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OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN 401k Plan overview

Plan NameOREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN
Plan identification number 510

OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

OREGON SHAKESPEARE FESTIVAL has sponsored the creation of one or more 401k plans.

Company Name:OREGON SHAKESPEARE FESTIVAL
Employer identification number (EIN):920407022

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5102023-01-01

Plan Statistics for OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN

401k plan membership statisitcs for OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN

Measure Date Value
2023: OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01166
Total number of active participants reported on line 7a of the Form 55002023-01-01166
Total of all active and inactive participants2023-01-01166
Total participants2023-01-01166

Form 5500 Responses for OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN

2023: OREGON SHAKESPEARE FESTIVAL EMPLOYEE ASSISTANCE PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

COUNSELING GLOBAL DOMESTIC (National Association of Insurance Commissioners NAIC id number: 54161 )
Policy contract number421603
Policy instance 1
Insurance contract or identification number421603
Number of Individuals Covered166
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
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 BenefitNo
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 $4,741
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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