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OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 401k Plan overview

Plan NameOREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN
Plan identification number 502

OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Dental
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

OREGON SYMPHONY ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:OREGON SYMPHONY ASSOCIATION
Employer identification number (EIN):930446527
NAIC Classification:711100
NAIC Description: Performing Arts Companies

Additional information about OREGON SYMPHONY ASSOCIATION

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2026-12-31
Company Identification Number: 2998011
Legal Registered Office Address: 921 SW WASHINGTON STE 200

PORTLAND
United States of America (USA)
97205

More information about OREGON SYMPHONY ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022017-07-01JULIE HABERMAN JULIE HABERMAN2019-01-03
5022017-07-01JULIE A. HABERMAN2019-11-11
5022016-07-01JULLIE HABERMAN JULLIE HABERMAN2017-12-21

Plan Statistics for OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN

401k plan membership statisitcs for OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN

Measure Date Value
2017: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01108
Total number of active participants reported on line 7a of the Form 55002017-07-01114
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01114
Number of employers contributing to the scheme2017-07-010
2016: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01101
Total number of active participants reported on line 7a of the Form 55002016-07-01108
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01108

Form 5500 Responses for OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN

2017: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01First time form 5500 has been submittedYes
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number611321
Policy instance 1
Insurance contract or identification number611321
Number of Individuals Covered114
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $5,002
Total amount of fees paid to insurance companyUSD $526
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,599
Amount paid for insurance broker fees526
Additional information about fees paid to insurance brokerTOTAL CONTINGENT COMPENSATION PAID
Insurance broker organization code?3
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Insurance broker nameBENEFIT SPECIALISTS INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number611321
Policy instance 2
Insurance contract or identification number611321
Number of Individuals Covered111
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $2,871
Total amount of fees paid to insurance companyUSD $638
Dental Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,436
Insurance broker organization code?3
Amount paid for insurance broker fees638
Additional information about fees paid to insurance brokerTOTAL CONTINGENT COMPENSATION PAID
Insurance broker nameWALTZ SHERIDAN CRAWFORD INC.
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number611321
Policy instance 3
Insurance contract or identification number611321
Number of Individuals Covered114
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $358
Total amount of fees paid to insurance companyUSD $34
Life Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $330
Amount paid for insurance broker fees34
Additional information about fees paid to insurance brokerTOTAL CONTINGENT COMPENSATION PAID
Insurance broker organization code?3
Insurance broker nameBENEFIT SPECIALISTS INC.

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