form5500lookup

Form 5500 · Employee benefit plan · OZARK, MO

HAVEN HOME HEALTH, LLC

The filing calls this plan HAVEN HOME HEALTH, LLC EMPLOYEE BENEFITS PLAN.

HAVEN HOME HEALTH, LLC of OZARK, MO files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is OLLIS AND COMPANY. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Policy year ends
Decemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 45-3612130 · plan 501 · plan year 2025, filed Jul 14, 2026

Get an email when this employer files a new Form 5500, and again about four months before its plan renews.

How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
119
Active at start of year
119
Active at end of year
114
Disclosed commissions
$23,537
Typical renewal
January 1

Benefits declared on this filing

Healthinsured — UNITEDHEALTHCARE INSURANCE COMPANY145 of 119 participants
Dentalinsured — DELTA DENTAL OF MISSOURI124 of 119 participants
Visioninsured — ADVANTICA INSURANCE COMPANY114 of 119 participants (96%)
Lifeinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY55 of 119 participants (46%) on the largest contract
Disabilityinsured — UNITED OF OMAHA LIFE INSURANCE COMPANY16 of 119 participants (13%) on the largest contract

Also declared: other welfare.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 10 insured contracts covering health, dental, vision, life and disability; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 145 people.

Reported premium across the insured contracts is $609,132, with $23,537 in disclosed broker commissions — about 3.9% of premium.

The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.

OLLIS AND COMPANY is the broker of record on 3 of the 10 contracts; the rest name a different broker or none.

4 carriers appear on the filing, including UNITEDHEALTHCARE INSURANCE COMPANY, DELTA DENTAL OF MISSOURI, UNITED OF OMAHA LIFE INSURANCE COMPANY and ADVANTICA INSURANCE COMPANY. UNITEDHEALTHCARE INSURANCE COMPANY writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth145Jan 1, 2026$520,762$13,600
DELTA DENTAL OF MISSOURIDental124Jan 1, 2026$39,409$3,620
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability16Jan 1, 2026$12,504$1,876
UNITED OF OMAHA LIFE INSURANCE COMPANYLife55Jan 1, 2026$10,518$1,578
ADVANTICA INSURANCE COMPANYVision114Jan 1, 2026$8,155$746
UNITED OF OMAHA LIFE INSURANCE COMPANY—23Jan 1, 2026$4,850$728
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability6Jan 1, 2026$4,681$702
UNITED OF OMAHA LIFE INSURANCE COMPANY—18Jan 1, 2026$3,312$497
UNITED OF OMAHA LIFE INSURANCE COMPANYLife102Jan 1, 2026$1,268$190
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability16Jan 1, 2026$3,673$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HAVEN HOME HEALTH, LLC
EIN 45-3612130

The plan administrator is from line 3a of the main form. We publish company names only.

Other plans filed by this employer

How this plan compares

Subscribers see how this compares with similar plans in Missouri. A subscription also adds this plan's filing history and the renewal calendar for its state. See plans and prices

Without an account you can open 10 employer, broker and carrier pages a day, including through an AI assistant, and 50 a day with a free account. Paid plans are what keep these records free to read.

More employer plans in Missouri — largest plans, brokers, carriers and renewal months.