401k Plan data: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST plan

OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 401k Plan overview

Plan Name	OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST
Plan identification number	001

OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan covering Self-Employed individuals.
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.

401k Sponsoring company profile

OXFORD PROPERTY MANAGEMENT LLC has sponsored the creation of one or more 401k plans.

Company Name: OXFORD PROPERTY MANAGEMENT LLC

Employer identification number (EIN): 263023738

NAIC Classification: 531310

Additional information about OXFORD PROPERTY MANAGEMENT LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date: 2008-07-03

Company Identification Number: 4571050

Legal Registered Office Address: 160 Greentree Dr Ste 101

Dover
United States of America (USA)
19904

More information about OXFORD PROPERTY MANAGEMENT LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01 ANGELA FINK 2020-02-14
001 2019-01-01
001 2018-01-01
001 2017-01-01 ANGELA FINK
001 2016-01-01 TIMOTHY BRENNAN 2017-05-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2020-01-01	ANGELA FINK	2020-02-14
001	2019-01-01
001	2018-01-01
001	2017-01-01	ANGELA FINK
001	2016-01-01	TIMOTHY BRENNAN	2017-05-30

Plan Statistics for OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST

401k plan membership statisitcs for OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST

Measure Date Value
2019: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 483
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 1
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 452
Number of retired or separated participants receiving benefits 2018-01-01 31
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 483
Number of participants with account balances 2018-01-01 109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 14
2017: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 335
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 7
Total of all active and inactive participants 2017-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 342
Number of participants with account balances 2017-01-01 52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 36

Measure	Date	Value
2019: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	483
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	1
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	1
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	452
Number of retired or separated participants receiving benefits	2018-01-01	31
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	483
Number of participants with account balances	2018-01-01	109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	14
2017: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	335
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	7
Total of all active and inactive participants	2017-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	342
Number of participants with account balances	2017-01-01	52
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	36

Financial Data on OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST

Measure	Date	Value
2019 : OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$198,073
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$489,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$472,564
Value of total corrective distributions	2019-12-31	$403
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$142,519
Value of total assets at end of year	2019-12-31	$200
Value of total assets at beginning of year	2019-12-31	$291,680
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$16,586
Total interest from all sources	2019-12-31	$0
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 year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$57,826
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$75,000
Other income not declared elsewhere	2019-12-31	$79
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$-291,480
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$200
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$291,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$198
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$281,115
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$10,565
Net investment gain/loss from pooled separate accounts	2019-12-31	$55,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$9,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$472,564
Contract administrator fees	2019-12-31	$16,586
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ANGELA FINK
Accountancy firm EIN	2019-12-31	263023738
2018 : OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$171,785
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$24,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$20,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$193,950
Value of total assets at end of year	2018-12-31	$291,680
Value of total assets at beginning of year	2018-12-31	$144,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,873
Total interest from all sources	2018-12-31	$0
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$150,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$155,697
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$10,222
Other income not declared elsewhere	2018-12-31	$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$147,517
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$291,680
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$144,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$281,115
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$138,453
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$10,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,710
Net investment gain/loss from pooled separate accounts	2018-12-31	$-22,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$28,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$20,395
Contract administrator fees	2018-12-31	$3,873
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI, LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$113,348
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$36,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$35,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$100,903
Value of total assets at end of year	2017-12-31	$144,163
Value of total assets at beginning of year	2017-12-31	$67,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$960
Total interest from all sources	2017-12-31	$0
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$150,000
If this is an individual account plan, was there a blackout period	2017-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$85,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$76,861
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$144,163
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$67,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$138,453
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$67,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$12,445
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$15,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$35,527
Contract administrator fees	2017-12-31	$960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	Yes
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI, LLP
Accountancy firm EIN	2017-12-31	390758449

Form 5500 Responses for OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST

2019: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: OXFORD PROPERTY MANAGEMENT EMPLOYEES SAVINGS TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	First time form 5500 has been submitted	Yes
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602131-000

Policy instance

Insurance contract or identification number	602131-000
Number of Individuals Covered	1
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $153
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	153
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602131-000

Policy instance

Insurance contract or identification number	602131-000
Number of Individuals Covered	452
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $122
Total amount of fees paid to insurance company	USD $193
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	193
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

602131-000

Policy instance

Insurance contract or identification number	602131-000
Number of Individuals Covered	342
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $741
Total amount of fees paid to insurance company	USD $168
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $741
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	THE RETIREMENT ADVANTAGE INC

Potentially related plans

OXFORD PROPERTY MANAGEMENT 401K PLAN [EIN = 383637324]

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Company Name:	OXFORD PROPERTY MANAGEMENT LLC
Employer identification number (EIN):	263023738
NAIC Classification:	531310

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:	2008-07-03
Company Identification Number:	4571050
Legal Registered Office Address:	160 Greentree Dr Ste 101 Dover United States of America (USA) 19904