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OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 401k Plan overview

Plan NameOKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN
Plan identification number 001

OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

OKLAHOMA ONCOLOGY & HEMATOLOGY, INC D/B/A CANCER CARE ASSOCIATES has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA ONCOLOGY & HEMATOLOGY, INC D/B/A CANCER CARE ASSOCIATES
Employer identification number (EIN):731469927
NAIC Classification:621111
NAIC Description:Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012014-01-01MICHAEL YATES MICHAEL YATES2015-10-15
0012013-01-01MICHAEL YATES MICHAEL YATES2014-09-15
0012012-01-01PAUL W. BUKOFZER
0012011-01-01PAUL W. BUKOFZER
0012010-01-01PAUL BUKOFZER
0012009-01-01JAY LOEGERING
0012009-01-01JAY LOEGERING

Plan Statistics for OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN

401k plan membership statisitcs for OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN

Measure Date Value
2014: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01449
Total number of active participants reported on line 7a of the Form 55002014-01-01274
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01145
Total of all active and inactive participants2014-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01419
Number of participants with account balances2014-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01463
Total number of active participants reported on line 7a of the Form 55002013-01-01278
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01161
Total of all active and inactive participants2013-01-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01439
Number of participants with account balances2013-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01483
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01178
Total of all active and inactive participants2012-01-01449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01449
Number of participants with account balances2012-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01571
Total number of active participants reported on line 7a of the Form 55002011-01-01299
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01172
Total of all active and inactive participants2011-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01471
Number of participants with account balances2011-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0123
2010: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01627
Total number of active participants reported on line 7a of the Form 55002010-01-01326
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-01237
Total of all active and inactive participants2010-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01563
Number of participants with account balances2010-01-01517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0136
2009: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01588
Total number of active participants reported on line 7a of the Form 55002009-01-01477
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01126
Total of all active and inactive participants2009-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01603
Number of participants with account balances2009-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0139

Financial Data on OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN

Measure Date Value
2014 : OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,128,535
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,278,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,992,650
Value of total corrective distributions2014-12-31$270,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,756,649
Value of total assets at end of year2014-12-31$26,506,527
Value of total assets at beginning of year2014-12-31$25,656,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,430
Total interest from all sources2014-12-31$32,231
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,235,802
Participant contributions at end of year2014-12-31$312,131
Participant contributions at beginning of year2014-12-31$455,219
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$35,685
Other income not declared elsewhere2014-12-31$10,146
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$850,236
Value of net assets at end of year (total assets less liabilities)2014-12-31$26,506,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$25,656,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$25,389,456
Value of interest in pooled separate accounts at beginning of year2014-12-31$24,497,354
Interest on participant loans2014-12-31$16,423
Interest earned on other investments2014-12-31$15,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$804,940
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$703,718
Net investment gain/loss from pooled separate accounts2014-12-31$1,329,509
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$485,162
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,992,650
Contract administrator fees2014-12-31$15,430
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$6,616,662
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,151,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,133,225
Value of total corrective distributions2013-12-31$2,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,958,461
Value of total assets at end of year2013-12-31$25,656,291
Value of total assets at beginning of year2013-12-31$20,190,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,647
Total interest from all sources2013-12-31$34,157
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,248,136
Participant contributions at end of year2013-12-31$455,219
Participant contributions at beginning of year2013-12-31$409,190
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$197,776
Other income not declared elsewhere2013-12-31$9,525
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,465,352
Value of net assets at end of year (total assets less liabilities)2013-12-31$25,656,291
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$20,190,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$24,497,354
Value of interest in pooled separate accounts at beginning of year2013-12-31$19,325,774
Interest on participant loans2013-12-31$20,527
Interest earned on other investments2013-12-31$13,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$703,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$455,975
Net investment gain/loss from pooled separate accounts2013-12-31$4,614,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$512,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,133,225
Contract administrator fees2013-12-31$15,647
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,311,969
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,157,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,136,178
Value of total corrective distributions2012-12-31$4,260
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,723,597
Value of total assets at end of year2012-12-31$20,190,939
Value of total assets at beginning of year2012-12-31$19,036,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,182
Total interest from all sources2012-12-31$33,180
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,204,779
Participant contributions at end of year2012-12-31$409,190
Participant contributions at beginning of year2012-12-31$383,569
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,747
Other income not declared elsewhere2012-12-31$9,721
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,154,349
Value of net assets at end of year (total assets less liabilities)2012-12-31$20,190,939
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$19,036,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$19,325,774
Value of interest in pooled separate accounts at beginning of year2012-12-31$18,653,021
Interest on participant loans2012-12-31$22,529
Interest earned on other investments2012-12-31$10,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$455,975
Net investment gain/loss from pooled separate accounts2012-12-31$2,545,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$496,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,136,178
Contract administrator fees2012-12-31$17,182
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,132,011
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,975,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,955,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,740,386
Value of total assets at end of year2011-12-31$19,036,590
Value of total assets at beginning of year2011-12-31$22,880,188
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,707
Total interest from all sources2011-12-31$23,102
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,190,579
Participant contributions at end of year2011-12-31$383,569
Participant contributions at beginning of year2011-12-31$401,943
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$77,176
Other income not declared elsewhere2011-12-31$8,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-3,843,598
Value of net assets at end of year (total assets less liabilities)2011-12-31$19,036,590
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,880,188
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$18,653,021
Value of interest in pooled separate accounts at beginning of year2011-12-31$22,478,245
Interest on participant loans2011-12-31$23,102
Net investment gain/loss from pooled separate accounts2011-12-31$-640,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$472,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,955,902
Contract administrator fees2011-12-31$19,707
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$6,584,834
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,423,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,400,070
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,658,661
Value of total assets at end of year2010-12-31$22,880,188
Value of total assets at beginning of year2010-12-31$19,718,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,049
Total interest from all sources2010-12-31$22,753
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,836,299
Participant contributions at end of year2010-12-31$401,943
Participant contributions at beginning of year2010-12-31$279,230
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$20,137
Other income not declared elsewhere2010-12-31$14,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,161,715
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,880,188
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,718,473
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$22,478,245
Value of interest in pooled separate accounts at beginning of year2010-12-31$19,439,243
Interest on participant loans2010-12-31$22,753
Net investment gain/loss from pooled separate accounts2010-12-31$2,888,595
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,802,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,400,070
Contract administrator fees2010-12-31$23,049
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN

2014: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA ONCOLOGY & HEMATOLOGY, P.C. 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan 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 Covered419
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
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 Covered439
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
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 Covered449
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?No
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 Covered471
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?No
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 Covered563
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?No
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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