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| Plan Name | OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) |
| Plan identification number | 501 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | OFI GLOBAL ASSET MANAGEMENT, INC. |
| Employer identification number (EIN): | 132527171 |
| NAIC Classification: | 523900 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 501 | 2015-01-01 | TINA TIMM | LISA KADEHJIAN | 2016-07-08 | |
| 501 | 2014-01-01 | TINA TIMM | LISA KADEHJIAN | 2015-07-27 | |
| 501 | 2013-01-01 | TINA TIMM | LISA KADEHJIAN | 2014-07-28 | |
| 501 | 2012-01-01 | TINA TIMM | ANDREW DOYLE | 2013-07-31 | |
| 501 | 2011-01-01 | TINA TIMM | ANDREW DOYLE | 2012-07-30 | |
| 501 | 2010-01-01 | TINA TIMM | ANDREW DOYLE | 2011-09-01 | |
| 501 | 2009-01-01 | TINA TIMM | ANDREW DOYLE | 2010-08-02 |
| Measure | Date | Value |
|---|---|---|
| 2015: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 2,018 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,065 |
| Total of all active and inactive participants | 2015-01-01 | 2,065 |
| 2014: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2014 401k membership | ||
| Total participants, beginning-of-year | 2014-01-01 | 2,015 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,018 |
| Total of all active and inactive participants | 2014-01-01 | 2,018 |
| 2013: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2013 401k membership | ||
| Total participants, beginning-of-year | 2013-01-01 | 1,982 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,008 |
| Total of all active and inactive participants | 2013-01-01 | 2,008 |
| 2012: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2012 401k membership | ||
| Total participants, beginning-of-year | 2012-01-01 | 1,813 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,971 |
| Total of all active and inactive participants | 2012-01-01 | 1,971 |
| 2011: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2011 401k membership | ||
| Total participants, beginning-of-year | 2011-01-01 | 1,628 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,813 |
| Total of all active and inactive participants | 2011-01-01 | 1,813 |
| 2010: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2010 401k membership | ||
| Total participants, beginning-of-year | 2010-01-01 | 2,229 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 1,978 |
| Total of all active and inactive participants | 2010-01-01 | 1,978 |
| 2009: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 2,632 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,229 |
| Total of all active and inactive participants | 2009-01-01 | 2,229 |
| 2015: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2015 form 5500 responses | ||
|---|---|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2014 form 5500 responses | ||
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2012 form 5500 responses | ||
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2011 form 5500 responses | ||
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2010: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2010 form 5500 responses | ||
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2009: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2009 form 5500 responses | ||
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | ADDS05573 |
| Policy instance | 1 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | 674995G |
| Policy instance | 2 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) | |
| Policy contract number | GF3-810-253706 |
| Policy instance | 3 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8120 |
| Policy instance | 4 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8121 |
| Policy instance | 5 |
| FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 ) | |
| Policy contract number | 9907-77-87 |
| Policy instance | 6 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8121 |
| Policy instance | 5 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8120 |
| Policy instance | 4 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) | |
| Policy contract number | GF3-810-253706 |
| Policy instance | 3 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | 674995G |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | ADDS05573 |
| Policy instance | 1 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) | |
| Policy contract number | ADD N04248636 |
| Policy instance | 6 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) | |
| Policy contract number | ADD N04248636 |
| Policy instance | 6 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8121 |
| Policy instance | 5 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) | |
| Policy contract number | GF3-810-253706 |
| Policy instance | 3 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | 674995G |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | ADDS05573 |
| Policy instance | 1 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8120 |
| Policy instance | 4 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | ADDS05573 |
| Policy instance | 1 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) | |
| Policy contract number | ADD N04248636 |
| Policy instance | 6 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8121 |
| Policy instance | 5 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) | |
| Policy contract number | GF3-810-253706 |
| Policy instance | 3 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8120 |
| Policy instance | 4 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | 674995G |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | 674995G |
| Policy instance | 2 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) | |
| Policy contract number | GF3-810-253706 |
| Policy instance | 3 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8120 |
| Policy instance | 4 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8121 |
| Policy instance | 5 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | ADDS05573 |
| Policy instance | 1 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) | |
| Policy contract number | ADD N04248636 |
| Policy instance | 6 |
| ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 ) | |
| Policy contract number | ADD N04248636 |
| Policy instance | 6 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8121 |
| Policy instance | 5 |
| LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 ) | |
| Policy contract number | GF3-810-253706 |
| Policy instance | 3 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | 674995G |
| Policy instance | 2 |
| HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 ) | |
| Policy contract number | ADDS05573 |
| Policy instance | 1 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) | |
| Policy contract number | G8120 |
| Policy instance | 4 |
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