Form 5500 · Employee benefit plan · OKLAHOMA CITY, OK
ADVANTAGE HEALTH PLANS TRUST
Public Form 5500 records show how ADVANTAGE HEALTH PLANS TRUST (OKLAHOMA CITY, OK) structures its employee benefits. Its broker of record is J.W. KEMPTON & ASSOCIATES INC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 73-1007826 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 2,393 | June | $56,154 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life | 386 | June | $38,067 |
| GREAT MIDWEST INSURANCE COMPANY (GMIC) | Stop-loss | 2,160 | December | $0 |
| VISION SERVICE PLAN | Vision | 1,339 | June | $0 |
Questions
Who is ADVANTAGE HEALTH PLANS TRUST's benefits broker?
Per its most recent Form 5500 Schedule A, ADVANTAGE HEALTH PLANS TRUST's broker of record is J.W. KEMPTON & ASSOCIATES INC.
What insurance carrier does ADVANTAGE HEALTH PLANS TRUST use?
ADVANTAGE HEALTH PLANS TRUST's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 4 disclosed carriers.
When does ADVANTAGE HEALTH PLANS TRUST's group plan renew?
The most recent Schedule A policy period for ADVANTAGE HEALTH PLANS TRUST ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from ADVANTAGE HEALTH PLANS TRUST's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.