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Sponsor portfolio

OZARK ACTION, INC.

EIN 43-0838508-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$4.5M assets
Welfare
1
$1.1M premiums
Participants
266
710 EAST MAIN STREET - WEST PLAINS, MO 65775417-256-6147oaiwp.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$4.5M - 151 part#504Fully Insured-$1.1M - 115 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 115 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Life$5K
  • Other$5K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BUKATY COMPANIES98%
  • ASSUREDPARTNERS2%
Total $62K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

OZARK ACTION, INC. 403(B) PLAN

403b

Assets$4.5M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

OZARK ACTION, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - ANTHEM BLUECROSS BLUESHIELD..HEALTHY ALLIANCE

Premiums$1.1M
Covered lives115
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OZARK ACTION, INC. 403(B) PLAN403b$4.5M1512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504OZARK ACTION, INC. EMPLOYEE BENEFITS PLANFully InsuredANTHEM BLUECROSS BLUESHIELD..HEALTHY ALLIANCE$1.1M1152025
Retirement plans
Welfare plans
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