OAKWOOD MANAGEMENT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE
401k plan membership statisitcs for GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE
| Measure | Date | Value |
|---|
| 2022: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-04-01 | 193 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 0 |
| 2021: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 193 |
| Total of all active and inactive participants | 2021-04-01 | 193 |
| 2020: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 158 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 151 |
| Total of all active and inactive participants | 2020-04-01 | 151 |
| 2019: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 159 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 158 |
| Total of all active and inactive participants | 2019-04-01 | 158 |
| 2018: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 166 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 159 |
| Total of all active and inactive participants | 2018-04-01 | 159 |
| 2017: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 144 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 166 |
| Total of all active and inactive participants | 2017-04-01 | 166 |
| 2016: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 137 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 144 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
| Total of all active and inactive participants | 2016-04-01 | 144 |
| 2015: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 161 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 137 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
| Total of all active and inactive participants | 2015-04-01 | 137 |
| 2014: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-04-01 | 165 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-04-01 | 161 |
| Number of retired or separated participants receiving benefits | 2014-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-04-01 | 0 |
| Total of all active and inactive participants | 2014-04-01 | 161 |
| 2013: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-04-01 | 171 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-04-01 | 165 |
| Number of retired or separated participants receiving benefits | 2013-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-04-01 | 0 |
| Total of all active and inactive participants | 2013-04-01 | 165 |
| 2012: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-04-01 | 160 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-04-01 | 171 |
| Number of retired or separated participants receiving benefits | 2012-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-04-01 | 0 |
| Total of all active and inactive participants | 2012-04-01 | 171 |
| 2011: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-04-01 | 169 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-04-01 | 160 |
| Number of retired or separated participants receiving benefits | 2011-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-04-01 | 0 |
| Total of all active and inactive participants | 2011-04-01 | 160 |
| 2009: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-04-01 | 138 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-04-01 | 138 |
| Number of retired or separated participants receiving benefits | 2009-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-04-01 | 0 |
| Total of all active and inactive participants | 2009-04-01 | 138 |
| Total participants | 2009-04-01 | 138 |
| 2022: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2022 form 5500 responses |
|---|
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | This submission is the final filing | Yes |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2014 form 5500 responses |
|---|
| 2014-04-01 | Type of plan entity | Single employer plan |
| 2014-04-01 | Plan funding arrangement – Insurance | Yes |
| 2014-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2013 form 5500 responses |
|---|
| 2013-04-01 | Type of plan entity | Single employer plan |
| 2013-04-01 | Plan funding arrangement – Insurance | Yes |
| 2013-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2012 form 5500 responses |
|---|
| 2012-04-01 | Type of plan entity | Single employer plan |
| 2012-04-01 | Plan funding arrangement – Insurance | Yes |
| 2012-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2011 form 5500 responses |
|---|
| 2011-04-01 | Type of plan entity | Single employer plan |
| 2011-04-01 | Plan funding arrangement – Insurance | Yes |
| 2011-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP TERM LIFE ACCIDENTAL DEATH & DISMEMBERMENT & HEALTH INSURANCE 2009 form 5500 responses |
|---|
| 2009-04-01 | Type of plan entity | Single employer plan |
| 2009-04-01 | This submission is the final filing | No |
| 2009-04-01 | Plan funding arrangement – Insurance | Yes |
| 2009-04-01 | Plan benefit arrangement – Insurance | Yes |
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2022-04-01 | | Insurance policy end date | 2023-03-31 | | Total amount of commissions paid to insurance broker | USD $646 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $646 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 193 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2022-03-31 | | Total amount of commissions paid to insurance broker | USD $2,090 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,090 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 151 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $1,971 | | Total amount of fees paid to insurance company | USD $167 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,971 | | Amount paid for insurance broker fees | 167 | | Additional information about fees paid to insurance broker | NEW BUSINESS BONUS, RETENTION BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 158 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $1,876 | | Total amount of fees paid to insurance company | USD $136 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,876 | | Amount paid for insurance broker fees | 136 | | Additional information about fees paid to insurance broker | NEW BUSINESS BONUS | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 159 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $1,854 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,854 | | Insurance broker organization code? | 3 |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 166 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $2,062 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,062 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | HUNTINGTON INSURANCE INC |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 137 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $2,674 | | Total amount of fees paid to insurance company | USD $0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,674 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | HUNTINGTON INSURANCE INC |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 161 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $1,954 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,954 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | HUNTINGTON INSURANCE INC |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 165 | | Insurance policy start date | 2013-04-01 | | Insurance policy end date | 2014-03-31 | | Total amount of commissions paid to insurance broker | USD $2,011 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,011 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | HUNTINGTON INSURANCE INC |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 171 | | Insurance policy start date | 2012-04-01 | | Insurance policy end date | 2013-03-31 | | Total amount of commissions paid to insurance broker | USD $1,608 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,608 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | HUNTINGTON INSURANCE INC |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 1 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 160 | | Insurance policy start date | 2011-04-01 | | Insurance policy end date | 2012-03-31 | | Total amount of commissions paid to insurance broker | USD $1,234 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| DELTA DENTAL OF OHIO (National Association of Insurance Commissioners NAIC id number: 54402 ) |
| Policy contract number | 0000240 |
| Policy instance | 3 |
| Insurance contract or identification number | 0000240 | | Number of Individuals Covered | 159 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $228 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Dental Insurance Welfare Benefit | Yes | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
| Policy contract number | 709847 |
| Policy instance | 2 |
| Insurance contract or identification number | 709847 | | Number of Individuals Covered | 169 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2011-03-31 | | Total amount of commissions paid to insurance broker | USD $3,992 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $41,707 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| COMMUNITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 10345 ) |
| Policy contract number | 00170520 |
| Policy instance | 1 |
| Insurance contract or identification number | 00170520 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2010-04-01 | | Insurance policy end date | 2010-10-31 | | Total amount of commissions paid to insurance broker | USD $24,820 | | Total amount of fees paid to insurance company | USD $0 | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $551,155 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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