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Original filing (PDF)20251230084613NAL0010406323001
ADVANTAGE HEALTH PLANS TRUST
Form 5500
FILING_RECEIVED
ADVANTAGE HEALTH PLANS TRUST
Health & welfare plan
Signals · 3
~3178 bps in Sched C feesNo recordkeeper disclosed23 service providers
Active participants
2,151
Accounts w/ balance
—
Plan assets (EOY)
$16.4M
Net assets (EOY)
$10.7M
How this plan invests
This plan
55 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3178 bps in Schedule C fees — 10860% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADVANTAGE HEALTH PLANS TRUST.
Plan sponsor
Name
ADVANTAGE HEALTH PLANS TRUST
EIN
73-1007826
Address
13431 BROADWAY EXT SUITE 130 · OKLAHOMA CITY, OK · 73114
Phone
(405) 521-1711
Industry
Finance & Insurancesee all
Plan administrator
Name
THE KEMPTON COMPANY
EIN
73-0977441
City
OKLAHOMA CITY, OK
Phone
(405) 521-1711
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-12-30
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4L · Death Benefits (other than life insurance)
4Q · Other
4T · Long-Term Care
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
23 rowsOther
23| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE KEMPTON COMPANY | 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 | — |
Investments
32 direct securities· $10.4M(64% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| First Bethany Sweep Account | — | — | $3.1M | $3.1M | 19.0% | |
| Morgan Stanley Pvt Bank | — | — | $245K | $253K | 1.5% | |
| Providence Bank Rocky Mount | — | — | $249K | $252K | 1.5% | |
| Kodabank | — | — | $249K | $252K | 1.5% | |
| Univest Bank & Trust Co | — | — | $249K | $251K | 1.5% | |
| Morgan Stanley Bank | — | — | $245K | $250K | 1.5% | |
| Citizens State Bank Loyal | — | — | $249K | $250K | 1.5% | |
| Exchange Bank-Skiatook OK | — | — | $250K | $250K | 1.5% | |
| Toyota Financial Savings Bank | — | — | $245K | $250K | 1.5% | |
| United Fidelity Bank | — | — | $249K | $250K | 1.5% | |
| Celtic Bank of Salt Lake City | — | — | $249K | $249K | 1.5% | |
| Highland Bank | — | — | $249K | $249K | 1.5% | |
| Eaglebank | — | — | $249K | $249K | 1.5% | |
| UBS Bank USA | — | — | $249K | $249K | 1.5% | |
| Texas Exchange Bank | — | — | $249K | $249K | 1.5% | |
| FNB Of McGregor | — | — | $249K | $249K | 1.5% | |
| Cattaraugus County Bank | — | — | $249K | $249K | 1.5% | |
| BMW Bank | — | — | $245K | $248K | 1.5% | |
| Midwest Bank | — | — | $249K | $248K | 1.5% | |
| Valley National Bank | — | — | $245K | $247K | 1.5% | |
| BMO Harris Bank | — | — | $245K | $246K | 1.5% | |
| American Express National Bank | — | — | $245K | $246K | 1.5% | |
| Ally Bank | — | — | $245K | $245K | 1.5% | |
| Bankwell Bank | — | — | $245K | $245K | 1.5% | |
| BNY Mellon National Association | — | — | $245K | $245K | 1.5% | |
| Sallie Mae Bank | — | — | $245K | $245K | 1.5% | |
| Hardin County Savings Bank | — | — | $245K | $245K | 1.5% | |
| American National Bank | — | — | $245K | $245K | 1.5% | |
| Third Federal Savings and Loan | — | — | $245K | $244K | 1.5% | |
| U.S. Treasury | — | — | $200K | $200K | 1.2% | |
| First Bank and Trust, Louisiana | — | — | $100K | $108K | 0.7% | |
| Fidelity Treasury Fund | — | — | $70K | $70K | 0.4% |
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