401k Plan data: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES plan

OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 401k Plan overview

Plan Name	OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES
Plan identification number	003

OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OKLAHOMA MEDICAL RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA MEDICAL RESEARCH FOUNDATION

Employer identification number (EIN): 730580274

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2014-07-01 TIM HASSEN TIM HASSEN 2016-01-28
003 2013-07-01 TIM HASSEN 2015-04-01 TIM HASSEN 2015-04-01
003 2012-07-01 TIM HASSEN TIM HASSEN 2014-04-14
003 2011-07-01 TIM HASSEN TIM HASSEN 2013-04-08
003 2009-07-01 TIM HASSEN TIM HASSEN 2011-01-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2014-07-01	TIM HASSEN		TIM HASSEN	2016-01-28
003	2013-07-01	TIM HASSEN	2015-04-01	TIM HASSEN	2015-04-01
003	2012-07-01	TIM HASSEN		TIM HASSEN	2014-04-14
003	2011-07-01	TIM HASSEN		TIM HASSEN	2013-04-08
003	2009-07-01	TIM HASSEN		TIM HASSEN	2011-01-10

Plan Statistics for OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES

401k plan membership statisitcs for OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES

Measure Date Value
2014: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-07-01 46
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 0
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 0
Total of all active and inactive participants 2014-07-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 0
Total participants 2014-07-01 0
Number of participants with account balances 2014-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 0
2013: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-07-01 41
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 28
Number of other retired or separated participants entitled to future benefits 2013-07-01 22
Total of all active and inactive participants 2013-07-01 50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 1
Total participants 2013-07-01 51
Number of participants with account balances 2013-07-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 2
2012: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-07-01 42
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 23
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 18
Total of all active and inactive participants 2012-07-01 41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 41
Number of participants with account balances 2012-07-01 36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 2
2011: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-07-01 39
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 18
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 24
Total of all active and inactive participants 2011-07-01 42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 42
Number of participants with account balances 2011-07-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 2
2009: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-07-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 13
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 17
Total of all active and inactive participants 2009-07-01 30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 30
Number of participants with account balances 2009-07-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 3

Measure	Date	Value
2014: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-07-01	46
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	0
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	0
Total of all active and inactive participants	2014-07-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	0
Total participants	2014-07-01	0
Number of participants with account balances	2014-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	0
2013: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-07-01	41
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	28
Number of other retired or separated participants entitled to future benefits	2013-07-01	22
Total of all active and inactive participants	2013-07-01	50
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	1
Total participants	2013-07-01	51
Number of participants with account balances	2013-07-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	2
2012: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-07-01	42
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	23
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	18
Total of all active and inactive participants	2012-07-01	41
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	41
Number of participants with account balances	2012-07-01	36
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	2
2011: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-07-01	39
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	18
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	24
Total of all active and inactive participants	2011-07-01	42
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	42
Number of participants with account balances	2011-07-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	2
2009: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-07-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	13
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	17
Total of all active and inactive participants	2009-07-01	30
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	30
Number of participants with account balances	2009-07-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	3

Financial Data on OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES

Measure	Date	Value
2014 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2014 401k financial data
Transfers to/from the plan	2014-07-01	$-192,026
Total income from all sources	2014-07-01	$0
Expenses. Total of all expenses incurred	2014-07-01	$0
Total plan assets at end of year	2014-07-01	$0
Total plan assets at beginning of year	2014-07-01	$192,026
Value of fidelity bond covering the plan	2014-07-01	$1,000,000
Net income (gross income less expenses)	2014-07-01	$0
Net plan assets at end of year (total assets less liabilities)	2014-07-01	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-07-01	$192,026
Total income from all sources	2014-06-30	$51,073
Expenses. Total of all expenses incurred	2014-06-30	$17,192
Benefits paid (including direct rollovers)	2014-06-30	$17,192
Total plan assets at end of year	2014-06-30	$192,026
Total plan assets at beginning of year	2014-06-30	$158,145
Value of fidelity bond covering the plan	2014-06-30	$1,000,000
Other income received	2014-06-30	$25,657
Net income (gross income less expenses)	2014-06-30	$33,881
Net plan assets at end of year (total assets less liabilities)	2014-06-30	$192,026
Net plan assets at beginning of year (total assets less liabilities)	2014-06-30	$158,145
Assets. Value of real-estate (other than employer real property)	2014-06-30	$10,532
Total contributions received or receivable from employer(s)	2014-06-30	$25,416
2013 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2013 401k financial data
Total income from all sources	2013-06-30	$29,620
Expenses. Total of all expenses incurred	2013-06-30	$3,740
Benefits paid (including direct rollovers)	2013-06-30	$3,740
Total plan assets at end of year	2013-06-30	$158,145
Total plan assets at beginning of year	2013-06-30	$132,264
Other income received	2013-06-30	$16,535
Net income (gross income less expenses)	2013-06-30	$25,880
Net plan assets at end of year (total assets less liabilities)	2013-06-30	$158,145
Net plan assets at beginning of year (total assets less liabilities)	2013-06-30	$132,264
Assets. Value of real-estate (other than employer real property)	2013-06-30	$11,116
Total contributions received or receivable from employer(s)	2013-06-30	$13,085
2012 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2012 401k financial data
Total income from all sources	2012-06-30	$12,080
Expenses. Total of all expenses incurred	2012-06-30	$5,661
Benefits paid (including direct rollovers)	2012-06-30	$5,661
Total plan assets at end of year	2012-06-30	$132,264
Total plan assets at beginning of year	2012-06-30	$125,845
Other income received	2012-06-30	$1,215
Net income (gross income less expenses)	2012-06-30	$6,419
Net plan assets at end of year (total assets less liabilities)	2012-06-30	$132,264
Net plan assets at beginning of year (total assets less liabilities)	2012-06-30	$125,845
Assets. Value of real-estate (other than employer real property)	2012-06-30	$10,034
Total contributions received or receivable from employer(s)	2012-06-30	$10,865
2011 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2011 401k financial data
Transfers to/from the plan	2011-06-30	$0
Total plan liabilities at beginning of year	2011-06-30	$0
Total income from all sources	2011-06-30	$39,428
Expenses. Total of all expenses incurred	2011-06-30	$22,605
Benefits paid (including direct rollovers)	2011-06-30	$22,605
Total plan assets at end of year	2011-06-30	$125,845
Total plan assets at beginning of year	2011-06-30	$109,022
Total contributions received or receivable from participants	2011-06-30	$0
Expenses. Other expenses not covered elsewhere	2011-06-30	$0
Contributions received from other sources (not participants or employers)	2011-06-30	$0
Other income received	2011-06-30	$22,120
Noncash contributions received	2011-06-30	$0
Net income (gross income less expenses)	2011-06-30	$16,823
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$125,845
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$109,022
Assets. Value of real-estate (other than employer real property)	2011-06-30	$8,055
Total contributions received or receivable from employer(s)	2011-06-30	$17,308
Value of certain deemed distributions of participant loans	2011-06-30	$0
Value of corrective distributions	2011-06-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$0

Form 5500 Responses for OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES

2014: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	Yes
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR HOURLY EMPLOYEES 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

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Company Name:	OKLAHOMA MEDICAL RESEARCH FOUNDATION
Employer identification number (EIN):	730580274
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations