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DELTA DENTAL PLAN OF OKLAHOMA, INC 401k Plan overview

Plan NameDELTA DENTAL PLAN OF OKLAHOMA, INC
Plan identification number 001

DELTA DENTAL PLAN OF OKLAHOMA, INC Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • U.S.-based plan that covers residents of Puerto Rico and is qualified under both Code section 401 and section 1165 of the Puerto Rico Code.

401k Sponsoring company profile

DELTA DENTAL PLAN OF OKLAHOMA, INC. has sponsored the creation of one or more 401k plans.

Company Name:DELTA DENTAL PLAN OF OKLAHOMA, INC.
Employer identification number (EIN):237322578
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DELTA DENTAL PLAN OF OKLAHOMA, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ASHLEY ALBRIGHT2023-10-02
0012021-01-01ASHLEY ALBRIGHT2022-08-07
0012020-01-01ASHLEY ALBRIGHT2021-08-04
0012019-01-01ASHLEY ALBRIGHT2020-07-28
0012018-01-01FRANK TURBEVILLE2019-07-23
0012017-01-01
0012016-01-01ASHLEY ALBRIGHT2017-06-21
0012015-01-01FRANK TURBEVILLE FRANK TURBEVILLE2016-07-14
0012015-01-01ASHLEY ALBRIGHT2016-07-20
0012014-01-01STEPHANIE ELLIOTT STEPHANIE ELLIOTT2015-07-31
0012014-01-01STEPHANIE ELLIOTT2015-10-12
0012013-01-01STEPHANIE ELLIOTT2014-10-13
0012012-01-01STEPHANIE WADE
0012011-01-01STEPHANIE WADE
0012009-01-01STEPHANIE ELLIOTT

Plan Statistics for DELTA DENTAL PLAN OF OKLAHOMA, INC

401k plan membership statisitcs for DELTA DENTAL PLAN OF OKLAHOMA, INC

Measure Date Value
2022: DELTA DENTAL PLAN OF OKLAHOMA, INC 2022 401k membership
Total participants, beginning-of-year2022-01-01139
Total number of active participants reported on line 7a of the Form 55002022-01-01120
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0117
Total of all active and inactive participants2022-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01139
Number of participants with account balances2022-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: DELTA DENTAL PLAN OF OKLAHOMA, INC 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01116
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0120
Total of all active and inactive participants2021-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01138
Number of participants with account balances2021-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: DELTA DENTAL PLAN OF OKLAHOMA, INC 2020 401k membership
Total participants, beginning-of-year2020-01-01144
Total number of active participants reported on line 7a of the Form 55002020-01-01121
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01139
Number of participants with account balances2020-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013
2019: DELTA DENTAL PLAN OF OKLAHOMA, INC 2019 401k membership
Total participants, beginning-of-year2019-01-01136
Total number of active participants reported on line 7a of the Form 55002019-01-01123
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0120
Total of all active and inactive participants2019-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01144
Number of participants with account balances2019-01-01142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: DELTA DENTAL PLAN OF OKLAHOMA, INC 2018 401k membership
Total participants, beginning-of-year2018-01-01138
Total number of active participants reported on line 7a of the Form 55002018-01-01120
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01135
Number of participants with account balances2018-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-016
2017: DELTA DENTAL PLAN OF OKLAHOMA, INC 2017 401k membership
Total participants, beginning-of-year2017-01-01143
Total number of active participants reported on line 7a of the Form 55002017-01-01123
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01137
Number of participants with account balances2017-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2015: DELTA DENTAL PLAN OF OKLAHOMA, INC 2015 401k membership
Total participants, beginning-of-year2015-01-0193
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Total of all active and inactive participants2015-01-01112
Total participants2015-01-01112
2014: DELTA DENTAL PLAN OF OKLAHOMA, INC 2014 401k membership
Total participants, beginning-of-year2014-01-0189
Total number of active participants reported on line 7a of the Form 55002014-01-0193
Total of all active and inactive participants2014-01-0193
Total participants2014-01-0193
2012: DELTA DENTAL PLAN OF OKLAHOMA, INC 2012 401k membership
Total participants, beginning-of-year2012-01-0187
Total number of active participants reported on line 7a of the Form 55002012-01-0180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-013
Total of all active and inactive participants2012-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0183
Number of participants with account balances2012-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: DELTA DENTAL PLAN OF OKLAHOMA, INC 2011 401k membership
Total participants, beginning-of-year2011-01-0191
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-013
Total of all active and inactive participants2011-01-0185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0187
Number of participants with account balances2011-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: DELTA DENTAL PLAN OF OKLAHOMA, INC 2009 401k membership
Total participants, beginning-of-year2009-01-0174
Total number of active participants reported on line 7a of the Form 55002009-01-0175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0178
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on DELTA DENTAL PLAN OF OKLAHOMA, INC

Measure Date Value
2022 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,441,530
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,052,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,046,515
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,757,020
Value of total assets at end of year2022-12-31$17,609,716
Value of total assets at beginning of year2022-12-31$20,103,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$6,183
Total interest from all sources2022-12-31$43,418
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$900,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$705,342
Participant contributions at end of year2022-12-31$318,489
Participant contributions at beginning of year2022-12-31$253,619
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,494,228
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,609,716
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$20,103,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$14,534,052
Value of interest in pooled separate accounts at beginning of year2022-12-31$17,093,708
Interest on participant loans2022-12-31$9,791
Interest earned on other investments2022-12-31$33,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,905,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,938,605
Net investment gain/loss from pooled separate accounts2022-12-31$-3,241,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,051,678
Employer contributions (assets) at end of year2022-12-31$852,151
Employer contributions (assets) at beginning of year2022-12-31$818,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,046,515
Contract administrator fees2022-12-31$6,183
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US, LLP
Accountancy firm EIN2022-12-31420714325
2021 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,967,552
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$423,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$419,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,675,649
Value of total assets at end of year2021-12-31$20,103,944
Value of total assets at beginning of year2021-12-31$16,560,110
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,675
Total interest from all sources2021-12-31$39,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$663,504
Participant contributions at end of year2021-12-31$253,619
Participant contributions at beginning of year2021-12-31$256,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,543,834
Value of net assets at end of year (total assets less liabilities)2021-12-31$20,103,944
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,560,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$17,093,708
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,835,385
Interest on participant loans2021-12-31$11,082
Interest earned on other investments2021-12-31$28,129
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,938,605
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,655,592
Net investment gain/loss from pooled separate accounts2021-12-31$2,252,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,012,145
Employer contributions (assets) at end of year2021-12-31$818,012
Employer contributions (assets) at beginning of year2021-12-31$812,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$419,043
Contract administrator fees2021-12-31$4,675
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US, LLP
Accountancy firm EIN2021-12-31420714325
2020 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,647,702
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$447,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$444,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,601,624
Value of total assets at end of year2020-12-31$16,560,110
Value of total assets at beginning of year2020-12-31$13,359,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,177
Total interest from all sources2020-12-31$36,390
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$571,597
Participant contributions at end of year2020-12-31$256,337
Participant contributions at beginning of year2020-12-31$267,856
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,062
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,200,121
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,560,110
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,359,989
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$13,835,385
Value of interest in pooled separate accounts at beginning of year2020-12-31$11,105,363
Interest on participant loans2020-12-31$12,245
Interest earned on other investments2020-12-31$24,145
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,655,592
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,286,788
Net investment gain/loss from pooled separate accounts2020-12-31$2,009,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,005,965
Employer contributions (assets) at end of year2020-12-31$812,796
Employer contributions (assets) at beginning of year2020-12-31$699,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$444,404
Contract administrator fees2020-12-31$3,177
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US, LLP
Accountancy firm EIN2020-12-31420714325
2019 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$3,474,311
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$169,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$164,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,366,090
Value of total assets at end of year2019-12-31$13,359,989
Value of total assets at beginning of year2019-12-31$10,055,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,023
Total interest from all sources2019-12-31$30,105
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$800,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$485,760
Participant contributions at end of year2019-12-31$267,856
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$48,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,304,574
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,359,989
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,055,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$11,105,363
Value of interest in pooled separate accounts at beginning of year2019-12-31$8,175,992
Interest on participant loans2019-12-31$8,546
Interest earned on other investments2019-12-31$21,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,286,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,172,101
Net investment gain/loss from pooled separate accounts2019-12-31$2,078,116
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$831,706
Employer contributions (assets) at end of year2019-12-31$699,982
Employer contributions (assets) at beginning of year2019-12-31$707,322
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$164,714
Contract administrator fees2019-12-31$5,023
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31463404304
2018 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$880,768
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,566,763
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,565,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,348,993
Value of total assets at end of year2018-12-31$10,055,415
Value of total assets at beginning of year2018-12-31$10,741,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,593
Total interest from all sources2018-12-31$23,913
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$800,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$444,554
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$27,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-685,995
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,055,415
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,741,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$8,175,992
Value of interest in pooled separate accounts at beginning of year2018-12-31$8,866,406
Interest earned on other investments2018-12-31$23,913
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,172,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,317,556
Net investment gain/loss from pooled separate accounts2018-12-31$-492,138
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$876,550
Employer contributions (assets) at end of year2018-12-31$707,322
Employer contributions (assets) at beginning of year2018-12-31$557,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,565,170
Contract administrator fees2018-12-31$1,593
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US, LLP
Accountancy firm EIN2018-12-31463404304
2017 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,966,225
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$477,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$475,917
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,631,220
Value of total assets at end of year2017-12-31$10,741,410
Value of total assets at beginning of year2017-12-31$8,253,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,974
Total interest from all sources2017-12-31$19,966
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$405,078
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$20,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,488,334
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,741,410
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,253,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$8,866,406
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,030,323
Interest earned on other investments2017-12-31$19,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,317,556
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,222,753
Net investment gain/loss from pooled separate accounts2017-12-31$1,315,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,205,876
Employer contributions (assets) at end of year2017-12-31$557,448
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$475,917
Contract administrator fees2017-12-31$1,974
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US, LLP
Accountancy firm EIN2017-12-31463404304
2012 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2012 401k financial data
Total income from all sources2012-12-31$1,252,063
Expenses. Total of all expenses incurred2012-12-31$158,759
Benefits paid (including direct rollovers)2012-12-31$155,043
Total plan assets at end of year2012-12-31$5,192,644
Total plan assets at beginning of year2012-12-31$4,099,340
Value of fidelity bond covering the plan2012-12-31$50,000
Total contributions received or receivable from participants2012-12-31$224,722
Other income received2012-12-31$579,279
Net income (gross income less expenses)2012-12-31$1,093,304
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,192,644
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,099,340
Total contributions received or receivable from employer(s)2012-12-31$448,062
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$3,716
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2011 401k financial data
Total income from all sources2011-12-31$874,271
Expenses. Total of all expenses incurred2011-12-31$272,649
Benefits paid (including direct rollovers)2011-12-31$265,592
Total plan assets at end of year2011-12-31$4,099,340
Total plan assets at beginning of year2011-12-31$3,497,718
Value of fidelity bond covering the plan2011-12-31$50,000
Total contributions received or receivable from participants2011-12-31$205,830
Other income received2011-12-31$-92,471
Net income (gross income less expenses)2011-12-31$601,622
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,099,340
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$3,497,718
Total contributions received or receivable from employer(s)2011-12-31$760,912
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$7,057
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2010 401k financial data
Total income from all sources2010-12-31$729,184
Expenses. Total of all expenses incurred2010-12-31$47,093
Benefits paid (including direct rollovers)2010-12-31$41,035
Total plan assets at end of year2010-12-31$3,497,718
Total plan assets at beginning of year2010-12-31$2,815,627
Value of fidelity bond covering the plan2010-12-31$50,000
Total contributions received or receivable from participants2010-12-31$182,690
Expenses. Other expenses not covered elsewhere2010-12-31$31
Other income received2010-12-31$433,173
Net income (gross income less expenses)2010-12-31$682,091
Net plan assets at end of year (total assets less liabilities)2010-12-31$3,497,718
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,815,627
Total contributions received or receivable from employer(s)2010-12-31$113,321
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$6,027
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : DELTA DENTAL PLAN OF OKLAHOMA, INC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for DELTA DENTAL PLAN OF OKLAHOMA, INC

2022: DELTA DENTAL PLAN OF OKLAHOMA, INC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DELTA DENTAL PLAN OF OKLAHOMA, INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DELTA DENTAL PLAN OF OKLAHOMA, INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DELTA DENTAL PLAN OF OKLAHOMA, INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DELTA DENTAL PLAN OF OKLAHOMA, INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DELTA DENTAL PLAN OF OKLAHOMA, INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2015: DELTA DENTAL PLAN OF OKLAHOMA, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: DELTA DENTAL PLAN OF OKLAHOMA, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2012: DELTA DENTAL PLAN OF OKLAHOMA, INC 2012 form 5500 responses
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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: DELTA DENTAL PLAN OF OKLAHOMA, INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: DELTA DENTAL PLAN OF OKLAHOMA, INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809568
Policy instance 1
Insurance contract or identification number809568
Number of Individuals Covered139
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $34,522
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,522
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809568
Policy instance 1
Insurance contract or identification number809568
Number of Individuals Covered138
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $35,630
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $35,630
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809568
Policy instance 1
Insurance contract or identification number809568
Number of Individuals Covered139
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $33,044
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,044
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809568
Policy instance 1
Insurance contract or identification number809568
Number of Individuals Covered144
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $27,972
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,972
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809568
Policy instance 1
Insurance contract or identification number809568
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $27,881
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,881
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809568
Policy instance 1
Insurance contract or identification number809568
Number of Individuals Covered137
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $28,285
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 Administration1
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,753
Insurance broker organization code?3
Insurance broker nameBIRCHALL AND HAMPTON LLC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 95478 )
Policy contract number01115000
Policy instance 5
Insurance contract or identification number01115000
Number of Individuals Covered99
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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 $16,528
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number123766
Policy instance 4
Insurance contract or identification number123766
Number of Individuals Covered180
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $2,360
Total amount of fees paid to insurance companyUSD $530
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
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 $16,198
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 )
Policy contract number123766
Policy instance 3
Insurance contract or identification number123766
Number of Individuals Covered180
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $1,608
Total amount of fees paid to insurance companyUSD $659
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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 $17,820
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL (National Association of Insurance Commissioners NAIC id number: 53937 )
Policy contract number1100
Policy instance 2
Insurance contract or identification number1100
Number of Individuals Covered99
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
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?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 BenefitNo
Dental Insurance Welfare BenefitYes
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
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract numberYOE126
Policy instance 1
Insurance contract or identification numberYOE126
Number of Individuals Covered164
Insurance policy start date2013-12-01
Insurance policy end date2014-11-30
Total amount of commissions paid to insurance brokerUSD $48,727
Total amount of fees paid to insurance companyUSD $820
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 $1,010,735
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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