?>
Logo

OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 401k Plan overview

Plan NameOKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST
Plan identification number 506

OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA FARM BUREAU MUTUAL INSURANCE CO
Employer identification number (EIN):730540035
NAIC Classification:524150

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062015-01-01ROBERT SHEEHAN
5062015-01-01ROBERT SHEEHAN
5062014-01-01ROBERT SHEEHAN
5062013-01-01ROBERT SHEEHAN
5062012-01-01ROBERT SHEEHAN
5062011-01-01RICHARD NEWBERRY
5062009-01-01RICHARD NEWBERRY

Plan Statistics for OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST

401k plan membership statisitcs for OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST

Measure Date Value
2015: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01437
Total number of active participants reported on line 7a of the Form 55002015-01-01425
Number of retired or separated participants receiving benefits2015-01-0125
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01450
2014: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01515
Total number of active participants reported on line 7a of the Form 55002014-01-01416
Number of retired or separated participants receiving benefits2014-01-0121
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01437
2013: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01498
Total number of active participants reported on line 7a of the Form 55002013-01-01440
Number of retired or separated participants receiving benefits2013-01-0167
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01515
2012: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01473
Total number of active participants reported on line 7a of the Form 55002012-01-01407
Number of retired or separated participants receiving benefits2012-01-0183
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01498
2011: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01465
Total number of active participants reported on line 7a of the Form 55002011-01-01379
Number of retired or separated participants receiving benefits2011-01-0187
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01473
2009: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01446
Total number of active participants reported on line 7a of the Form 55002009-01-01373
Number of retired or separated participants receiving benefits2009-01-0186
Total of all active and inactive participants2009-01-01459

Financial Data on OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST

Measure Date Value
2015 : OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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$756,554
Total income from all sources (including contributions)2015-12-31$5,059,040
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,366,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,366,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,059,040
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$1,064,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
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
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,022,267
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$31,969
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$61,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$50,009
Liabilities. Value of operating payables at end of year2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$73,545
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$1,002,557
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-307,706
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$307,706
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
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$395,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,036,773
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$4,939,446
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$633,000
Did the plan have assets held for investment2015-12-31No
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2015-12-31841001549
2014 : OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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$756,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$529,111
Total income from all sources (including contributions)2014-12-31$4,950,440
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,082,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,082,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,950,440
Value of total assets at end of year2014-12-31$1,064,260
Value of total assets at beginning of year2014-12-31$968,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,033,763
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$67,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$61,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$145,159
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$50,009
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Liabilities. Value of operating payables at end of year2014-12-31$73,545
Liabilities. Value of operating payables at beginning of year2014-12-31$54,111
Total non interest bearing cash at end of year2014-12-31$1,002,557
Total non interest bearing cash at beginning of year2014-12-31$823,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-131,793
Value of net assets at end of year (total assets less liabilities)2014-12-31$307,706
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$439,499
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
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$307,745
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,916,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,707,479
Liabilities. Value of benefit claims payable at end of year2014-12-31$633,000
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$475,000
Did the plan have assets held for investment2014-12-31No
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2014-12-31841001549
2013 : OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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$529,111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$622,288
Total income from all sources (including contributions)2013-12-31$4,630,140
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,033,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,033,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,630,140
Value of total assets at end of year2013-12-31$968,610
Value of total assets at beginning of year2013-12-31$1,465,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,031,591
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$145,159
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$51,094
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$102,288
Liabilities. Value of operating payables at end of year2013-12-31$54,111
Liabilities. Value of operating payables at beginning of year2013-12-31$41,555
Total non interest bearing cash at end of year2013-12-31$823,451
Total non interest bearing cash at beginning of year2013-12-31$828,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-403,242
Value of net assets at end of year (total assets less liabilities)2013-12-31$439,499
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$842,741
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
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$294,484
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$3,598,549
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$585,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,738,898
Liabilities. Value of benefit claims payable at end of year2013-12-31$475,000
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$478,445
Did the plan have assets held for investment2013-12-31No
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2013-12-31841001549
2012 : OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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$520,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$441,000
Total income from all sources (including contributions)2012-12-31$4,677,786
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,695,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,695,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,677,786
Value of total assets at end of year2012-12-31$1,465,029
Value of total assets at beginning of year2012-12-31$1,403,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,037,536
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$17,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$102,288
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Liabilities. Value of operating payables at end of year2012-12-31$41,555
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$828,732
Total non interest bearing cash at beginning of year2012-12-31$1,386,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-17,276
Value of net assets at end of year (total assets less liabilities)2012-12-31$945,029
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$962,305
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
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$255,616
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
Contributions received in cash from employer2012-12-31$3,640,250
Employer contributions (assets) at end of year2012-12-31$619,297
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,439,446
Liabilities. Value of benefit claims payable at end of year2012-12-31$520,000
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$441,000
Did the plan have assets held for investment2012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2012-12-31841001549
2011 : OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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$441,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$317,000
Total income from all sources (including contributions)2011-12-31$4,516,199
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,247,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,247,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,516,199
Value of total assets at end of year2011-12-31$1,403,305
Value of total assets at beginning of year2011-12-31$1,010,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$978,160
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$17,000
Total non interest bearing cash at end of year2011-12-31$1,386,305
Total non interest bearing cash at beginning of year2011-12-31$993,501
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$268,804
Value of net assets at end of year (total assets less liabilities)2011-12-31$962,305
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$693,501
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
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$234,042
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$3,538,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,013,353
Liabilities. Value of benefit claims payable at end of year2011-12-31$441,000
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$317,000
Did the plan have assets held for investment2011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2011-12-31841001549
2010 : OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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$317,000
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$484,000
Total income from all sources (including contributions)2010-12-31$4,124,695
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$4,381,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,381,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$4,124,695
Value of total assets at end of year2010-12-31$1,010,501
Value of total assets at beginning of year2010-12-31$1,434,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$869,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$17,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$17,000
Total non interest bearing cash at end of year2010-12-31$993,501
Total non interest bearing cash at beginning of year2010-12-31$1,417,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-256,803
Value of net assets at end of year (total assets less liabilities)2010-12-31$693,501
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$950,304
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
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$223,495
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$3,255,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,158,003
Liabilities. Value of benefit claims payable at end of year2010-12-31$317,000
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$484,000
Did the plan have assets held for investment2010-12-31No
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)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31WILLIAM G. LAJOIE P.C.
Accountancy firm EIN2010-12-31841001549

Form 5500 Responses for OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST

2015: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA FARM BUREAU MUTUAL INSURANCE COMPANY GROUP HEALTH INSURANCE TRUST 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-008153-000
Policy instance 1
Insurance contract or identification number16-008153-000
Number of Individuals Covered429
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,169
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $395,331
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-008153-000
Policy instance 1
Insurance contract or identification number16-008153-000
Number of Individuals Covered434
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,608
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $307,763
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees4608
Additional information about fees paid to insurance brokerGROUP VOLUME BONUS
Insurance broker organization code?3
Insurance broker namePREMIUM SOURCE, LLC
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-008153-000
Policy instance 1
Insurance contract or identification number16-008153-000
Number of Individuals Covered426
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $305,767
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-008153-000
Policy instance 1
Insurance contract or identification number16-008153-000
Number of Individuals Covered439
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $255,657
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-008153-000
Policy instance 1
Insurance contract or identification number16-008153-000
Number of Individuals Covered426
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $234,042
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SYMETRA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68608 )
Policy contract number16-008153-000
Policy instance 1
Insurance contract or identification number16-008153-000
Number of Individuals Covered411
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $223,499
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3