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THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 401k Plan overview

Plan NameTHE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN
Plan identification number 503

THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Dental
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

THE OAKRIDGE SCHOOL has sponsored the creation of one or more 401k plans.

Company Name:THE OAKRIDGE SCHOOL
Employer identification number (EIN):751656802
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032017-10-01KATHY GAMILL KATHY GAMILL2019-03-20
5032017-10-01
5032016-10-01
5032015-10-01
5032013-10-01KATHY GAMILL

Plan Statistics for THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN

401k plan membership statisitcs for THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN

Measure Date Value
2017: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01104
Total number of active participants reported on line 7a of the Form 55002017-10-0196
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-010
Total of all active and inactive participants2017-10-0196
2016: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01113
Total number of active participants reported on line 7a of the Form 55002016-10-01102
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-010
Total of all active and inactive participants2016-10-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01102
2015: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01103
Total number of active participants reported on line 7a of the Form 55002015-10-01102
Number of retired or separated participants receiving benefits2015-10-013
Total of all active and inactive participants2015-10-01105
2013: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01101
Total number of active participants reported on line 7a of the Form 55002013-10-0198
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-010
Total of all active and inactive participants2013-10-0198

Form 5500 Responses for THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN

2017: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan benefit arrangement – InsuranceYes
2013: THE OAKRIDGE SCHOOL DENTAL INSURANCE PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )
Policy contract number64720000
Policy instance 1
Insurance contract or identification number64720000
Number of Individuals Covered96
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $4,286
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 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 BenefitNo
Dental Insurance Welfare BenefitYes
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 $61,468
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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