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TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 401k Plan overview

Plan NameTULSA CANCER INSTITUTE, PLLC 401(K) PLAN
Plan identification number 001

TULSA CANCER INSTITUTE, PLLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OKLAHOMA CANCER SPECIALISTS MANAGEMENT COMPANY LLC has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CANCER SPECIALISTS MANAGEMENT COMPANY LLC
Employer identification number (EIN):271806985
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Additional information about OKLAHOMA CANCER SPECIALISTS MANAGEMENT COMPANY LLC

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 3812284834

More information about OKLAHOMA CANCER SPECIALISTS MANAGEMENT COMPANY LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TULSA CANCER INSTITUTE, PLLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01TARA HALLUM
0012016-01-01MICHAEL W YATES
0012015-01-01MICHAEL W YATES

Plan Statistics for TULSA CANCER INSTITUTE, PLLC 401(K) PLAN

401k plan membership statisitcs for TULSA CANCER INSTITUTE, PLLC 401(K) PLAN

Measure Date Value
2022: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01485
Total number of active participants reported on line 7a of the Form 55002022-01-01351
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01128
Total of all active and inactive participants2022-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01479
Number of participants with account balances2022-01-01398
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01495
Total number of active participants reported on line 7a of the Form 55002021-01-01338
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01135
Total of all active and inactive participants2021-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01473
Number of participants with account balances2021-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01501
Total number of active participants reported on line 7a of the Form 55002020-01-01350
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01128
Total of all active and inactive participants2020-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01478
Number of participants with account balances2020-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0113
2019: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01479
Total number of active participants reported on line 7a of the Form 55002019-01-01335
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01141
Total of all active and inactive participants2019-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01476
Number of participants with account balances2019-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01487
Total number of active participants reported on line 7a of the Form 55002018-01-01337
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01131
Total of all active and inactive participants2018-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01468
Number of participants with account balances2018-01-01383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01460
Total number of active participants reported on line 7a of the Form 55002017-01-01324
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01139
Total of all active and inactive participants2017-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01464
Number of participants with account balances2017-01-01385
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01411
Total number of active participants reported on line 7a of the Form 55002016-01-01290
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01144
Total of all active and inactive participants2016-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01434
Number of participants with account balances2016-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01431
Total number of active participants reported on line 7a of the Form 55002015-01-01256
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01141
Total of all active and inactive participants2015-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01397
Number of participants with account balances2015-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113

Financial Data on TULSA CANCER INSTITUTE, PLLC 401(K) PLAN

Measure Date Value
2022 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-6,087,970
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,866,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,789,644
Expenses. Certain deemed distributions of participant loans2022-12-31$949
Value of total corrective distributions2022-12-31$52,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,888,432
Value of total assets at end of year2022-12-31$40,243,723
Value of total assets at beginning of year2022-12-31$51,198,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$24,164
Total interest from all sources2022-12-31$53,043
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$500,000
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$2,053,755
Participant contributions at end of year2022-12-31$610,814
Participant contributions at beginning of year2022-12-31$500,967
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$99,033
Other income not declared elsewhere2022-12-31$11,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,954,940
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,243,723
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$51,198,663
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$37,853,925
Value of interest in pooled separate accounts at beginning of year2022-12-31$49,297,250
Interest on participant loans2022-12-31$25,889
Interest earned on other investments2022-12-31$27,154
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,778,984
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,400,446
Net investment gain/loss from pooled separate accounts2022-12-31$-9,040,651
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$735,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,789,644
Contract administrator fees2022-12-31$24,164
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 plan2022-12-31Disclaimer
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31271806985
2021 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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$9,162,028
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,607,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,529,192
Expenses. Certain deemed distributions of participant loans2021-12-31$11,582
Value of total corrective distributions2021-12-31$46,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,761,911
Value of total assets at end of year2021-12-31$51,198,663
Value of total assets at beginning of year2021-12-31$45,644,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,214
Total interest from all sources2021-12-31$43,973
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$1,902,073
Participant contributions at end of year2021-12-31$500,967
Participant contributions at beginning of year2021-12-31$511,118
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$155,793
Other income not declared elsewhere2021-12-31$13,317
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$5,554,080
Value of net assets at end of year (total assets less liabilities)2021-12-31$51,198,663
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,644,583
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$49,297,250
Value of interest in pooled separate accounts at beginning of year2021-12-31$43,890,888
Interest on participant loans2021-12-31$22,112
Interest earned on other investments2021-12-31$21,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,400,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,242,577
Net investment gain/loss from pooled separate accounts2021-12-31$6,342,827
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$704,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,529,192
Contract administrator fees2021-12-31$20,214
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 name2021-12-31EIDE BAILLY
Accountancy firm EIN2021-12-31271806985
2020 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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$8,921,665
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,849,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,784,455
Value of total corrective distributions2020-12-31$44,394
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,524,399
Value of total assets at end of year2020-12-31$45,644,583
Value of total assets at beginning of year2020-12-31$39,572,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$21,027
Total interest from all sources2020-12-31$45,874
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$21,027
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$1,784,426
Participant contributions at end of year2020-12-31$511,118
Participant contributions at beginning of year2020-12-31$429,600
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$83,395
Other income not declared elsewhere2020-12-31$13,234
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$6,071,789
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,644,583
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$39,572,794
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$43,890,888
Value of interest in pooled separate accounts at beginning of year2020-12-31$37,861,855
Interest on participant loans2020-12-31$22,459
Interest earned on other investments2020-12-31$23,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,242,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,281,339
Net investment gain/loss from pooled separate accounts2020-12-31$6,338,158
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$656,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,784,455
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY
Accountancy firm EIN2020-12-31271806985
2019 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$9,952,929
Total income from all sources (including contributions)2019-12-31$9,952,929
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,310,215
Total of all expenses incurred2019-12-31$2,310,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,280,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,280,267
Value of total corrective distributions2019-12-31$11,422
Value of total corrective distributions2019-12-31$11,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,889,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,889,967
Value of total assets at end of year2019-12-31$39,572,794
Value of total assets at end of year2019-12-31$39,572,794
Value of total assets at beginning of year2019-12-31$31,930,080
Value of total assets at beginning of year2019-12-31$31,930,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$18,526
Total interest from all sources2019-12-31$49,894
Total interest from all sources2019-12-31$49,894
Total dividends received (eg from common stock, registered investment company shares)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 year2019-12-31No
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,665,925
Contributions received from participants2019-12-31$1,665,925
Participant contributions at end of year2019-12-31$429,600
Participant contributions at end of year2019-12-31$429,600
Participant contributions at beginning of year2019-12-31$506,487
Participant contributions at beginning of year2019-12-31$506,487
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$599,543
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$599,543
Other income not declared elsewhere2019-12-31$12,197
Other income not declared elsewhere2019-12-31$12,197
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
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$7,642,714
Value of net income/loss2019-12-31$7,642,714
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,572,794
Value of net assets at end of year (total assets less liabilities)2019-12-31$39,572,794
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,930,080
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$31,930,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$37,861,855
Value of interest in pooled separate accounts at end of year2019-12-31$37,861,855
Value of interest in pooled separate accounts at beginning of year2019-12-31$30,313,689
Value of interest in pooled separate accounts at beginning of year2019-12-31$30,313,689
Interest on participant loans2019-12-31$25,610
Interest on participant loans2019-12-31$25,610
Interest earned on other investments2019-12-31$24,284
Interest earned on other investments2019-12-31$24,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,281,339
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,281,339
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,109,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,109,904
Net investment gain/loss from pooled separate accounts2019-12-31$7,000,871
Net investment gain/loss from pooled separate accounts2019-12-31$7,000,871
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$624,499
Contributions received in cash from employer2019-12-31$624,499
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,280,267
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,280,267
Contract administrator fees2019-12-31$18,526
Contract administrator fees2019-12-31$18,526
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm name2019-12-31EIDE BAILLY
Accountancy firm EIN2019-12-31271806985
Accountancy firm EIN2019-12-31271806985
2018 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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$261,298
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,489,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,471,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,181,180
Value of total assets at end of year2018-12-31$31,930,080
Value of total assets at beginning of year2018-12-31$34,158,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$17,874
Total interest from all sources2018-12-31$44,826
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$500,000
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$1,511,899
Participant contributions at end of year2018-12-31$506,487
Participant contributions at beginning of year2018-12-31$539,534
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$95,198
Other income not declared elsewhere2018-12-31$12,226
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,227,943
Value of net assets at end of year (total assets less liabilities)2018-12-31$31,930,080
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,158,023
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$30,313,689
Value of interest in pooled separate accounts at beginning of year2018-12-31$32,523,251
Interest on participant loans2018-12-31$25,271
Interest earned on other investments2018-12-31$19,555
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,109,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,095,238
Net investment gain/loss from pooled separate accounts2018-12-31$-1,976,934
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$574,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,471,367
Contract administrator fees2018-12-31$17,874
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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$7,377,192
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,628,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,573,797
Value of total corrective distributions2017-12-31$38,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,213,283
Value of total assets at end of year2017-12-31$34,158,023
Value of total assets at beginning of year2017-12-31$28,409,223
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,290
Total interest from all sources2017-12-31$39,891
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$500,000
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$1,584,192
Participant contributions at end of year2017-12-31$539,534
Participant contributions at beginning of year2017-12-31$408,277
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$64,217
Other income not declared elsewhere2017-12-31$11,993
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$5,748,800
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,158,023
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$28,409,223
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$32,523,251
Value of interest in pooled separate accounts at beginning of year2017-12-31$26,886,174
Interest on participant loans2017-12-31$21,632
Interest earned on other investments2017-12-31$18,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,095,238
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,114,772
Net investment gain/loss from pooled separate accounts2017-12-31$5,112,025
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$564,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,573,797
Contract administrator fees2017-12-31$16,290
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$4,352,845
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,031,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,851,388
Value of total corrective distributions2016-12-31$163,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,015,268
Value of total assets at end of year2016-12-31$28,409,223
Value of total assets at beginning of year2016-12-31$26,087,586
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,573
Total interest from all sources2016-12-31$35,663
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,516,331
Participant contributions at end of year2016-12-31$408,277
Participant contributions at beginning of year2016-12-31$394,468
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,149
Other income not declared elsewhere2016-12-31$8,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,321,637
Value of net assets at end of year (total assets less liabilities)2016-12-31$28,409,223
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$26,087,586
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$26,886,174
Value of interest in pooled separate accounts at beginning of year2016-12-31$24,705,425
Interest on participant loans2016-12-31$16,567
Interest earned on other investments2016-12-31$19,096
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,114,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$987,693
Net investment gain/loss from pooled separate accounts2016-12-31$2,293,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$439,788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,851,388
Contract administrator fees2016-12-31$16,573
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,533,482
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,952,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,915,650
Value of total corrective distributions2015-12-31$21,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,653,117
Value of total assets at end of year2015-12-31$26,087,586
Value of total assets at beginning of year2015-12-31$26,506,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,593
Total interest from all sources2015-12-31$32,450
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,248,774
Participant contributions at end of year2015-12-31$394,468
Participant contributions at beginning of year2015-12-31$312,131
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,212
Other income not declared elsewhere2015-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-418,941
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,087,586
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,506,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$24,705,425
Value of interest in pooled separate accounts at beginning of year2015-12-31$25,389,456
Interest on participant loans2015-12-31$14,268
Interest earned on other investments2015-12-31$18,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$987,693
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$804,940
Net investment gain/loss from pooled separate accounts2015-12-31$-162,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$400,131
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,915,650
Contract administrator fees2015-12-31$15,593
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260

Form 5500 Responses for TULSA CANCER INSTITUTE, PLLC 401(K) PLAN

2022: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 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: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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
2016: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TULSA CANCER INSTITUTE, PLLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered479
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered473
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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 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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered478
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered476
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered468
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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 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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered464
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number66534
Policy instance 1
Insurance contract or identification number66534
Number of Individuals Covered397
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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

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