401k Plan data: OPEN LINK GROUP HEALTH PLAN plan

OPEN LINK GROUP HEALTH PLAN 401k Plan overview

Plan Name	OPEN LINK GROUP HEALTH PLAN
Plan identification number	501

OPEN LINK GROUP HEALTH PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Vision

401k Sponsoring company profile

OPEN LINK FINANCIAL LLC has sponsored the creation of one or more 401k plans.

Company Name: OPEN LINK FINANCIAL LLC

Employer identification number (EIN): 113125557

NAIC Classification: 541512
NAIC Description: Computer Systems Design Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPEN LINK GROUP HEALTH PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2014-11-01 CAROL FRASER
501 2013-11-01 CAROL FRASER
501 2012-11-01 CAROL FRASER 2014-05-30 CAROL FRASER 2014-05-30
501 2011-11-01 DIANE MONTARULI DIANE MONTARULI 2013-08-09
501 2010-11-01 DIANE W. MONTARULI DIANE W. MONTARULI 2012-08-09
501 2009-11-01 DIANE MONTARULI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
501	2014-11-01	CAROL FRASER
501	2013-11-01	CAROL FRASER
501	2012-11-01	CAROL FRASER	2014-05-30	CAROL FRASER	2014-05-30
501	2011-11-01	DIANE MONTARULI		DIANE MONTARULI	2013-08-09
501	2010-11-01	DIANE W. MONTARULI		DIANE W. MONTARULI	2012-08-09
501	2009-11-01	DIANE MONTARULI

Plan Statistics for OPEN LINK GROUP HEALTH PLAN

401k plan membership statisitcs for OPEN LINK GROUP HEALTH PLAN

Measure Date Value
2014: OPEN LINK GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year 2014-11-01 660
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 0
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 0
Total of all active and inactive participants 2014-11-01 0
2013: OPEN LINK GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year 2013-11-01 633
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 662
Number of retired or separated participants receiving benefits 2013-11-01 15
Number of other retired or separated participants entitled to future benefits 2013-11-01 0
Total of all active and inactive participants 2013-11-01 677
2012: OPEN LINK GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year 2012-11-01 727
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 643
Number of retired or separated participants receiving benefits 2012-11-01 16
Number of other retired or separated participants entitled to future benefits 2012-11-01 0
Total of all active and inactive participants 2012-11-01 659
2011: OPEN LINK GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year 2011-11-01 559
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 570
Number of retired or separated participants receiving benefits 2011-11-01 5
Number of other retired or separated participants entitled to future benefits 2011-11-01 0
Total of all active and inactive participants 2011-11-01 575
2010: OPEN LINK GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year 2010-11-01 514
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 516
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 0
Total of all active and inactive participants 2010-11-01 516
2009: OPEN LINK GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 480
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 514
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 0
Total of all active and inactive participants 2009-11-01 514

Measure	Date	Value
2014: OPEN LINK GROUP HEALTH PLAN 2014 401k membership
Total participants, beginning-of-year	2014-11-01	660
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	0
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	0
Total of all active and inactive participants	2014-11-01	0
2013: OPEN LINK GROUP HEALTH PLAN 2013 401k membership
Total participants, beginning-of-year	2013-11-01	633
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	662
Number of retired or separated participants receiving benefits	2013-11-01	15
Number of other retired or separated participants entitled to future benefits	2013-11-01	0
Total of all active and inactive participants	2013-11-01	677
2012: OPEN LINK GROUP HEALTH PLAN 2012 401k membership
Total participants, beginning-of-year	2012-11-01	727
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	643
Number of retired or separated participants receiving benefits	2012-11-01	16
Number of other retired or separated participants entitled to future benefits	2012-11-01	0
Total of all active and inactive participants	2012-11-01	659
2011: OPEN LINK GROUP HEALTH PLAN 2011 401k membership
Total participants, beginning-of-year	2011-11-01	559
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	570
Number of retired or separated participants receiving benefits	2011-11-01	5
Number of other retired or separated participants entitled to future benefits	2011-11-01	0
Total of all active and inactive participants	2011-11-01	575
2010: OPEN LINK GROUP HEALTH PLAN 2010 401k membership
Total participants, beginning-of-year	2010-11-01	514
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	516
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	0
Total of all active and inactive participants	2010-11-01	516
2009: OPEN LINK GROUP HEALTH PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	480
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	514
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	0
Total of all active and inactive participants	2009-11-01	514

Form 5500 Responses for OPEN LINK GROUP HEALTH PLAN

2014: OPEN LINK GROUP HEALTH PLAN 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	Yes
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: OPEN LINK GROUP HEALTH PLAN 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: OPEN LINK GROUP HEALTH PLAN 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: OPEN LINK GROUP HEALTH PLAN 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: OPEN LINK GROUP HEALTH PLAN 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Insurance	Yes
2010-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-11-01	Plan benefit arrangement – Insurance	Yes
2010-11-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: OPEN LINK GROUP HEALTH PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement – General assets of the sponsor	Yes

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Company Name:	OPEN LINK FINANCIAL LLC
Employer identification number (EIN):	113125557
NAIC Classification:	541512
NAIC Description:	Computer Systems Design Services