# Osma Health - Health Plan Corporation Health & Welfare Plan
Source: https://planprovider.pro/companies/osma-health-health-plan-corporation-270093845-501

> Osma Health - Health Plan Corporation's Health & Welfare plan: 1,921 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Osma Health - Health Plan Corporation

- **Sponsor EIN:** 270093845

- **Sponsor Address:** 313 NE 50TH, OKLAHOMA CITY, OK, 73105

- **Plan Type:** Health & Welfare

- **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|

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