JOEY ROOT signed Advantage Health Plans Trust's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Advantage Health Plans Trust's EIN is 73-1007826.
Download the official 2024 Form 5500 (PDF) for Advantage Health Plans Trust from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Advantage Health Plans Trust's plan includes health coverage, life insurance, dental coverage, vision coverage, long-term disability.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE KEMPTON COMPANY |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| First Bethany Sweep Account | Other securities | — | $3.1M | $3.1M | 19.0% | |
| Morgan Stanley Pvt Bank | Other securities | — | $245K | $253K | 1.5% | |
| Providence Bank Rocky Mount | Other securities | — | $249K | $252K | 1.5% | |
| Kodabank | Other securities | — | $249K | $252K | 1.5% | |
| Univest Bank & Trust Co | Common Stocks | — | $249K | $251K | 1.5% | |
| Morgan Stanley Bank | Other securities | — | $245K | $250K | 1.5% | |
| Citizens State Bank Loyal | Other securities | — | $249K | $250K | 1.5% | |
| Exchange Bank-Skiatook OK | Other securities | — | $250K | $250K | 1.5% | |
| Toyota Financial Savings Bank | Other securities | — | $245K | $250K | 1.5% | |
| United Fidelity Bank | Mutual Funds | — | $249K | $250K | 1.5% | |
| Celtic Bank of Salt Lake City | Other securities | — | $249K | $249K | 1.5% | |
| Highland Bank | Other securities | — | $249K | $249K | 1.5% | |
| Eaglebank | Other securities | — | $249K | $249K | 1.5% | |
| UBS Bank USA | Other securities | — | $249K | $249K | 1.5% | |
| Texas Exchange Bank | Other securities | — | $249K | $249K | 1.5% | |
| FNB Of McGregor | Other securities | — | $249K | $249K | 1.5% | |
| Cattaraugus County Bank | Other securities | — | $249K | $249K | 1.5% | |
| BMW Bank | Other securities | — | $245K | $248K | 1.5% | |
| Midwest Bank | Other securities | — | $249K | $248K | 1.5% | |
| Valley National Bank | Other securities | — | $245K | $247K | 1.5% | |
| BMO Harris Bank | Other securities | — | $245K | $246K | 1.5% | |
| American Express National Bank | Other securities | — | $245K | $246K | 1.5% | |
| Ally Bank | Other securities | — | $245K | $245K | 1.5% | |
| Bankwell Bank | Other securities | — | $245K | $245K | 1.5% | |
| BNY Mellon National Association | Other securities | — | $245K | $245K | 1.5% | |
| Sallie Mae Bank | Other securities | — | $245K | $245K | 1.5% | |
| Hardin County Savings Bank | Other securities | — | $245K | $245K | 1.5% | |
| American National Bank | Other securities | — | $245K | $245K | 1.5% | |
| Third Federal Savings and Loan | Other securities | — | $245K | $244K | 1.5% | |
| U.S. Treasury | Other securities | — | $200K | $200K | 1.2% | |
| First Bank and Trust, Louisiana | Other securities | — | $100K | $108K | 0.7% | |
| Fidelity Treasury Fund | Mutual Funds | — | $70K | $70K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 73-0977441 |
| OKLAHOMA CITY, OK |
| NONE |
| $3.8M |
| — |
| LIVINITI | 61-1766825 | CHARLOTTE, NC | NONE | $343K | — |
| PAYER COMPASS | 46-2047081 | PLANO, TX | NONE | $163K | — |
| HEALTHCARE HIGHWAYS OF OKLAHOMA LLC | 36-4827148 | FRISCO, TX | NONE | $135K | — |
| STRATEGIC UNDERWRITERS SOLUTIONS | 13-4009411 | GREEN BAY, WI | NONE | $114K | — |
| FIDUCIARY RISK MANAGEMENT | 47-4131554 | WATERSMEET, MI | NONE | $97K | — |
| WINDSOR STRATEGY PARTNERS | 81-0912547 | PRINCETON, NJ | NONE | $92K | — |
| THE PHIA GROUP | 04-3504115 | CANTON, MA | NONE | $79K | — |
| FHS | 93-1896442 | WATERSMEET, MI | NONE | $77K | — |
| FORVIS MAZARS, LLP | 44-0160260 | DALLAS, TX | NONE | $54K | — |
| INDEPENDENT COMMUNITY BANKERS ASSOC | 85-0329643 | AZTEC, NM | NONE | $49K | — |
| IBAT SERVICES, INC. | 74-1459906 | AUSTIN, TX | NONE | $35K | — |
| BRAMLETT AGENCY, INC | 73-1418307 | ARDMORE, OK | NONE | $32K | — |
| ZODIAC INSURANCE SERVICES | 83-1263085 | SHAMONG, NJ | NONE | $23K | — |
| FIRST BETHANY BANK & TRUST | 73-0509524 | BETHANY, OK | NONE | $23K | — |
| BOARDBOOKIT, INC | 46-2135456 | CHICAGO, IL | NONE | $21K | — |
| LIQUID MEDIA | 26-3375865 | OKLAHOMA CITY, OK | NONE | $17K | — |
| COMMUNITY BANKERS ASSOC OF OKLAHOMA | 73-0967145 | OKLAHOMA CITY, OK | NONE | $15K | — |
| HEALTHSMART PREFERRED CARE INC. | 75-2508316 | DALLAS, TX | NONE | $15K | — |
| COTEVA, INC | 52-2235989 | CHEVY CHASE, MD | NONE | $14K | — |
| REDCARD ID CARD PRINTING & CHECK PR | 20-5388701 | ST LOUIS, MO | NONE | $13K | — |
| UNDERWOOD ATTORNEYS AT LAW | 75-2256292 | AMARIOLLO, TX | NONE | $10K | — |
| CMC CONSULTING DBA FRM | 47-4131554 | WATERSMEET, MI | NONE | $5K | — |
