401k Plan data: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN plan

OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 401k Plan overview

Plan Name	OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN
Plan identification number	501

OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

OKLAHOMA CHRISTIAN SCHOOLS, INC. has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA CHRISTIAN SCHOOLS, INC.

Employer identification number (EIN): 730972978

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2022-09-01 JAMIE JONES 2024-01-25
501 2021-09-01 JAMIE JONES 2023-01-10
501 2020-09-01 JAMIE JONES 2022-03-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
501	2022-09-01	JAMIE JONES	2024-01-25
501	2021-09-01	JAMIE JONES	2023-01-10
501	2020-09-01	JAMIE JONES	2022-03-28

Plan Statistics for OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN

401k plan membership statisitcs for OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN

Measure Date Value
2022: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-09-01 128
Total number of active participants reported on line 7a of the Form 5500 2022-09-01 133
Number of retired or separated participants receiving benefits 2022-09-01 0
Number of other retired or separated participants entitled to future benefits 2022-09-01 0
Total of all active and inactive participants 2022-09-01 133
Number of employers contributing to the scheme 2022-09-01 0
2021: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-09-01 128
Total number of active participants reported on line 7a of the Form 5500 2021-09-01 128
Number of retired or separated participants receiving benefits 2021-09-01 0
Number of other retired or separated participants entitled to future benefits 2021-09-01 0
Total of all active and inactive participants 2021-09-01 128
Number of employers contributing to the scheme 2021-09-01 0
2020: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-09-01 100
Total number of active participants reported on line 7a of the Form 5500 2020-09-01 128
Number of retired or separated participants receiving benefits 2020-09-01 0
Number of other retired or separated participants entitled to future benefits 2020-09-01 0
Total of all active and inactive participants 2020-09-01 128
Number of employers contributing to the scheme 2020-09-01 0

Measure	Date	Value
2022: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-09-01	128
Total number of active participants reported on line 7a of the Form 5500	2022-09-01	133
Number of retired or separated participants receiving benefits	2022-09-01	0
Number of other retired or separated participants entitled to future benefits	2022-09-01	0
Total of all active and inactive participants	2022-09-01	133
Number of employers contributing to the scheme	2022-09-01	0
2021: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-09-01	128
Total number of active participants reported on line 7a of the Form 5500	2021-09-01	128
Number of retired or separated participants receiving benefits	2021-09-01	0
Number of other retired or separated participants entitled to future benefits	2021-09-01	0
Total of all active and inactive participants	2021-09-01	128
Number of employers contributing to the scheme	2021-09-01	0
2020: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-09-01	100
Total number of active participants reported on line 7a of the Form 5500	2020-09-01	128
Number of retired or separated participants receiving benefits	2020-09-01	0
Number of other retired or separated participants entitled to future benefits	2020-09-01	0
Total of all active and inactive participants	2020-09-01	128
Number of employers contributing to the scheme	2020-09-01	0

Form 5500 Responses for OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN

2022: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2022 form 5500 responses
2022-09-01	Type of plan entity	Single employer plan
2022-09-01	Plan funding arrangement – Insurance	Yes
2022-09-01	Plan benefit arrangement – Insurance	Yes
2021: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2021 form 5500 responses
2021-09-01	Type of plan entity	Single employer plan
2021-09-01	Plan funding arrangement – Insurance	Yes
2021-09-01	Plan benefit arrangement – Insurance	Yes
2020: OKLAHOMA CHRISTIAN SCHOOL LIFE, ADD, STD, LTD DENTAL VISION PLAN 2020 form 5500 responses
2020-09-01	Type of plan entity	Single employer plan
2020-09-01	First time form 5500 has been submitted	Yes
2020-09-01	Plan funding arrangement – Insurance	Yes
2020-09-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

941510

Policy instance

Insurance contract or identification number	941510
Number of Individuals Covered	133
Insurance policy start date	2022-09-01
Insurance policy end date	2023-08-31
Total amount of commissions paid to insurance broker	USD $10,380
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, HOSPITAL
Welfare Benefit Premiums Paid to Carrier	USD $109,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,380
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

941510

Policy instance

Insurance contract or identification number	941510
Number of Individuals Covered	128
Insurance policy start date	2021-09-01
Insurance policy end date	2022-08-31
Total amount of commissions paid to insurance broker	USD $11,648
Total amount of fees paid to insurance company	USD $2,288
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS, HOSPITAL
Welfare Benefit Premiums Paid to Carrier	USD $112,104
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,129
Amount paid for insurance broker fees	2288
Additional information about fees paid to insurance broker	BONUSES
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

941510

Policy instance

Insurance contract or identification number	941510
Number of Individuals Covered	128
Insurance policy start date	2020-09-01
Insurance policy end date	2021-08-31
Total amount of commissions paid to insurance broker	USD $10,615
Total amount of fees paid to insurance company	USD $0
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT, CRITICAL ILLNESS
Welfare Benefit Premiums Paid to Carrier	USD $110,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,615
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

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Company Name:	OKLAHOMA CHRISTIAN SCHOOLS, INC.
Employer identification number (EIN):	730972978
NAIC Classification:	611000