OSBORNE COMPANIES has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2019: OSCO 401K PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 0 |
| Number of participants with account balances | 2019-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: OSCO 401K PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 6 |
| Total of all active and inactive participants | 2018-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 22 |
| Number of participants with account balances | 2018-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: OSCO 401K PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 22 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 4 |
| Total of all active and inactive participants | 2017-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 21 |
| Number of participants with account balances | 2017-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 3 |
| 2016: OSCO 401K PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 18 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
| Total of all active and inactive participants | 2016-01-01 | 22 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 22 |
| Number of participants with account balances | 2016-01-01 | 22 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: OSCO 401K PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 16 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
| Total of all active and inactive participants | 2015-01-01 | 18 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 18 |
| Number of participants with account balances | 2015-01-01 | 18 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
| 2014: OSCO 401K PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 20 |
| Number of participants with account balances | 2014-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: OSCO 401K PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 21 |
| Number of participants with account balances | 2013-01-01 | 21 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: OSCO 401K PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 20 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 20 |
| Number of participants with account balances | 2012-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: OSCO 401K PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 21 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 19 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 20 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 20 |
| Number of participants with account balances | 2011-01-01 | 20 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: OSCO 401K PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 24 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 20 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 21 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 21 |
| Number of participants with account balances | 2010-01-01 | 21 |
| 2009: OSCO 401K PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 3 |
| Total of all active and inactive participants | 2009-01-01 | 24 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 24 |
| Number of participants with account balances | 2009-01-01 | 24 |
| Measure | Date | Value |
|---|
| 2019 : OSCO 401K PLAN 2019 401k financial data |
|---|
| Transfers to/from the plan | 2019-12-31 | $-5,558,936 |
| Total income from all sources | 2019-12-31 | $0 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $0 |
| Total plan assets at end of year | 2019-12-31 | $0 |
| Total plan assets at beginning of year | 2019-12-31 | $5,558,936 |
| Value of fidelity bond covering the plan | 2019-12-31 | $1,000,000 |
| Net income (gross income less expenses) | 2019-12-31 | $0 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,558,936 |
| Assets. Value of participant loans | 2019-12-31 | $0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : OSCO 401K PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $373,669 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $325,962 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $309,164 |
| Total plan assets at end of year | 2018-12-31 | $5,558,936 |
| Total plan assets at beginning of year | 2018-12-31 | $5,511,229 |
| Value of fidelity bond covering the plan | 2018-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $66,952 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $16,798 |
| Other income received | 2018-12-31 | $-63,377 |
| Net income (gross income less expenses) | 2018-12-31 | $47,707 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,558,936 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,511,229 |
| Assets. Value of participant loans | 2018-12-31 | $5,988 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $370,094 |
| 2017 : OSCO 401K PLAN 2017 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2017-12-31 | $3,650 |
| Total income from all sources | 2017-12-31 | $670,654 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $609,752 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $592,735 |
| Total plan assets at end of year | 2017-12-31 | $5,511,229 |
| Total plan assets at beginning of year | 2017-12-31 | $5,453,977 |
| Value of fidelity bond covering the plan | 2017-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $75,358 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $17,017 |
| Other income received | 2017-12-31 | $329,984 |
| Net income (gross income less expenses) | 2017-12-31 | $60,902 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,511,229 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,450,327 |
| Assets. Value of participant loans | 2017-12-31 | $8,742 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $265,312 |
| 2016 : OSCO 401K PLAN 2016 401k financial data |
|---|
| Total plan liabilities at end of year | 2016-12-31 | $3,650 |
| Total plan liabilities at beginning of year | 2016-12-31 | $12,271 |
| Total income from all sources | 2016-12-31 | $489,637 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $16,861 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $546 |
| Total plan assets at end of year | 2016-12-31 | $5,453,977 |
| Total plan assets at beginning of year | 2016-12-31 | $4,989,822 |
| Value of fidelity bond covering the plan | 2016-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $91,009 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $16,315 |
| Other income received | 2016-12-31 | $136,097 |
| Net income (gross income less expenses) | 2016-12-31 | $472,776 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $5,450,327 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,977,551 |
| Assets. Value of participant loans | 2016-12-31 | $17,815 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $262,531 |
| 2015 : OSCO 401K PLAN 2015 401k financial data |
|---|
| Total plan liabilities at end of year | 2015-12-31 | $12,271 |
| Total plan liabilities at beginning of year | 2015-12-31 | $9,668 |
| Total income from all sources | 2015-12-31 | $361,653 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $1,425,274 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $1,410,014 |
| Total plan assets at end of year | 2015-12-31 | $4,989,822 |
| Total plan assets at beginning of year | 2015-12-31 | $6,050,840 |
| Value of fidelity bond covering the plan | 2015-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $80,590 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $15,260 |
| Other income received | 2015-12-31 | $44,470 |
| Net income (gross income less expenses) | 2015-12-31 | $-1,063,621 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,977,551 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $6,041,172 |
| Assets. Value of participant loans | 2015-12-31 | $13,698 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $236,593 |
| 2014 : OSCO 401K PLAN 2014 401k financial data |
|---|
| Total plan liabilities at end of year | 2014-12-31 | $9,668 |
| Total plan liabilities at beginning of year | 2014-12-31 | $59 |
| Total income from all sources | 2014-12-31 | $462,063 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $151,610 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $133,950 |
| Total plan assets at end of year | 2014-12-31 | $6,050,840 |
| Total plan assets at beginning of year | 2014-12-31 | $5,730,778 |
| Value of fidelity bond covering the plan | 2014-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $102,775 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $17,660 |
| Other income received | 2014-12-31 | $146,009 |
| Net income (gross income less expenses) | 2014-12-31 | $310,453 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $6,041,172 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,730,719 |
| Assets. Value of participant loans | 2014-12-31 | $21,741 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $213,279 |
| 2013 : OSCO 401K PLAN 2013 401k financial data |
|---|
| Total plan liabilities at end of year | 2013-12-31 | $59 |
| Total plan liabilities at beginning of year | 2013-12-31 | $12,572 |
| Total income from all sources | 2013-12-31 | $639,423 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $329,496 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $307,924 |
| Total plan assets at end of year | 2013-12-31 | $5,730,778 |
| Total plan assets at beginning of year | 2013-12-31 | $5,433,364 |
| Value of fidelity bond covering the plan | 2013-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $113,651 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $21,572 |
| Other income received | 2013-12-31 | $312,252 |
| Net income (gross income less expenses) | 2013-12-31 | $309,927 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $5,730,719 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $5,420,792 |
| Assets. Value of participant loans | 2013-12-31 | $47,330 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $213,520 |
| 2012 : OSCO 401K PLAN 2012 401k financial data |
|---|
| Total plan liabilities at end of year | 2012-12-31 | $12,572 |
| Total income from all sources | 2012-12-31 | $585,727 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $18,558 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $1,735 |
| Total plan assets at end of year | 2012-12-31 | $5,433,364 |
| Total plan assets at beginning of year | 2012-12-31 | $4,853,623 |
| Value of fidelity bond covering the plan | 2012-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $107,664 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $16,823 |
| Other income received | 2012-12-31 | $215,879 |
| Net income (gross income less expenses) | 2012-12-31 | $567,169 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $5,420,792 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,853,623 |
| Assets. Value of participant loans | 2012-12-31 | $48,662 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $262,184 |
| 2011 : OSCO 401K PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $12,470 |
| Total income from all sources | 2011-12-31 | $305,017 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $402,416 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $387,251 |
| Total plan assets at end of year | 2011-12-31 | $4,853,623 |
| Total plan assets at beginning of year | 2011-12-31 | $4,963,492 |
| Value of fidelity bond covering the plan | 2011-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $71,939 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $15,165 |
| Other income received | 2011-12-31 | $21,507 |
| Net income (gross income less expenses) | 2011-12-31 | $-97,399 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $4,853,623 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,951,022 |
| Assets. Value of participant loans | 2011-12-31 | $86,186 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $211,571 |
| 2010 : OSCO 401K PLAN 2010 401k financial data |
|---|
| Total plan liabilities at end of year | 2010-12-31 | $12,470 |
| Total income from all sources | 2010-12-31 | $448,579 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $285,448 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $269,132 |
| Total plan assets at end of year | 2010-12-31 | $4,963,492 |
| Total plan assets at beginning of year | 2010-12-31 | $4,787,891 |
| Value of fidelity bond covering the plan | 2010-12-31 | $500,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $79,343 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $16,316 |
| Other income received | 2010-12-31 | $216,905 |
| Net income (gross income less expenses) | 2010-12-31 | $163,131 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,951,022 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,787,891 |
| Assets. Value of participant loans | 2010-12-31 | $74,238 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $152,331 |
| 2019: OSCO 401K PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | Yes |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: OSCO 401K PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: OSCO 401K PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: OSCO 401K PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: OSCO 401K 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 – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OSCO 401K PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OSCO 401K PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OSCO 401K 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 – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OSCO 401K 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 – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OSCO 401K 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 – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OSCO 401K PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 4 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Are there contracts with allocated funds for individual policies? | 1 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 5 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | 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 |
|
| NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 ) |
| Policy contract number | PO1897 |
| Policy instance | 1 |
| Insurance contract or identification number | PO1897 | | Number of Individuals Covered | 6 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | 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 | | Insurance broker organization code? | 3 | | Insurance broker name | BAKER DAVID CHARLES |
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