Plan Snapshot
- Plan Sponsor: Osma Health - Health Plan Corporation
- Sponsor EIN: 270093845
- Sponsor Address: 313 NE 50TH, OKLAHOMA CITY, OK, 73105
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 1,921
- Total Assets: $7.9M
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. |
|---|---|---|---|---|
| 2025 | 1,921 | $7.9M | $0 | $0 |
| 2024 | 1,570 | $9.7M | $23.7M | $0 |
| 2023 | 2,184 | $10.4M | $18.3M | $0 |
| 2022 | 1,517 | $12.0M | $14.2M | $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 |
|---|---|---|---|---|
| ASSURED BENEFITS ADMINISTRATORS | Other Service Provider | $1,362,502 | — | $1,362,502 |
| ABA UHSSUMR | Other Service Provider | $489,489 | — | $489,489 |
| VERUS RX LLC | Other Service Provider | $201,212 | — | $201,212 |
| ACRISURE TEXAS RISK ADVISORS & INSU | Other Service Provider | $110,574 | — | $110,574 |
| OSMA | Other Service Provider | $101,761 | — | $101,761 |
| KEYSTONE INSURERS GROUP, INC. | Other Service Provider | $73,024 | — | $73,024 |
| HENRY & HOOPER LLP | Other Service Provider | $59,932 | — | $59,932 |
| AL TORSTRICK INSURANCE AGENCY | Other Service Provider | $59,443 | — | $59,443 |
| FOUNDATION RISK PARTNERS | Other Service Provider | $57,105 | — | $57,105 |
| KENTUCKY MEDICAL ASSOCIATION | Other Service Provider | $50,069 | — | $50,069 |
| SWINGLE COLLINS & ASSOCIATES | Other Service Provider | $49,476 | — | $49,476 |
| CHAS M MOORE INSURANCE AGENCY, INC. | Other Service Provider | $41,983 | — | $41,983 |
| ADVOCATE BUSINESS INSURANCE SOLUTIO | Other Service Provider | $41,847 | — | $41,847 |
| DREW M. SMITH INC. | Other Service Provider | $41,398 | — | $41,398 |
| MOSS ADAMS LLP | Other Service Provider | $40,523 | — | $40,523 |
| CROSS POINTE INSURANCE ADVISORS LLC | Other Service Provider | $34,178 | — | $34,178 |
| CIS INSURANCE AND INVESTMENTS | Other Service Provider | $33,951 | — | $33,951 |
| MYTELEMEDICINE | Other Service Provider | $32,466 | — | $32,466 |
| VANGUARD BENEFITS GROUP LLC | Other Service Provider | $31,531 | — | $31,531 |
| NFP CORPORATE SERVICES (OK), LLC | Other Service Provider | $31,334 | — | $31,334 |
| JACK BELLER | Other Service Provider | $30,176 | — | $30,176 |
| HOLLOWAY BENEFIT CONCEPTS, LLC | Other Service Provider | $28,718 | — | $28,718 |
| HOOPER CONSULTING GROUP | Other Service Provider | $27,453 | — | $27,453 |
| MEDWATCH | Other Service Provider | $27,258 | — | $27,258 |
| MARK C. MUELLER | Other Service Provider | $25,741 | — | $25,741 |
| GALLAGHER BENEFIT SERVICES | Other Service Provider | $25,605 | — | $25,605 |
| PHIA GROUP CONSULTING | Other Service Provider | $24,452 | — | $24,452 |
| JOHNSON POHLMANN INSURANCE | Other Service Provider | $23,744 | — | $23,744 |
| MCAFEE & TAFT | Other Service Provider | $22,769 | — | $22,769 |
| PRESORT FIRST CLASS, INC. | Other Service Provider | $20,336 | — | $20,336 |
| JESSICA TATE | Other Service Provider | $20,157 | — | $20,157 |
| SANTIAGO MORIN | Other Service Provider | $20,127 | — | $20,127 |
| GENEROUS BENEFITS LLC | Other Service Provider | $19,902 | — | $19,902 |
| ADVOCATE FINANCIAL PARTNERS LOANSTA | Other Service Provider | $16,739 | — | $16,739 |
| WAKELY CONSULTING GROUP | Other Service Provider | $16,565 | — | $16,565 |
| XI HUANG | Other Service Provider | $15,995 | — | $15,995 |
| CENTERSTONE INSURANCE AND FINANCIAL | Other Service Provider | $15,878 | — | $15,878 |
| DALE NEIKIRK | Other Service Provider | $15,817 | — | $15,817 |
| RONALD S. EMMERT | Other Service Provider | $15,008 | — | $15,008 |
| INSURANCE SERVICES NORTHWEST INC | Other Service Provider | $12,509 | — | $12,509 |
| LONERGAN ADVISORS, LLC | Other Service Provider | $10,065 | — | $10,065 |
| THE BENEFIT COMPANY, INC | Other Service Provider | $9,919 | — | $9,919 |
| INDEPENDENT MEDICAL SYSTEMS | Other Service Provider | $9,380 | — | $9,380 |
| LIMESTONE AGENCY | Other Service Provider | $9,229 | — | $9,229 |
| KEVIN O. STINNETT | Other Service Provider | $8,772 | — | $8,772 |
| OVATION HEALTH & LIFE SERVICES | Other Service Provider | $8,577 | — | $8,577 |
| DANA STONE | Other Service Provider | $8,475 | — | $8,475 |
| MITCHELL WILLIAMS | Other Service Provider | $8,248 | — | $8,248 |
| MICKEY BORDEN LLC | Other Service Provider | $7,841 | — | $7,841 |
| ONE DIGITAL TOPCO, LLC | Other Service Provider | $7,810 | — | $7,810 |
| DIATOM ADVISORY, INC | Other Service Provider | $7,227 | — | $7,227 |
| HUB INTERNATIONAL TEXAS, INC. | Other Service Provider | $6,994 | — | $6,994 |
| BROKERAGE SERVICES, INC. | Other Service Provider | $6,150 | — | $6,150 |
| BRG INSURANCE SOLUTIONS LLC | Other Service Provider | $6,077 | — | $6,077 |
| WARNER PACIFIC INSURANCE SERVICES | Other Service Provider | $6,003 | — | $6,003 |
| MARSH & MCLENNAN COMPANIES, INC | Other Service Provider | $5,856 | — | $5,856 |
| JOHN A. ROBINSON | Other Service Provider | $5,408 | — | $5,408 |
| NBI & ASSOCIATES, LLC | Other Service Provider | $5,288 | — | $5,288 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,506,066
- Estimated Expense Ratio: 44.280% 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 |
|---|---|---|---|---|---|
| 2025 | $22,243,875 | $707 | $1,362,502 | $40,523 | — |
| 2024 | $4,152,399 | $8,660 | $1,544,478 | $40,690 | — |
| 2023 | $3,453,484 | $18,740 | $1,406,715 | $39,635 | — |
| 2022 | $2,545,091 | $23,327 | $1,112,977 | — | $107,133 |