# CAFETERIA PLAN FOR THE EMPLOYEES OF HEALTH SYSTEMS, INC

Health and welfare plan sponsored by **HEALTH SYSTEMS, INC** (dba HEALTH SYSTEMS, INC). Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HEALTH SYSTEMS, INC |
| EIN | 431822906 |
| Plan number | 503 |
| Plan year | 2025 |
| Location | OSAGE BEACH, MO |
| Industry | Health Care and Social Assistance |
| Funding | mixed |
| Total premiums | $1.0M |
| Participants | 1,521 |
| Persons covered | 975 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | STD, LTD, Indemnity, Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Health, Stop-loss |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | STD, LTD |
| TRANSAMERICA LIFE INSURANCE COMPANY | Life, Other |

## Brokers

| Broker | Placed with |
|---|---|
| HSI BENEFIT SYSTEMS, INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LUKE ALLEN MARKS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| YESENIA A HERNANDEZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| SUSAN MARIE WEITKAMP | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GABRIEL W HULSEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BRIDGET ZUNIGA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TANA L MAY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ERIN WEESE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JENNIFER ROWLAND | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MATTHEW KOHLER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| BECKY HULSEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LISA LOUISE NELSON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ELAISIUS BONNER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JANTELLE LAVONNE BONNER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HARBISON BENEFIT CONSULTANTS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CHARLES DON SCHAEF | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| RON BOWLING | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KYLE HARDING | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LACEY G MYRACLE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LELAND SCOTT BURKHART | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MELISSA K PERCELL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| VALERIE ROBERTSON | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JAMES MOORE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ABIGAYLE DEBORAH PHILLIPS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JAMIE L BLANKENSHIP | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LAURA A RHEIN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOHN W NISWONGER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JOSEPH NISWONGER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| GAIL D GOODEN CORP | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KANSAS BENEFIT COUNSELORS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MITCHELL INSURANCE INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| TGL ASSOCIATES LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JIM BRADLEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| D PHILLIPS INS LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LONNIE SCHULTZ | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| KORY L ALBRECHT | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| DOUGLAS LOYAL NERDAHL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| CORCORAN & HOYT LLC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| LISA D NISWONGER | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| INSURANCE SYSTEMS, INC | FIDELITY SECURITY LIFE INSURANCE COMPANY |
| ACRISURE LLC | THE GUARDIAN LIFE INSURNCE COMPANY OF AMERICA |
| HSI BENEFIT SYSTEMS, INC | TRANSAMERICA LIFE INSURANCE CARRIER |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/431822906-503
- Cite as: PlanOptica, https://planoptica.com/welfare/431822906-503
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers