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MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 401k Plan overview

Plan NameMENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH
Plan identification number 504

MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

LIGHTHOUSE BEHAVIORAL WELLNESS CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LIGHTHOUSE BEHAVIORAL WELLNESS CENTERS, INC.
Employer identification number (EIN):730618672
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042022-07-01ERIC HOWARD2024-04-12 JESSICA PFAU2024-04-12
5042021-07-01ERIC HOWARD2023-04-14 ERIC HOWARD2023-04-14
5042020-07-01ERIC HOWARD2022-04-08 ERIC HOWARD2022-04-08
5042019-07-01ERIC HOWARD2021-04-15 ERIC HOWARD2021-04-15
5042018-07-01ERIC HOWARD2020-04-03 ERIC HOWARD2020-04-03
5042017-07-01ERIC HOWARD2019-04-10 ERIC HOWARD2019-04-10
5042016-07-01ERWIN HANCOCK ERWIN HANCOCK2017-09-13
5042015-07-01ERWIN HANCOCK ERWIN HANCOCK2016-08-11
5042013-07-01ERWIN HANCOCK ERWIN HANCOCK2014-09-29
5042012-07-01ERWIN HANCOCK ERWIN HANCOCK2013-09-18
5042012-01-01ERWIN HANCOCK ERWIN HANCOCK2013-09-17
5042011-07-01ERWIN HANCOCK
5042009-07-01ERWIN HANCOCK

Plan Statistics for MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH

401k plan membership statisitcs for MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH

Measure Date Value
2022: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2022 401k membership
Total participants, beginning-of-year2022-07-01256
Total number of active participants reported on line 7a of the Form 55002022-07-01290
Number of retired or separated participants receiving benefits2022-07-011
Number of other retired or separated participants entitled to future benefits2022-07-010
Total of all active and inactive participants2022-07-01291
2021: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2021 401k membership
Total participants, beginning-of-year2021-07-01228
Total number of active participants reported on line 7a of the Form 55002021-07-01306
Total of all active and inactive participants2021-07-01306
2020: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2020 401k membership
Total participants, beginning-of-year2020-07-01215
Total number of active participants reported on line 7a of the Form 55002020-07-01228
Total of all active and inactive participants2020-07-01228
2019: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2019 401k membership
Total participants, beginning-of-year2019-07-01167
Total number of active participants reported on line 7a of the Form 55002019-07-01215
Total of all active and inactive participants2019-07-01215
2018: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2018 401k membership
Total participants, beginning-of-year2018-07-01154
Total number of active participants reported on line 7a of the Form 55002018-07-01167
Total of all active and inactive participants2018-07-01167
2017: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2017 401k membership
Total participants, beginning-of-year2017-07-01123
Total number of active participants reported on line 7a of the Form 55002017-07-01154
Total of all active and inactive participants2017-07-01154
2016: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2016 401k membership
Total participants, beginning-of-year2016-07-0198
Total number of active participants reported on line 7a of the Form 55002016-07-01123
Total of all active and inactive participants2016-07-01123
Total participants2016-07-01123
2015: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2015 401k membership
Total participants, beginning-of-year2015-07-0188
Total number of active participants reported on line 7a of the Form 55002015-07-0198
Total of all active and inactive participants2015-07-0198
Total participants2015-07-0198
2013: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2013 401k membership
Total participants, beginning-of-year2013-07-01122
Total number of active participants reported on line 7a of the Form 55002013-07-01107
Total of all active and inactive participants2013-07-01107
Total participants2013-07-01107
2012: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2012 401k membership
Total participants, beginning-of-year2012-07-01120
Total number of active participants reported on line 7a of the Form 55002012-07-01122
Total of all active and inactive participants2012-07-01122
Total participants2012-07-01122
Total participants, beginning-of-year2012-01-01120
Total number of active participants reported on line 7a of the Form 55002012-01-01122
Total of all active and inactive participants2012-01-01122
Total participants2012-01-01122
2011: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2011 401k membership
Total participants, beginning-of-year2011-07-01102
Total number of active participants reported on line 7a of the Form 55002011-07-01120
Total of all active and inactive participants2011-07-01120
Total participants2011-07-01120
2009: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2009 401k membership
Total participants, beginning-of-year2009-07-01104
Total number of active participants reported on line 7a of the Form 55002009-07-01111
Total of all active and inactive participants2009-07-01111
Total participants2009-07-01111

Form 5500 Responses for MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH

2022: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan benefit arrangement – InsuranceYes
2021: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan benefit arrangement – InsuranceYes
2020: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan benefit arrangement – InsuranceYes
2019: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan benefit arrangement – InsuranceYes
2018: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2013: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: MENTAL HEALTH SERVICES OF SOUTHERN OKLAHOMA HEALTH 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01First time form 5500 has been submittedYes
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number187595
Policy instance 1
Insurance contract or identification number187595
Number of Individuals Covered442
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $116,459
Total amount of fees paid to insurance companyUSD $925
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $2,194,105
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $116,459
Amount paid for insurance broker fees925
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number187595
Policy instance 1
Insurance contract or identification number187595
Number of Individuals Covered306
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $74,820
Total amount of fees paid to insurance companyUSD $740
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,291,408
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,820
Amount paid for insurance broker fees740
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number187595
Policy instance 1
Insurance contract or identification number187595
Number of Individuals Covered228
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $62,860
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,101,398
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $62,860
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number187595
Policy instance 1
Insurance contract or identification number187595
Number of Individuals Covered215
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $50,769
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $869,944
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,769
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number187595
Policy instance 1
Insurance contract or identification number187595
Number of Individuals Covered167
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $3,871
Total amount of fees paid to insurance companyUSD $41,246
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $772,601
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees41246
Additional information about fees paid to insurance brokerOTHER COMMISSIONS
Insurance broker organization code?3
Commission paid to Insurance BrokerUSD $3,871
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number187595
Policy instance 1
Insurance contract or identification number187595
Number of Individuals Covered154
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $43,051
Total amount of fees paid to insurance companyUSD $1,188
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $747,102
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number686937
Policy instance 1
Insurance contract or identification number686937
Number of Individuals Covered49
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $27,986
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,986
Insurance broker organization code?3
Insurance broker nameCAPITOL BENEFITS GROUP, INC.
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number000433
Policy instance 1
Insurance contract or identification number000433
Number of Individuals Covered107
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $17,486
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $401,571
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,063
Amount paid for insurance broker fees1423
Additional information about fees paid to insurance brokerSPECIAL PROGRAMS AND/OR BONUSES THAT ARE PAID BASED ON A BROKER/CONSULTANT'S TOTAL VOLUME
Insurance broker nameCAPITOL BENEFITS GROUP INC
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC07115
Policy instance 1
Insurance contract or identification numberC07115
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of fees paid to insurance companyUSD $2,726
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-2,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2726
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameCAPITOL BENEFITS GROUP INC
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC07115
Policy instance 2
Insurance contract or identification numberC07115
Number of Individuals Covered0
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of fees paid to insurance companyUSD $2,726
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $-2,213
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees2726
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameCAPITOL BENEFITS GROUP INC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number000433
Policy instance 1
Insurance contract or identification number000433
Number of Individuals Covered122
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $19,360
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $477,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19360
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameCAPITOL BENEFITS GROUP INC
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number000433
Policy instance 2
Insurance contract or identification number000433
Number of Individuals Covered122
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $19,360
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $477,992
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees19360
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker nameCAPITOL BENEFITS GROUP INC
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC07115
Policy instance 1
Insurance contract or identification numberC07115
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $31,231
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $602,285
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMMUNITYCARE (National Association of Insurance Commissioners NAIC id number: 89008 )
Policy contract numberC07115
Policy instance 1
Insurance contract or identification numberC07115
Number of Individuals Covered102
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $26,016
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees26016
Insurance broker organization code?3
Insurance broker nameCAPITOL BENEFITS GROUP INC

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