ORACLE FINANCIAL SERVICES SOFTWARE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS
401k plan membership statisitcs for ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS
| Measure | Date | Value |
|---|
| 2022: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-08-01 | 311 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-08-01 | 301 |
| Total of all active and inactive participants | 2022-08-01 | 301 |
| Total participants | 2022-08-01 | 301 |
| 2021: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-08-01 | 323 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-08-01 | 317 |
| Total of all active and inactive participants | 2021-08-01 | 317 |
| Total participants | 2021-08-01 | 317 |
| 2020: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-08-01 | 361 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-08-01 | 323 |
| Total of all active and inactive participants | 2020-08-01 | 323 |
| Total participants | 2020-08-01 | 323 |
| 2019: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-08-01 | 412 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-08-01 | 384 |
| Total of all active and inactive participants | 2019-08-01 | 384 |
| Total participants | 2019-08-01 | 384 |
| 2018: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-08-01 | 428 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-08-01 | 415 |
| Total of all active and inactive participants | 2018-08-01 | 415 |
| Total participants | 2018-08-01 | 415 |
| 2017: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-08-01 | 452 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-08-01 | 465 |
| Total of all active and inactive participants | 2017-08-01 | 465 |
| Total participants | 2017-08-01 | 465 |
| 2016: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-08-01 | 484 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-08-01 | 438 |
| Number of retired or separated participants receiving benefits | 2016-08-01 | 14 |
| Total of all active and inactive participants | 2016-08-01 | 452 |
| Total participants | 2016-08-01 | 452 |
| 2015: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-08-01 | 541 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-08-01 | 477 |
| Number of retired or separated participants receiving benefits | 2015-08-01 | 7 |
| Number of other retired or separated participants entitled to future benefits | 2015-08-01 | 0 |
| Total of all active and inactive participants | 2015-08-01 | 484 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-08-01 | 0 |
| Total participants | 2015-08-01 | 484 |
| 2014: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-08-01 | 481 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-08-01 | 535 |
| Number of retired or separated participants receiving benefits | 2014-08-01 | 6 |
| Number of other retired or separated participants entitled to future benefits | 2014-08-01 | 0 |
| Total of all active and inactive participants | 2014-08-01 | 541 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-08-01 | 0 |
| Total participants | 2014-08-01 | 541 |
| 2022: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2022 form 5500 responses |
|---|
| 2022-08-01 | Type of plan entity | Single employer plan |
| 2022-08-01 | Submission has been amended | No |
| 2022-08-01 | This submission is the final filing | No |
| 2022-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-08-01 | Plan is a collectively bargained plan | No |
| 2022-08-01 | Plan funding arrangement – Insurance | Yes |
| 2022-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2022-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2021: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2021 form 5500 responses |
|---|
| 2021-08-01 | Type of plan entity | Single employer plan |
| 2021-08-01 | Submission has been amended | No |
| 2021-08-01 | This submission is the final filing | No |
| 2021-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-08-01 | Plan is a collectively bargained plan | No |
| 2021-08-01 | Plan funding arrangement – Insurance | Yes |
| 2021-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2021-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2021-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2020: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2020 form 5500 responses |
|---|
| 2020-08-01 | Type of plan entity | Single employer plan |
| 2020-08-01 | Submission has been amended | No |
| 2020-08-01 | This submission is the final filing | No |
| 2020-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-08-01 | Plan is a collectively bargained plan | No |
| 2020-08-01 | Plan funding arrangement – Insurance | Yes |
| 2020-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2020-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2019: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2019 form 5500 responses |
|---|
| 2019-08-01 | Type of plan entity | Single employer plan |
| 2019-08-01 | Submission has been amended | No |
| 2019-08-01 | This submission is the final filing | No |
| 2019-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-08-01 | Plan is a collectively bargained plan | No |
| 2019-08-01 | Plan funding arrangement – Insurance | Yes |
| 2019-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2019-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2018: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2018 form 5500 responses |
|---|
| 2018-08-01 | Type of plan entity | Single employer plan |
| 2018-08-01 | Submission has been amended | No |
| 2018-08-01 | This submission is the final filing | No |
| 2018-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-08-01 | Plan is a collectively bargained plan | No |
| 2018-08-01 | Plan funding arrangement – Insurance | Yes |
| 2018-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2018-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2017: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2017 form 5500 responses |
|---|
| 2017-08-01 | Type of plan entity | Single employer plan |
| 2017-08-01 | Submission has been amended | No |
| 2017-08-01 | This submission is the final filing | No |
| 2017-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-08-01 | Plan is a collectively bargained plan | No |
| 2017-08-01 | Plan funding arrangement – Insurance | Yes |
| 2017-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2017-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2016: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2016 form 5500 responses |
|---|
| 2016-08-01 | Type of plan entity | Single employer plan |
| 2016-08-01 | Submission has been amended | No |
| 2016-08-01 | This submission is the final filing | No |
| 2016-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-08-01 | Plan is a collectively bargained plan | No |
| 2016-08-01 | Plan funding arrangement – Insurance | Yes |
| 2016-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2016-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2015: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2015 form 5500 responses |
|---|
| 2015-08-01 | Type of plan entity | Single employer plan |
| 2015-08-01 | Submission has been amended | No |
| 2015-08-01 | This submission is the final filing | No |
| 2015-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-08-01 | Plan is a collectively bargained plan | No |
| 2015-08-01 | Plan funding arrangement – Insurance | Yes |
| 2015-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: ORACLE FINANCIAL SERVICE SOFTWARE, INC. LIFE DISABILITY & HEALTH PLANS 2014 form 5500 responses |
|---|
| 2014-08-01 | Type of plan entity | Single employer plan |
| 2014-08-01 | First time form 5500 has been submitted | Yes |
| 2014-08-01 | Submission has been amended | No |
| 2014-08-01 | This submission is the final filing | No |
| 2014-08-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-08-01 | Plan is a collectively bargained plan | No |
| 2014-08-01 | Plan funding arrangement – Insurance | Yes |
| 2014-08-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-08-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-08-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| UNITED HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 0708480 |
| Policy instance | 1 |
| Insurance contract or identification number | 0708480 | | Number of Individuals Covered | 301 | | Insurance policy start date | 2022-08-01 | | Insurance policy end date | 2023-07-31 | | Total amount of commissions paid to insurance broker | USD $71,233 | | Total amount of fees paid to insurance company | USD $726,857 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $798,090 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 412097 | | Additional information about fees paid to insurance broker | STOP LOSS CARRIER | | Insurance broker organization code? | 0 |
|
| UNITED HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 0708480 |
| Policy instance | 1 |
| Insurance contract or identification number | 0708480 | | Number of Individuals Covered | 317 | | Insurance policy start date | 2021-08-01 | | Insurance policy end date | 2022-07-31 | | Total amount of commissions paid to insurance broker | USD $62,764 | | Total amount of fees paid to insurance company | USD $849,900 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $912,664 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 11794 | | Additional information about fees paid to insurance broker | GENERAL AGENT | | Insurance broker organization code? | 3 |
|
| UNITED HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 0708480 |
| Policy instance | 1 |
| Insurance contract or identification number | 0708480 | | Number of Individuals Covered | 323 | | Insurance policy start date | 2020-08-01 | | Insurance policy end date | 2021-07-31 | | Total amount of commissions paid to insurance broker | USD $72,871 | | Total amount of fees paid to insurance company | USD $761,113 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $833,984 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 10290 | | Additional information about fees paid to insurance broker | GENERAL AGENT | | Insurance broker organization code? | 3 |
|
| UNITED HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 0708480 |
| Policy instance | 1 |
| Insurance contract or identification number | 0708480 | | Number of Individuals Covered | 384 | | Insurance policy start date | 2019-08-01 | | Insurance policy end date | 2020-07-31 | | Total amount of commissions paid to insurance broker | USD $83,659 | | Total amount of fees paid to insurance company | USD $920,705 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | 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 | | Amount paid for insurance broker fees | 10387 | | Additional information about fees paid to insurance broker | GENERAL AGENT | | Insurance broker organization code? | 3 |
|
| UNITED HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 0708480 |
| Policy instance | 1 |
| Insurance contract or identification number | 0708480 | | Number of Individuals Covered | 460 | | Insurance policy start date | 2018-08-01 | | Insurance policy end date | 2019-07-31 | | Total amount of commissions paid to insurance broker | USD $60,198 | | Total amount of fees paid to insurance company | USD $964,532 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $1,024,730 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 273265 | | Additional information about fees paid to insurance broker | PLAN BENEFIT ADMINISTRATOR | | Insurance broker organization code? | 0 |
|
| UNITED HEALTHCARE SERVICES, INC. (National Association of Insurance Commissioners NAIC id number: 62111 ) |
| Policy contract number | 0708480 |
| Policy instance | 1 |
| Insurance contract or identification number | 0708480 | | Number of Individuals Covered | 452 | | Insurance policy start date | 2017-08-01 | | Insurance policy end date | 2018-07-31 | | Total amount of commissions paid to insurance broker | USD $90,649 | | Total amount of fees paid to insurance company | USD $1,031,826 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | Yes | | Dental Insurance Welfare Benefit | Yes | | Vision Insurance Welfare Benefit | Yes | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $1,031,826 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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