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OXFORD HEALTH PLANS 401k Plan overview

Plan NameOXFORD HEALTH PLANS
Plan identification number 502

OXFORD HEALTH PLANS Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Vision

401k Sponsoring company profile

TRUSTEES OF THE CONVENT OF THE SACRED HEART INC. has sponsored the creation of one or more 401k plans.

Company Name:TRUSTEES OF THE CONVENT OF THE SACRED HEART INC.
Employer identification number (EIN):352425019
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OXFORD HEALTH PLANS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022016-07-01ANTHONY COSTA ANTHONY COSTA2018-02-01
5022015-07-01ANTHONY COSTA ANTHONY COSTA2017-01-31
5022014-07-01ANTHONY COSTA ANTHONY COSTA2016-01-29
5022013-07-01ANTHONY COSTA ANTHONY COSTA2015-01-30
5022012-07-01ANTHONY COSTA
5022011-07-01ANTHONY COSTA

Plan Statistics for OXFORD HEALTH PLANS

401k plan membership statisitcs for OXFORD HEALTH PLANS

Measure Date Value
2016: OXFORD HEALTH PLANS 2016 401k membership
Total participants, beginning-of-year2016-07-01217
Total number of active participants reported on line 7a of the Form 55002016-07-01195
Total of all active and inactive participants2016-07-01195
Total participants2016-07-01195
2015: OXFORD HEALTH PLANS 2015 401k membership
Total participants, beginning-of-year2015-07-01249
Total number of active participants reported on line 7a of the Form 55002015-07-01217
Total of all active and inactive participants2015-07-01217
Total participants2015-07-01217
2014: OXFORD HEALTH PLANS 2014 401k membership
Total participants, beginning-of-year2014-07-01257
Total number of active participants reported on line 7a of the Form 55002014-07-01249
Total of all active and inactive participants2014-07-01249
Total participants2014-07-01249
2013: OXFORD HEALTH PLANS 2013 401k membership
Total participants, beginning-of-year2013-07-01289
Total number of active participants reported on line 7a of the Form 55002013-07-01257
Total of all active and inactive participants2013-07-01257
Total participants2013-07-01257
2012: OXFORD HEALTH PLANS 2012 401k membership
Total participants, beginning-of-year2012-07-01268
Total number of active participants reported on line 7a of the Form 55002012-07-01289
Total of all active and inactive participants2012-07-01289
Total participants2012-07-01289
2011: OXFORD HEALTH PLANS 2011 401k membership
Total participants, beginning-of-year2011-07-01260
Total number of active participants reported on line 7a of the Form 55002011-07-01268
Total of all active and inactive participants2011-07-01268
Total participants2011-07-01268

Form 5500 Responses for OXFORD HEALTH PLANS

2016: OXFORD HEALTH PLANS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
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
2015: OXFORD HEALTH PLANS 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: OXFORD HEALTH PLANS 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: OXFORD HEALTH PLANS 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01First time form 5500 has been submittedYes
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: OXFORD HEALTH PLANS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: OXFORD HEALTH PLANS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01First time form 5500 has been submittedYes
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberCI2333
Policy instance 1
Insurance contract or identification numberCI2333
Number of Individuals Covered217
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $28,909
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 $2,195,605
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $28,909
Additional information about fees paid to insurance brokerBONUS ADMINISTRATIVE SERVICES NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameWILLIS OF CONNECTICUT, LLC
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberCI2333
Policy instance 1
Insurance contract or identification numberCI2333
Number of Individuals Covered249
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $31,996
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 BenefitNo
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 $2,051,006
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,996
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
Insurance broker nameWILLIS OF CONNECTICUT LLC
OXFORD HEALTH INSURANCE, INC (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberCI2333
Policy instance 1
Insurance contract or identification numberCI2333
Number of Individuals Covered257
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $31,861
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 $2,085,550
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees31861
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES, NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameWILLIS OF CONNECTICUT, LLC
OXFORD HEALTH PLANS (CT), INC. (National Association of Insurance Commissioners NAIC id number: 96798 )
Policy contract numberCI2333
Policy instance 1
Insurance contract or identification numberCI2333
Number of Individuals Covered289
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $32,210
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 $2,085,990
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $32,210
Additional information about fees paid to insurance brokerBONUS, ADMINISTRATIVE SERVICES, NON-MONETARY PAYMENT
Insurance broker organization code?3
Insurance broker nameWILLIS OF CONNECTICUT, LLC
OXFORD HEALTH PLANS (CT), INC. (National Association of Insurance Commissioners NAIC id number: 96798 )
Policy contract numberCI2333
Policy instance 1
Insurance contract or identification numberCI2333
Number of Individuals Covered268
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $30,089
Health Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,734,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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