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OREGON SMALL BUSINESS ASSOCIATION TRUST 401k Plan overview

Plan NameOREGON SMALL BUSINESS ASSOCIATION TRUST
Plan identification number 501

OREGON SMALL BUSINESS ASSOCIATION TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision
  • Other welfare benefit cover

401k Sponsoring company profile

OREGON SMALL BUSINESS ALLIANCE INC has sponsored the creation of one or more 401k plans.

Company Name:OREGON SMALL BUSINESS ALLIANCE INC
Employer identification number (EIN):930820352
NAIC Classification:561490

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON SMALL BUSINESS ASSOCIATION TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-04-01STEPHEN BEYER2023-09-19
5012021-04-01STEPHEN BEYER2022-08-26
5012020-04-01STEPHEN BEYER2021-08-18
5012019-04-01STEPHEN BEYER2020-08-13
5012018-04-01
5012017-04-01
5012016-04-01
5012016-04-01STEPHEN BEYER2018-10-29
5012015-04-01STEPHEN BEYER
5012015-04-01STEPHEN BEYER2018-10-25
5012014-04-01STEPHEN BEYER
5012014-04-01
5012013-04-01STEVEN BEYER
5012012-04-01STEVEN BEYER
5012011-04-01STEVEN BEYER

Plan Statistics for OREGON SMALL BUSINESS ASSOCIATION TRUST

401k plan membership statisitcs for OREGON SMALL BUSINESS ASSOCIATION TRUST

Measure Date Value
2022: OREGON SMALL BUSINESS ASSOCIATION TRUST 2022 401k membership
Total participants, beginning-of-year2022-04-01253
Total number of active participants reported on line 7a of the Form 55002022-04-010
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-010
Total of all active and inactive participants2022-04-010
Number of employers contributing to the scheme2022-04-010
2021: OREGON SMALL BUSINESS ASSOCIATION TRUST 2021 401k membership
Total participants, beginning-of-year2021-04-01276
Total number of active participants reported on line 7a of the Form 55002021-04-01468
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-010
Total of all active and inactive participants2021-04-01468
Number of employers contributing to the scheme2021-04-010
2020: OREGON SMALL BUSINESS ASSOCIATION TRUST 2020 401k membership
Total participants, beginning-of-year2020-04-01263
Total number of active participants reported on line 7a of the Form 55002020-04-01276
Number of retired or separated participants receiving benefits2020-04-010
Number of other retired or separated participants entitled to future benefits2020-04-010
Total of all active and inactive participants2020-04-01276
Number of employers contributing to the scheme2020-04-0119
2019: OREGON SMALL BUSINESS ASSOCIATION TRUST 2019 401k membership
Total participants, beginning-of-year2019-04-01457
Total number of active participants reported on line 7a of the Form 55002019-04-01254
Number of retired or separated participants receiving benefits2019-04-019
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01263
Number of employers contributing to the scheme2019-04-0116
2018: OREGON SMALL BUSINESS ASSOCIATION TRUST 2018 401k membership
Total participants, beginning-of-year2018-04-01596
Total number of active participants reported on line 7a of the Form 55002018-04-01457
Total of all active and inactive participants2018-04-01457
Total participants2018-04-01457
2017: OREGON SMALL BUSINESS ASSOCIATION TRUST 2017 401k membership
Total participants, beginning-of-year2017-04-01616
Total number of active participants reported on line 7a of the Form 55002017-04-01601
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01601
Total participants2017-04-01601
2016: OREGON SMALL BUSINESS ASSOCIATION TRUST 2016 401k membership
Total participants, beginning-of-year2016-04-011,134
Total number of active participants reported on line 7a of the Form 55002016-04-011,246
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-010
Total of all active and inactive participants2016-04-011,246
Total participants2016-04-011,246
2015: OREGON SMALL BUSINESS ASSOCIATION TRUST 2015 401k membership
Total participants, beginning-of-year2015-04-01450
Total number of active participants reported on line 7a of the Form 55002015-04-011,134
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-010
Total of all active and inactive participants2015-04-011,134
Total participants2015-04-011,134
2014: OREGON SMALL BUSINESS ASSOCIATION TRUST 2014 401k membership
Total participants, beginning-of-year2014-04-01544
Total number of active participants reported on line 7a of the Form 55002014-04-01990
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-010
Total of all active and inactive participants2014-04-01990
Total participants2014-04-01990
2013: OREGON SMALL BUSINESS ASSOCIATION TRUST 2013 401k membership
Total participants, beginning-of-year2013-04-01627
Total number of active participants reported on line 7a of the Form 55002013-04-01347
Total of all active and inactive participants2013-04-01347
Total participants2013-04-010
2012: OREGON SMALL BUSINESS ASSOCIATION TRUST 2012 401k membership
Total participants, beginning-of-year2012-04-01848
Total number of active participants reported on line 7a of the Form 55002012-04-01627
Total of all active and inactive participants2012-04-01627
Total participants2012-04-010
2011: OREGON SMALL BUSINESS ASSOCIATION TRUST 2011 401k membership
Total participants, beginning-of-year2011-04-01773
Total number of active participants reported on line 7a of the Form 55002011-04-01848
Total of all active and inactive participants2011-04-01848
Total participants2011-04-01848

Financial Data on OREGON SMALL BUSINESS ASSOCIATION TRUST

Measure Date Value
2010 : OREGON SMALL BUSINESS ASSOCIATION TRUST 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,656,196
Total of all expenses incurred2010-12-31$5,656,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,656,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$5,656,196
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$5,656,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$5,656,196
Did the plan have assets held for investment2010-12-31No

Form 5500 Responses for OREGON SMALL BUSINESS ASSOCIATION TRUST

2022: OREGON SMALL BUSINESS ASSOCIATION TRUST 2022 form 5500 responses
2022-04-01Type of plan entityMulitple employer plan
2022-04-01This submission is the final filingYes
2022-04-01Plan funding arrangement – InsuranceYes
2022-04-01Plan benefit arrangement – InsuranceYes
2021: OREGON SMALL BUSINESS ASSOCIATION TRUST 2021 form 5500 responses
2021-04-01Type of plan entityMulitple employer plan
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: OREGON SMALL BUSINESS ASSOCIATION TRUST 2020 form 5500 responses
2020-04-01Type of plan entityMulitple employer plan
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: OREGON SMALL BUSINESS ASSOCIATION TRUST 2019 form 5500 responses
2019-04-01Type of plan entityMulitple employer plan
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: OREGON SMALL BUSINESS ASSOCIATION TRUST 2018 form 5500 responses
2018-04-01Type of plan entityMulitple employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: OREGON SMALL BUSINESS ASSOCIATION TRUST 2017 form 5500 responses
2017-04-01Type of plan entityMulitple employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: OREGON SMALL BUSINESS ASSOCIATION TRUST 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: OREGON SMALL BUSINESS ASSOCIATION TRUST 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: OREGON SMALL BUSINESS ASSOCIATION TRUST 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: OREGON SMALL BUSINESS ASSOCIATION TRUST 2013 form 5500 responses
2013-04-01Type of plan entityMulitple employer plan
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: OREGON SMALL BUSINESS ASSOCIATION TRUST 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: OREGON SMALL BUSINESS ASSOCIATION TRUST 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number933000
Policy instance 1
Insurance contract or identification number933000
Number of Individuals Covered253
Insurance policy start date2022-04-01
Insurance policy end date2023-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $2,476,422
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number933000
Policy instance 1
Insurance contract or identification number933000
Number of Individuals Covered468
Insurance policy start date2021-04-01
Insurance policy end date2022-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $3,108,369
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number933000
Policy instance 1
Insurance contract or identification number933000
Number of Individuals Covered495
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $2,517,275
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number9330 ET AL
Policy instance 1
Insurance contract or identification number9330 ET AL
Number of Individuals Covered254
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to CarrierUSD $3,898,237
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number933000
Policy instance 1
Insurance contract or identification number933000
Number of Individuals Covered457
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
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?0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $4,921,711
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract number933000
Policy instance 1
Insurance contract or identification number933000
Number of Individuals Covered601
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
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?0
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,090,885
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MHN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberORLG 9300, 2-26
Policy instance 1
Insurance contract or identification numberORLG 9300, 2-26
Number of Individuals Covered1134
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $2,176,404
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
MHN (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberORLG 9300, 2-26
Policy instance 1
Insurance contract or identification numberORLG 9300, 2-26
Number of Individuals Covered990
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $1,950,407
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
PROVIDENCE HEALTH PLAN (National Association of Insurance Commissioners NAIC id number: 95005 )
Policy contract numberORLG 93300,1-10
Policy instance 1
Insurance contract or identification numberORLG 93300,1-10
Number of Individuals Covered347
Insurance policy start date2013-04-01
Insurance policy end date2014-03-31
Total amount of commissions paid to insurance brokerUSD $61,939
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,760,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,939
Insurance broker organization code?3
Insurance broker nameBCI GROUP INC
HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered627
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,129,732
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker nameBCI GROUP INC
HEALTHNET (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 1
Number of Individuals Covered848
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $5,847,498
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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