Form 5500 · Employee benefit plan · OKLAHOMA CITY, OK
LUMATA HEALTH INC.
LUMATA HEALTH INC. of OKLAHOMA CITY, OK files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is ACRISURE TEXAS RISK ADVISORS &. Coverage is written through BLUECROSS BLUESHIELD OF OKLAHOMA and 1 other carrier. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-3706347 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF OKLAHOMA, covers 238 people.
Reported premium across the insured contracts is $1,207,229, with $75,625 in disclosed broker commissions — about 6.3% of premium.
The most recent policy period ended in September, and the plan year ends September 30. Group contracts typically renew on that annual cycle.
ACRISURE TEXAS RISK ADVISORS & is the broker of record on all 2 contracts.
Two carriers split the book: BLUECROSS BLUESHIELD OF OKLAHOMA and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF OKLAHOMA | Health | 238 | September | $1,014,081 | $50,705 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Dental, Vision, Life, Disability | 198 | September | $193,148 | $24,920 |
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.
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