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OFS REPRESENTED RETIREMENT PLAN 401k Plan overview

Plan NameOFS REPRESENTED RETIREMENT PLAN
Plan identification number 004

OFS REPRESENTED RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OFS FITEL, LLC has sponsored the creation of one or more 401k plans.

Company Name:OFS FITEL, LLC
Employer identification number (EIN):621864622
NAIC Classification:334200

Additional information about OFS FITEL, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3422471

More information about OFS FITEL, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFS REPRESENTED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01VELETA HOLLAND STEPHANIE STREET2018-10-11
0042016-01-01VELETA HOLLAND STEPHANIE STREET2017-10-16
0042015-01-01VELETA HOLLAND STEPHANIE STREET2016-10-17
0042014-01-01VELETA HOLLAND STEPHANIE STREET2015-10-14
0042013-01-01VELETA HOLLAND STEPHANIE STREET2014-09-26
0042012-01-01VELETA HOLLAND STEPHANIE STREET2013-07-31
0042011-01-01VELETA HOLLAND STEPHANIE STREET2012-10-15
0042010-01-01VELETA HOLLAND STEPHANIE STREET2011-10-17
0042009-01-01VELETA HOLLAND

Plan Statistics for OFS REPRESENTED RETIREMENT PLAN

401k plan membership statisitcs for OFS REPRESENTED RETIREMENT PLAN

Measure Date Value
2022: OFS REPRESENTED RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31132,564,033
Acturial value of plan assets2022-12-31128,161,614
Funding target for retired participants and beneficiaries receiving payment2022-12-3185,937,817
Number of terminated vested participants2022-12-31271
Fundng target for terminated vested participants2022-12-314,079,966
Active participant vested funding target2022-12-317,872,050
Number of active participants2022-12-31283
Total funding liabilities for active participants2022-12-318,003,756
Total participant count2022-12-311,076
Total funding target for all participants2022-12-3198,021,539
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3116,392,613
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3116,392,613
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3117,702,383
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31747,104
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,076
Total number of active participants reported on line 7a of the Form 55002022-01-01290
Number of retired or separated participants receiving benefits2022-01-01462
Number of other retired or separated participants entitled to future benefits2022-01-01277
Total of all active and inactive participants2022-01-011,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0151
Total participants2022-01-011,080
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: OFS REPRESENTED RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31134,984,634
Acturial value of plan assets2021-12-31125,150,870
Funding target for retired participants and beneficiaries receiving payment2021-12-3187,630,361
Number of terminated vested participants2021-12-31278
Fundng target for terminated vested participants2021-12-314,720,202
Active participant vested funding target2021-12-3110,816,488
Number of active participants2021-12-31283
Total funding liabilities for active participants2021-12-3110,941,541
Total participant count2021-12-311,083
Total funding target for all participants2021-12-31103,292,104
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3114,686,089
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3114,686,089
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3116,392,613
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31835,647
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,083
Total number of active participants reported on line 7a of the Form 55002021-01-01283
Number of retired or separated participants receiving benefits2021-01-01474
Number of other retired or separated participants entitled to future benefits2021-01-01270
Total of all active and inactive participants2021-01-011,027
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0149
Total participants2021-01-011,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: OFS REPRESENTED RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31133,266,876
Acturial value of plan assets2020-12-31127,842,380
Funding target for retired participants and beneficiaries receiving payment2020-12-3191,349,588
Number of terminated vested participants2020-12-31281
Fundng target for terminated vested participants2020-12-314,042,698
Active participant vested funding target2020-12-3115,866,109
Number of active participants2020-12-31289
Total funding liabilities for active participants2020-12-3116,125,909
Total participant count2020-12-311,095
Total funding target for all participants2020-12-31111,518,195
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3113,288,661
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-31861,779
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3112,426,882
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3114,686,089
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,295,893
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,094
Total number of active participants reported on line 7a of the Form 55002020-01-01283
Number of retired or separated participants receiving benefits2020-01-01481
Number of other retired or separated participants entitled to future benefits2020-01-01278
Total of all active and inactive participants2020-01-011,042
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0141
Total participants2020-01-011,083
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OFS REPRESENTED RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31123,219,774
Acturial value of plan assets2019-12-31129,837,932
Funding target for retired participants and beneficiaries receiving payment2019-12-3191,087,586
Number of terminated vested participants2019-12-31261
Fundng target for terminated vested participants2019-12-315,936,477
Active participant vested funding target2019-12-3119,276,900
Number of active participants2019-12-31340
Total funding liabilities for active participants2019-12-3119,525,208
Total participant count2019-12-311,113
Total funding target for all participants2019-12-31116,549,271
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3115,690,910
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31918,493
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3114,772,417
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-31903,200
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3113,288,661
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31861,779
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31861,779
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31861,779
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,113
Total number of active participants reported on line 7a of the Form 55002019-01-01289
Number of retired or separated participants receiving benefits2019-01-01487
Number of other retired or separated participants entitled to future benefits2019-01-01281
Total of all active and inactive participants2019-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0137
Total participants2019-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: OFS REPRESENTED RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31139,278,940
Acturial value of plan assets2018-12-31134,901,309
Funding target for retired participants and beneficiaries receiving payment2018-12-3191,841,730
Number of terminated vested participants2018-12-31258
Fundng target for terminated vested participants2018-12-315,175,067
Active participant vested funding target2018-12-3122,035,321
Number of active participants2018-12-31270
Total funding liabilities for active participants2018-12-3122,193,602
Total participant count2018-12-311,043
Total funding target for all participants2018-12-31119,210,399
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3118,822,726
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3118,822,726
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-315,292,665
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3115,690,910
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31918,493
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31918,493
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31918,493
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,039
Total number of active participants reported on line 7a of the Form 55002018-01-01340
Number of retired or separated participants receiving benefits2018-01-01481
Number of other retired or separated participants entitled to future benefits2018-01-01261
Total of all active and inactive participants2018-01-011,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-011,113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: OFS REPRESENTED RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31134,523,952
Acturial value of plan assets2017-12-31136,461,001
Funding target for retired participants and beneficiaries receiving payment2017-12-3188,897,905
Number of terminated vested participants2017-12-31251
Fundng target for terminated vested participants2017-12-314,570,450
Active participant vested funding target2017-12-3122,613,026
Number of active participants2017-12-31262
Total funding liabilities for active participants2017-12-3122,755,941
Total participant count2017-12-311,029
Total funding target for all participants2017-12-31116,224,296
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3119,892,230
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3121,067,861
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-3118,822,726
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3118,822,726
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,413,979
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-011,025
Total number of active participants reported on line 7a of the Form 55002017-01-01270
Number of retired or separated participants receiving benefits2017-01-01487
Number of other retired or separated participants entitled to future benefits2017-01-01257
Total of all active and inactive participants2017-01-011,014
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0125
Total participants2017-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-014
2016: OFS REPRESENTED RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31114,410,689
Acturial value of plan assets2016-12-31117,961,369
Funding target for retired participants and beneficiaries receiving payment2016-12-3188,166,646
Number of terminated vested participants2016-12-31259
Fundng target for terminated vested participants2016-12-314,217,758
Active participant vested funding target2016-12-3122,827,614
Number of active participants2016-12-31247
Total funding liabilities for active participants2016-12-3122,946,858
Total participant count2016-12-311,019
Total funding target for all participants2016-12-31115,331,262
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3121,500,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3119,892,230
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,186,003
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3119,892,230
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-011,015
Total number of active participants reported on line 7a of the Form 55002016-01-01262
Number of retired or separated participants receiving benefits2016-01-01488
Number of other retired or separated participants entitled to future benefits2016-01-01251
Total of all active and inactive participants2016-01-011,001
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0124
Total participants2016-01-011,025
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: OFS REPRESENTED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,009
Total number of active participants reported on line 7a of the Form 55002015-01-01247
Number of retired or separated participants receiving benefits2015-01-01491
Number of other retired or separated participants entitled to future benefits2015-01-01259
Total of all active and inactive participants2015-01-01997
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0118
Total participants2015-01-011,015
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: OFS REPRESENTED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,027
Total number of active participants reported on line 7a of the Form 55002014-01-01249
Number of retired or separated participants receiving benefits2014-01-01488
Number of other retired or separated participants entitled to future benefits2014-01-01256
Total of all active and inactive participants2014-01-01993
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0116
Total participants2014-01-011,009
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: OFS REPRESENTED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01996
Total number of active participants reported on line 7a of the Form 55002013-01-01269
Number of retired or separated participants receiving benefits2013-01-01483
Number of other retired or separated participants entitled to future benefits2013-01-01260
Total of all active and inactive participants2013-01-011,012
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: OFS REPRESENTED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01990
Total number of active participants reported on line 7a of the Form 55002012-01-01243
Number of retired or separated participants receiving benefits2012-01-01481
Number of other retired or separated participants entitled to future benefits2012-01-01257
Total of all active and inactive participants2012-01-01981
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0115
Total participants2012-01-01996
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: OFS REPRESENTED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01986
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-01481
Number of other retired or separated participants entitled to future benefits2011-01-01257
Total of all active and inactive participants2011-01-01975
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0115
Total participants2011-01-01990
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: OFS REPRESENTED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01989
Total number of active participants reported on line 7a of the Form 55002010-01-01230
Number of retired or separated participants receiving benefits2010-01-01479
Number of other retired or separated participants entitled to future benefits2010-01-01262
Total of all active and inactive participants2010-01-01971
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0115
Total participants2010-01-01986
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: OFS REPRESENTED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01993
Total number of active participants reported on line 7a of the Form 55002009-01-01232
Number of retired or separated participants receiving benefits2009-01-01478
Number of other retired or separated participants entitled to future benefits2009-01-01267
Total of all active and inactive participants2009-01-01977
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0112
Total participants2009-01-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on OFS REPRESENTED RETIREMENT PLAN

Measure Date Value
2022 : OFS REPRESENTED RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$145,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$193,768
Total income from all sources (including contributions)2022-12-31$-23,434,085
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$12,686,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$12,050,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$96,588,969
Value of total assets at beginning of year2022-12-31$132,757,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$635,569
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$189,912
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$145,392
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$193,768
Administrative expenses (other) incurred2022-12-31$94,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-36,120,456
Value of net assets at end of year (total assets less liabilities)2022-12-31$96,443,577
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$132,564,033
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$350,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$52,823,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$82,906,247
Value of interest in common/collective trusts at end of year2022-12-31$43,765,464
Value of interest in common/collective trusts at beginning of year2022-12-31$49,851,554
Net investment gain or loss from common/collective trusts2022-12-31$-23,434,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$12,050,802
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT LLC
Accountancy firm EIN2022-12-31454084437
2021 : OFS REPRESENTED RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$193,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$10,278,263
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$12,698,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,400,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$132,757,801
Value of total assets at beginning of year2021-12-31$134,984,634
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$298,529
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$96,076
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$193,768
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$93,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,420,601
Value of net assets at end of year (total assets less liabilities)2021-12-31$132,564,033
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$134,984,634
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$79,323
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$82,906,247
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$84,059,931
Value of interest in common/collective trusts at end of year2021-12-31$49,851,554
Value of interest in common/collective trusts at beginning of year2021-12-31$50,924,703
Net investment gain or loss from common/collective trusts2021-12-31$10,278,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,400,335
Contract administrator fees2021-12-31$29,992
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT LLC
Accountancy firm EIN2021-12-31454084437
2020 : OFS REPRESENTED RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$14,732,450
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$13,014,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,643,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$134,984,634
Value of total assets at beginning of year2020-12-31$133,266,876
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$371,361
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$185,568
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$90,885
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,717,758
Value of net assets at end of year (total assets less liabilities)2020-12-31$134,984,634
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$133,266,876
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,871
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$84,059,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$83,995,482
Value of interest in common/collective trusts at end of year2020-12-31$50,924,703
Value of interest in common/collective trusts at beginning of year2020-12-31$49,271,394
Net investment gain or loss from common/collective trusts2020-12-31$14,732,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,643,331
Contract administrator fees2020-12-31$40,037
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2020-12-31721396621
2019 : OFS REPRESENTED RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$21,373,246
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$11,326,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$10,601,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$133,266,876
Value of total assets at beginning of year2019-12-31$123,219,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$724,917
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$133,159
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$466,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$10,047,102
Value of net assets at end of year (total assets less liabilities)2019-12-31$133,266,876
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$123,219,774
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$82,446
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$83,995,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$73,810,113
Value of interest in common/collective trusts at end of year2019-12-31$49,271,394
Value of interest in common/collective trusts at beginning of year2019-12-31$49,409,661
Net investment gain or loss from common/collective trusts2019-12-31$21,373,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$10,601,227
Contract administrator fees2019-12-31$43,248
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2019-12-31721396621
2018 : OFS REPRESENTED RETIREMENT 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$26,509
Total income from all sources (including contributions)2018-12-31$-5,256,034
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,803,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,500,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$123,219,774
Value of total assets at beginning of year2018-12-31$139,305,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$303,025
Total interest from all sources2018-12-31$0
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$121,622
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Administrative expenses (other) incurred2018-12-31$76,886
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$26,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-16,059,166
Value of net assets at end of year (total assets less liabilities)2018-12-31$123,219,774
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$139,278,940
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
Investment advisory and management fees2018-12-31$60,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$73,810,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$82,305,460
Value of interest in common/collective trusts at end of year2018-12-31$49,409,661
Value of interest in common/collective trusts at beginning of year2018-12-31$56,999,989
Net investment gain or loss from common/collective trusts2018-12-31$-5,256,034
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,500,107
Contract administrator fees2018-12-31$44,300
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2018-12-31721396621
2017 : OFS REPRESENTED RETIREMENT 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$26,509
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$13,999,407
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,706,115
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,286,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$139,305,449
Value of total assets at beginning of year2017-12-31$134,985,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$419,623
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$82,943
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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
Administrative expenses (other) incurred2017-12-31$136,039
Liabilities. Value of operating payables at end of year2017-12-31$26,509
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,293,292
Value of net assets at end of year (total assets less liabilities)2017-12-31$139,278,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$134,985,648
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$116,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$82,305,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,549,334
Value of interest in common/collective trusts at end of year2017-12-31$56,999,989
Value of interest in common/collective trusts at beginning of year2017-12-31$66,436,314
Net investment gain or loss from common/collective trusts2017-12-31$13,999,407
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,286,492
Contract administrator fees2017-12-31$84,357
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 name2017-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2017-12-31721396621
2016 : OFS REPRESENTED RETIREMENT 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$29,863,531
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$9,288,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$8,482,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$21,500,000
Value of total assets at end of year2016-12-31$134,985,648
Value of total assets at beginning of year2016-12-31$114,410,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$805,598
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$73,932
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$572,652
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$20,574,959
Value of net assets at end of year (total assets less liabilities)2016-12-31$134,985,648
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$114,410,689
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$72,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,549,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,441,639
Value of interest in common/collective trusts at end of year2016-12-31$66,436,314
Value of interest in common/collective trusts at beginning of year2016-12-31$64,969,050
Net investment gain or loss from common/collective trusts2016-12-31$8,363,531
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$21,500,000
Employer contributions (assets) at end of year2016-12-31$20,000,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$8,482,974
Contract administrator fees2016-12-31$86,815
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 name2016-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2016-12-31721396621
2015 : OFS REPRESENTED RETIREMENT 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$28,160
Total income from all sources (including contributions)2015-12-31$217,920
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$8,793,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$8,229,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$114,410,689
Value of total assets at beginning of year2015-12-31$123,014,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$564,238
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$43,051
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Administrative expenses (other) incurred2015-12-31$384,945
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$28,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-8,575,590
Value of net assets at end of year (total assets less liabilities)2015-12-31$114,410,689
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$122,986,279
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
Investment advisory and management fees2015-12-31$136,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,441,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$52,452,393
Value of interest in common/collective trusts at end of year2015-12-31$64,969,050
Value of interest in common/collective trusts at beginning of year2015-12-31$69,778,477
Net investment gain or loss from common/collective trusts2015-12-31$217,920
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$783,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$8,229,272
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 name2015-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2015-12-31721396621
2014 : OFS REPRESENTED RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,160
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$115,088
Total income from all sources (including contributions)2014-12-31$13,017,921
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$8,451,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,885,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,898,569
Value of total assets at end of year2014-12-31$123,014,439
Value of total assets at beginning of year2014-12-31$118,534,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$565,453
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$87,777
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$313,971
Liabilities. Value of operating payables at end of year2014-12-31$28,160
Liabilities. Value of operating payables at beginning of year2014-12-31$115,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,566,699
Value of net assets at end of year (total assets less liabilities)2014-12-31$122,986,279
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$118,419,580
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$163,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$52,452,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$49,740,195
Value of interest in common/collective trusts at end of year2014-12-31$69,778,477
Value of interest in common/collective trusts at beginning of year2014-12-31$66,878,640
Net investment gain or loss from common/collective trusts2014-12-31$9,119,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$3,898,569
Employer contributions (assets) at end of year2014-12-31$783,569
Employer contributions (assets) at beginning of year2014-12-31$1,915,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,885,769
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2014-12-31721396621
2013 : OFS REPRESENTED RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$115,088
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$18,893,552
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$8,504,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$7,872,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,915,833
Value of total assets at end of year2013-12-31$118,534,668
Value of total assets at beginning of year2013-12-31$108,030,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$632,487
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$96,710
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$254,394
Liabilities. Value of operating payables at end of year2013-12-31$115,088
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$10,388,962
Value of net assets at end of year (total assets less liabilities)2013-12-31$118,419,580
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$108,030,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$281,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$49,740,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,424,009
Value of interest in common/collective trusts at end of year2013-12-31$66,878,640
Value of interest in common/collective trusts at beginning of year2013-12-31$91,606,609
Net investment gain or loss from common/collective trusts2013-12-31$13,977,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$4,915,833
Employer contributions (assets) at end of year2013-12-31$1,915,833
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$7,872,103
Contract administrator fees2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2013-12-31721396621
2012 : OFS REPRESENTED RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$16,443,587
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$8,329,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$7,755,546
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,083,260
Value of total assets at end of year2012-12-31$108,030,618
Value of total assets at beginning of year2012-12-31$99,916,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$574,103
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$91,231
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$261,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$8,113,938
Value of net assets at end of year (total assets less liabilities)2012-12-31$108,030,618
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$99,916,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$221,764
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,424,009
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$91,606,609
Value of interest in common/collective trusts at beginning of year2012-12-31$97,244,625
Net investment gain or loss from common/collective trusts2012-12-31$12,360,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$4,083,260
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$2,672,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$7,755,546
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2012-12-31721396621
2011 : OFS REPRESENTED RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$9,525,577
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$8,274,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$7,879,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$6,122,055
Value of total assets at end of year2011-12-31$99,916,680
Value of total assets at beginning of year2011-12-31$98,665,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$394,698
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$95,171
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$261,000
Administrative expenses (other) incurred2011-12-31$170,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,251,084
Value of net assets at end of year (total assets less liabilities)2011-12-31$99,916,680
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$98,665,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$129,333
Value of interest in common/collective trusts at end of year2011-12-31$97,244,625
Value of interest in common/collective trusts at beginning of year2011-12-31$95,953,435
Net investment gain or loss from common/collective trusts2011-12-31$3,403,522
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$6,122,055
Employer contributions (assets) at end of year2011-12-31$2,672,055
Employer contributions (assets) at beginning of year2011-12-31$2,451,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$7,879,795
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2011-12-31721396621
2010 : OFS REPRESENTED RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$15,834,664
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,480,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,975,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,851,161
Value of total assets at end of year2010-12-31$98,665,596
Value of total assets at beginning of year2010-12-31$91,311,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$505,720
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$92,139
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$261,000
Administrative expenses (other) incurred2010-12-31$219,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,353,873
Value of net assets at end of year (total assets less liabilities)2010-12-31$98,665,596
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$91,311,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$194,511
Value of interest in common/collective trusts at end of year2010-12-31$95,953,435
Value of interest in common/collective trusts at beginning of year2010-12-31$89,611,723
Net investment gain or loss from common/collective trusts2010-12-31$10,983,503
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$4,851,161
Employer contributions (assets) at end of year2010-12-31$2,451,161
Employer contributions (assets) at beginning of year2010-12-31$1,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,975,071
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CARR, RIGGS, AND INGRAM, LLC
Accountancy firm EIN2010-12-31721396621
2009 : OFS REPRESENTED RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for OFS REPRESENTED RETIREMENT PLAN

2022: OFS REPRESENTED 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OFS REPRESENTED 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: OFS REPRESENTED 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: OFS REPRESENTED 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OFS REPRESENTED 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: OFS REPRESENTED 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: OFS REPRESENTED 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: OFS REPRESENTED 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OFS REPRESENTED 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 planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OFS REPRESENTED 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 planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OFS REPRESENTED 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 planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OFS REPRESENTED 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 planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: OFS REPRESENTED 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OFS REPRESENTED RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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