?>
Logo

403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC.
Plan identification number 001

403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.

401k Sponsoring company profile

OKLAHOMA PHILHARMONIC SOCIETY, INC. has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA PHILHARMONIC SOCIETY, INC.
Employer identification number (EIN):731328565
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012011-01-01DANIEL HARDT2012-10-09
0012006-01-01DANIEL HARDT

Plan Statistics for 403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC.

Measure Date Value
2006: 403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC. 2006 401k membership
Total participants, beginning-of-year2006-01-0111
Total number of active participants reported on line 7a of the Form 55002006-01-0111
Number of retired or separated participants receiving benefits2006-01-010
Number of other retired or separated participants entitled to future benefits2006-01-010
Total of all active and inactive participants2006-01-0111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2006-01-010
Total participants2006-01-0111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2006-01-010

Form 5500 Responses for 403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC.

2006: 403(B) THRIFT PLAN OF OKLAHOMA PHILHARMONIC SOCIETY, INC. 2006 form 5500 responses
2006-01-01Type of plan entitySingle employer plan
2006-01-01Submission has been amendedNo
2006-01-01This submission is the final filingNo
2006-01-01This return/report is a short plan year return/report (less than 12 months)No
2006-01-01Plan is a collectively bargained planNo
2006-01-01Plan funding arrangement – InsuranceYes
2006-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR03027648
Policy instance 1
Insurance contract or identification numberVR03027648
Number of Individuals Covered15
Insurance policy start date2008-01-01
Insurance policy end date2008-12-31
Total amount of commissions paid to insurance brokerUSD $3,718
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,718
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR03027648
Policy instance 1
Insurance contract or identification numberVR03027648
Number of Individuals Covered12
Insurance policy start date2007-01-01
Insurance policy end date2007-12-31
Total amount of commissions paid to insurance brokerUSD $3,291
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,291
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR03027648
Policy instance 1
Insurance contract or identification numberVR03027648
Number of Individuals Covered11
Insurance policy start date2006-01-01
Insurance policy end date2006-12-31
Total amount of commissions paid to insurance brokerUSD $2,529
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,529
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR03027648
Policy instance 1
Insurance contract or identification numberVR03027648
Number of Individuals Covered9
Insurance policy start date2005-01-01
Insurance policy end date2005-12-31
Total amount of commissions paid to insurance brokerUSD $1,355
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,355
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR03027648
Policy instance 1
Insurance contract or identification numberVR03027648
Number of Individuals Covered5
Insurance policy start date2004-01-01
Insurance policy end date2004-12-31
Total amount of commissions paid to insurance brokerUSD $1,577
Are there contracts with allocated funds for individual policies?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,577
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA, INC
PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )
Policy contract numberVR03027648
Policy instance 1
Insurance contract or identification numberVR03027648
Number of Individuals Covered5
Insurance policy start date2003-01-01
Insurance policy end date2003-12-31
Total amount of commissions paid to insurance brokerUSD $1,556
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,556
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameSECURITIES AMERICA INC

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3