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| Plan Name | OZARK NATIONAL LIFE INSURANCE COMPANY EMPLOYEES SAVINGS TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
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| Company Name: | OZARK NATIONAL LIFE INSURANCE COMPANY |
| Employer identification number (EIN): | 430812448 |
| NAIC Classification: | 524140 |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2020-01-01 | JILL THOMPSON | 2021-08-27 | ||
| 001 | 2019-01-01 | JILL THOMPSON | 2020-07-31 | ||
| 001 | 2018-01-01 | JILL THOMPSON | 2019-07-11 | ||
| 001 | 2017-01-01 | DAVID MELTON | 2018-10-09 | ||
| 001 | 2016-01-01 | JILL E THOMPSON | 2017-06-13 | ||
| 001 | 2015-01-01 | JILL E. THOMPSON | 2016-07-22 | ||
| 001 | 2013-01-01 | JILL E. THOMPSON | 2014-06-24 | ||
| 001 | 2012-01-01 | JILL E. THOMPSON | 2013-06-13 | ||
| 001 | 2011-01-01 | JILL E. THOMPSON | 2012-07-24 | ||
| 001 | 2010-01-01 | JILL THOMPSON | 2011-07-14 | ||
| 001 | 2009-01-01 | JAMES T. EMERSON |
| Measure | Date | Value |
|---|---|---|
| 2025: OZARK NATIONAL LIFE INSURANCE COMPANY EMPLOYEES SAVINGS TRUST 2025 401k membership | ||
| Total number of particpants at beginning of year | 2025-03-18 | 65 |
| Total number of particpants at end of year | 2025-03-18 | 0 |
| Number of Participants With Account Balances | 2025-03-18 | 0 |
| 2009: OZARK NATIONAL LIFE INSURANCE COMPANY EMPLOYEES SAVINGS TRUST 2009 401k membership | ||
| Total participants, beginning-of-year | 2009-01-01 | 62 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 65 |
| 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 | 1 |
| Total of all active and inactive participants | 2009-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 66 |
| Number of participants with account balances | 2009-01-01 | 35 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|---|---|
| 2025 : OZARK NATIONAL LIFE INSURANCE COMPANY EMPLOYEES SAVINGS TRUST 2025 401k financial data | ||
| Total transfers to/from plan in this plan year | 2025-03-18 | -3361441 |
| Total liabilities as of the end of the plan year | 2025-03-18 | 0 |
| Total expenses incurred by plan in this plan year | 2025-03-18 | 247712 |
| Net assets as of the end of the plan year | 2025-03-18 | 0 |
| Total assets as of the beginning of the plan year | 2025-03-18 | 2798552 |
| Value of plan covered by a fidelity bond | 2025-03-18 | 1500000 |
| Participant contributions to plan in this plan year | 2025-03-18 | 110097 |
| Other income to plan in this plan year | 2025-03-18 | 474805 |
| Plan net income in this plan year | 2025-03-18 | 562889 |
| Net assets as of the end of the plan year | 2025-03-18 | 0 |
| Net assets as of the beginning of the plan year | 2025-03-18 | 2798552 |
| Employer contributions to plan in this plan year | 2025-03-18 | 225699 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-03-18 | 4413 |
| 2009: OZARK NATIONAL LIFE INSURANCE COMPANY EMPLOYEES SAVINGS TRUST 2009 form 5500 responses | ||
|---|---|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | First time form 5500 has been submitted | Yes |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
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