OPPORTUNITY RESOURCES, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN
401k plan membership statisitcs for OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2015: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-12-01 | 23 |
| Total of all active and inactive participants | 2015-12-01 | 0 |
| Total participants | 2015-12-01 | 0 |
| 2014: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-12-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-12-01 | 23 |
| Total of all active and inactive participants | 2014-12-01 | 23 |
| Total participants | 2014-12-01 | 0 |
| 2013: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-12-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-12-01 | 25 |
| Total of all active and inactive participants | 2013-12-01 | 25 |
| Total participants | 2013-12-01 | 0 |
| 2012: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-12-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-12-01 | 25 |
| Total of all active and inactive participants | 2012-12-01 | 25 |
| Total participants | 2012-12-01 | 0 |
| 2011: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-12-01 | 26 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-12-01 | 26 |
| Total of all active and inactive participants | 2011-12-01 | 26 |
| Total participants | 2011-12-01 | 26 |
| 2010: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-12-01 | 27 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-12-01 | 26 |
| Total of all active and inactive participants | 2010-12-01 | 26 |
| Total participants | 2010-12-01 | 26 |
| 2009: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-12-01 | 25 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-12-01 | 27 |
| Total of all active and inactive participants | 2009-12-01 | 27 |
| Total participants | 2009-12-01 | 27 |
| Measure | Date | Value |
|---|
| 2016 : OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2016 401k financial data |
|---|
| Expenses. Total of all expenses incurred | 2016-03-31 | $76,531 |
| Benefits paid (including direct rollovers) | 2016-03-31 | $75,561 |
| Total plan assets at end of year | 2016-03-31 | $0 |
| Total plan assets at beginning of year | 2016-03-31 | $76,531 |
| Value of fidelity bond covering the plan | 2016-03-31 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2016-03-31 | $134 |
| Net income (gross income less expenses) | 2016-03-31 | $-76,531 |
| Net plan assets at end of year (total assets less liabilities) | 2016-03-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-03-31 | $76,531 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-03-31 | $836 |
| 2015 : OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-11-30 | $68,522 |
| Expenses. Total of all expenses incurred | 2015-11-30 | $84,025 |
| Benefits paid (including direct rollovers) | 2015-11-30 | $75,151 |
| Total plan assets at end of year | 2015-11-30 | $76,531 |
| Total plan assets at beginning of year | 2015-11-30 | $92,034 |
| Value of fidelity bond covering the plan | 2015-11-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2015-11-30 | $1,485 |
| Net income (gross income less expenses) | 2015-11-30 | $-15,503 |
| Net plan assets at end of year (total assets less liabilities) | 2015-11-30 | $76,531 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-11-30 | $92,034 |
| Total contributions received or receivable from employer(s) | 2015-11-30 | $68,522 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-11-30 | $7,389 |
| 2014 : OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-11-30 | $71,886 |
| Expenses. Total of all expenses incurred | 2014-11-30 | $63,932 |
| Benefits paid (including direct rollovers) | 2014-11-30 | $40,613 |
| Total plan assets at end of year | 2014-11-30 | $86,599 |
| Total plan assets at beginning of year | 2014-11-30 | $78,645 |
| Value of fidelity bond covering the plan | 2014-11-30 | $20,000 |
| Expenses. Other expenses not covered elsewhere | 2014-11-30 | $4,176 |
| Net income (gross income less expenses) | 2014-11-30 | $7,954 |
| Net plan assets at end of year (total assets less liabilities) | 2014-11-30 | $86,599 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-11-30 | $78,645 |
| Total contributions received or receivable from employer(s) | 2014-11-30 | $71,886 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-11-30 | $19,143 |
| 2013 : OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-11-30 | $72,009 |
| Expenses. Total of all expenses incurred | 2013-11-30 | $77,947 |
| Benefits paid (including direct rollovers) | 2013-11-30 | $50,178 |
| Total plan assets at end of year | 2013-11-30 | $78,645 |
| Total plan assets at beginning of year | 2013-11-30 | $84,583 |
| Value of fidelity bond covering the plan | 2013-11-30 | $17,000 |
| Expenses. Other expenses not covered elsewhere | 2013-11-30 | $3,537 |
| Net income (gross income less expenses) | 2013-11-30 | $-5,938 |
| Net plan assets at end of year (total assets less liabilities) | 2013-11-30 | $78,645 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-11-30 | $84,583 |
| Total contributions received or receivable from employer(s) | 2013-11-30 | $72,009 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-11-30 | $24,232 |
| 2012 : OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-11-30 | $82,121 |
| Expenses. Total of all expenses incurred | 2012-11-30 | $83,886 |
| Benefits paid (including direct rollovers) | 2012-11-30 | $53,115 |
| Total plan assets at end of year | 2012-11-30 | $84,583 |
| Total plan assets at beginning of year | 2012-11-30 | $86,348 |
| Value of fidelity bond covering the plan | 2012-11-30 | $17,000 |
| Expenses. Other expenses not covered elsewhere | 2012-11-30 | $3,071 |
| Net income (gross income less expenses) | 2012-11-30 | $-1,765 |
| Net plan assets at end of year (total assets less liabilities) | 2012-11-30 | $84,583 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-11-30 | $86,348 |
| Total contributions received or receivable from employer(s) | 2012-11-30 | $82,121 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-11-30 | $27,700 |
| 2011 : OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-11-30 | $78,312 |
| Expenses. Total of all expenses incurred | 2011-11-30 | $83,051 |
| Benefits paid (including direct rollovers) | 2011-11-30 | $53,286 |
| Total plan assets at end of year | 2011-11-30 | $86,348 |
| Total plan assets at beginning of year | 2011-11-30 | $91,087 |
| Value of fidelity bond covering the plan | 2011-11-30 | $10,000 |
| Expenses. Other expenses not covered elsewhere | 2011-11-30 | $3,322 |
| Net income (gross income less expenses) | 2011-11-30 | $-4,739 |
| Net plan assets at end of year (total assets less liabilities) | 2011-11-30 | $86,348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-11-30 | $91,087 |
| Total contributions received or receivable from employer(s) | 2011-11-30 | $78,312 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-11-30 | $26,443 |
| 2015: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-12-01 | Type of plan entity | Single employer plan |
| 2015-12-01 | This submission is the final filing | Yes |
| 2015-12-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2015-12-01 | Plan funding arrangement – Trust | Yes |
| 2015-12-01 | Plan benefit arrangement - Trust | Yes |
| 2014: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-12-01 | Type of plan entity | Single employer plan |
| 2014-12-01 | Submission has been amended | Yes |
| 2014-12-01 | Plan funding arrangement – Trust | Yes |
| 2014-12-01 | Plan benefit arrangement - Trust | Yes |
| 2013: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-12-01 | Type of plan entity | Single employer plan |
| 2013-12-01 | Submission has been amended | Yes |
| 2013-12-01 | Plan funding arrangement – Trust | Yes |
| 2013-12-01 | Plan benefit arrangement - Trust | Yes |
| 2012: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-12-01 | Type of plan entity | Single employer plan |
| 2012-12-01 | Plan funding arrangement – Trust | Yes |
| 2012-12-01 | Plan benefit arrangement - Trust | Yes |
| 2011: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-12-01 | Type of plan entity | Single employer plan |
| 2011-12-01 | Plan funding arrangement – Trust | Yes |
| 2011-12-01 | Plan benefit arrangement - Trust | Yes |
| 2010: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2010 form 5500 responses |
|---|
| 2010-12-01 | Type of plan entity | Single employer plan |
| 2010-12-01 | Plan funding arrangement – Trust | Yes |
| 2010-12-01 | Plan benefit arrangement - Trust | Yes |
| 2009: OPPORTUNITY RESOURCES, INC. HEALTH & WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-12-01 | Type of plan entity | Single employer plan |
| 2009-12-01 | Plan funding arrangement – Trust | Yes |
| 2009-12-01 | Plan benefit arrangement - Trust | Yes |
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | GL 155275 |
| Policy instance | 1 |
| Insurance contract or identification number | GL 155275 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2016-02-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $6,151 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $30,753 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,151 | | Additional information about fees paid to insurance broker | GROUP LIFE AND AD&D | | Insurance broker organization code? | 3 | | Insurance broker name | MATTHEW SIMMONS |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | VAI 825625 |
| Policy instance | 2 |
| Insurance contract or identification number | VAI 825625 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2016-02-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $2,893 | | Other welfare benefits provided | VOLUNTARY ACCIDENT INSURANCE | | Welfare Benefit Premiums Paid to Carrier | USD $14,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $2,893 | | Additional information about fees paid to insurance broker | VOLUNTARY ACCIDENT INSURANCE | | Insurance broker organization code? | 3 | | Insurance broker name | MATTHEW SIMMONS |
|
| RELIANCE STANDARD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68381 ) |
| Policy contract number | VCI 800579 |
| Policy instance | 3 |
| Insurance contract or identification number | VCI 800579 | | Number of Individuals Covered | 25 | | Insurance policy start date | 2016-02-01 | | Insurance policy end date | 2016-05-31 | | Total amount of commissions paid to insurance broker | USD $5,884 | | Other welfare benefits provided | VOLUNTARY CRITICAL ILLNESS | | Welfare Benefit Premiums Paid to Carrier | USD $29,419 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $5,884 | | Additional information about fees paid to insurance broker | VOLUNTARY CRITICAL ILLNESS | | Insurance broker organization code? | 3 | | Insurance broker name | MATTHEW SIMMONS |
|
| TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 ) |
| Policy contract number | TRUSTIL |
| Policy instance | 1 |
| Insurance contract or identification number | TRUSTIL | | Number of Individuals Covered | 23 | | Insurance policy start date | 2014-12-01 | | Insurance policy end date | 2015-11-30 | | Total amount of commissions paid to insurance broker | USD $10,485 | | Health Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $61,679 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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