Nonprofit · EIN 27-0093845
OSMA HEALTH-HEALTH PLANS
Tax-exempt · OKLAHOMA CITY, OK 73105
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $20,489,870 | $22,694,377 | -$2,204,507 | $7,918,023 | $2,424,086 | $5,493,937 |
| December 31, 2024 | 990 | $24,303,607 | $24,088,561 | $215,046 | $9,666,644 | $3,087,615 | $6,579,029 |
| December 31, 2023 | 990 | $18,612,542 | $21,889,129 | -$3,276,587 | $10,424,113 | $4,410,084 | $6,014,029 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,006,050
- Investment income
- $357,555
- Other revenue
- $126,265
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,875,681
- Compensation of officers, directors and key employees
- $85,748
- Salaries, compensation and benefits (total)
- $85,748
- Professional fundraising fees
- $0
- Legal fees
- $31,324
- Accounting fees
- $40,523
- Travel
- $13,922
Balance sheet and other
- Total assets, start of year
- $9,666,644
- Total assets, end of year
- $7,918,023
- Total liabilities, end of year
- $2,424,086
- Net assets, end of year
- $5,493,937
- Publicly traded securities
- $3,101,325
- Gross receipts
- $20,489,870
- Employees
- 0
- Volunteers
- 9
- Year formed
- 2004
- State of legal domicile
- OK
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK BELLER | PRESIDENT Trustee or director, Officer | 15 | $30,176 |
| DALE NEIKIRK | VICE PRESIDENT Trustee or director, Officer | 2 | $15,817 |
| DANA STONE | DIRECTOR Trustee or director | 2 | $8,475 |
| JOHN ROBINSON | TREASURER Trustee or director, Officer | 2 | $5,408 |
| DARYLE VOSS | DIRECTOR Trustee or director | 2 | $4,875 |
| WILLIAM OEHLERT | DIRECTOR Trustee or director | 2 | $4,688 |
| LEE SCHOEFFLER | DIRECTOR Trustee or director | 2 | $4,535 |
| GREG RATLIFF | DIRECTOR Trustee or director | 2 | $3,591 |
| DIANE HEATON | DIRECTOR Trustee or director | 2 | $3,225 |
| AUDRA HARDIN-LINCK | DIRECTOR Trustee or director | 2 | $2,833 |
| BASEL HASSOUN | DIRECTOR Trustee or director | 2 | $2,125 |
| WES GLINSMANN | EX-OFFICIO ADVISOR Trustee or director | 2 | $0 |
| DR JULIE STREBEL | EX-OFFICIO ADVISOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK BELLER | PRESIDENT Trustee or director, Officer | 15 | $30,524 |
| DALE NEIKIRK | VICE PRESIDENT Trustee or director, Officer | 2 | $16,336 |
| JOHN ROBINSON | TREASURER Trustee or director, Officer | 2 | $6,228 |
| LEE SCHOEFFLER | DIRECTOR Trustee or director | 2 | $5,275 |
| WILLIAM OEHLERT | DIRECTOR Trustee or director | 2 | $5,043 |
| DARYLE VOSS | DIRECTOR Trustee or director | 2 | $4,338 |
| DANA STONE | DIRECTOR Trustee or director | 2 | $3,831 |
| DIANE HEATON | DIRECTOR Trustee or director | 2 | $3,174 |
| AUDRA HARDIN-LINCK | DIRECTOR Trustee or director | 2 | $2,734 |
| BASEL HASSOUN | DIRECTOR Trustee or director | 2 | $2,650 |
| GREG RATLIFF | DIRECTOR Trustee or director | 2 | $1,967 |
| WES GLINSMANN | DIRECTOR Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK BELLER | PRESIDENT Trustee or director, Officer | 15 | $24,160 |
| DALE NEIKIRK | DIRECTOR Trustee or director | 2 | $13,003 |
| DARYLE VOSS | DIRECTOR Trustee or director | 2 | $6,250 |
| JOHN ROBINSON | TREASURER Trustee or director, Officer | 2 | $6,152 |
| WILLIAM OEHLERT | DIRECTOR Trustee or director | 2 | $5,874 |
| DIANE HEATON | DIRECTOR Trustee or director | 2 | $5,083 |
| LEE SCHOEFFLER | DIRECTOR Trustee or director | 2 | $4,920 |
| DANA STONE | DIRECTOR Trustee or director | 2 | $4,725 |
| AUDRA HARDIN-LINCK | DIRECTOR Trustee or director | 2 | $3,988 |
| BASEL HASSOUN | DIRECTOR Trustee or director | 2 | $2,900 |
| GREG RATLIFF | DIRECTOR Trustee or director | 2 | $2,671 |
| DAVID SEIGLER | DIRECTOR Trustee or director | 2 | $725 |
| MICHAEL HAUGH | VICE PRESIDENT (THROUGH FEB 2023) Trustee or director, Officer | 2 | $0 |
| WES GLINSMANN | DIRECTOR Trustee or director | 2 | $0 |
| DAVID HOLDEN | DIRECTOR (THROUGH APRIL 2023) Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 313 NE 50TH ST, OKLAHOMA CITY, OK 73105-1829
- Principal officer (990 for 2025)
- JACK J BELLER MD, 313 NE 50TH, OKLAHOMA CITY, OK 73105
- Signed the 990
- JACK J BELLER MD, PRESIDENT
- Phone
- (405) 843-9571
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THE CORPORATION'S SPECIFIC PURPOSES ARE TO (1) ACT AS A SPONSOR OF A HEALTH BENEFIT PROGRAM AND ANY OTHER WELFARE BENEFIT PROGRAMS AS DIRECTED BY THE OSMA HOUSE OF DELEGATES AND/OR BOARD OF TRUSTEES; AND (2) ESTABLISH A TRUST(S) THROUGH WHICH THE HEALTH AND WELFARE BENEFIT PLANS WILL BE OFFERED.
Program accomplishments
- THE CORPORATION'S SPECIFIC PURPOSES ARE TO (1) ACT AS A SPONSOR OF A HEALTH BENEFIT PROGRAM AND ANY OTHER WELFARE BENEFIT PROGRAMS AS DIRECTED BY THE OSMA HOUSE OF DELEGATES AND/OR BOARD OF TRUSTEES; AND (2) ESTABLISH A TRUST(S) THROUGH WHICH THE HEALTH AND WELFARE BENEFIT PLANS WILL BE OFFERED.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 27-0093845
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $7,918,023
- Income (IRS master file)
- $20,489,870
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $20,489,870 | $22,694,377 | $7,918,023 | XML |
| 990 | December 2024 | $24,303,607 | $24,088,561 | $9,666,644 | IRS |
| 990 | December 2023 | $18,612,542 | $21,889,129 | $10,424,113 | XML |
| 990 | December 2022 | $14,551,429 | $14,554,181 | $11,959,151 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-0093845).
Questions about OSMA HEALTH-HEALTH PLANS
- What is the EIN of OSMA HEALTH-HEALTH PLANS?
- The employer identification number (EIN) of OSMA HEALTH-HEALTH PLANS is 27-0093845.
- Is OSMA HEALTH-HEALTH PLANS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to OSMA HEALTH-HEALTH PLANS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OSMA HEALTH-HEALTH PLANS file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of OSMA HEALTH-HEALTH PLANS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OSMA HEALTH-HEALTH PLANS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OSMA HEALTH-HEALTH PLANS?
- The 990 for the year ended December 31, 2025 names JACK J BELLER MD.
- Who are the officers and directors of OSMA HEALTH-HEALTH PLANS?
- The 990 for the year ended December 31, 2025 lists 13 people; 11 received compensation from the organization, the highest $30,176 (JACK BELLER, PRESIDENT).
- How much revenue does OSMA HEALTH-HEALTH PLANS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $20,489,870, expenses of $22,694,377 and total assets of $7,918,023 at year end.
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