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OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 401k Plan overview

Plan NameOZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN
Plan identification number 005

OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN Benefits

401k Plan TypeOther Pension Benefit
Plan Features/Benefits
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.

401k Sponsoring company profile

OZARK NATIONAL LIFE INSURANCE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:OZARK NATIONAL LIFE INSURANCE COMPANY
Employer identification number (EIN):430812448
NAIC Classification:524140

Additional information about OZARK NATIONAL LIFE INSURANCE COMPANY

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 787709

More information about OZARK NATIONAL LIFE INSURANCE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052024-01-01JILL THOMPSON
0052023-01-01
0052023-01-01JILL THOMPSON
0052022-01-01
0052022-01-01JILL THOMPSON
0052021-01-01
0052021-01-01JILL THOMPSON
0052020-01-01
0052019-01-01
0052018-01-01JILL THOMPSON
0052017-01-01JILL THOMPSON
0052016-01-01JILL THOMPSON
0052015-01-01JILL THOMPSON
0052014-01-01JILL THOMPSON
0052013-01-01JILL THOMPSON
0052012-01-01JILL THOMPSON
0052011-01-01JILL THOMPSON
0052010-01-01JILL THOMPSON
0052009-01-01TIM EMERSON
0052009-01-01 TIM EMERSON2010-07-15

Plan Statistics for OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

401k plan membership statisitcs for OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

Measure Date Value
2023: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-013
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-011
Number of other retired or separated participants entitled to future benefits2023-01-011
Total of all active and inactive participants2023-01-013
Total participants2023-01-013
2022: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013
Total number of active participants reported on line 7a of the Form 55002022-01-011
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-011
Total of all active and inactive participants2022-01-013
Total participants2022-01-013
2021: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-014
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-013
Total participants2021-01-013
2020: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-014
Total number of active participants reported on line 7a of the Form 55002020-01-011
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-011
Total of all active and inactive participants2020-01-014
Total participants2020-01-014
2019: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-014
Total number of active participants reported on line 7a of the Form 55002019-01-012
Number of retired or separated participants receiving benefits2019-01-012
Total of all active and inactive participants2019-01-014
Total participants2019-01-014
2018: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014
Total number of active participants reported on line 7a of the Form 55002018-01-013
Number of retired or separated participants receiving benefits2018-01-011
Total of all active and inactive participants2018-01-014
Total participants2018-01-014
2017: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014
Total number of active participants reported on line 7a of the Form 55002017-01-013
Number of retired or separated participants receiving benefits2017-01-011
Total of all active and inactive participants2017-01-014
Total participants2017-01-014
2016: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014
Total number of active participants reported on line 7a of the Form 55002016-01-013
Number of retired or separated participants receiving benefits2016-01-011
Total of all active and inactive participants2016-01-014
Total participants2016-01-014
2015: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014
Total number of active participants reported on line 7a of the Form 55002015-01-013
Number of retired or separated participants receiving benefits2015-01-011
Total of all active and inactive participants2015-01-014
Total participants2015-01-014
2014: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014
Total number of active participants reported on line 7a of the Form 55002014-01-013
Number of retired or separated participants receiving benefits2014-01-011
Total of all active and inactive participants2014-01-014
Total participants2014-01-014
2013: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014
Total number of active participants reported on line 7a of the Form 55002013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-011
Total of all active and inactive participants2013-01-014
Total participants2013-01-014
2012: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013
Total number of active participants reported on line 7a of the Form 55002012-01-014
Total of all active and inactive participants2012-01-014
Total participants2012-01-014
2011: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013
Total number of active participants reported on line 7a of the Form 55002011-01-013
Total of all active and inactive participants2011-01-013
Total participants2011-01-013
2010: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-013
Total number of active participants reported on line 7a of the Form 55002010-01-013
Total of all active and inactive participants2010-01-013
Total participants2010-01-013
2009: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0194
Total number of active participants reported on line 7a of the Form 55002009-01-013
Total of all active and inactive participants2009-01-013
Total participants2009-01-013

Form 5500 Responses for OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN

2023: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – General assets of the sponsorYes
2023-01-01Plan benefit arrangement – General assets of the sponsorYes
2022: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2010: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: OZARK NATIONAL LIFE AND AFFILIATES SUPPLEMENTAL EXECUTIVE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

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