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NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 401k Plan overview

Plan NameNORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B)
Plan identification number 001

NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER, INC.
Employer identification number (EIN):731134098
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01RANDY TATE2023-09-14
0012021-01-01RANDY TATE2022-10-02
0012020-01-01RANDY TATE2021-09-30
0012019-01-01RANDY TATE2020-09-15
0012018-01-01RANDY TATE2019-09-24
0012017-01-01
0012016-01-01RANDY TATE
0012015-01-01RANDY TATE
0012014-01-01RANDY TATE
0012013-01-01RANDY TATE
0012012-01-01RANDY TATE
0012011-01-01RANDY TATE
0012010-01-01RANDY TATE
0012009-01-01JENNIFER DEBRULER
0012009-01-01JERRY VANTASSEL
0012009-01-01JENNIFER DEBRULER

Plan Statistics for NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B)

401k plan membership statisitcs for NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B)

Measure Date Value
2022: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2022 401k membership
Total participants, beginning-of-year2022-01-01435
Total number of active participants reported on line 7a of the Form 55002022-01-01356
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01112
Total of all active and inactive participants2022-01-01468
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01468
Number of participants with account balances2022-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0149
2021: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2021 401k membership
Total participants, beginning-of-year2021-01-01446
Total number of active participants reported on line 7a of the Form 55002021-01-01330
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01105
Total of all active and inactive participants2021-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01435
Number of participants with account balances2021-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0144
2020: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2020 401k membership
Total participants, beginning-of-year2020-01-01382
Total number of active participants reported on line 7a of the Form 55002020-01-01316
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01445
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01446
Number of participants with account balances2020-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2019 401k membership
Total participants, beginning-of-year2019-01-01376
Total number of active participants reported on line 7a of the Form 55002019-01-01279
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01103
Total of all active and inactive participants2019-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01382
Number of participants with account balances2019-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0137
2018: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2018 401k membership
Total participants, beginning-of-year2018-01-01363
Total number of active participants reported on line 7a of the Form 55002018-01-01291
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-01376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01376
Number of participants with account balances2018-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2017 401k membership
Total participants, beginning-of-year2017-01-01318
Total number of active participants reported on line 7a of the Form 55002017-01-01283
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0180
Total of all active and inactive participants2017-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01363
Number of participants with account balances2017-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2016 401k membership
Total participants, beginning-of-year2016-01-01319
Total number of active participants reported on line 7a of the Form 55002016-01-01242
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0175
Total of all active and inactive participants2016-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01318
Number of participants with account balances2016-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2015 401k membership
Total participants, beginning-of-year2015-01-01320
Total number of active participants reported on line 7a of the Form 55002015-01-01246
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0173
Total of all active and inactive participants2015-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01319
Number of participants with account balances2015-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2014 401k membership
Total participants, beginning-of-year2014-01-01306
Total number of active participants reported on line 7a of the Form 55002014-01-01242
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01320
Number of participants with account balances2014-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2013 401k membership
Total participants, beginning-of-year2013-01-01386
Total number of active participants reported on line 7a of the Form 55002013-01-01224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0182
Total of all active and inactive participants2013-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01306
Number of participants with account balances2013-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2012 401k membership
Total participants, beginning-of-year2012-01-01370
Total number of active participants reported on line 7a of the Form 55002012-01-01221
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01165
Total of all active and inactive participants2012-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01386
Number of participants with account balances2012-01-01332
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0136
2011: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2011 401k membership
Total participants, beginning-of-year2011-01-01371
Total number of active participants reported on line 7a of the Form 55002011-01-01240
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0198
Total of all active and inactive participants2011-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01338
Number of participants with account balances2011-01-01276
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2010: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2010 401k membership
Total participants, beginning-of-year2010-01-01386
Total number of active participants reported on line 7a of the Form 55002010-01-01274
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0195
Total of all active and inactive participants2010-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01371
Number of participants with account balances2010-01-01301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0141
2009: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2009 401k membership
Total participants, beginning-of-year2009-01-01402
Total number of active participants reported on line 7a of the Form 55002009-01-01291
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0193
Total of all active and inactive participants2009-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01385
Number of participants with account balances2009-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0148

Financial Data on NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B)

Measure Date Value
2022 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-858,194
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,125,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,088,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,434,649
Value of total assets at end of year2022-12-31$11,240,297
Value of total assets at beginning of year2022-12-31$13,223,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$37,222
Total interest from all sources2022-12-31$47,599
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$410,115
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$410,115
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$718,337
Participant contributions at end of year2022-12-31$116,470
Participant contributions at beginning of year2022-12-31$122,208
Participant contributions at beginning of year2022-12-31$23,999
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$37,108
Total non interest bearing cash at end of year2022-12-31$3,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,983,427
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,240,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,223,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,463,121
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,123,171
Interest on participant loans2022-12-31$4,397
Interest earned on other investments2022-12-31$43,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,654,128
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,931,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,750,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$679,204
Employer contributions (assets) at end of year2022-12-31$2,680
Employer contributions (assets) at beginning of year2022-12-31$22,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,088,011
Contract administrator fees2022-12-31$37,222
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,761,894
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,198,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,160,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,128,717
Value of total assets at end of year2021-12-31$13,223,724
Value of total assets at beginning of year2021-12-31$11,660,162
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$37,417
Total interest from all sources2021-12-31$47,828
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$710,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$710,984
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$579,106
Participant contributions at end of year2021-12-31$122,208
Participant contributions at beginning of year2021-12-31$156,429
Participant contributions at end of year2021-12-31$23,999
Participant contributions at beginning of year2021-12-31$19,834
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,875
Total non interest bearing cash at beginning of year2021-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,563,562
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,223,724
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,660,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,123,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,601,736
Interest on participant loans2021-12-31$5,346
Interest earned on other investments2021-12-31$42,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,931,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,869,508
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$874,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$542,736
Employer contributions (assets) at end of year2021-12-31$22,820
Employer contributions (assets) at beginning of year2021-12-31$12,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,160,915
Contract administrator fees2021-12-31$37,417
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,671,874
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$427,131
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$316,647
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$945,217
Value of total assets at end of year2020-12-31$11,660,162
Value of total assets at beginning of year2020-12-31$9,415,419
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$110,484
Total interest from all sources2020-12-31$60,205
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$298,085
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$298,085
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$504,220
Participant contributions at end of year2020-12-31$156,429
Participant contributions at beginning of year2020-12-31$158,547
Participant contributions at end of year2020-12-31$19,834
Total non interest bearing cash at end of year2020-12-31$6
Total non interest bearing cash at beginning of year2020-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,244,743
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,660,162
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,415,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,601,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,603,463
Interest on participant loans2020-12-31$6,548
Interest earned on other investments2020-12-31$53,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,869,508
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,653,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,368,367
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$440,997
Employer contributions (assets) at end of year2020-12-31$12,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$316,647
Contract administrator fees2020-12-31$110,484
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD, LLP
Accountancy firm EIN2020-12-31440160260
2019 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,598,164
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$498,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$395,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$942,340
Value of total assets at end of year2019-12-31$9,415,419
Value of total assets at beginning of year2019-12-31$7,315,323
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$102,997
Total interest from all sources2019-12-31$51,124
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$227,176
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$227,176
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$478,815
Participant contributions at end of year2019-12-31$158,547
Participant contributions at beginning of year2019-12-31$158,588
Participant contributions at beginning of year2019-12-31$17,249
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$43,358
Total non interest bearing cash at end of year2019-12-31$56
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,100,096
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,415,419
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,315,323
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,603,463
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,499,358
Interest on participant loans2019-12-31$7,510
Interest earned on other investments2019-12-31$43,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,653,353
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,633,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,377,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$420,167
Employer contributions (assets) at beginning of year2019-12-31$6,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$395,071
Contract administrator fees2019-12-31$102,997
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD, LLP
Accountancy firm EIN2019-12-31440160260
2018 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$538,406
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$537,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$461,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$776,690
Value of total assets at end of year2018-12-31$7,315,323
Value of total assets at beginning of year2018-12-31$7,314,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$75,919
Total interest from all sources2018-12-31$47,830
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$230,732
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$230,732
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$422,855
Participant contributions at end of year2018-12-31$158,588
Participant contributions at beginning of year2018-12-31$176,013
Participant contributions at end of year2018-12-31$17,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$872
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,315,323
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,314,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,499,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,435,055
Interest on participant loans2018-12-31$6,294
Interest earned on other investments2018-12-31$41,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,633,313
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,703,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-516,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$353,835
Employer contributions (assets) at end of year2018-12-31$6,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$461,615
Contract administrator fees2018-12-31$75,919
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,735,740
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$635,661
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$561,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$693,378
Value of total assets at end of year2017-12-31$7,314,451
Value of total assets at beginning of year2017-12-31$6,214,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,797
Total interest from all sources2017-12-31$43,126
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$237,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$237,570
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$335,729
Participant contributions at end of year2017-12-31$176,013
Participant contributions at beginning of year2017-12-31$150,692
Participant contributions at beginning of year2017-12-31$12,521
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,100,079
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,314,451
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,214,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,435,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,450,234
Interest on participant loans2017-12-31$5,234
Interest earned on other investments2017-12-31$37,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,703,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,585,540
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$761,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$357,649
Employer contributions (assets) at beginning of year2017-12-31$15,385
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$561,864
Contract administrator fees2017-12-31$73,797
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,027,443
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$471,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$405,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$707,846
Value of total assets at end of year2016-12-31$6,214,372
Value of total assets at beginning of year2016-12-31$5,658,900
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,475
Total interest from all sources2016-12-31$39,131
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$69,424
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$69,424
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$347,334
Participant contributions at end of year2016-12-31$150,692
Participant contributions at beginning of year2016-12-31$171,771
Participant contributions at end of year2016-12-31$12,521
Participant contributions at beginning of year2016-12-31$11,560
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$555,472
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,214,372
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,658,900
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,450,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,949,645
Interest on participant loans2016-12-31$4,851
Interest earned on other investments2016-12-31$34,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,585,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,510,076
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$211,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$353,389
Employer contributions (assets) at end of year2016-12-31$15,385
Employer contributions (assets) at beginning of year2016-12-31$15,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$405,496
Contract administrator fees2016-12-31$66,475
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$655,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$973,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$907,317
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$634,144
Value of total assets at end of year2015-12-31$5,658,900
Value of total assets at beginning of year2015-12-31$5,976,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$66,442
Total interest from all sources2015-12-31$39,342
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$177,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$177,091
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$339,329
Participant contributions at end of year2015-12-31$171,771
Participant contributions at beginning of year2015-12-31$133,260
Participant contributions at end of year2015-12-31$11,560
Participant contributions at beginning of year2015-12-31$13,713
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-317,881
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,658,900
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,976,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,949,645
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,049,142
Interest on participant loans2015-12-31$5,287
Interest earned on other investments2015-12-31$34,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,510,076
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,780,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-194,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$293,140
Employer contributions (assets) at end of year2015-12-31$15,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$907,317
Contract administrator fees2015-12-31$66,442
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$966,236
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$435,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$374,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$621,397
Value of total assets at end of year2014-12-31$5,976,781
Value of total assets at beginning of year2014-12-31$5,446,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,730
Total interest from all sources2014-12-31$44,435
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$315,905
Participant contributions at end of year2014-12-31$133,260
Participant contributions at beginning of year2014-12-31$193,146
Participant contributions at end of year2014-12-31$13,713
Participant contributions at beginning of year2014-12-31$8,657
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$15,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$530,283
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,976,781
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,446,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,049,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,547,400
Interest on participant loans2014-12-31$5,139
Interest earned on other investments2014-12-31$39,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,780,666
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,686,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$300,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$290,461
Employer contributions (assets) at beginning of year2014-12-31$11,194
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$374,223
Contract administrator fees2014-12-31$61,730
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,495,689
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$489,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$426,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$550,059
Value of total assets at end of year2013-12-31$5,446,498
Value of total assets at beginning of year2013-12-31$4,440,557
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$63,726
Total interest from all sources2013-12-31$47,151
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$151,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$151,369
Administrative expenses professional fees incurred2013-12-31$63,726
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$244,008
Participant contributions at end of year2013-12-31$193,146
Participant contributions at beginning of year2013-12-31$205,095
Participant contributions at end of year2013-12-31$8,657
Participant contributions at beginning of year2013-12-31$7,877
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,392
Other income not declared elsewhere2013-12-31$37,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,005,941
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,446,498
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,440,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,547,400
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,655,047
Interest on participant loans2013-12-31$5,977
Interest earned on other investments2013-12-31$41,174
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,686,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,560,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$709,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$295,659
Employer contributions (assets) at end of year2013-12-31$11,194
Employer contributions (assets) at beginning of year2013-12-31$12,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$426,022
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$984,897
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$518,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$463,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$551,475
Value of total assets at end of year2012-12-31$4,440,557
Value of total assets at beginning of year2012-12-31$3,974,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$55,690
Total interest from all sources2012-12-31$41,593
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$400,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$222,224
Participant contributions at end of year2012-12-31$205,095
Participant contributions at beginning of year2012-12-31$160,354
Participant contributions at end of year2012-12-31$7,877
Participant contributions at beginning of year2012-12-31$8,876
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$466,032
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,440,557
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,974,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,655,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,276,789
Value of interest in pooled separate accounts at beginning of year2012-12-31$0
Interest earned on other investments2012-12-31$41,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,560,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,515,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$391,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$306,336
Employer contributions (assets) at end of year2012-12-31$12,457
Employer contributions (assets) at beginning of year2012-12-31$13,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$463,175
Contract administrator fees2012-12-31$55,690
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD
Accountancy firm EIN2012-12-31440160260
2011 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$530,629
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$532,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$516,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$522,547
Value of total assets at end of year2011-12-31$3,974,525
Value of total assets at beginning of year2011-12-31$3,976,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$16,294
Total interest from all sources2011-12-31$4,398
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$400,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$216,492
Participant contributions at end of year2011-12-31$160,354
Participant contributions at beginning of year2011-12-31$148,973
Participant contributions at end of year2011-12-31$8,876
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$19,005
Other income not declared elsewhere2011-12-31$33,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-2,353
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,974,525
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,976,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,276,789
Value of interest in pooled separate accounts at end of year2011-12-31$0
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,367,457
Interest on participant loans2011-12-31$4,398
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,515,492
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,460,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-184,977
Net investment gain/loss from pooled separate accounts2011-12-31$155,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$287,050
Employer contributions (assets) at end of year2011-12-31$13,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$516,688
Contract administrator fees2011-12-31$16,294
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD
Accountancy firm EIN2011-12-31440160260
2010 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$904,370
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$261,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$257,725
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$545,887
Value of total assets at end of year2010-12-31$3,976,878
Value of total assets at beginning of year2010-12-31$3,334,003
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,770
Total interest from all sources2010-12-31$32,775
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,770
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$400,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$195,823
Participant contributions at end of year2010-12-31$148,973
Participant contributions at beginning of year2010-12-31$144,614
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$6,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$642,875
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,976,878
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,334,003
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,367,457
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,971,585
Interest on participant loans2010-12-31$5,745
Interest earned on other investments2010-12-31$27,030
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,460,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,217,804
Net investment gain/loss from pooled separate accounts2010-12-31$325,708
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$343,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$257,725
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B)

2022: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NORTH OKLAHOMA COUNTY MENTAL HEALTH CENTER 403(B) 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered468
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered435
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered446
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered362
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered376
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered363
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered319
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered320
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered236
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered386
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number807976
Policy instance 1
Insurance contract or identification number807976
Number of Individuals Covered338
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,019
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801935
Policy instance 1
Insurance contract or identification number801935
Number of Individuals Covered371
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,815
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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