Oaks Integrated Care
Overview
Oaks Integrated Care sponsors a self-funded health plan that covered 901 participants in plan year 2024. The plan year starts in October. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 901
- Plan year
- Begins October 1 · next renewal October 2027
- Health plans filed
- Oaks Integrated Care Health and Welfare Plan, plan 502 (901 participants)
- Broker compensation
- $18K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Horizon Healthcare Services, Inc. | Dental | 545 | $254K | $3K |
| Prudential Insurance Company of America | Life | 896 | $177K | $12K |
| Vision Benefits of America | Vision | 474 | $44K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 901 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2024
- Plan sponsor
- Oaks Integrated Care
- Sponsor EIN
- 23-7048397
- Plan number
- 502
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 23-7048397 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Oaks Integrated Care, Inc. 403(b) Savings Plan
- Type
- Defined contribution plan
- Participants
- 1,651
About this data
Source: Oaks Integrated Care's Form 5500 filing for plan year 2024 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Oaks Integrated Care.


