Advantage Health Plans Trust
- Layne BrandtBoard of Trustees - Chairperson · Company website
- Evans McBrideBoard of Trustees - Vice Chairperson · Company website
- Carol FehrleBoard of Trustees · Company website
- Barry AndersonBoard of Trustees · Company website
- John GortonBoard of Trustees · Company website
How we got $534K
Based on typical figures for its industry (2022 Economic Census), not its own records.
What we know
Signs of a sale Unlikely to sell soon
- In business 24 years (since 2002)
From public records and the company's website, not a statement that it's for sale.
What they do
Advantage Health Plans Trust is a not-for-profit, self-insured health benefit program owned by and designed for community banks and financial institutions in Oklahoma, Texas and beyond. It is administered by The Kempton Company.
From the company's website. Industry: Finance and insurance.
Customers & suppliers
Suppliers & brands
- VSP · brand it sells or installs
- The Kempton Company · brand it sells or installs
Possible customers nearby
The largest businesses within about 60 miles in the markets its website says it serves.
- MidFirst Bank · Oklahoma City, 5 mi · $2.25B
- BancFirst · Oklahoma City, 10 mi · $785.7M
- InterBank · Oklahoma City, 7 mi · $369.1M
- Stride Bank, N.a. · Enid, 59 mi · $224.7M
- First Fidelity Bank · Oklahoma City, 6 mi · $161.7M
Compared with similar businesses nearby
| Business | Est. revenue | Distance |
|---|---|---|
| Advantage Health Plans Trust this business | $1.1M | — |
| FREEDOM RETIREMENT SOLUTIONS INC. Edmond · 4 employees | $2.4M | 1.0 mi |
| KEYSTONE FLEX ADMINISTRATORS, LLC Oklahoma City · 4 employees | $1.9M | 3.9 mi |
| SOUTHERN COMFORT HOMES, LLC Edmond · 1 employees | $576K | 4.1 mi |
| OKLAHOMA HEALTHCARE TRANSITIONS INC Oklahoma City · 5 employees | $2.8M | 14.5 mi |
| RETIREMENT INCOME STRATEGIES, INC. Blanchard · 2 employees | $1.3M | 29.9 mi |
The full calculation
Figures are shown toward the upper part of their range rather than at its middle.
Brought up to date assuming revenue has grown 8% a year since 2020, when the PPP figures were reported; included above.
| Estimated value = EBITDA × typical sale multiple | $534K |
| Multiple for this size and industry | 2.5× |
| Value range | $157K – $957K |
This business has no PPP loan on record, so there is no business-specific data. The figures are the typical estimated revenue of Finance and insurance businesses in our Oklahoma data: the middle value, with the range covering the middle half of those businesses. EBITDA applies the industry margin (20%). Treat these as a rough guide.
| Revenue range | $396K – $1.6M |
| EBITDA range | $78K – $319K |
| Industry (NAICS) | Finance and insurance (525120) |
EBITDA margin: from IRS tax returns of S corporations in this industry (2019–2022), adjusted for company size: smaller companies typically run higher margins. EBITDA here is after owners' salaries.
Benchmarks: US Economic Census 2022, OK. These are statistical estimates, not reported financials. Listing details come from Overture Maps open data. Full methodology
History & advisors
“For nearly fifty years, Advantage Health Plans Trust (AHPT) has been providing health programs for Oklahoma, Texas and New Mexico community banks.”
From the company's own website and public filings (DOL Form 5500, IRS Form 990, SBA). Roles are as stated there and may be out of date.
Public records
Matched to this business by name and address from public government data; a match can occasionally be wrong.
About Advantage Health Plans Trust
Advantage Health Plans Trust is a finance and insurance company in Oklahoma City, Oklahoma, in business since 2002. Its estimated annual revenue is about $1.1M, with roughly $214K of EBITDA. Its estimated business value is $534K (likely range $157K–$957K).
Common questions
- Who owns Advantage Health Plans Trust?
- The owner of Advantage Health Plans Trust isn't in public records we've found yet. If you own or run the business, you can add or correct its details on SeeBITDA.
- How much revenue does Advantage Health Plans Trust make?
- SeeBITDA estimates Advantage Health Plans Trust's annual revenue at about $1.1M (likely between $396K and $1.6M), based on public records such as its PPP loan and retirement-plan filings, brought up to 2026.
- What is Advantage Health Plans Trust worth?
- About $534K, roughly 2.5× its estimated EBITDA of $214K, typical for a finance and insurance company its size. Likely range: $157K–$957K.
- When was Advantage Health Plans Trust founded?
- Advantage Health Plans Trust has been in business since 2002.