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OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 401k Plan overview

Plan NameOAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN
Plan identification number 001

OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OAK HEALTH & REHABILITATION CENTERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:OAK HEALTH & REHABILITATION CENTERS, INC.
Employer identification number (EIN):465680638
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012018-01-01
0012017-01-01GUY MURDOCK GUY MURDOCK2018-10-11
0012017-01-01GUY MURDOCK GUY MURDOCK2018-10-12
0012017-01-01GUY MURDOCK GUY MURDOCK2018-10-12
0012016-01-01JOHN A. STARR
0012015-01-01ROBERT WEBSTER

Plan Statistics for OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN

401k plan membership statisitcs for OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN

Measure Date Value
2018: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,466
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-010
Number of participants with account balances2018-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,157
Total number of active participants reported on line 7a of the Form 55002017-01-012,134
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-012,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,207
Number of participants with account balances2017-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,095
Total number of active participants reported on line 7a of the Form 55002016-01-012,013
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0153
Total of all active and inactive participants2016-01-012,066
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,066
Number of participants with account balances2016-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-010
Total number of active participants reported on line 7a of the Form 55002015-01-012,193
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-012,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,216
Number of participants with account balances2015-01-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012

Financial Data on OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN

Measure Date Value
2018 : OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$325,933
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,970,116
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,940,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$178,476
Value of total assets at end of year2018-12-31$0
Value of total assets at beginning of year2018-12-31$5,644,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,193
Total interest from all sources2018-12-31$1,305
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,555,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$172,464
Participant contributions at beginning of year2018-12-31$67,091
Participant contributions at beginning of year2018-12-31$17,603
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,644,183
Value of net assets at end of year (total assets less liabilities)2018-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,644,183
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,433,358
Interest on participant loans2018-12-31$1,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$121,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$146,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,012
Employer contributions (assets) at beginning of year2018-12-31$4,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,940,923
Contract administrator fees2018-12-31$29,193
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
2017 : OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,260,627
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$472,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$443,242
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$582,244
Value of total assets at end of year2017-12-31$5,644,183
Value of total assets at beginning of year2017-12-31$4,856,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,485
Total interest from all sources2017-12-31$3,137
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$104,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$104,250
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,555,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$502,927
Participant contributions at end of year2017-12-31$67,091
Participant contributions at beginning of year2017-12-31$78,746
Participant contributions at end of year2017-12-31$17,603
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$58,620
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$346
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$766
Total non interest bearing cash at beginning of year2017-12-31$59
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$787,900
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,644,183
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,856,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,433,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,676,499
Interest on participant loans2017-12-31$3,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$121,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$100,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$570,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$20,697
Employer contributions (assets) at end of year2017-12-31$4,011
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$443,242
Contract administrator fees2017-12-31$29,485
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOORE STEPHENS LOVELACE, PA
Accountancy firm EIN2017-12-31593070669
2016 : OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$846,515
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$732,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$719,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$584,785
Value of total assets at end of year2016-12-31$4,856,283
Value of total assets at beginning of year2016-12-31$4,742,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,406
Total interest from all sources2016-12-31$6,071
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$78,093
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$78,093
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,555,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$510,580
Participant contributions at end of year2016-12-31$78,746
Participant contributions at beginning of year2016-12-31$118,840
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$59,222
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$59
Total non interest bearing cash at beginning of year2016-12-31$1,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$113,861
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,856,283
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,742,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$13,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,676,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,388,305
Interest on participant loans2016-12-31$3,980
Interest earned on other investments2016-12-31$1,983
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$231,155
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$231,155
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$108
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$100,213
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$177,566
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$14,983
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$2,997
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$719,248
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOORE STEPHENS LOVELACE
Accountancy firm EIN2016-12-31593070669
2015 : OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,125,724
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$383,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$380,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,109,579
Value of total assets at end of year2015-12-31$4,742,422
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,380
Total interest from all sources2015-12-31$719
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$245,260
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$245,260
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,555,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$230,092
Participant contributions at end of year2015-12-31$118,840
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,865,689
Total non interest bearing cash at end of year2015-12-31$1,125
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$4,742,422
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,742,422
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,388,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$719
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$231,155
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-229,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$13,798
Employer contributions (assets) at end of year2015-12-31$2,997
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$380,922
Contract administrator fees2015-12-31$2,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOORE STEPHENS LOVELACE
Accountancy firm EIN2015-12-31593070669

Form 5500 Responses for OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN

2018: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) 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 filingYes
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) 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 planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OAK HEALTH & REHABILITATION CENTERS, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01First time form 5500 has been submittedYes
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JA2B
Policy instance 1
Insurance contract or identification numberGAP-CP-JA2B
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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 BenefitNo
Vision Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees0
Insurance broker organization code?7
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-CP-JA2B
Policy instance 1
Insurance contract or identification numberGAP-CP-JA2B
Number of Individuals Covered20
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
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?Yes
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 BenefitNo
Vision Insurance Welfare BenefitNo
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
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?7
Insurance broker nameLPL FINANCIAL, LLC

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