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OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC. 403(B) PLAN 401k Plan overview

Plan NameOXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC. 403(B) PLAN
Plan identification number 001

OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC. 403(B) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC.
Employer identification number (EIN):133497066
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD UNIVERSITY DEVELOPMENT NORTH AMERICA, INC. 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01SHEILA BARRET2023-05-01 SHEILA BARRET2023-05-01
0012021-01-01MICHAEL CUNNINGHAM2022-05-31 MICHAEL CUNNINGHAM2022-05-31
0012020-01-01MICHAEL CUNNINGHAM2021-06-09 MICHAEL CUNNINGHAM2021-06-09
0012019-01-01MICHAEL CUNNINGHAM2020-07-27 MICHAEL CUNNINGHAM2020-07-27
0012018-01-01MICHAEL CUNNINGHAM2019-07-25 MICHAEL CUNNINGHAM2019-07-25
0012017-01-01
0012016-01-01SUSAN VAN LIEW2017-10-16
0012015-01-01SUSAN VAN LIEW2016-07-28 SUSAN VAN LIEW2016-07-28
0012014-01-01SUSAN VAN LIEW2015-10-14 SUSAN VAN LIEW2015-10-14
0012013-01-01SUSAN VAN LIEW2014-10-07 SUSAN VAN LIEW2014-10-07
0012012-01-01SUSAN VAN LIEW2013-07-31 SUSAN VAN LIEW2013-07-31
0012011-01-01SUSAN VAN LIEW2012-10-12 SUSAN VAN LIEW2012-10-12
0012010-01-01SUSAN VAN LIEW2011-09-23

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