PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Oats, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Oats, Inc.

EIN 43-1016961-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
1
$2.2M assets
Health & Benefits
2
$2.5M premiums
Participants
1,148
2501 MAGUIRE BOULEVARD, SUITE 101 - COLUMBIA, MO 65201573-443-4516LinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001403(b)-$2.2M - 564 part#505Fully insured-$2.2M - 138 lives#502Fully insured-$286K - 445 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $2.5M premiums / 583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$286K
  • Vision$286K
  • Life$286K
  • Short-term disability$286K
  • Other$286K
Total $2.5M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TAX DEFERRED ANNUITY PLAN OF OATS, INC.

403(b)

Assets$2.2M
Participants564
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

HEALTH PLAN

Fully insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives138
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

LIFE PLAN

Fully insured - GUARDIAN

Premiums$286K
Covered lives445
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TAX DEFERRED ANNUITY PLAN OF OATS, INC.403(b)$2.2M5642025
  • TAX DEFERRED ANNUITY PLAN OF OATS, INC.$2.2M
    #001 · 403(b) · 2025564

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505HEALTH PLANFully insuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$2.2M1382025
#502LIFE PLANFully insuredGUARDIAN$286K4452025
  • HEALTH PLAN$2.2M
    #505 · Fully insured · HEALTHY ALLIANCE LIFE INSURANCE COMPANY · 2025138
  • LIFE PLAN$286K
    #502 · Fully insured · GUARDIAN · 2025445
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica