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OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan NameOKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN
Plan identification number 006

OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

OKLAHOMA CITY UNIVERSITY has sponsored the creation of one or more 401k plans.

Company Name:OKLAHOMA CITY UNIVERSITY
Employer identification number (EIN):730579265
NAIC Classification:611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062010-01-01DARWINA MARSHALL DARWINA MARSHALL2011-10-17
0062009-01-01ELIZABETH A. HEDRICK
0062009-01-01ELIZABETH A. HEDRICK ELIZABETH A. HEDRICK2010-11-03
0062008-07-01

Plan Statistics for OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010: OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01405
Total number of active participants reported on line 7a of the Form 55002010-01-01374
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0147
Total of all active and inactive participants2010-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01421
Number of participants with account balances2010-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01411
Total number of active participants reported on line 7a of the Form 55002009-01-01354
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0146
Total of all active and inactive participants2009-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01400
Number of participants with account balances2009-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN

Measure Date Value
2010 : OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$14,933
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$1,549,759
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$480,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$480,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$651,943
Value of total assets at end of year2010-12-31$10,737,929
Value of total assets at beginning of year2010-12-31$9,653,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$147,878
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$8,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$8,553
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
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
Contributions received from participants2010-12-31$651,299
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$644
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$1,069,485
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,737,929
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,653,511
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,086,581
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,370,757
Value of interest in pooled separate accounts at end of year2010-12-31$371,358
Value of interest in pooled separate accounts at beginning of year2010-12-31$229,970
Interest earned on other investments2010-12-31$147,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$4,279,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$4,052,784
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$94,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$698,316
Net investment gain/loss from pooled separate accounts2010-12-31$43,069
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$385,920
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 name2010-12-31COLE & REED
Accountancy firm EIN2010-12-31731312422
2009 : OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY 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 OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN

2010: OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY 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 planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2008: OKLAHOMA CITY UNIVERSITY TAX DEFERRED ANNUITY PLAN 2008 form 5500 responses
2008-07-01Submission has been amendedYes
2008-07-01This submission is the final filingNo
2008-07-01This return/report is a short plan year return/report (less than 12 months)No
2008-07-01Plan is a collectively bargained planNo

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