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HEALTH PLAN 401k Plan overview

Plan NameHEALTH PLAN
Plan identification number 505

HEALTH PLAN Benefits

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

401k Sponsoring company profile

OATS INC has sponsored the creation of one or more 401k plans.

Company Name:OATS INC
Employer identification number (EIN):431016961
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052022-01-01
5052021-01-01
5052020-01-01
5052019-01-01
5052018-01-01
5052017-01-01
5052016-01-01DOROTHY J YEAGER

Plan Statistics for HEALTH PLAN

401k plan membership statisitcs for HEALTH PLAN

Measure Date Value
2022: HEALTH PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01126
Total number of active participants reported on line 7a of the Form 55002022-01-01131
Total of all active and inactive participants2022-01-01131
Total participants2022-01-01131
2021: HEALTH PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-01126
Total of all active and inactive participants2021-01-01126
Total participants2021-01-01126
2020: HEALTH PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01150
Total number of active participants reported on line 7a of the Form 55002020-01-01141
Total of all active and inactive participants2020-01-01141
Total participants2020-01-01141
2019: HEALTH PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01159
Total number of active participants reported on line 7a of the Form 55002019-01-01150
Total of all active and inactive participants2019-01-01150
Total participants2019-01-01150
Number of participants with account balances2019-01-010
2018: HEALTH PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01152
Total number of active participants reported on line 7a of the Form 55002018-01-01159
Total of all active and inactive participants2018-01-01159
Total participants2018-01-01159
2017: HEALTH PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01120
Total number of active participants reported on line 7a of the Form 55002017-01-01152
Total of all active and inactive participants2017-01-01152
Total participants2017-01-01152
2016: HEALTH PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-01120
Total of all active and inactive participants2016-01-01120
Total participants2016-01-01120

Form 5500 Responses for HEALTH PLAN

2022: HEALTH PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: HEALTH PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: HEALTH PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: HEALTH PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: HEALTH PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: HEALTH PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: HEALTH PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01First time form 5500 has been submittedYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract numberL01422
Policy instance 1
Insurance contract or identification numberL01422
Number of Individuals Covered131
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $70,321
Total amount of fees paid to insurance companyUSD $1,950
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,577,110
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $70,321
Amount paid for insurance broker fees1950
HEALTHY ALLIANCE LIFE INSURANCE COMPANY (G0262) (National Association of Insurance Commissioners NAIC id number: 78972 )
Policy contract numberL01422
Policy instance 1
Insurance contract or identification numberL01422
Number of Individuals Covered126
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $60,959
Total amount of fees paid to insurance companyUSD $12,045
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,470,946
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $60,959
Amount paid for insurance broker fees12045
(National Association of Insurance Commissioners NAIC id number: )
Policy contract number0906816
Policy instance 1
Insurance contract or identification number0906816
Number of Individuals Covered141
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $83,165
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,519,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,165
(National Association of Insurance Commissioners NAIC id number: )
Policy contract number0906816
Policy instance 1
Insurance contract or identification number0906816
Number of Individuals Covered150
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $83,773
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,592,650
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $83,773
(National Association of Insurance Commissioners NAIC id number: )
Policy contract number0906816
Policy instance 1
Insurance contract or identification number0906816
Number of Individuals Covered152
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $65,073
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,237,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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