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OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 401k Plan overview

Plan NameOXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE
Plan identification number 504

OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE Benefits

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

401k Sponsoring company profile

THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD has sponsored the creation of one or more 401k plans.

Company Name:THE CHANCELLOR, MASTERS AND SCHOLARS OF THE UNIVERSITY OF OXFORD
Employer identification number (EIN):986001062
NAIC Classification:511130
NAIC Description:Book Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042015-06-01ROSANN ASHE
5042014-06-01
5042013-06-01
5042012-06-01MARILYN OKRENT

Plan Statistics for OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE

401k plan membership statisitcs for OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE

Measure Date Value
2015: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2015 401k membership
Total participants, beginning-of-year2015-06-01692
Total number of active participants reported on line 7a of the Form 55002015-06-010
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-010
Total of all active and inactive participants2015-06-010
2014: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2014 401k membership
Total participants, beginning-of-year2014-06-01680
Total number of active participants reported on line 7a of the Form 55002014-06-01692
Total of all active and inactive participants2014-06-01692
2013: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2013 401k membership
Total participants, beginning-of-year2013-06-01632
Total number of active participants reported on line 7a of the Form 55002013-06-01680
Total of all active and inactive participants2013-06-01680
2012: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2012 401k membership
Total participants, beginning-of-year2012-06-01670
Total number of active participants reported on line 7a of the Form 55002012-06-01632
Total of all active and inactive participants2012-06-01632

Form 5500 Responses for OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE

2015: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingYes
2015-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – InsuranceYes
2015-06-01Plan benefit arrangement – InsuranceYes
2014: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Plan funding arrangement – InsuranceYes
2014-06-01Plan benefit arrangement – InsuranceYes
2013: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Plan funding arrangement – InsuranceYes
2013-06-01Plan benefit arrangement – InsuranceYes
2012: OXFORD UNIVERSITY PRESS USA BUSINESS TRAVEL INSURANCE 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Plan funding arrangement – InsuranceYes
2012-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064072993
Policy instance 1
Insurance contract or identification number000064072993
Number of Individuals Covered692
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
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
Other welfare benefits providedBUSINESS TRAVEL ACCIDENT
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 $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064072993
Policy instance 1
Insurance contract or identification number000064072993
Number of Individuals Covered692
Insurance policy start date2014-06-01
Insurance policy end date2015-05-31
Total amount of commissions paid to insurance brokerUSD $1,475
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,475
Insurance broker organization code?4
Insurance broker nameMERCER HEALTH & BENEFITS LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064072993
Policy instance 1
Insurance contract or identification number000064072993
Number of Individuals Covered680
Insurance policy start date2013-06-01
Insurance policy end date2014-05-31
Total amount of commissions paid to insurance brokerUSD $1,475
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,375
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,475
Insurance broker organization code?4
Insurance broker nameMERCER HEALTH & BENEFITS LLC
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number000064072993
Policy instance 1
Insurance contract or identification number000064072993
Number of Individuals Covered632
Insurance policy start date2012-06-01
Insurance policy end date2013-05-31
Total amount of commissions paid to insurance brokerUSD $1,164
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $7,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,164
Insurance broker organization code?4
Insurance broker nameMERCER HEALTH & BENEFITS LLC

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