OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 401k Plan overview
Plan Name | OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN |
Plan identification number | 502 |
OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN Benefits
401k Plan Type | Welfare Benefit |
Plan Features/Benefits | - Life insurance
- Dental
- Long-term disability cover
- Death benefits (include travel accident but not life insurance)
- Other welfare benefit cover
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401k Sponsoring company profile
OREGON SYMPHONY ASSOCIATION has sponsored the creation of one or more 401k plans.
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
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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 Signed | Name of Company Sponsor | Date Sponsor Signed |
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502 | 2017-07-01 | JULIE HABERMAN | | JULIE HABERMAN | 2019-01-03 |
502 | 2017-07-01 | JULIE A. HABERMAN | 2019-11-11 | | |
502 | 2016-07-01 | JULLIE HABERMAN | | JULLIE HABERMAN | 2017-12-21 |
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 |
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2017: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-07-01 | 108 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 114 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 0 |
Total of all active and inactive participants | 2017-07-01 | 114 |
Number of employers contributing to the scheme | 2017-07-01 | 0 |
2016: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-07-01 | 101 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 108 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 0 |
Total of all active and inactive participants | 2016-07-01 | 108 |
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 |
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2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Insurance | Yes |
2017-07-01 | Plan benefit arrangement – Insurance | Yes |
2016: OREGON SYMPHONY ASSOCIATION GROUP DENTAL, LIFE, & DISABILITY INSURANCE PLAN 2016 form 5500 responses |
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2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | First time form 5500 has been submitted | Yes |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Insurance | Yes |
2016-07-01 | Plan benefit arrangement – Insurance | Yes |
Insurance Providers Used on plan
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 611321 |
Policy instance | 1 |
Insurance contract or identification number | 611321 | Number of Individuals Covered | 114 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $5,002 | Total amount of fees paid to insurance company | USD $526 | Long Term Disability 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 $4,599 | Amount paid for insurance broker fees | 526 | Additional information about fees paid to insurance broker | TOTAL CONTINGENT COMPENSATION PAID | Insurance broker organization code? | 3 | Dental Insurance Welfare Benefit | Yes | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM | Insurance broker name | BENEFIT SPECIALISTS INC. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 611321 |
Policy instance | 2 |
Insurance contract or identification number | 611321 | Number of Individuals Covered | 111 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $2,871 | Total amount of fees paid to insurance company | USD $638 | 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 $1,436 | Insurance broker organization code? | 3 | Amount paid for insurance broker fees | 638 | Additional information about fees paid to insurance broker | TOTAL CONTINGENT COMPENSATION PAID | Insurance broker name | WALTZ SHERIDAN CRAWFORD INC. |
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STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
Policy contract number | 611321 |
Policy instance | 3 |
Insurance contract or identification number | 611321 | Number of Individuals Covered | 114 | Insurance policy start date | 2017-07-01 | Insurance policy end date | 2018-06-30 | Total amount of commissions paid to insurance broker | USD $358 | Total amount of fees paid to insurance company | USD $34 | Life Insurance Welfare Benefit | Yes | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $330 | Amount paid for insurance broker fees | 34 | Additional information about fees paid to insurance broker | TOTAL CONTINGENT COMPENSATION PAID | Insurance broker organization code? | 3 | Insurance broker name | BENEFIT SPECIALISTS INC. |
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