Form 5500 · Employee benefit plan · POINT LOOKOUT, MO
SCHOOL OF THE OZARKS, INC.
The filing calls this plan AD&D, LONG TERM DISABILITY, & LIFE INSURANCE.
Public Form 5500 records show how SCHOOL OF THE OZARKS, INC. of POINT LOOKOUT, MO, a education employer, structures its employee benefits. Its broker of record is HIGGINBOTHAM INSURANCE AGENCY. Coverage is written through AMERICAN UNITED LIFE INSURANCE COMPANY. The plan's most recent policy period ended in September.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 44-0556862 · plan 503 · plan year 2025, filed Apr 7, 2026
Get an email when this employer files a new Form 5500, and again about four months before its plan renews.
43 other employer plans in Missouri have policy years ending in September. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
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.
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 1 insured contract covering life and disability; the largest, with AMERICAN UNITED LIFE INSURANCE COMPANY, covers 338 people.
Reported premium across the insured contracts is $209,593, with $38,195 in disclosed broker commissions — about 18% 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.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE COMPANY | Life, Disability | 338 | Oct 1, 2025 | $209,593 | $38,195 |
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.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 296 employees, 8 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
How this plan compares
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Renewal calendar
43 other employer plans in Missouri are October 1 renewals (policy year ends September).
Their policy years end in September, like this plan’s, so most renew October 1. The calendar lists every insured group by renewal date and state, with broker of record, carrier and disclosed commission. You can preview the five largest in each month for free.
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