401k Plan data: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES plan

OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 401k Plan overview

Plan Name	OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES
Plan identification number	002

OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

OKLAHOMA MEDICAL RESEARCH FOUNDATION has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA MEDICAL RESEARCH FOUNDATION

Employer identification number (EIN): 730580274

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2021-07-01
002 2020-07-01
002 2019-07-01
002 2018-07-01
002 2017-07-01 TIM HASSEN TIM HASSEN 2019-02-21
002 2016-07-01 TIM HASSEN TIM HASSEN 2018-04-11
002 2015-07-01 TIM HASSEN TIM HASSEN 2017-04-03
002 2014-07-01 TIM HASSEN TIM HASSEN 2016-02-02
002 2014-07-01 TIM HASSEN TIM HASSEN 2016-01-28
002 2013-07-01 TIM HASSEN 2015-04-01 TIM HASSEN 2015-04-01
002 2012-07-01 TIM HASSEN TIM HASSEN 2014-04-14
002 2011-07-01 TIM HASSEN TIM HASSEN 2013-04-08
002 2009-07-01 TIM HASSEN TIM HASSEN 2010-12-09
002 2009-07-01 TIM HASSEN TIM HASSEN 2011-01-10
002 2009-07-01 TIM HASSEN TIM HASSEN 2011-11-30
002 2009-07-01 TIM HASSEN TIM HASSEN 2011-06-09

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2021-07-01
002	2020-07-01
002	2019-07-01
002	2018-07-01
002	2017-07-01	TIM HASSEN		TIM HASSEN	2019-02-21
002	2016-07-01	TIM HASSEN		TIM HASSEN	2018-04-11
002	2015-07-01	TIM HASSEN		TIM HASSEN	2017-04-03
002	2014-07-01	TIM HASSEN		TIM HASSEN	2016-02-02
002	2014-07-01	TIM HASSEN		TIM HASSEN	2016-01-28
002	2013-07-01	TIM HASSEN	2015-04-01	TIM HASSEN	2015-04-01
002	2012-07-01	TIM HASSEN		TIM HASSEN	2014-04-14
002	2011-07-01	TIM HASSEN		TIM HASSEN	2013-04-08
002	2009-07-01	TIM HASSEN		TIM HASSEN	2010-12-09
002	2009-07-01	TIM HASSEN		TIM HASSEN	2011-01-10
002	2009-07-01	TIM HASSEN		TIM HASSEN	2011-11-30
002	2009-07-01	TIM HASSEN		TIM HASSEN	2011-06-09

Plan Statistics for OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES

401k plan membership statisitcs for OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES

Measure Date Value
2021: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2021 401k membership
Total participants, beginning-of-year 2021-07-01 924
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 460
Number of retired or separated participants receiving benefits 2021-07-01 0
Number of other retired or separated participants entitled to future benefits 2021-07-01 506
Total of all active and inactive participants 2021-07-01 966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-07-01 6
Total participants 2021-07-01 972
Number of participants with account balances 2021-07-01 965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-07-01 24
2020: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2020 401k membership
Total participants, beginning-of-year 2020-07-01 934
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 447
Number of retired or separated participants receiving benefits 2020-07-01 0
Number of other retired or separated participants entitled to future benefits 2020-07-01 481
Total of all active and inactive participants 2020-07-01 928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-07-01 2
Total participants 2020-07-01 930
Number of participants with account balances 2020-07-01 916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-07-01 15
2019: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2019 401k membership
Total participants, beginning-of-year 2019-07-01 920
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 436
Number of retired or separated participants receiving benefits 2019-07-01 0
Number of other retired or separated participants entitled to future benefits 2019-07-01 495
Total of all active and inactive participants 2019-07-01 931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-07-01 3
Total participants 2019-07-01 934
Number of participants with account balances 2019-07-01 930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-07-01 11
2018: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2018 401k membership
Total participants, beginning-of-year 2018-07-01 894
Total number of active participants reported on line 7a of the Form 5500 2018-07-01 436
Number of retired or separated participants receiving benefits 2018-07-01 0
Number of other retired or separated participants entitled to future benefits 2018-07-01 482
Total of all active and inactive participants 2018-07-01 918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-07-01 2
Total participants 2018-07-01 920
Number of participants with account balances 2018-07-01 914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-07-01 15
2017: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2017 401k membership
Total participants, beginning-of-year 2017-07-01 945
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 414
Number of retired or separated participants receiving benefits 2017-07-01 0
Number of other retired or separated participants entitled to future benefits 2017-07-01 479
Total of all active and inactive participants 2017-07-01 893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-07-01 2
Total participants 2017-07-01 895
Number of participants with account balances 2017-07-01 890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-07-01 23
2016: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2016 401k membership
Total participants, beginning-of-year 2016-07-01 941
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 424
Number of retired or separated participants receiving benefits 2016-07-01 0
Number of other retired or separated participants entitled to future benefits 2016-07-01 463
Total of all active and inactive participants 2016-07-01 887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-07-01 1
Total participants 2016-07-01 888
Number of participants with account balances 2016-07-01 963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-07-01 15
2015: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2015 401k membership
Total participants, beginning-of-year 2015-07-01 919
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 409
Number of retired or separated participants receiving benefits 2015-07-01 0
Number of other retired or separated participants entitled to future benefits 2015-07-01 460
Total of all active and inactive participants 2015-07-01 869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-07-01 1
Total participants 2015-07-01 870
Number of participants with account balances 2015-07-01 966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-07-01 40
2014: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2014 401k membership
Total participants, beginning-of-year 2014-07-01 855
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 429
Number of retired or separated participants receiving benefits 2014-07-01 0
Number of other retired or separated participants entitled to future benefits 2014-07-01 417
Total of all active and inactive participants 2014-07-01 846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-07-01 1
Total participants 2014-07-01 847
Number of participants with account balances 2014-07-01 952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-07-01 31
2013: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2013 401k membership
Total participants, beginning-of-year 2013-07-01 854
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 391
Number of other retired or separated participants entitled to future benefits 2013-07-01 496
Total of all active and inactive participants 2013-07-01 887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 2
Total participants 2013-07-01 889
Number of participants with account balances 2013-07-01 875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 19
2012: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2012 401k membership
Total participants, beginning-of-year 2012-07-01 899
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 394
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 458
Total of all active and inactive participants 2012-07-01 852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 2
Total participants 2012-07-01 854
Number of participants with account balances 2012-07-01 850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 31
2011: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2011 401k membership
Total participants, beginning-of-year 2011-07-01 894
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 203
Number of other retired or separated participants entitled to future benefits 2011-07-01 694
Total of all active and inactive participants 2011-07-01 897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 2
Total participants 2011-07-01 899
Number of participants with account balances 2011-07-01 892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 36
2009: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2009 401k membership
Total participants, beginning-of-year 2009-07-01 863
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 203
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 591
Total of all active and inactive participants 2009-07-01 794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 1
Total participants 2009-07-01 795
Number of participants with account balances 2009-07-01 838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 13

Measure	Date	Value
2021: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2021 401k membership
Total participants, beginning-of-year	2021-07-01	924
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	460
Number of retired or separated participants receiving benefits	2021-07-01	0
Number of other retired or separated participants entitled to future benefits	2021-07-01	506
Total of all active and inactive participants	2021-07-01	966
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-07-01	6
Total participants	2021-07-01	972
Number of participants with account balances	2021-07-01	965
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-07-01	24
2020: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2020 401k membership
Total participants, beginning-of-year	2020-07-01	934
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	447
Number of retired or separated participants receiving benefits	2020-07-01	0
Number of other retired or separated participants entitled to future benefits	2020-07-01	481
Total of all active and inactive participants	2020-07-01	928
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-07-01	2
Total participants	2020-07-01	930
Number of participants with account balances	2020-07-01	916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-07-01	15
2019: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2019 401k membership
Total participants, beginning-of-year	2019-07-01	920
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	436
Number of retired or separated participants receiving benefits	2019-07-01	0
Number of other retired or separated participants entitled to future benefits	2019-07-01	495
Total of all active and inactive participants	2019-07-01	931
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-07-01	3
Total participants	2019-07-01	934
Number of participants with account balances	2019-07-01	930
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-07-01	11
2018: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2018 401k membership
Total participants, beginning-of-year	2018-07-01	894
Total number of active participants reported on line 7a of the Form 5500	2018-07-01	436
Number of retired or separated participants receiving benefits	2018-07-01	0
Number of other retired or separated participants entitled to future benefits	2018-07-01	482
Total of all active and inactive participants	2018-07-01	918
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-07-01	2
Total participants	2018-07-01	920
Number of participants with account balances	2018-07-01	914
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-07-01	15
2017: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2017 401k membership
Total participants, beginning-of-year	2017-07-01	945
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	414
Number of retired or separated participants receiving benefits	2017-07-01	0
Number of other retired or separated participants entitled to future benefits	2017-07-01	479
Total of all active and inactive participants	2017-07-01	893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-07-01	2
Total participants	2017-07-01	895
Number of participants with account balances	2017-07-01	890
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-07-01	23
2016: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2016 401k membership
Total participants, beginning-of-year	2016-07-01	941
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	424
Number of retired or separated participants receiving benefits	2016-07-01	0
Number of other retired or separated participants entitled to future benefits	2016-07-01	463
Total of all active and inactive participants	2016-07-01	887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-07-01	1
Total participants	2016-07-01	888
Number of participants with account balances	2016-07-01	963
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-07-01	15
2015: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2015 401k membership
Total participants, beginning-of-year	2015-07-01	919
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	409
Number of retired or separated participants receiving benefits	2015-07-01	0
Number of other retired or separated participants entitled to future benefits	2015-07-01	460
Total of all active and inactive participants	2015-07-01	869
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-07-01	1
Total participants	2015-07-01	870
Number of participants with account balances	2015-07-01	966
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-07-01	40
2014: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2014 401k membership
Total participants, beginning-of-year	2014-07-01	855
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	429
Number of retired or separated participants receiving benefits	2014-07-01	0
Number of other retired or separated participants entitled to future benefits	2014-07-01	417
Total of all active and inactive participants	2014-07-01	846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-07-01	1
Total participants	2014-07-01	847
Number of participants with account balances	2014-07-01	952
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-07-01	31
2013: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2013 401k membership
Total participants, beginning-of-year	2013-07-01	854
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	391
Number of other retired or separated participants entitled to future benefits	2013-07-01	496
Total of all active and inactive participants	2013-07-01	887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	2
Total participants	2013-07-01	889
Number of participants with account balances	2013-07-01	875
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	19
2012: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2012 401k membership
Total participants, beginning-of-year	2012-07-01	899
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	394
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	458
Total of all active and inactive participants	2012-07-01	852
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	2
Total participants	2012-07-01	854
Number of participants with account balances	2012-07-01	850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	31
2011: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2011 401k membership
Total participants, beginning-of-year	2011-07-01	894
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	203
Number of other retired or separated participants entitled to future benefits	2011-07-01	694
Total of all active and inactive participants	2011-07-01	897
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	2
Total participants	2011-07-01	899
Number of participants with account balances	2011-07-01	892
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	36
2009: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2009 401k membership
Total participants, beginning-of-year	2009-07-01	863
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	203
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	591
Total of all active and inactive participants	2009-07-01	794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	1
Total participants	2009-07-01	795
Number of participants with account balances	2009-07-01	838
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	13

Financial Data on OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES

Measure	Date	Value
2022 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-06-30	$0
Total income from all sources (including contributions)	2022-06-30	$-7,247,501
Total loss/gain on sale of assets	2022-06-30	$0
Total of all expenses incurred	2022-06-30	$3,639,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-06-30	$3,611,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-06-30	$2,397,143
Value of total assets at end of year	2022-06-30	$72,725,431
Value of total assets at beginning of year	2022-06-30	$83,612,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-06-30	$27,500
Total interest from all sources	2022-06-30	$575,205
Total dividends received (eg from common stock, registered investment company shares)	2022-06-30	$1,719,778
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-06-30	$1,719,778
Was this plan covered by a fidelity bond	2022-06-30	Yes
Value of fidelity bond cover	2022-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2022-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2022-06-30	No
Assets. Other investments not covered elsewhere at end of year	2022-06-30	$370,350
Assets. Other investments not covered elsewhere at beginning of year	2022-06-30	$376,706
Income. Received or receivable in cash from other sources (including rollovers)	2022-06-30	$5,968
Other income not declared elsewhere	2022-06-30	$33,945
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Value of net income/loss	2022-06-30	$-10,886,904
Value of net assets at end of year (total assets less liabilities)	2022-06-30	$72,725,431
Value of net assets at beginning of year (total assets less liabilities)	2022-06-30	$83,612,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-06-30	No
Were any leases to which the plan was party in default or uncollectible	2022-06-30	No
Investment advisory and management fees	2022-06-30	$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-06-30	$54,989,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-06-30	$66,326,128
Value of interest in pooled separate accounts at end of year	2022-06-30	$1,454,529
Value of interest in pooled separate accounts at beginning of year	2022-06-30	$1,341,263
Interest earned on other investments	2022-06-30	$575,205
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-06-30	$15,911,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-06-30	$15,352,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-06-30	$-12,261,040
Net investment gain/loss from pooled separate accounts	2022-06-30	$287,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-06-30	No
Was there a failure to transmit to the plan any participant contributions	2022-06-30	No
Has the plan failed to provide any benefit when due under the plan	2022-06-30	No
Contributions received in cash from employer	2022-06-30	$2,391,175
Employer contributions (assets) at end of year	2022-06-30	$0
Employer contributions (assets) at beginning of year	2022-06-30	$215,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-06-30	$3,611,903
Did the plan have assets held for investment	2022-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-06-30	No
Opinion of an independent qualified public accountant for this plan	2022-06-30	Unqualified
Accountancy firm name	2022-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2022-06-30	205861398
2021 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-06-30	$0
Total income from all sources (including contributions)	2021-06-30	$20,180,995
Total loss/gain on sale of assets	2021-06-30	$0
Total of all expenses incurred	2021-06-30	$2,110,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-06-30	$2,083,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-06-30	$2,287,521
Value of total assets at end of year	2021-06-30	$83,612,335
Value of total assets at beginning of year	2021-06-30	$65,541,954
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-06-30	$27,500
Total interest from all sources	2021-06-30	$578,532
Total dividends received (eg from common stock, registered investment company shares)	2021-06-30	$1,732,653
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-06-30	$1,732,653
Was this plan covered by a fidelity bond	2021-06-30	Yes
Value of fidelity bond cover	2021-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2021-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2021-06-30	$0
Minimum employer required contribution for this plan year	2021-06-30	$2,285,320
Amount contributed by the employer to the plan for this plan year	2021-06-30	$2,285,320
Were there any nonexempt tranactions with any party-in-interest	2021-06-30	No
Assets. Other investments not covered elsewhere at end of year	2021-06-30	$376,706
Assets. Other investments not covered elsewhere at beginning of year	2021-06-30	$306,382
Income. Received or receivable in cash from other sources (including rollovers)	2021-06-30	$2,201
Other income not declared elsewhere	2021-06-30	$81,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Value of net income/loss	2021-06-30	$18,070,381
Value of net assets at end of year (total assets less liabilities)	2021-06-30	$83,612,335
Value of net assets at beginning of year (total assets less liabilities)	2021-06-30	$65,541,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-06-30	No
Were any leases to which the plan was party in default or uncollectible	2021-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-06-30	$66,326,128
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-06-30	$48,780,490
Value of interest in pooled separate accounts at end of year	2021-06-30	$1,341,263
Value of interest in pooled separate accounts at beginning of year	2021-06-30	$1,296,655
Interest earned on other investments	2021-06-30	$578,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-06-30	$15,352,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-06-30	$15,158,427
Expenses. Payments to insurance carriers foe the provision of benefits	2021-06-30	$177,123
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-06-30	$15,416,009
Net investment gain/loss from pooled separate accounts	2021-06-30	$84,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-06-30	No
Was there a failure to transmit to the plan any participant contributions	2021-06-30	No
Has the plan failed to provide any benefit when due under the plan	2021-06-30	No
Contributions received in cash from employer	2021-06-30	$2,285,320
Employer contributions (assets) at end of year	2021-06-30	$215,326
Employer contributions (assets) at beginning of year	2021-06-30	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-06-30	$1,905,991
Contract administrator fees	2021-06-30	$27,500
Did the plan have assets held for investment	2021-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-06-30	No
Opinion of an independent qualified public accountant for this plan	2021-06-30	Disclaimer
Accountancy firm name	2021-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2021-06-30	205861398
2020 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-06-30	$0
Total income from all sources (including contributions)	2020-06-30	$5,101,737
Total loss/gain on sale of assets	2020-06-30	$0
Total of all expenses incurred	2020-06-30	$3,289,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-06-30	$3,261,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-06-30	$2,277,797
Value of total assets at end of year	2020-06-30	$65,541,954
Value of total assets at beginning of year	2020-06-30	$63,729,359
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-06-30	$27,500
Total interest from all sources	2020-06-30	$584,261
Total dividends received (eg from common stock, registered investment company shares)	2020-06-30	$944,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-06-30	$944,792
Was this plan covered by a fidelity bond	2020-06-30	Yes
Value of fidelity bond cover	2020-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2020-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2020-06-30	No
Assets. Other investments not covered elsewhere at end of year	2020-06-30	$306,382
Assets. Other investments not covered elsewhere at beginning of year	2020-06-30	$291,089
Income. Received or receivable in cash from other sources (including rollovers)	2020-06-30	$37,547
Other income not declared elsewhere	2020-06-30	$30,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Value of net income/loss	2020-06-30	$1,812,595
Value of net assets at end of year (total assets less liabilities)	2020-06-30	$65,541,954
Value of net assets at beginning of year (total assets less liabilities)	2020-06-30	$63,729,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-06-30	No
Were any leases to which the plan was party in default or uncollectible	2020-06-30	No
Investment advisory and management fees	2020-06-30	$27,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-06-30	$48,780,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-06-30	$47,201,785
Value of interest in pooled separate accounts at end of year	2020-06-30	$1,296,655
Value of interest in pooled separate accounts at beginning of year	2020-06-30	$1,647,390
Interest earned on other investments	2020-06-30	$584,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-06-30	$15,158,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-06-30	$14,589,095
Expenses. Payments to insurance carriers foe the provision of benefits	2020-06-30	$560,134
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-06-30	$1,246,121
Net investment gain/loss from pooled separate accounts	2020-06-30	$18,064
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-06-30	No
Was there a failure to transmit to the plan any participant contributions	2020-06-30	No
Has the plan failed to provide any benefit when due under the plan	2020-06-30	No
Contributions received in cash from employer	2020-06-30	$2,240,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-06-30	$2,701,508
Did the plan have assets held for investment	2020-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2020-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2020-06-30	Disclaimer
Accountancy firm name	2020-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2020-06-30	205861398
2019 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-06-30	$0
Total income from all sources (including contributions)	2019-06-30	$5,621,275
Total loss/gain on sale of assets	2019-06-30	$0
Total of all expenses incurred	2019-06-30	$2,185,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-06-30	$2,160,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-06-30	$2,247,534
Value of total assets at end of year	2019-06-30	$63,729,359
Value of total assets at beginning of year	2019-06-30	$60,293,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-06-30	$25,750
Total interest from all sources	2019-06-30	$598,497
Total dividends received (eg from common stock, registered investment company shares)	2019-06-30	$1,197,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-06-30	$1,197,731
Was this plan covered by a fidelity bond	2019-06-30	Yes
Value of fidelity bond cover	2019-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2019-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2019-06-30	$0
Minimum employer required contribution for this plan year	2019-06-30	$2,139,511
Amount contributed by the employer to the plan for this plan year	2019-06-30	$2,139,511
Were there any nonexempt tranactions with any party-in-interest	2019-06-30	No
Assets. Other investments not covered elsewhere at end of year	2019-06-30	$291,089
Assets. Other investments not covered elsewhere at beginning of year	2019-06-30	$69,487
Income. Received or receivable in cash from other sources (including rollovers)	2019-06-30	$108,023
Other income not declared elsewhere	2019-06-30	$48,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Value of net income/loss	2019-06-30	$3,435,499
Value of net assets at end of year (total assets less liabilities)	2019-06-30	$63,729,359
Value of net assets at beginning of year (total assets less liabilities)	2019-06-30	$60,293,860
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-06-30	No
Were any leases to which the plan was party in default or uncollectible	2019-06-30	No
Investment advisory and management fees	2019-06-30	$25,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-06-30	$47,201,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-06-30	$44,277,191
Value of interest in pooled separate accounts at end of year	2019-06-30	$1,647,390
Value of interest in pooled separate accounts at beginning of year	2019-06-30	$1,609,708
Interest earned on other investments	2019-06-30	$598,497
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-06-30	$14,589,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-06-30	$14,337,474
Expenses. Payments to insurance carriers foe the provision of benefits	2019-06-30	$67,541
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-06-30	$1,442,912
Net investment gain/loss from pooled separate accounts	2019-06-30	$85,754
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-06-30	No
Was there a failure to transmit to the plan any participant contributions	2019-06-30	No
Has the plan failed to provide any benefit when due under the plan	2019-06-30	No
Contributions received in cash from employer	2019-06-30	$2,139,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-06-30	$2,092,485
Did the plan have assets held for investment	2019-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2019-06-30	Disclaimer
Accountancy firm name	2019-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2019-06-30	205861398
2018 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-06-30	$0
Total income from all sources (including contributions)	2018-06-30	$6,818,493
Total loss/gain on sale of assets	2018-06-30	$0
Total of all expenses incurred	2018-06-30	$1,108,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-06-30	$1,084,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-06-30	$1,667,672
Value of total assets at end of year	2018-06-30	$60,293,860
Value of total assets at beginning of year	2018-06-30	$54,583,442
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-06-30	$24,000
Total interest from all sources	2018-06-30	$561,174
Total dividends received (eg from common stock, registered investment company shares)	2018-06-30	$792,962
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-06-30	$792,962
Was this plan covered by a fidelity bond	2018-06-30	Yes
Value of fidelity bond cover	2018-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2018-06-30	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2018-06-30	$0
Minimum employer required contribution for this plan year	2018-06-30	$1,667,530
Amount contributed by the employer to the plan for this plan year	2018-06-30	$1,667,530
Were there any nonexempt tranactions with any party-in-interest	2018-06-30	No
Assets. Other investments not covered elsewhere at end of year	2018-06-30	$69,487
Assets. Other investments not covered elsewhere at beginning of year	2018-06-30	$28,822
Income. Received or receivable in cash from other sources (including rollovers)	2018-06-30	$142
Other income not declared elsewhere	2018-06-30	$39,559
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Value of net income/loss	2018-06-30	$5,710,418
Value of net assets at end of year (total assets less liabilities)	2018-06-30	$60,293,860
Value of net assets at beginning of year (total assets less liabilities)	2018-06-30	$54,583,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-06-30	No
Were any leases to which the plan was party in default or uncollectible	2018-06-30	No
Investment advisory and management fees	2018-06-30	$24,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-06-30	$44,277,191
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-06-30	$39,488,724
Value of interest in pooled separate accounts at end of year	2018-06-30	$1,609,708
Value of interest in pooled separate accounts at beginning of year	2018-06-30	$1,625,786
Interest earned on other investments	2018-06-30	$561,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-06-30	$14,337,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-06-30	$13,440,110
Expenses. Payments to insurance carriers foe the provision of benefits	2018-06-30	$94,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-06-30	$3,678,193
Net investment gain/loss from pooled separate accounts	2018-06-30	$78,933
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-06-30	No
Was there a failure to transmit to the plan any participant contributions	2018-06-30	No
Has the plan failed to provide any benefit when due under the plan	2018-06-30	No
Contributions received in cash from employer	2018-06-30	$1,667,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-06-30	$989,621
Did the plan have assets held for investment	2018-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2018-06-30	Disclaimer
Accountancy firm name	2018-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2018-06-30	205861398
2017 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-06-30	$0
Total income from all sources (including contributions)	2017-06-30	$8,077,797
Total loss/gain on sale of assets	2017-06-30	$0
Total of all expenses incurred	2017-06-30	$2,031,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-06-30	$1,999,392
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-06-30	$2,054,411
Value of total assets at end of year	2017-06-30	$54,583,442
Value of total assets at beginning of year	2017-06-30	$48,537,037
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-06-30	$32,000
Total interest from all sources	2017-06-30	$571,705
Total dividends received (eg from common stock, registered investment company shares)	2017-06-30	$590,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-06-30	$590,583
Was this plan covered by a fidelity bond	2017-06-30	Yes
Value of fidelity bond cover	2017-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2017-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2017-06-30	No
Assets. Other investments not covered elsewhere at end of year	2017-06-30	$28,822
Assets. Other investments not covered elsewhere at beginning of year	2017-06-30	$28,820
Other income not declared elsewhere	2017-06-30	$22,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Value of net income/loss	2017-06-30	$6,046,405
Value of net assets at end of year (total assets less liabilities)	2017-06-30	$54,583,442
Value of net assets at beginning of year (total assets less liabilities)	2017-06-30	$48,537,037
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-06-30	No
Were any leases to which the plan was party in default or uncollectible	2017-06-30	No
Investment advisory and management fees	2017-06-30	$32,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-06-30	$39,488,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-06-30	$33,849,208
Value of interest in pooled separate accounts at end of year	2017-06-30	$1,625,786
Value of interest in pooled separate accounts at beginning of year	2017-06-30	$1,677,572
Interest earned on other investments	2017-06-30	$571,705
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-06-30	$13,440,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-06-30	$12,981,437
Expenses. Payments to insurance carriers foe the provision of benefits	2017-06-30	$480,715
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-06-30	$4,774,383
Net investment gain/loss from pooled separate accounts	2017-06-30	$64,060
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-06-30	No
Was there a failure to transmit to the plan any participant contributions	2017-06-30	No
Has the plan failed to provide any benefit when due under the plan	2017-06-30	No
Contributions received in cash from employer	2017-06-30	$2,054,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-06-30	$1,518,677
Did the plan have assets held for investment	2017-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2017-06-30	Disclaimer
Accountancy firm name	2017-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2017-06-30	205861398
2016 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-06-30	$0
Total income from all sources (including contributions)	2016-06-30	$2,338,940
Total loss/gain on sale of assets	2016-06-30	$0
Total of all expenses incurred	2016-06-30	$2,145,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-06-30	$2,117,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-06-30	$2,087,535
Value of total assets at end of year	2016-06-30	$48,537,037
Value of total assets at beginning of year	2016-06-30	$48,343,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-06-30	$28,498
Total interest from all sources	2016-06-30	$537,588
Total dividends received (eg from common stock, registered investment company shares)	2016-06-30	$709,043
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-06-30	$709,043
Was this plan covered by a fidelity bond	2016-06-30	Yes
Value of fidelity bond cover	2016-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2016-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2016-06-30	No
Assets. Other investments not covered elsewhere at end of year	2016-06-30	$28,820
Assets. Other investments not covered elsewhere at beginning of year	2016-06-30	$8,818
Income. Received or receivable in cash from other sources (including rollovers)	2016-06-30	$15,690
Other income not declared elsewhere	2016-06-30	$26,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Value of net income/loss	2016-06-30	$193,188
Value of net assets at end of year (total assets less liabilities)	2016-06-30	$48,537,037
Value of net assets at beginning of year (total assets less liabilities)	2016-06-30	$48,343,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-06-30	No
Were any leases to which the plan was party in default or uncollectible	2016-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-06-30	$33,849,208
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-06-30	$34,143,024
Value of interest in pooled separate accounts at end of year	2016-06-30	$1,677,572
Value of interest in pooled separate accounts at beginning of year	2016-06-30	$1,653,492
Interest earned on other investments	2016-06-30	$537,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-06-30	$12,981,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-06-30	$12,538,515
Expenses. Payments to insurance carriers foe the provision of benefits	2016-06-30	$11,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-06-30	$-1,133,412
Net investment gain/loss from pooled separate accounts	2016-06-30	$111,752
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-06-30	No
Was there a failure to transmit to the plan any participant contributions	2016-06-30	No
Has the plan failed to provide any benefit when due under the plan	2016-06-30	No
Contributions received in cash from employer	2016-06-30	$2,071,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-06-30	$2,105,985
Contract administrator fees	2016-06-30	$28,498
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-06-30	No
Did the plan have assets held for investment	2016-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2016-06-30	Disclaimer
Accountancy firm name	2016-06-30	HSPG & ASSOCIATES, PC
Accountancy firm EIN	2016-06-30	205861398
2015 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-06-30	$0
Total transfer of assets to this plan	2015-06-30	$192,026
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-06-30	$0
Total income from all sources (including contributions)	2015-06-30	$4,269,624
Total loss/gain on sale of assets	2015-06-30	$0
Total of all expenses incurred	2015-06-30	$2,744,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-06-30	$2,721,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-06-30	$2,128,772
Value of total assets at end of year	2015-06-30	$48,343,849
Value of total assets at beginning of year	2015-06-30	$46,626,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-06-30	$23,318
Total interest from all sources	2015-06-30	$514,883
Total dividends received (eg from common stock, registered investment company shares)	2015-06-30	$637,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-06-30	$637,360
Was this plan covered by a fidelity bond	2015-06-30	Yes
Value of fidelity bond cover	2015-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2015-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2015-06-30	No
Assets. Other investments not covered elsewhere at end of year	2015-06-30	$8,818
Income. Received or receivable in cash from other sources (including rollovers)	2015-06-30	$2,462
Other income not declared elsewhere	2015-06-30	$33,290
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Value of net income/loss	2015-06-30	$1,525,070
Value of net assets at end of year (total assets less liabilities)	2015-06-30	$48,343,849
Value of net assets at beginning of year (total assets less liabilities)	2015-06-30	$46,626,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-06-30	No
Were any leases to which the plan was party in default or uncollectible	2015-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-06-30	$34,143,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-06-30	$32,739,088
Value of interest in pooled separate accounts at end of year	2015-06-30	$1,653,492
Value of interest in pooled separate accounts at beginning of year	2015-06-30	$1,834,836
Interest earned on other investments	2015-06-30	$514,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-06-30	$12,538,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-06-30	$12,052,829
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-06-30	$775,275
Net investment gain/loss from pooled separate accounts	2015-06-30	$180,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-06-30	No
Was there a failure to transmit to the plan any participant contributions	2015-06-30	No
Has the plan failed to provide any benefit when due under the plan	2015-06-30	No
Contributions received in cash from employer	2015-06-30	$2,126,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-06-30	$2,721,236
Contract administrator fees	2015-06-30	$23,318
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-06-30	No
Did the plan have assets held for investment	2015-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2015-06-30	Disclaimer
Accountancy firm name	2015-06-30	HSPG & ASSOCIATES , PC
Accountancy firm EIN	2015-06-30	205861398
2014 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-06-30	$0
Total income from all sources (including contributions)	2014-06-30	$8,172,508
Total loss/gain on sale of assets	2014-06-30	$0
Total of all expenses incurred	2014-06-30	$1,819,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-06-30	$1,781,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-06-30	$2,028,045
Value of total assets at end of year	2014-06-30	$46,626,753
Value of total assets at beginning of year	2014-06-30	$40,273,695
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-06-30	$37,822
Total interest from all sources	2014-06-30	$505,547
Total dividends received (eg from common stock, registered investment company shares)	2014-06-30	$574,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-06-30	$574,197
Was this plan covered by a fidelity bond	2014-06-30	Yes
Value of fidelity bond cover	2014-06-30	$1,000,000
If this is an individual account plan, was there a blackout period	2014-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2014-06-30	No
Assets. Other investments not covered elsewhere at beginning of year	2014-06-30	$8,817
Income. Received or receivable in cash from other sources (including rollovers)	2014-06-30	$414
Other income not declared elsewhere	2014-06-30	$44,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Value of net income/loss	2014-06-30	$6,353,058
Value of net assets at end of year (total assets less liabilities)	2014-06-30	$46,626,753
Value of net assets at beginning of year (total assets less liabilities)	2014-06-30	$40,273,695
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-06-30	No
Were any leases to which the plan was party in default or uncollectible	2014-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-06-30	$32,739,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-06-30	$26,740,958
Value of interest in pooled separate accounts at end of year	2014-06-30	$1,834,836
Value of interest in pooled separate accounts at beginning of year	2014-06-30	$1,622,022
Interest earned on other investments	2014-06-30	$505,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-06-30	$12,052,829
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-06-30	$11,901,898
Expenses. Payments to insurance carriers foe the provision of benefits	2014-06-30	$126,237
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-06-30	$4,840,473
Net investment gain/loss from pooled separate accounts	2014-06-30	$179,808
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-06-30	No
Was there a failure to transmit to the plan any participant contributions	2014-06-30	No
Has the plan failed to provide any benefit when due under the plan	2014-06-30	No
Contributions received in cash from employer	2014-06-30	$2,027,631
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-06-30	$1,655,391
Contract administrator fees	2014-06-30	$37,822
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-06-30	No
Did the plan have assets held for investment	2014-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2014-06-30	Disclaimer
Accountancy firm name	2014-06-30	HSPG & ASSOCIATES
Accountancy firm EIN	2014-06-30	205861398
2013 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-06-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-06-30	$0
Total income from all sources (including contributions)	2013-06-30	$6,001,940
Total loss/gain on sale of assets	2013-06-30	$0
Total of all expenses incurred	2013-06-30	$2,676,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-06-30	$2,676,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-06-30	$1,892,545
Value of total assets at end of year	2013-06-30	$40,273,695
Value of total assets at beginning of year	2013-06-30	$36,948,593
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-06-30	$0
Total interest from all sources	2013-06-30	$464,907
Total dividends received (eg from common stock, registered investment company shares)	2013-06-30	$269,847
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-06-30	$269,847
Was this plan covered by a fidelity bond	2013-06-30	No
If this is an individual account plan, was there a blackout period	2013-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2013-06-30	No
Assets. Other investments not covered elsewhere at end of year	2013-06-30	$8,817
Assets. Other investments not covered elsewhere at beginning of year	2013-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-06-30	$531
Other income not declared elsewhere	2013-06-30	$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Value of net income/loss	2013-06-30	$3,325,102
Value of net assets at end of year (total assets less liabilities)	2013-06-30	$40,273,695
Value of net assets at beginning of year (total assets less liabilities)	2013-06-30	$36,948,593
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-06-30	No
Were any leases to which the plan was party in default or uncollectible	2013-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-06-30	$26,740,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-06-30	$24,041,446
Value of interest in pooled separate accounts at end of year	2013-06-30	$1,622,022
Value of interest in pooled separate accounts at beginning of year	2013-06-30	$1,610,346
Interest earned on other investments	2013-06-30	$464,907
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-06-30	$11,901,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-06-30	$11,136,980
Expenses. Payments to insurance carriers foe the provision of benefits	2013-06-30	$183,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-06-30	$3,239,051
Net investment gain/loss from pooled separate accounts	2013-06-30	$135,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-06-30	No
Was there a failure to transmit to the plan any participant contributions	2013-06-30	No
Has the plan failed to provide any benefit when due under the plan	2013-06-30	No
Contributions received in cash from employer	2013-06-30	$1,892,014
Employer contributions (assets) at end of year	2013-06-30	$0
Employer contributions (assets) at beginning of year	2013-06-30	$159,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-06-30	$2,493,733
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-06-30	No
Did the plan have assets held for investment	2013-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-06-30	Disclaimer
Accountancy firm name	2013-06-30	HSPG & ASSOCIATES
Accountancy firm EIN	2013-06-30	205861398
2012 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2012 401k financial data
Total income from all sources (including contributions)	2012-06-30	$2,649,105
Total of all expenses incurred	2012-06-30	$1,559,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-06-30	$1,559,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-06-30	$1,951,061
Value of total assets at end of year	2012-06-30	$36,948,593
Value of total assets at beginning of year	2012-06-30	$35,858,527
Total interest from all sources	2012-06-30	$443,056
Total dividends received (eg from common stock, registered investment company shares)	2012-06-30	$144,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-06-30	$144,005
Was this plan covered by a fidelity bond	2012-06-30	No
If this is an individual account plan, was there a blackout period	2012-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2012-06-30	No
Income. Received or receivable in cash from other sources (including rollovers)	2012-06-30	$43,651
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Value of net income/loss	2012-06-30	$1,090,067
Value of net assets at end of year (total assets less liabilities)	2012-06-30	$36,948,593
Value of net assets at beginning of year (total assets less liabilities)	2012-06-30	$35,858,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-06-30	No
Were any leases to which the plan was party in default or uncollectible	2012-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-06-30	$24,041,446
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-06-30	$23,806,255
Value of interest in pooled separate accounts at end of year	2012-06-30	$1,610,346
Value of interest in pooled separate accounts at beginning of year	2012-06-30	$1,397,346
Interest earned on other investments	2012-06-30	$443,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-06-30	$11,136,980
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-06-30	$10,654,926
Expenses. Payments to insurance carriers foe the provision of benefits	2012-06-30	$258,986
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-06-30	$-42,954
Net investment gain/loss from pooled separate accounts	2012-06-30	$153,937
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-06-30	No
Was there a failure to transmit to the plan any participant contributions	2012-06-30	No
Has the plan failed to provide any benefit when due under the plan	2012-06-30	No
Contributions received in cash from employer	2012-06-30	$1,907,410
Employer contributions (assets) at end of year	2012-06-30	$159,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-06-30	$1,300,052
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-06-30	No
Did the plan have assets held for investment	2012-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-06-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-06-30	Disclaimer
Accountancy firm name	2012-06-30	HSPG & ASSOCIATES
Accountancy firm EIN	2012-06-30	205861398
2011 : OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-06-30	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-06-30	$0
Total unrealized appreciation/depreciation of assets	2011-06-30	$0
Total income from all sources (including contributions)	2011-06-30	$7,319,920
Total loss/gain on sale of assets	2011-06-30	$0
Total of all expenses incurred	2011-06-30	$1,098,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-06-30	$1,098,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-06-30	$1,898,556
Value of total assets at end of year	2011-06-30	$35,858,526
Value of total assets at beginning of year	2011-06-30	$29,637,407
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-06-30	$21
Total income from rents	2011-06-30	$0
Total interest from all sources	2011-06-30	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-06-30	$176,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-06-30	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-06-30	$0
Was this plan covered by a fidelity bond	2011-06-30	No
If this is an individual account plan, was there a blackout period	2011-06-30	No
Were there any nonexempt tranactions with any party-in-interest	2011-06-30	No
Contributions received from participants	2011-06-30	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-06-30	$0
Other income not declared elsewhere	2011-06-30	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Income. Non cash contributions	2011-06-30	$0
Value of net income/loss	2011-06-30	$6,221,119
Value of net assets at end of year (total assets less liabilities)	2011-06-30	$35,858,526
Value of net assets at beginning of year (total assets less liabilities)	2011-06-30	$29,637,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-06-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-06-30	No
Were any leases to which the plan was party in default or uncollectible	2011-06-30	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-06-30	$23,806,255
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-06-30	$18,492,248
Value of interest in pooled separate accounts at end of year	2011-06-30	$1,397,345
Value of interest in pooled separate accounts at beginning of year	2011-06-30	$907,151
Interest on participant loans	2011-06-30	$0
Income. Interest from loans (other than to participants)	2011-06-30	$0
Interest earned on other investments	2011-06-30	$0
Income. Interest from US Government securities	2011-06-30	$0
Income. Interest from corporate debt instruments	2011-06-30	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-06-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-06-30	$10,654,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-06-30	$10,082,873
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-06-30	$5,033,556
Net investment gain/loss from pooled separate accounts	2011-06-30	$211,520
Net investment gain or loss from common/collective trusts	2011-06-30	$0
Net gain/loss from 103.12 investment entities	2011-06-30	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-06-30	No
Was there a failure to transmit to the plan any participant contributions	2011-06-30	No
Has the plan failed to provide any benefit when due under the plan	2011-06-30	No
Contributions received in cash from employer	2011-06-30	$1,898,556
Employer contributions (assets) at end of year	2011-06-30	$0
Employer contributions (assets) at beginning of year	2011-06-30	$155,135
Income. Dividends from preferred stock	2011-06-30	$0
Income. Dividends from common stock	2011-06-30	$176,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-06-30	$1,098,780
Contract administrator fees	2011-06-30	$21
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-06-30	No
Did the plan have assets held for investment	2011-06-30	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-06-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-06-30	No
Aggregate proceeds on sale of assets	2011-06-30	$0
Aggregate carrying amount (costs) on sale of assets	2011-06-30	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-06-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-06-30	Disclaimer
Accountancy firm name	2011-06-30	HSPG & ASSOCIATES
Accountancy firm EIN	2011-06-30	205861398

Form 5500 Responses for OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES

2021: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan funding arrangement – Trust	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement - Trust	Yes
2020: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan funding arrangement – Trust	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement - Trust	Yes
2019: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan funding arrangement – Trust	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement - Trust	Yes
2018: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2018 form 5500 responses
2018-07-01	Type of plan entity	Single employer plan
2018-07-01	Submission has been amended	No
2018-07-01	This submission is the final filing	No
2018-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-07-01	Plan is a collectively bargained plan	No
2018-07-01	Plan funding arrangement – Insurance	Yes
2018-07-01	Plan funding arrangement – Trust	Yes
2018-07-01	Plan benefit arrangement – Insurance	Yes
2018-07-01	Plan benefit arrangement - Trust	Yes
2017: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan funding arrangement – Trust	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement - Trust	Yes
2016: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan funding arrangement – Trust	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement - Trust	Yes
2015: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan funding arrangement – Trust	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement - Trust	Yes
2014: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	Yes
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan funding arrangement – Trust	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement - Trust	Yes
2013: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan funding arrangement – Trust	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement - Trust	Yes
2012: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan funding arrangement – Trust	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement - Trust	Yes
2011: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: OKLAHOMA MEDICAL RESEARCH FOUNDATION RETIREMENT PLAN FOR FULL-TIME EMPLOYEES 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	503
Insurance policy start date	2021-07-01
Insurance policy end date	2022-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	504
Insurance policy start date	2020-07-01
Insurance policy end date	2021-06-30
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	521
Insurance policy start date	2019-07-01
Insurance policy end date	2020-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	533
Insurance policy start date	2018-07-01
Insurance policy end date	2019-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	538
Insurance policy start date	2017-07-01
Insurance policy end date	2018-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	583
Insurance policy start date	2015-07-01
Insurance policy end date	2016-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	600
Insurance policy start date	2014-07-01
Insurance policy end date	2015-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

406504

Policy instance

Insurance contract or identification number	406504
Number of Individuals Covered	717
Insurance policy start date	2013-07-01
Insurance policy end date	2014-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150361

Policy instance

Insurance contract or identification number	150361
Number of Individuals Covered	851
Insurance policy start date	2012-07-01
Insurance policy end date	2013-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

150361

Policy instance

Insurance contract or identification number	150361
Number of Individuals Covered	892
Insurance policy start date	2011-07-01
Insurance policy end date	2012-06-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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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.
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Company Name:	OKLAHOMA MEDICAL RESEARCH FOUNDATION
Employer identification number (EIN):	730580274
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations