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OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 401k Plan overview

Plan NameOAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN
Plan identification number 502

OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

OAK VIEW GROUP LLC has sponsored the creation of one or more 401k plans.

Company Name:OAK VIEW GROUP LLC
Employer identification number (EIN):371786932
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about OAK VIEW GROUP LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 5710010

More information about OAK VIEW GROUP LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-06-01JULIA PEDLOW SCHOONOVER2023-10-09
5022020-06-01STEVEN SELCER2021-11-03
5022019-06-01STEVEN R. SELCER2020-11-13
5022018-06-01STEVEN R. SELCER2019-12-20

Plan Statistics for OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN

401k plan membership statisitcs for OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN

Measure Date Value
2022: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2022 401k membership
Total participants, beginning-of-year2022-06-01268
Total number of active participants reported on line 7a of the Form 55002022-06-01389
Number of retired or separated participants receiving benefits2022-06-010
Number of other retired or separated participants entitled to future benefits2022-06-010
Total of all active and inactive participants2022-06-01389
2020: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01181
Total number of active participants reported on line 7a of the Form 55002020-06-01131
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-010
Total of all active and inactive participants2020-06-01131
Number of employers contributing to the scheme2020-06-010
2019: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01157
Total number of active participants reported on line 7a of the Form 55002019-06-01183
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-010
Total of all active and inactive participants2019-06-01183
Number of employers contributing to the scheme2019-06-010
2018: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01117
Total number of active participants reported on line 7a of the Form 55002018-06-01157
Number of retired or separated participants receiving benefits2018-06-010
Number of other retired or separated participants entitled to future benefits2018-06-010
Total of all active and inactive participants2018-06-01157
Number of employers contributing to the scheme2018-06-010

Form 5500 Responses for OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN

2022: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2022 form 5500 responses
2022-06-01Type of plan entitySingle employer plan
2022-06-01Submission has been amendedNo
2022-06-01This submission is the final filingYes
2022-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-06-01Plan is a collectively bargained planNo
2022-06-01Plan funding arrangement – InsuranceYes
2022-06-01Plan benefit arrangement – InsuranceYes
2020: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Plan funding arrangement – InsuranceYes
2020-06-01Plan benefit arrangement – InsuranceYes
2019: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Plan funding arrangement – InsuranceYes
2019-06-01Plan benefit arrangement – InsuranceYes
2018: OAK VIEW GROUP LLC DENTAL LTD VOL LIFE VOL AD&D PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01First time form 5500 has been submittedYes
2018-06-01Plan funding arrangement – InsuranceYes
2018-06-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1093744
Policy instance 1
Insurance contract or identification number1093744
Number of Individuals Covered738
Insurance policy start date2022-06-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,489
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT
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 $340,707
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,142
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3341768
Policy instance 2
Insurance contract or identification number3341768
Number of Individuals Covered359
Insurance policy start date2022-06-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $141,278
Total amount of fees paid to insurance companyUSD $34,940
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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 $3,518,642
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,290
Amount paid for insurance broker fees602
Additional information about fees paid to insurance brokerSERVICE/GENERAL AGENT PAYMENTS
Insurance broker organization code?3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number1093744
Policy instance 1
Insurance contract or identification number1093744
Number of Individuals Covered326
Insurance policy start date2020-06-01
Insurance policy end date2021-05-31
Total amount of commissions paid to insurance brokerUSD $23,761
Total amount of fees paid to insurance companyUSD $11,292
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $250,782
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,390
Amount paid for insurance broker fees11292
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1093744
Policy instance 1
Insurance contract or identification number1093744
Number of Individuals Covered387
Insurance policy start date2019-06-01
Insurance policy end date2020-05-31
Total amount of commissions paid to insurance brokerUSD $28,260
Total amount of fees paid to insurance companyUSD $16,631
Dental Insurance Welfare BenefitYes
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT, ACCIDENT
Welfare Benefit Premiums Paid to CarrierUSD $284,572
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,966
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerBONUS
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1093744
Policy instance 1
Insurance contract or identification number1093744
Number of Individuals Covered323
Insurance policy start date2018-06-01
Insurance policy end date2019-05-31
Total amount of commissions paid to insurance brokerUSD $12,040
Total amount of fees paid to insurance companyUSD $14,295
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $200,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees14295
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3

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