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MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 401k Plan overview

Plan NameMENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN
Plan identification number 501

MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

MENTAL HEALTH ASSOCIATION OKLAHOMA has sponsored the creation of one or more 401k plans.

Company Name:MENTAL HEALTH ASSOCIATION OKLAHOMA
Employer identification number (EIN):730657931
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-09-01JEFFREY ZUMWALT
5012022-09-01
5012022-09-01JULIE WARD
5012021-09-01
5012021-09-01JULIE WARD
5012020-09-01
5012019-09-01
5012016-11-01HOGANTAYLOR LLP PREPARER
5012015-11-01HOGANTAYLOR LLP PREPARER HOGANTAYLOR LLP PREPARER2017-07-25

Plan Statistics for MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN

401k plan membership statisitcs for MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN

Measure Date Value
2022: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-01166
Total number of active participants reported on line 7a of the Form 55002022-09-01164
Number of retired or separated participants receiving benefits2022-09-012
Total of all active and inactive participants2022-09-01166
Total participants2022-09-01166
2021: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-09-01160
Total number of active participants reported on line 7a of the Form 55002021-09-01166
Number of retired or separated participants receiving benefits2021-09-012
Total of all active and inactive participants2021-09-01168
Total participants2021-09-01168
2020: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01153
Total number of active participants reported on line 7a of the Form 55002020-09-01160
Number of retired or separated participants receiving benefits2020-09-011
Total of all active and inactive participants2020-09-01161
2019: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01206
Total number of active participants reported on line 7a of the Form 55002019-09-01172
Number of retired or separated participants receiving benefits2019-09-012
Total of all active and inactive participants2019-09-01174
2016: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-11-01125
Total number of active participants reported on line 7a of the Form 55002016-11-01131
Total of all active and inactive participants2016-11-01131
Total participants2016-11-01131
2015: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-11-01112
Total number of active participants reported on line 7a of the Form 55002015-11-01125
Total of all active and inactive participants2015-11-01125
Total participants2015-11-01125

Form 5500 Responses for MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN

2022: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Submission has been amendedNo
2022-09-01This submission is the final filingNo
2022-09-01This return/report is a short plan year return/report (less than 12 months)No
2022-09-01Plan is a collectively bargained planNo
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan funding arrangement – General assets of the sponsorYes
2022-09-01Plan benefit arrangement – InsuranceYes
2022-09-01Plan benefit arrangement – General assets of the sponsorYes
2021: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2021 form 5500 responses
2021-09-01Type of plan entitySingle employer plan
2021-09-01Submission has been amendedYes
2021-09-01This submission is the final filingNo
2021-09-01This return/report is a short plan year return/report (less than 12 months)No
2021-09-01Plan is a collectively bargained planNo
2021-09-01Plan funding arrangement – InsuranceYes
2021-09-01Plan funding arrangement – General assets of the sponsorYes
2021-09-01Plan benefit arrangement – InsuranceYes
2021-09-01Plan benefit arrangement – General assets of the sponsorYes
2020: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Submission has been amendedNo
2020-09-01This submission is the final filingNo
2020-09-01This return/report is a short plan year return/report (less than 12 months)No
2020-09-01Plan is a collectively bargained planNo
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan funding arrangement – General assets of the sponsorYes
2020-09-01Plan benefit arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – General assets of the sponsorYes
2019: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Submission has been amendedNo
2019-09-01This submission is the final filingNo
2019-09-01This return/report is a short plan year return/report (less than 12 months)No
2019-09-01Plan is a collectively bargained planNo
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan funding arrangement – General assets of the sponsorYes
2019-09-01Plan benefit arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – General assets of the sponsorYes
2016: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2016 form 5500 responses
2016-11-01Type of plan entitySingle employer plan
2016-11-01Submission has been amendedNo
2016-11-01This submission is the final filingNo
2016-11-01This return/report is a short plan year return/report (less than 12 months)No
2016-11-01Plan is a collectively bargained planNo
2016-11-01Plan funding arrangement – InsuranceYes
2016-11-01Plan benefit arrangement – InsuranceYes
2015: MENTAL HEALTH ASSOCIATION OKLAHOMA WELFARE PLAN 2015 form 5500 responses
2015-11-01Type of plan entitySingle employer plan
2015-11-01First time form 5500 has been submittedYes
2015-11-01Submission has been amendedNo
2015-11-01This submission is the final filingNo
2015-11-01This return/report is a short plan year return/report (less than 12 months)No
2015-11-01Plan is a collectively bargained planNo
2015-11-01Plan funding arrangement – InsuranceYes
2015-11-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5912345
Policy instance 3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number293565
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BKWY
Policy instance 1
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC09293
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5912345
Policy instance 3
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract number48051
Policy instance 4
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberMENTAL HLTH
Policy instance 5
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract number48051
Policy instance 2
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC09293
Policy instance 4
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BKWY
Policy instance 1
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberMENTAL HLTH
Policy instance 5
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract number48051
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5912345
Policy instance 3
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC09293
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BKWY
Policy instance 1
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberC09293
Policy instance 2
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )
Policy contract numberG000BKWY
Policy instance 3
COMMUNITY CARE (National Association of Insurance Commissioners NAIC id number: 10001 )
Policy contract numberMENTAL HLTH
Policy instance 4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number5912345
Policy instance 5
AMERICAN FIDELITY ASSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 60410 )
Policy contract number48051
Policy instance 1

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