401k Plan data: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) plan

OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 401k Plan overview

Plan Name	OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)
Plan identification number	501

OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

OFI GLOBAL ASSET MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: OFI GLOBAL ASSET MANAGEMENT, INC.

Employer identification number (EIN): 132527171

NAIC Classification: 523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2015-01-01 TINA TIMM LISA KADEHJIAN 2016-07-08
501 2014-01-01 TINA TIMM LISA KADEHJIAN 2015-07-27
501 2013-01-01 TINA TIMM LISA KADEHJIAN 2014-07-28
501 2012-01-01 TINA TIMM ANDREW DOYLE 2013-07-31
501 2011-01-01 TINA TIMM ANDREW DOYLE 2012-07-30
501 2010-01-01 TINA TIMM ANDREW DOYLE 2011-09-01
501 2009-01-01 TINA TIMM ANDREW DOYLE 2010-08-02

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2015-01-01	TINA TIMM	LISA KADEHJIAN	2016-07-08
501	2014-01-01	TINA TIMM	LISA KADEHJIAN	2015-07-27
501	2013-01-01	TINA TIMM	LISA KADEHJIAN	2014-07-28
501	2012-01-01	TINA TIMM	ANDREW DOYLE	2013-07-31
501	2011-01-01	TINA TIMM	ANDREW DOYLE	2012-07-30
501	2010-01-01	TINA TIMM	ANDREW DOYLE	2011-09-01
501	2009-01-01	TINA TIMM	ANDREW DOYLE	2010-08-02

Plan Statistics for OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

401k plan membership statisitcs for OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

Measure Date Value
2015: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,018
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,065
Total of all active and inactive participants 2015-01-01 2,065
2014: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,015
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,018
Total of all active and inactive participants 2014-01-01 2,018
2013: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,982
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,008
Total of all active and inactive participants 2013-01-01 2,008
2012: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,813
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 1,971
Total of all active and inactive participants 2012-01-01 1,971
2011: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,628
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 1,813
Total of all active and inactive participants 2011-01-01 1,813
2010: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2010 401k membership
Total participants, beginning-of-year 2010-01-01 2,229
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 1,978
Total of all active and inactive participants 2010-01-01 1,978
2009: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,632
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,229
Total of all active and inactive participants 2009-01-01 2,229

Measure	Date	Value
2015: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,018
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,065
Total of all active and inactive participants	2015-01-01	2,065
2014: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,015
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,018
Total of all active and inactive participants	2014-01-01	2,018
2013: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,982
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,008
Total of all active and inactive participants	2013-01-01	2,008
2012: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,813
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	1,971
Total of all active and inactive participants	2012-01-01	1,971
2011: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,628
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	1,813
Total of all active and inactive participants	2011-01-01	1,813
2010: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2010 401k membership
Total participants, beginning-of-year	2010-01-01	2,229
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	1,978
Total of all active and inactive participants	2010-01-01	1,978
2009: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,632
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,229
Total of all active and inactive participants	2009-01-01	2,229

Form 5500 Responses for OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

2015: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	This submission is the final filing	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

ADDS05573

Policy instance

Insurance contract or identification number	ADDS05573
Number of Individuals Covered	2065
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $76,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HOME OFFICE DIRECT

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

674995G

Policy instance

Insurance contract or identification number	674995G
Number of Individuals Covered	1297
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $17,452
Total amount of fees paid to insurance company	USD $2,566
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $249,317
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,452
Amount paid for insurance broker fees	2479
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	AON RISK SERVICES CENTRAL INC

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-810-253706

Policy instance

Insurance contract or identification number	GF3-810-253706
Number of Individuals Covered	2062
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $6,635
Total amount of fees paid to insurance company	USD $10,200
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $443,982
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,635
Amount paid for insurance broker fees	4451
Additional information about fees paid to insurance broker	AON SPS FEE
Insurance broker organization code?	3
Insurance broker name	AON RISK SERVICES CENTRAL INC

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8120

Policy instance

Insurance contract or identification number	G8120
Number of Individuals Covered	849
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $763,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MICHAEL A BOOK

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8121

Policy instance

Insurance contract or identification number	G8121
Number of Individuals Covered	300
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $296,459
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LCMD-HOME OFFICE GA

FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )

Policy contract number

9907-77-87

Policy instance

Insurance contract or identification number	9907-77-87
Number of Individuals Covered	2065
Insurance policy start date	2015-05-21
Insurance policy end date	2016-05-21
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $21,563
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $86,253
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	21563
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8121

Policy instance

Insurance contract or identification number	G8121
Number of Individuals Covered	286
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $272,756
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LCMD-HOME OFFICE GA

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8120

Policy instance

Insurance contract or identification number	G8120
Number of Individuals Covered	815
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $466,130
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MICHAEL A BOOK

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-810-253706

Policy instance

Insurance contract or identification number	GF3-810-253706
Number of Individuals Covered	2066
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $6,846
Total amount of fees paid to insurance company	USD $6,915
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $424,903
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,846
Amount paid for insurance broker fees	1960
Additional information about fees paid to insurance broker	AON SPS FEE
Insurance broker organization code?	3
Insurance broker name	AON RISK SERVICES CENTRAL INC

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

674995G

Policy instance

Insurance contract or identification number	674995G
Number of Individuals Covered	1273
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $17,155
Total amount of fees paid to insurance company	USD $3,867
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $245,078
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,155
Amount paid for insurance broker fees	3867
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING OF NEW JERSEY INC.

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

ADDS05573

Policy instance

Insurance contract or identification number	ADDS05573
Number of Individuals Covered	2018
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $73,715
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	HOME OFFICE DIRECT

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )

Policy contract number

ADD N04248636

Policy instance

Insurance contract or identification number	ADD N04248636
Number of Individuals Covered	2018
Insurance policy start date	2014-05-21
Insurance policy end date	2015-05-21
Total amount of commissions paid to insurance broker	USD $8,094
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	BUSINESS TRAVEL ACCIDENT AD&D
Welfare Benefit Premiums Paid to Carrier	USD $26,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,094
Additional information about fees paid to insurance broker	SERVICES
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )

Policy contract number

ADD N04248636

Policy instance

Insurance contract or identification number	ADD N04248636
Number of Individuals Covered	2008
Insurance policy start date	2013-05-21
Insurance policy end date	2014-05-21
Total amount of commissions paid to insurance broker	USD $8,094
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	BUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to Carrier	USD $26,981
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,094
Additional information about fees paid to insurance broker	SERVICES
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8121

Policy instance

Insurance contract or identification number	G8121
Number of Individuals Covered	264
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $110
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $231,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55
Insurance broker organization code?	3
Insurance broker name	MARSH EXECUTIVE BENEFITS INC

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-810-253706

Policy instance

Insurance contract or identification number	GF3-810-253706
Number of Individuals Covered	2035
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $5,983
Total amount of fees paid to insurance company	USD $3,243
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $401,220
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,983
Amount paid for insurance broker fees	3243
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

674995G

Policy instance

Insurance contract or identification number	674995G
Number of Individuals Covered	1350
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $17,048
Total amount of fees paid to insurance company	USD $3,094
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $243,536
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,048
Amount paid for insurance broker fees	3094
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING OF NEW JERSEY INC.

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

ADDS05573

Policy instance

Insurance contract or identification number	ADDS05573
Number of Individuals Covered	2008
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $69,456
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICES
Insurance broker organization code?	3
Insurance broker name	HOME OFFICE DIRECT

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8120

Policy instance

Insurance contract or identification number	G8120
Number of Individuals Covered	762
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $100
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $410,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50
Insurance broker organization code?	3
Insurance broker name	MICHAEL A BOOK

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

ADDS05573

Policy instance

Insurance contract or identification number	ADDS05573
Number of Individuals Covered	1971
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $59,831
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $0
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	SERVICES
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )

Policy contract number

ADD N04248636

Policy instance

Insurance contract or identification number	ADD N04248636
Number of Individuals Covered	1971
Insurance policy start date	2012-05-21
Insurance policy end date	2013-05-21
Total amount of commissions paid to insurance broker	USD $9,523
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	BUSINESS TRAVEL ACCIDENT
Welfare Benefit Premiums Paid to Carrier	USD $31,742
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,523
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8121

Policy instance

Insurance contract or identification number	G8121
Number of Individuals Covered	261
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $110
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $221,193
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $55
Insurance broker organization code?	3
Insurance broker name	MARSH EXECUTIVE BENEFITS INC

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-810-253706

Policy instance

Insurance contract or identification number	GF3-810-253706
Number of Individuals Covered	1971
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,222
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $381,828
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,222
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8120

Policy instance

Insurance contract or identification number	G8120
Number of Individuals Covered	714
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $100
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $377,433
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $50
Insurance broker organization code?	3
Insurance broker name	MARSH EXECUTIVE BENEFITS INC

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

674995G

Policy instance

Insurance contract or identification number	674995G
Number of Individuals Covered	1275
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,794
Total amount of fees paid to insurance company	USD $4,078
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $225,626
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,794
Amount paid for insurance broker fees	4078
Insurance broker organization code?	3
Insurance broker name	AON CONSULTING OF NEW JERSEY INC.

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

674995G

Policy instance

Insurance contract or identification number	674995G
Number of Individuals Covered	1388
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $16,793
Total amount of fees paid to insurance company	USD $2,365
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $239,898
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-810-253706

Policy instance

Insurance contract or identification number	GF3-810-253706
Number of Individuals Covered	1813
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $6,142
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $369,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8120

Policy instance

Insurance contract or identification number	G8120
Number of Individuals Covered	648
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $100
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $353,935
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8121

Policy instance

Insurance contract or identification number	G8121
Number of Individuals Covered	250
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $110
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $218,602
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

ADDS05573

Policy instance

Insurance contract or identification number	ADDS05573
Number of Individuals Covered	1813
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $63,339
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )

Policy contract number

ADD N04248636

Policy instance

Insurance contract or identification number	ADD N04248636
Number of Individuals Covered	1813
Insurance policy start date	2011-05-21
Insurance policy end date	2012-05-21
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	BUSINESS TRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

ACE AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 22667 )

Policy contract number

ADD N04248636

Policy instance

Insurance contract or identification number	ADD N04248636
Number of Individuals Covered	1978
Insurance policy start date	2010-05-21
Insurance policy end date	2011-05-21
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	BUSINESS TRAVEL ACCIDENT
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8121

Policy instance

Insurance contract or identification number	G8121
Number of Individuals Covered	253
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $182,423
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )

Policy contract number

GF3-810-253706

Policy instance

Insurance contract or identification number	GF3-810-253706
Number of Individuals Covered	1978
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $5,644
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Long Term Disability Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $446,591
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

674995G

Policy instance

Insurance contract or identification number	674995G
Number of Individuals Covered	1550
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $17,202
Total amount of fees paid to insurance company	USD $2,071
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $245,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )

Policy contract number

ADDS05573

Policy instance

Insurance contract or identification number	ADDS05573
Number of Individuals Covered	1978
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Other welfare benefits provided	ACCIDENTAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to Carrier	USD $67,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

G8120

Policy instance

Insurance contract or identification number	G8120
Number of Individuals Covered	631
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Life Insurance Welfare Benefit	Yes
Welfare Benefit Premiums Paid to Carrier	USD $287,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OFI GLOBAL ASSET MANAGEMENT, INC.
Employer identification number (EIN):	132527171
NAIC Classification:	523900