# Advantage Health Plans Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/advantage-health-plans-trust-731007826-501

> Advantage Health Plans Trust's Health & Welfare plan: 2,151 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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