service Provider | $342,947 | — | $342,947 |
| PAYER COMPASS | Other Service Provider | $163,324 | — | $163,324 |
| HEALTHCARE HIGHWAYS OF OKLAHOMA LLC | Other Service Provider | $134,704 | — | $134,704 |
| STRATEGIC UNDERWRITERS SOLUTIONS | Other Service Provider | $113,872 | — | $113,872 |
| FIDUCIARY RISK MANAGEMENT | Other Service Provider | $97,200 | — | $97,200 |
| WINDSOR STRATEGY PARTNERS | Other Service Provider | $91,933 | — | $91,933 |
| THE PHIA GROUP | Other Service Provider | $79,186 | — | $79,186 |
| FHS | Other Service Provider | $76,611 | — | $76,611 |
| FORVIS MAZARS, LLP | Other Service Provider | $54,441 | — | $54,441 |
| INDEPENDENT COMMUNITY BANKERS ASSOC | Other Service Provider | $49,026 | — | $49,026 |
| IBAT SERVICES, INC. | Other Service Provider | $35,088 | — | $35,088 |
| BRAMLETT AGENCY, INC | Other Service Provider | $31,980 | — | $31,980 |
| ZODIAC INSURANCE SERVICES | Other Service Provider | $23,370 | — | $23,370 |
| FIRST BETHANY BANK & TRUST | Other Service Provider | $22,703 | — | $22,703 |
| BOARDBOOKIT, INC | Other Service Provider | $20,583 | — | $20,583 |
| LIQUID MEDIA | Other Service Provider | $16,913 | — | $16,913 |
| COMMUNITY BANKERS ASSOC OF OKLAHOMA | Other Service Provider | $15,466 | — | $15,466 |
| HEALTHSMART PREFERRED CARE INC. | Other Service Provider | $14,785 | — | $14,785 |
| COTEVA, INC | Other Service Provider | $14,345 | — | $14,345 |
| REDCARD ID CARD PRINTING & CHECK PR | Other Service Provider | $13,484 | — | $13,484 |
| UNDERWOOD ATTORNEYS AT LAW | Other Service Provider | $9,788 | — | $9,788 |
| CMC CONSULTING DBA FRM | Other Service Provider | $5,299 | — | $5,299 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,196,878
- Estimated Expense Ratio: 31.784% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,223,166 | — | $899,806 | $54,441 | — |
| 2023 | $5,014,823 | — | $844,738 | $67,273 | — |
| 2022 | $5,213,012 | — | $3,632,142 | — | $442,080 |