401k Plan data: WHITE OAK MANAGEMENT, INC. plan

WHITE OAK MANAGEMENT, INC. 401k Plan overview

Plan Name	WHITE OAK MANAGEMENT, INC.
Plan identification number	501

WHITE OAK MANAGEMENT, INC. Benefits

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

401k Sponsoring company profile

WHITE OAK MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name: WHITE OAK MANAGEMENT, INC.

Employer identification number (EIN): 621099917

NAIC Classification: 623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about WHITE OAK MANAGEMENT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2008-12-03

Company Identification Number: P08000105820

Legal Registered Office Address: 509 HILLSHIRE DR.

DEBARY

32713

More information about WHITE OAK MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITE OAK MANAGEMENT, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2021-10-01
501 2020-10-01
501 2019-10-01
501 2018-10-01
501 2017-10-01 JUDY LANKFORD JUDY LANKFORD 2018-12-05
501 2016-10-01 JUDY LANKFORD
501 2015-10-01 JUDY LANKFORD
501 2014-10-01 JUDY LANKFORD
501 2013-10-01 JUDY LANKFORD
501 2012-10-01 JUDY LANKFORD JUDY LANKFORD 2014-01-31
501 2011-10-01 JUDY LANKFORD
501 2010-10-01 JUDY LANKFORD
501 2009-10-01 JUDY LANKFORD
501 2009-10-01 JUDY LANKFORD 2010-12-07

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2021-10-01
501	2020-10-01
501	2019-10-01
501	2018-10-01
501	2017-10-01	JUDY LANKFORD	JUDY LANKFORD	2018-12-05
501	2016-10-01	JUDY LANKFORD
501	2015-10-01	JUDY LANKFORD
501	2014-10-01	JUDY LANKFORD
501	2013-10-01	JUDY LANKFORD
501	2012-10-01	JUDY LANKFORD	JUDY LANKFORD	2014-01-31
501	2011-10-01	JUDY LANKFORD
501	2010-10-01	JUDY LANKFORD
501	2009-10-01	JUDY LANKFORD
501	2009-10-01		JUDY LANKFORD	2010-12-07

Plan Statistics for WHITE OAK MANAGEMENT, INC.

401k plan membership statisitcs for WHITE OAK MANAGEMENT, INC.

Measure Date Value
2021: WHITE OAK MANAGEMENT, INC. 2021 401k membership
Total participants, beginning-of-year 2021-10-01 1,225
Total number of active participants reported on line 7a of the Form 5500 2021-10-01 1,281
Number of retired or separated participants receiving benefits 2021-10-01 5
Total of all active and inactive participants 2021-10-01 1,286
Total participants 2021-10-01 1,286
2020: WHITE OAK MANAGEMENT, INC. 2020 401k membership
Total participants, beginning-of-year 2020-10-01 1,374
Total number of active participants reported on line 7a of the Form 5500 2020-10-01 1,225
Number of retired or separated participants receiving benefits 2020-10-01 4
Total of all active and inactive participants 2020-10-01 1,229
Total participants 2020-10-01 1,229
2019: WHITE OAK MANAGEMENT, INC. 2019 401k membership
Total participants, beginning-of-year 2019-10-01 1,514
Total number of active participants reported on line 7a of the Form 5500 2019-10-01 1,374
Number of retired or separated participants receiving benefits 2019-10-01 1
Total of all active and inactive participants 2019-10-01 1,375
Total participants 2019-10-01 1,375
2018: WHITE OAK MANAGEMENT, INC. 2018 401k membership
Total participants, beginning-of-year 2018-10-01 1,588
Total number of active participants reported on line 7a of the Form 5500 2018-10-01 1,511
Number of retired or separated participants receiving benefits 2018-10-01 3
Total of all active and inactive participants 2018-10-01 1,514
Total participants 2018-10-01 1,514
2017: WHITE OAK MANAGEMENT, INC. 2017 401k membership
Total participants, beginning-of-year 2017-10-01 1,620
Total number of active participants reported on line 7a of the Form 5500 2017-10-01 1,584
Number of retired or separated participants receiving benefits 2017-10-01 4
Total of all active and inactive participants 2017-10-01 1,588
Total participants 2017-10-01 1,588
2016: WHITE OAK MANAGEMENT, INC. 2016 401k membership
Total participants, beginning-of-year 2016-10-01 1,593
Total number of active participants reported on line 7a of the Form 5500 2016-10-01 1,617
Number of retired or separated participants receiving benefits 2016-10-01 3
Total of all active and inactive participants 2016-10-01 1,620
Total participants 2016-10-01 1,620
2015: WHITE OAK MANAGEMENT, INC. 2015 401k membership
Total participants, beginning-of-year 2015-10-01 1,543
Total number of active participants reported on line 7a of the Form 5500 2015-10-01 1,588
Number of retired or separated participants receiving benefits 2015-10-01 5
Total of all active and inactive participants 2015-10-01 1,593
Total participants 2015-10-01 1,593
2014: WHITE OAK MANAGEMENT, INC. 2014 401k membership
Total participants, beginning-of-year 2014-10-01 1,495
Total number of active participants reported on line 7a of the Form 5500 2014-10-01 1,539
Number of retired or separated participants receiving benefits 2014-10-01 4
Total of all active and inactive participants 2014-10-01 1,543
Total participants 2014-10-01 1,543
2013: WHITE OAK MANAGEMENT, INC. 2013 401k membership
Total participants, beginning-of-year 2013-10-01 1,524
Total number of active participants reported on line 7a of the Form 5500 2013-10-01 1,492
Number of retired or separated participants receiving benefits 2013-10-01 3
Total of all active and inactive participants 2013-10-01 1,495
Total participants 2013-10-01 1,495
2012: WHITE OAK MANAGEMENT, INC. 2012 401k membership
Total participants, beginning-of-year 2012-10-01 1,488
Total number of active participants reported on line 7a of the Form 5500 2012-10-01 1,520
Number of retired or separated participants receiving benefits 2012-10-01 4
Total of all active and inactive participants 2012-10-01 1,524
Total participants 2012-10-01 1,524
2011: WHITE OAK MANAGEMENT, INC. 2011 401k membership
Total participants, beginning-of-year 2011-10-01 1,561
Total number of active participants reported on line 7a of the Form 5500 2011-10-01 1,488
Number of retired or separated participants receiving benefits 2011-10-01 6
Total of all active and inactive participants 2011-10-01 1,494
Total participants 2011-10-01 1,494
2010: WHITE OAK MANAGEMENT, INC. 2010 401k membership
Total participants, beginning-of-year 2010-10-01 1,515
Total number of active participants reported on line 7a of the Form 5500 2010-10-01 1,554
Number of retired or separated participants receiving benefits 2010-10-01 7
Total of all active and inactive participants 2010-10-01 1,561
Total participants 2010-10-01 1,561
2009: WHITE OAK MANAGEMENT, INC. 2009 401k membership
Total participants, beginning-of-year 2009-10-01 1,574
Total number of active participants reported on line 7a of the Form 5500 2009-10-01 1,507
Number of retired or separated participants receiving benefits 2009-10-01 8
Total of all active and inactive participants 2009-10-01 1,515
Total participants 2009-10-01 1,515

Measure	Date	Value
2021: WHITE OAK MANAGEMENT, INC. 2021 401k membership
Total participants, beginning-of-year	2021-10-01	1,225
Total number of active participants reported on line 7a of the Form 5500	2021-10-01	1,281
Number of retired or separated participants receiving benefits	2021-10-01	5
Total of all active and inactive participants	2021-10-01	1,286
Total participants	2021-10-01	1,286
2020: WHITE OAK MANAGEMENT, INC. 2020 401k membership
Total participants, beginning-of-year	2020-10-01	1,374
Total number of active participants reported on line 7a of the Form 5500	2020-10-01	1,225
Number of retired or separated participants receiving benefits	2020-10-01	4
Total of all active and inactive participants	2020-10-01	1,229
Total participants	2020-10-01	1,229
2019: WHITE OAK MANAGEMENT, INC. 2019 401k membership
Total participants, beginning-of-year	2019-10-01	1,514
Total number of active participants reported on line 7a of the Form 5500	2019-10-01	1,374
Number of retired or separated participants receiving benefits	2019-10-01	1
Total of all active and inactive participants	2019-10-01	1,375
Total participants	2019-10-01	1,375
2018: WHITE OAK MANAGEMENT, INC. 2018 401k membership
Total participants, beginning-of-year	2018-10-01	1,588
Total number of active participants reported on line 7a of the Form 5500	2018-10-01	1,511
Number of retired or separated participants receiving benefits	2018-10-01	3
Total of all active and inactive participants	2018-10-01	1,514
Total participants	2018-10-01	1,514
2017: WHITE OAK MANAGEMENT, INC. 2017 401k membership
Total participants, beginning-of-year	2017-10-01	1,620
Total number of active participants reported on line 7a of the Form 5500	2017-10-01	1,584
Number of retired or separated participants receiving benefits	2017-10-01	4
Total of all active and inactive participants	2017-10-01	1,588
Total participants	2017-10-01	1,588
2016: WHITE OAK MANAGEMENT, INC. 2016 401k membership
Total participants, beginning-of-year	2016-10-01	1,593
Total number of active participants reported on line 7a of the Form 5500	2016-10-01	1,617
Number of retired or separated participants receiving benefits	2016-10-01	3
Total of all active and inactive participants	2016-10-01	1,620
Total participants	2016-10-01	1,620
2015: WHITE OAK MANAGEMENT, INC. 2015 401k membership
Total participants, beginning-of-year	2015-10-01	1,543
Total number of active participants reported on line 7a of the Form 5500	2015-10-01	1,588
Number of retired or separated participants receiving benefits	2015-10-01	5
Total of all active and inactive participants	2015-10-01	1,593
Total participants	2015-10-01	1,593
2014: WHITE OAK MANAGEMENT, INC. 2014 401k membership
Total participants, beginning-of-year	2014-10-01	1,495
Total number of active participants reported on line 7a of the Form 5500	2014-10-01	1,539
Number of retired or separated participants receiving benefits	2014-10-01	4
Total of all active and inactive participants	2014-10-01	1,543
Total participants	2014-10-01	1,543
2013: WHITE OAK MANAGEMENT, INC. 2013 401k membership
Total participants, beginning-of-year	2013-10-01	1,524
Total number of active participants reported on line 7a of the Form 5500	2013-10-01	1,492
Number of retired or separated participants receiving benefits	2013-10-01	3
Total of all active and inactive participants	2013-10-01	1,495
Total participants	2013-10-01	1,495
2012: WHITE OAK MANAGEMENT, INC. 2012 401k membership
Total participants, beginning-of-year	2012-10-01	1,488
Total number of active participants reported on line 7a of the Form 5500	2012-10-01	1,520
Number of retired or separated participants receiving benefits	2012-10-01	4
Total of all active and inactive participants	2012-10-01	1,524
Total participants	2012-10-01	1,524
2011: WHITE OAK MANAGEMENT, INC. 2011 401k membership
Total participants, beginning-of-year	2011-10-01	1,561
Total number of active participants reported on line 7a of the Form 5500	2011-10-01	1,488
Number of retired or separated participants receiving benefits	2011-10-01	6
Total of all active and inactive participants	2011-10-01	1,494
Total participants	2011-10-01	1,494
2010: WHITE OAK MANAGEMENT, INC. 2010 401k membership
Total participants, beginning-of-year	2010-10-01	1,515
Total number of active participants reported on line 7a of the Form 5500	2010-10-01	1,554
Number of retired or separated participants receiving benefits	2010-10-01	7
Total of all active and inactive participants	2010-10-01	1,561
Total participants	2010-10-01	1,561
2009: WHITE OAK MANAGEMENT, INC. 2009 401k membership
Total participants, beginning-of-year	2009-10-01	1,574
Total number of active participants reported on line 7a of the Form 5500	2009-10-01	1,507
Number of retired or separated participants receiving benefits	2009-10-01	8
Total of all active and inactive participants	2009-10-01	1,515
Total participants	2009-10-01	1,515

Form 5500 Responses for WHITE OAK MANAGEMENT, INC.

2021: WHITE OAK MANAGEMENT, INC. 2021 form 5500 responses
2021-10-01	Type of plan entity	Single employer plan
2021-10-01	Submission has been amended	No
2021-10-01	This submission is the final filing	No
2021-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-10-01	Plan is a collectively bargained plan	No
2021-10-01	Plan funding arrangement – Insurance	Yes
2021-10-01	Plan benefit arrangement – Insurance	Yes
2020: WHITE OAK MANAGEMENT, INC. 2020 form 5500 responses
2020-10-01	Type of plan entity	Single employer plan
2020-10-01	Submission has been amended	No
2020-10-01	This submission is the final filing	No
2020-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-10-01	Plan is a collectively bargained plan	No
2020-10-01	Plan funding arrangement – Insurance	Yes
2020-10-01	Plan benefit arrangement – Insurance	Yes
2019: WHITE OAK MANAGEMENT, INC. 2019 form 5500 responses
2019-10-01	Type of plan entity	Single employer plan
2019-10-01	Submission has been amended	No
2019-10-01	This submission is the final filing	No
2019-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-10-01	Plan is a collectively bargained plan	No
2019-10-01	Plan funding arrangement – Insurance	Yes
2019-10-01	Plan benefit arrangement – Insurance	Yes
2018: WHITE OAK MANAGEMENT, INC. 2018 form 5500 responses
2018-10-01	Type of plan entity	Single employer plan
2018-10-01	Submission has been amended	No
2018-10-01	This submission is the final filing	No
2018-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-10-01	Plan is a collectively bargained plan	No
2018-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2018-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2017: WHITE OAK MANAGEMENT, INC. 2017 form 5500 responses
2017-10-01	Type of plan entity	Single employer plan
2017-10-01	Submission has been amended	No
2017-10-01	This submission is the final filing	No
2017-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-10-01	Plan is a collectively bargained plan	No
2017-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: WHITE OAK MANAGEMENT, INC. 2016 form 5500 responses
2016-10-01	Type of plan entity	Single employer plan
2016-10-01	Submission has been amended	No
2016-10-01	This submission is the final filing	No
2016-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-10-01	Plan is a collectively bargained plan	No
2016-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: WHITE OAK MANAGEMENT, INC. 2015 form 5500 responses
2015-10-01	Type of plan entity	Single employer plan
2015-10-01	Submission has been amended	No
2015-10-01	This submission is the final filing	No
2015-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-10-01	Plan is a collectively bargained plan	No
2015-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: WHITE OAK MANAGEMENT, INC. 2014 form 5500 responses
2014-10-01	Type of plan entity	Single employer plan
2014-10-01	Submission has been amended	No
2014-10-01	This submission is the final filing	No
2014-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-10-01	Plan is a collectively bargained plan	No
2014-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: WHITE OAK MANAGEMENT, INC. 2013 form 5500 responses
2013-10-01	Type of plan entity	Single employer plan
2013-10-01	Submission has been amended	No
2013-10-01	This submission is the final filing	No
2013-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-10-01	Plan is a collectively bargained plan	No
2013-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: WHITE OAK MANAGEMENT, INC. 2012 form 5500 responses
2012-10-01	Type of plan entity	Single employer plan
2012-10-01	Submission has been amended	No
2012-10-01	This submission is the final filing	No
2012-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-10-01	Plan is a collectively bargained plan	No
2012-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: WHITE OAK MANAGEMENT, INC. 2011 form 5500 responses
2011-10-01	Type of plan entity	Single employer plan
2011-10-01	Submission has been amended	Yes
2011-10-01	This submission is the final filing	No
2011-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-10-01	Plan is a collectively bargained plan	No
2011-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2010: WHITE OAK MANAGEMENT, INC. 2010 form 5500 responses
2010-10-01	Type of plan entity	Single employer plan
2010-10-01	First time form 5500 has been submitted	Yes
2010-10-01	Submission has been amended	Yes
2010-10-01	This submission is the final filing	No
2010-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-10-01	Plan is a collectively bargained plan	No
2010-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2010-10-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: WHITE OAK MANAGEMENT, INC. 2009 form 5500 responses
2009-10-01	Type of plan entity	Single employer plan
2009-10-01	Submission has been amended	Yes
2009-10-01	This submission is the final filing	No
2009-10-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-10-01	Plan is a collectively bargained plan	No
2009-10-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-10-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )

Policy contract number

701458700

Policy instance

Insurance contract or identification number	701458700
Number of Individuals Covered	1286
Insurance policy start date	2021-10-01
Insurance policy end date	2022-09-30
Total amount of commissions paid to insurance broker	USD $65,032
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $65,032

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )

Policy contract number

701458700

Policy instance

Insurance contract or identification number	701458700
Number of Individuals Covered	1229
Insurance policy start date	2020-10-01
Insurance policy end date	2021-09-30
Total amount of commissions paid to insurance broker	USD $77,243
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $77,243

BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA (National Association of Insurance Commissioners NAIC id number: 38520 )

Policy contract number

701458700

Policy instance

Insurance contract or identification number	701458700
Number of Individuals Covered	1375
Insurance policy start date	2019-10-01
Insurance policy end date	2020-09-30
Total amount of commissions paid to insurance broker	USD $84,536
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	Yes
Dental Insurance Welfare Benefit	Yes
Vision Insurance Welfare Benefit	Yes
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $84,536

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Company Name:	WHITE OAK MANAGEMENT, INC.
Employer identification number (EIN):	621099917
NAIC Classification:	623000
NAIC Description:	Nursing and Residential Care Facilities

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2008-12-03
Company Identification Number:	P08000105820
Legal Registered Office Address:	509 HILLSHIRE DR. DEBARY 32713