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EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 401k Plan overview

Plan NameEASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN
Plan identification number 002

EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

EASTERN OKLAHOMA YOUTH SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:EASTERN OKLAHOMA YOUTH SERVICES, INC.
Employer identification number (EIN):731325874
NAIC Classification:624100
NAIC Description: Individual and Family Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01LINDA SHAW2023-04-12
0022020-07-01LINDA SHAW2022-04-11
0022019-07-01LINDA SHAW2021-03-31
0022018-07-01LINDA SHAW2020-07-09
0022017-07-01KENT KELLEY2019-04-11
0022016-07-01
0022016-07-01KENT KELLEY2018-04-17
0022015-07-01KENT KELLEY2017-01-20
0022014-07-01KENT KELLEY
0022013-07-01KENT KELLEY
0022012-07-01KENT KELLEY2014-04-11
0022011-07-01KENT KELLEY2013-04-12
0022010-07-01KENY KULLEY2012-04-16

Plan Statistics for EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN

401k plan membership statisitcs for EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2021: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01107
Total number of active participants reported on line 7a of the Form 55002021-07-0162
Number of retired or separated participants receiving benefits2021-07-011
Number of other retired or separated participants entitled to future benefits2021-07-0114
Total of all active and inactive participants2021-07-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-0178
Number of participants with account balances2021-07-0147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
2020: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01102
Total number of active participants reported on line 7a of the Form 55002020-07-0167
Number of retired or separated participants receiving benefits2020-07-011
Number of other retired or separated participants entitled to future benefits2020-07-0139
Total of all active and inactive participants2020-07-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01107
Number of participants with account balances2020-07-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
2019: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01118
Total number of active participants reported on line 7a of the Form 55002019-07-0178
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-0124
Total of all active and inactive participants2019-07-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01102
Number of participants with account balances2019-07-0156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
2018: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01133
Total number of active participants reported on line 7a of the Form 55002018-07-01102
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-0116
Total of all active and inactive participants2018-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01118
Number of participants with account balances2018-07-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
2017: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01124
Total number of active participants reported on line 7a of the Form 55002017-07-01123
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0110
Total of all active and inactive participants2017-07-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01133
Number of participants with account balances2017-07-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
2016: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01148
Total number of active participants reported on line 7a of the Form 55002016-07-01114
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0110
Total of all active and inactive participants2016-07-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-010
Total participants2016-07-01124
Number of participants with account balances2016-07-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2014: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01152
Total number of active participants reported on line 7a of the Form 55002014-07-0196
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-013
Total of all active and inactive participants2014-07-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-010
Total participants2014-07-0199
Number of participants with account balances2014-07-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01151
Total number of active participants reported on line 7a of the Form 55002013-07-01103
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0149
Total of all active and inactive participants2013-07-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-010
Total participants2013-07-01152
Number of participants with account balances2013-07-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010

Financial Data on EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN

Measure Date Value
2022 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-70,714
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$43,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$30,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$24,711
Value of total assets at end of year2022-06-30$569,832
Value of total assets at beginning of year2022-06-30$684,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$13,612
Total interest from all sources2022-06-30$3,389
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Was this plan covered by a fidelity bond2022-06-30No
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$24,711
Participant contributions at end of year2022-06-30$5,303
Participant contributions at beginning of year2022-06-30$8,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-114,387
Value of net assets at end of year (total assets less liabilities)2022-06-30$569,832
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$684,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$437,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$534,938
Interest on participant loans2022-06-30$331
Interest earned on other investments2022-06-30$3,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$126,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$140,365
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-98,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30Yes
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$30,061
Contract administrator fees2022-06-30$13,612
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30GRAY, BLODGETT & CO PLLC
Accountancy firm EIN2022-06-30731352810
2021 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$199,125
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$54,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$42,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$28,188
Value of total assets at end of year2021-06-30$684,219
Value of total assets at beginning of year2021-06-30$539,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$11,756
Total interest from all sources2021-06-30$4,584
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$1,000,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$28,188
Participant contributions at end of year2021-06-30$8,916
Participant contributions at beginning of year2021-06-30$10,971
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$144,465
Value of net assets at end of year (total assets less liabilities)2021-06-30$684,219
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$539,754
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$534,938
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$417,597
Interest on participant loans2021-06-30$520
Interest earned on other investments2021-06-30$4,064
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$140,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$111,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$166,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30Yes
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$42,904
Contract administrator fees2021-06-30$11,756
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30GRAY, BLODGETT & CO PLLC
Accountancy firm EIN2021-06-30731352810
2020 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$41,615
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$144,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$132,338
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$25,072
Value of total assets at end of year2020-06-30$539,754
Value of total assets at beginning of year2020-06-30$642,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$12,457
Total interest from all sources2020-06-30$4,744
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Was this plan covered by a fidelity bond2020-06-30No
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$25,072
Participant contributions at end of year2020-06-30$10,971
Participant contributions at beginning of year2020-06-30$44,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-103,180
Value of net assets at end of year (total assets less liabilities)2020-06-30$539,754
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$642,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$417,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$460,610
Interest on participant loans2020-06-30$1,513
Interest earned on other investments2020-06-30$3,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$111,186
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$137,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$11,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30Yes
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$132,338
Contract administrator fees2020-06-30$12,457
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30GRAY, BLODGETT & CO PLLC
Accountancy firm EIN2020-06-30731352810
2019 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$59,810
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$40,421
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$26,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$25,814
Value of total assets at end of year2019-06-30$642,934
Value of total assets at beginning of year2019-06-30$623,545
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$14,064
Total interest from all sources2019-06-30$4,275
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$1,000,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$25,814
Participant contributions at end of year2019-06-30$44,369
Participant contributions at beginning of year2019-06-30$20,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$19,389
Value of net assets at end of year (total assets less liabilities)2019-06-30$642,934
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$623,545
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$460,610
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$471,625
Interest on participant loans2019-06-30$752
Interest earned on other investments2019-06-30$3,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$137,955
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$131,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$29,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$26,357
Contract administrator fees2019-06-30$14,064
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BARBARA HENRY, CPA
Accountancy firm EIN2019-06-30731619496
2018 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$117,678
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$50,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$37,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$58,917
Value of total assets at end of year2018-06-30$623,545
Value of total assets at beginning of year2018-06-30$556,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$13,085
Total interest from all sources2018-06-30$4,465
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$1,000,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$58,917
Participant contributions at end of year2018-06-30$20,212
Participant contributions at beginning of year2018-06-30$36,951
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$66,893
Value of net assets at end of year (total assets less liabilities)2018-06-30$623,545
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$556,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$471,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$400,804
Interest on participant loans2018-06-30$1,473
Interest earned on other investments2018-06-30$2,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$131,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$118,897
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$54,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$37,700
Contract administrator fees2018-06-30$13,085
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BARBARA HENRY, CPA
Accountancy firm EIN2018-06-30731619496
2017 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$132,156
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$43,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$33,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$60,428
Value of total assets at end of year2017-06-30$556,652
Value of total assets at beginning of year2017-06-30$468,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$9,974
Total interest from all sources2017-06-30$3,356
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$1,000,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$60,428
Participant contributions at end of year2017-06-30$36,951
Participant contributions at beginning of year2017-06-30$25,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$88,234
Value of net assets at end of year (total assets less liabilities)2017-06-30$556,652
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$468,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$400,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$314,542
Interest on participant loans2017-06-30$843
Interest earned on other investments2017-06-30$2,513
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$118,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$128,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$68,372
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$33,948
Contract administrator fees2017-06-30$9,974
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BARBARA HENRY, CPA
Accountancy firm EIN2017-06-30731619496
2015 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$74,703
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$55,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$45,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$57,127
Value of total assets at end of year2015-06-30$412,096
Value of total assets at beginning of year2015-06-30$392,679
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$10,033
Total interest from all sources2015-06-30$2,804
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$1,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$57,127
Participant contributions at end of year2015-06-30$37,493
Participant contributions at beginning of year2015-06-30$23,139
Participant contributions at end of year2015-06-30$5,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$19,417
Value of net assets at end of year (total assets less liabilities)2015-06-30$412,096
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$392,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$280,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$283,107
Interest on participant loans2015-06-30$704
Interest earned on other investments2015-06-30$2,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$89,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$86,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$14,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30Yes
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$45,253
Contract administrator fees2015-06-30$10,033
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30FINLEY & COOK
Accountancy firm EIN2015-06-30730604334
2014 : EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$107,214
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$36,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$29,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$47,181
Value of total assets at end of year2014-06-30$392,679
Value of total assets at beginning of year2014-06-30$322,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$6,970
Total interest from all sources2014-06-30$2,928
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$1,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$47,181
Participant contributions at end of year2014-06-30$23,139
Participant contributions at beginning of year2014-06-30$35,589
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$70,446
Value of net assets at end of year (total assets less liabilities)2014-06-30$392,679
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$322,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$283,107
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$215,643
Interest on participant loans2014-06-30$964
Interest earned on other investments2014-06-30$1,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$86,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$71,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$57,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$29,798
Contract administrator fees2014-06-30$6,970
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30FINLEY & COOK
Accountancy firm EIN2014-06-30730604334

Form 5500 Responses for EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN

2021: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedYes
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 funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2014: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 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 funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: EASTERN OKLAHOMA YOUTH SERVICES, INC. RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedYes
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 funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered78
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
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?0
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered107
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Are there contracts with allocated funds for individual policies?0
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered102
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
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?0
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered118
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
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?0
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered133
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
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?0
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered99
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number808012
Policy instance 1
Insurance contract or identification number808012
Number of Individuals Covered152
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
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 Administration1
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
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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