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Sponsor portfolioTH

OATS INC

EIN 43-1016961-transportation/trucking/railroad-Latest filing 2025
Plans
3
Retirement
1
$2.5M assets
Welfare
2
$2.5M premiums
Participants
1,198
2501 MAGUIRE BLVD SUITE 101 - COLUMBIA, MO 65201573-443-4516LinkedIn11-50 employeestransportation/trucking/railroad
Plans on this EIN
3 filings
#001403b-$2.5M - 614 part#505Fully Insured-$2.2M - 138 lives#502Fully Insured-$286K - 445 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HEALTH NET89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • SUNDVOLD FINANCIAL97%
  • SUNSTAR INSURANCE GROUP LLC3%
Total $136K2 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

TAX DEFERRED ANNUITY PLAN OF OATS, INC.

403b

Assets$2.5M
Participants614
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HEALTH PLAN

Fully Insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LIFE PLAN

Fully Insured - GUARDIAN

Premiums$286K
Covered lives445
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TAX DEFERRED ANNUITY PLAN OF OATS, INC.403b$2.5M6142024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HEALTH PLANFully InsuredHEALTHY ALLIANCE LIFE INSURANCE COMPANY$2.2M1382025
502LIFE PLANFully InsuredGUARDIAN$286K4452025
Retirement plans
Welfare plans
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