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
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans / $2.5M premiums / 583 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Fully insured - HEALTHY ALLIANCE LIFE INSURANCE COMPANY
Fully insured - GUARDIAN
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | TAX DEFERRED ANNUITY PLAN OF OATS, INC. | 403(b) | $2.2M | 564 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #505 | HEALTH PLAN | Fully insured | HEALTHY ALLIANCE LIFE INSURANCE COMPANY | $2.2M | 138 | 2025 |
| #502 | LIFE PLAN | Fully insured | GUARDIAN | $286K | 445 | 2025 |