401k Plan data: OOIDA MEMBER MEDICAL BENEFITS PLAN plan

OOIDA MEMBER MEDICAL BENEFITS PLAN 401k Plan overview

Plan Name	OOIDA MEMBER MEDICAL BENEFITS PLAN
Plan identification number	777

OOIDA MEMBER MEDICAL BENEFITS PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance

401k Sponsoring company profile

OWNER OPERATOR INDEPENDENT DRIVERS has sponsored the creation of one or more 401k plans.

Company Name: OWNER OPERATOR INDEPENDENT DRIVERS

Employer identification number (EIN): 431085960

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OOIDA MEMBER MEDICAL BENEFITS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
777 2014-01-01 YVONNE G. BROWNELL
777 2013-01-01 YVONNE G. BROWNELL
777 2012-01-01 ALAN W. GROESBECK
777 2011-01-01 ALAN W GROESBECK
777 2009-01-01 ALAN GROESBECK

Plan id#	Filing Submission Date	Name of Administrator
777	2014-01-01	YVONNE G. BROWNELL
777	2013-01-01	YVONNE G. BROWNELL
777	2012-01-01	ALAN W. GROESBECK
777	2011-01-01	ALAN W GROESBECK
777	2009-01-01	ALAN GROESBECK

Plan Statistics for OOIDA MEMBER MEDICAL BENEFITS PLAN

401k plan membership statisitcs for OOIDA MEMBER MEDICAL BENEFITS PLAN

Measure Date Value
2014: OOIDA MEMBER MEDICAL BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 95
Total of all active and inactive participants 2014-01-01 0
Total participants 2014-01-01 0
2013: OOIDA MEMBER MEDICAL BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 95
Total of all active and inactive participants 2013-01-01 95
Total participants 2013-01-01 0
2012: OOIDA MEMBER MEDICAL BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 127
Total of all active and inactive participants 2012-01-01 127
Total participants 2012-01-01 0
2011: OOIDA MEMBER MEDICAL BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 154
Number of retired or separated participants receiving benefits 2011-01-01 1
Total of all active and inactive participants 2011-01-01 155
Total participants 2011-01-01 155
2009: OOIDA MEMBER MEDICAL BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 541
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 290
Number of retired or separated participants receiving benefits 2009-01-01 4
Total of all active and inactive participants 2009-01-01 294
Total participants 2009-01-01 294

Measure	Date	Value
2014: OOIDA MEMBER MEDICAL BENEFITS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	95
Total of all active and inactive participants	2014-01-01	0
Total participants	2014-01-01	0
2013: OOIDA MEMBER MEDICAL BENEFITS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	95
Total of all active and inactive participants	2013-01-01	95
Total participants	2013-01-01	0
2012: OOIDA MEMBER MEDICAL BENEFITS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	127
Total of all active and inactive participants	2012-01-01	127
Total participants	2012-01-01	0
2011: OOIDA MEMBER MEDICAL BENEFITS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	154
Number of retired or separated participants receiving benefits	2011-01-01	1
Total of all active and inactive participants	2011-01-01	155
Total participants	2011-01-01	155
2009: OOIDA MEMBER MEDICAL BENEFITS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	541
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	290
Number of retired or separated participants receiving benefits	2009-01-01	4
Total of all active and inactive participants	2009-01-01	294
Total participants	2009-01-01	294

Financial Data on OOIDA MEMBER MEDICAL BENEFITS PLAN

Measure	Date	Value
2014 : OOIDA MEMBER MEDICAL BENEFITS PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$-408,408
Expenses. Total of all expenses incurred	2014-12-31	$51,506
Benefits paid (including direct rollovers)	2014-12-31	$39,299
Total plan assets at end of year	2014-12-31	$0
Total plan assets at beginning of year	2014-12-31	$459,914
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$57,210
Contributions received from other sources (not participants or employers)	2014-12-31	$57,229
Other income received	2014-12-31	$-522,847
Net income (gross income less expenses)	2014-12-31	$-459,914
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$459,914
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$12,207
2013 : OOIDA MEMBER MEDICAL BENEFITS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$939,955
Total of all expenses incurred	2013-12-31	$938,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$919,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$939,955
Value of total assets at end of year	2013-12-31	$459,914
Value of total assets at beginning of year	2013-12-31	$458,033
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$939,955
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2013-12-31	$51,754
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$449,238
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$446,618
Administrative expenses (other) incurred	2013-12-31	$-7,903
Total non interest bearing cash at end of year	2013-12-31	$7,996
Total non interest bearing cash at beginning of year	2013-12-31	$3,429
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,881
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$459,914
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$458,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in common/collective trusts at end of year	2013-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$2,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$7,986
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$7,986
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$94,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$772,748
Contract administrator fees	2013-12-31	$26,813
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	MIZE, HOUSER & CO., P.A.
Accountancy firm EIN	2013-12-31	480882363
2012 : OOIDA MEMBER MEDICAL BENEFITS PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$1,092,414
Total of all expenses incurred	2012-12-31	$1,297,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,206,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,092,414
Value of total assets at end of year	2012-12-31	$458,033
Value of total assets at beginning of year	2012-12-31	$663,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$90,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,092,414
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2012-12-31	$71,038
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$446,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$651,870
Administrative expenses (other) incurred	2012-12-31	$57,483
Total non interest bearing cash at end of year	2012-12-31	$3,429
Total non interest bearing cash at beginning of year	2012-12-31	$3,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-205,049
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$458,033
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$663,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in common/collective trusts at end of year	2012-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$7,986
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$7,996
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$7,996
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$114,669
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,020,897
Contract administrator fees	2012-12-31	$33,376
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	MIZE, HOUSER & CO., P.A.
Accountancy firm EIN	2012-12-31	480882363
2011 : OOIDA MEMBER MEDICAL BENEFITS PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$1,336,153
Total of all expenses incurred	2011-12-31	$1,423,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,188,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,309,613
Value of total assets at end of year	2011-12-31	$663,082
Value of total assets at beginning of year	2011-12-31	$750,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$234,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,309,613
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$89,669
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$651,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$739,591
Other income not declared elsewhere	2011-12-31	$26,540
Administrative expenses (other) incurred	2011-12-31	$192,199
Total non interest bearing cash at end of year	2011-12-31	$3,216
Total non interest bearing cash at beginning of year	2011-12-31	$6,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-87,388
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$663,082
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$750,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$7,996
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$3,944
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$3,944
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$135,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$963,560
Contract administrator fees	2011-12-31	$42,613
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	MIZE, HOUSER & CO., P.A.
Accountancy firm EIN	2011-12-31	480882363
2010 : OOIDA MEMBER MEDICAL BENEFITS PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$1,801,693
Total of all expenses incurred	2010-12-31	$1,333,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,235,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,762,254
Value of total assets at end of year	2010-12-31	$750,470
Value of total assets at beginning of year	2010-12-31	$282,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$98,461
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,762,254
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$46,681
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$739,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$270,957
Other income not declared elsewhere	2010-12-31	$39,439
Administrative expenses (other) incurred	2010-12-31	$39,449
Total non interest bearing cash at end of year	2010-12-31	$6,935
Total non interest bearing cash at beginning of year	2010-12-31	$7,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$467,901
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$750,470
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$282,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$3,944
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$4,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$4,424
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$173,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,015,309
Contract administrator fees	2010-12-31	$59,012
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	MIZE, HOUSER & CO., P.A.
Accountancy firm EIN	2010-12-31	480882363

Form 5500 Responses for OOIDA MEMBER MEDICAL BENEFITS PLAN

2014: OOIDA MEMBER MEDICAL BENEFITS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	This submission is the final filing	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: OOIDA MEMBER MEDICAL BENEFITS 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 – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: OOIDA MEMBER MEDICAL BENEFITS 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: OOIDA MEMBER MEDICAL BENEFITS 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
2009: OOIDA MEMBER MEDICAL BENEFITS 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

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	OWNER OPERATOR INDEPENDENT DRIVERS
Employer identification number (EIN):	431085960
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations