OKLAHOMA AGENCY 067 has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2015: OKLAHOMA AGENCY 401(K) PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 16 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 14 |
Number of participants with account balances | 2015-01-01 | 12 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: OKLAHOMA AGENCY 401(K) PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 15 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
Total of all active and inactive participants | 2014-01-01 | 16 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 16 |
Number of participants with account balances | 2014-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: OKLAHOMA AGENCY 401(K) PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 14 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 14 |
Number of participants with account balances | 2013-01-01 | 10 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: OKLAHOMA AGENCY 401(K) PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 14 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 14 |
Number of participants with account balances | 2012-01-01 | 11 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
2011: OKLAHOMA AGENCY 401(K) PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 15 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 13 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
Total of all active and inactive participants | 2011-01-01 | 14 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 14 |
Number of participants with account balances | 2011-01-01 | 9 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 2 |
2009: OKLAHOMA AGENCY 401(K) PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 25 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 22 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 23 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 23 |
Number of participants with account balances | 2009-01-01 | 13 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
Measure | Date | Value |
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2015 : OKLAHOMA AGENCY 401(K) PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $56,475 |
Expenses. Total of all expenses incurred | 2015-12-31 | $3,244 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $365,685 |
Total plan assets at beginning of year | 2015-12-31 | $312,454 |
Value of fidelity bond covering the plan | 2015-12-31 | $25,000 |
Total contributions received or receivable from participants | 2015-12-31 | $33,292 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $3,614 |
Net income (gross income less expenses) | 2015-12-31 | $53,231 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $365,685 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $312,454 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $19,569 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $3,244 |
2014 : OKLAHOMA AGENCY 401(K) PLAN 2014 401k financial data |
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Total plan liabilities at beginning of year | 2014-12-31 | $0 |
Total income from all sources | 2014-12-31 | $66,509 |
Expenses. Total of all expenses incurred | 2014-12-31 | $38,145 |
Benefits paid (including direct rollovers) | 2014-12-31 | $35,125 |
Total plan assets at end of year | 2014-12-31 | $312,454 |
Total plan assets at beginning of year | 2014-12-31 | $284,090 |
Value of fidelity bond covering the plan | 2014-12-31 | $25,000 |
Total contributions received or receivable from participants | 2014-12-31 | $27,252 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $20,980 |
Net income (gross income less expenses) | 2014-12-31 | $28,364 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $312,454 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $284,090 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $18,277 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,020 |
2013 : OKLAHOMA AGENCY 401(K) PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $0 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $89,663 |
Expenses. Total of all expenses incurred | 2013-12-31 | $10,068 |
Benefits paid (including direct rollovers) | 2013-12-31 | $10,068 |
Total plan assets at end of year | 2013-12-31 | $284,090 |
Total plan assets at beginning of year | 2013-12-31 | $204,495 |
Value of fidelity bond covering the plan | 2013-12-31 | $25,000 |
Total contributions received or receivable from participants | 2013-12-31 | $28,776 |
Other income received | 2013-12-31 | $45,902 |
Net income (gross income less expenses) | 2013-12-31 | $79,595 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $284,090 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $204,495 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $14,985 |
2012 : OKLAHOMA AGENCY 401(K) PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $50,664 |
Expenses. Total of all expenses incurred | 2012-12-31 | $7,183 |
Benefits paid (including direct rollovers) | 2012-12-31 | $7,183 |
Total plan assets at end of year | 2012-12-31 | $204,495 |
Total plan assets at beginning of year | 2012-12-31 | $161,014 |
Value of fidelity bond covering the plan | 2012-12-31 | $25,000 |
Total contributions received or receivable from participants | 2012-12-31 | $19,156 |
Other income received | 2012-12-31 | $17,193 |
Net income (gross income less expenses) | 2012-12-31 | $43,481 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $204,495 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $161,014 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $14,315 |
2011 : OKLAHOMA AGENCY 401(K) PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $14,208 |
Expenses. Total of all expenses incurred | 2011-12-31 | $38,167 |
Benefits paid (including direct rollovers) | 2011-12-31 | $38,167 |
Total plan assets at end of year | 2011-12-31 | $161,014 |
Total plan assets at beginning of year | 2011-12-31 | $184,973 |
Value of fidelity bond covering the plan | 2011-12-31 | $25,000 |
Total contributions received or receivable from participants | 2011-12-31 | $14,440 |
Other income received | 2011-12-31 | $-3,675 |
Net income (gross income less expenses) | 2011-12-31 | $-23,959 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $161,014 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $184,973 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $3,443 |
2010 : OKLAHOMA AGENCY 401(K) PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $53,002 |
Total plan assets at end of year | 2010-12-31 | $184,973 |
Total plan assets at beginning of year | 2010-12-31 | $131,971 |
Value of fidelity bond covering the plan | 2010-12-31 | $25,000 |
Total contributions received or receivable from participants | 2010-12-31 | $20,189 |
Other income received | 2010-12-31 | $18,134 |
Net income (gross income less expenses) | 2010-12-31 | $53,002 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $184,973 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $131,971 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $14,679 |
2015: OKLAHOMA AGENCY 401(K) PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: OKLAHOMA AGENCY 401(K) PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: OKLAHOMA AGENCY 401(K) PLAN 2013 form 5500 responses |
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2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: OKLAHOMA AGENCY 401(K) PLAN 2012 form 5500 responses |
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2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Plan funding arrangement – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: OKLAHOMA AGENCY 401(K) PLAN 2011 form 5500 responses |
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2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Plan funding arrangement – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: OKLAHOMA AGENCY 401(K) PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Plan funding arrangement – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 84641-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 84641-1 | Number of Individuals Covered | 12 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $1,068 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $460 | Insurance broker organization code? | 3 | Insurance broker name | MARK BURSON |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 84641-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 84641-1 | Number of Individuals Covered | 16 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $922 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $403 | Insurance broker organization code? | 3 | Insurance broker name | MARK BURSON |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 84641-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 84641-1 | Number of Individuals Covered | 14 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $760 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $331 | Insurance broker organization code? | 3 | Insurance broker name | MARK BURSON |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 84641-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 84641-1 | Number of Individuals Covered | 14 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $819 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $268 | Insurance broker organization code? | 3 | Insurance broker name | MARK BURSON |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM 84641-1 |
Policy instance | 1 |
Insurance contract or identification number | RM 84641-1 | Number of Individuals Covered | 9 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $549 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 ) |
Policy contract number | RM-84641-1 |
Policy instance | 1 |
Insurance contract or identification number | RM-84641-1 | Number of Individuals Covered | 12 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $453 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $198 | Insurance broker organization code? | 3 | Insurance broker name | WILLIAM B SANDERS |
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