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Form 5500 · Retirement plan · WEST PLAINS, MO

OZARKS HEALTHCARE

The filing calls this plan OZARKS HEALTHCARE 403(B) PLAN.

OZARKS HEALTHCARE of WEST PLAINS, MO files a Form 5500 for its retirement plan. Schedule A discloses 3 annuity or guaranteed-interest contracts held by the plan, written by THE VARIABLE ANNUITY LIFE INSURANCE CO. and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 44-6005758 · plan 001 · plan year 2024, filed Feb 11, 2026

Participants at the start of the year
1,650
Contracts on file
3
Contract value
$6,293,372
Plan year end
December

Plan brief

Schedule A lists 3 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with THE VARIABLE ANNUITY LIFE INSURANCE CO..

The contracts held $6,293,372 at the end of the plan year, as reported on Schedule A.

$2,972 in agent commissions is disclosed across the contracts; GIBSON, ERIC J is the agent of record.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC321December$4,576,335$2,972
AMERICAN UNITED LIFE INSURANCE COMPANYAnnuity / GIC198December$1,260,777$0
THE VARIABLE ANNUITY LIFE INSURANCE CO.Annuity / GIC1December$456,260$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
OZARKS HEALTHCARE
EIN 44-6005758
ONEAMERICA FINANCIAL SERVICES, LLP
Recordkeeping and information management · EIN 46-5378846
$50,811
paid directly by the plan
VALIC RETIREMENT SERVICES COMPANY
Custodian · EIN 51-0396365
$15,805
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$52,584,746
Paid out in benefits
$8,956,615
Participants at the start of the year
1,650
Participants with account balances
1,001

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

RecordkeeperEIN 46-5378846
ONEAMERICA FINANCIAL SERVICES, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.

The filing reports that employee contributions were not forwarded to the plan on time (line 4a).

Other plans filed by this employer

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