LONERGAN ADVISORS

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,570

Total plan assets

$9.7M

Filings (rows)

Direct comp

$17K

Indirect comp

SERVICES PROVIDED

Investment manager1

Plans served

All 1 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
OSMA HEALTH - HEALTH PLAN CORPORATION OSMA HEALTH - HEALTH PLAN	OKLAHOMA CITY, OK	Investment manager	1,570	$9.7M	$17K	$0