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OPCO CA 401(K) PLAN 401k Plan overview

Plan NameOPCO CA 401(K) PLAN
Plan identification number 001

OPCO CA 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

OPCO CA SKILLED MGMT INC. has sponsored the creation of one or more 401k plans.

Company Name:OPCO CA SKILLED MGMT INC.
Employer identification number (EIN):825482388
NAIC Classification:623000
NAIC Description: Nursing and Residential Care Facilities

Additional information about OPCO CA SKILLED MGMT INC.

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 417671

More information about OPCO CA SKILLED MGMT INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPCO CA 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01

Plan Statistics for OPCO CA 401(K) PLAN

401k plan membership statisitcs for OPCO CA 401(K) PLAN

Measure Date Value
2022: OPCO CA 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,127
Total number of active participants reported on line 7a of the Form 55002022-01-012,967
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-013,036
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-013,036
Number of participants with account balances2022-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: OPCO CA 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,492
Total number of active participants reported on line 7a of the Form 55002021-01-013,265
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-013,346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-013,346
Number of participants with account balances2021-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: OPCO CA 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01793
Total number of active participants reported on line 7a of the Form 55002020-01-01739
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01765
Number of participants with account balances2020-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: OPCO CA 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01473
Total number of active participants reported on line 7a of the Form 55002019-01-01445
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0112
Total of all active and inactive participants2019-01-01457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01457
Number of participants with account balances2019-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: OPCO CA 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01289
Total number of active participants reported on line 7a of the Form 55002018-01-01386
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-019
Total of all active and inactive participants2018-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01395
Number of participants with account balances2018-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010

Financial Data on OPCO CA 401(K) PLAN

Measure Date Value
2022 : OPCO CA 401(K) PLAN 2022 401k financial data
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$51,570
Total income from all sources (including contributions)2022-12-31$489,688
Total of all expenses incurred2022-12-31$496,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$459,547
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$961,886
Value of total assets at end of year2022-12-31$2,660,457
Value of total assets at beginning of year2022-12-31$2,718,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$36,527
Total interest from all sources2022-12-31$2,220
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
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$858,714
Participant contributions at end of year2022-12-31$54,296
Participant contributions at beginning of year2022-12-31$67,620
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$101,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$236
Total non interest bearing cash at beginning of year2022-12-31$484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,386
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,660,457
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,666,843
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
Investment advisory and management fees2022-12-31$1,027
Value of interest in pooled separate accounts at end of year2022-12-31$2,605,925
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,650,309
Interest on participant loans2022-12-31$2,220
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-474,418
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,797
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$459,547
Contract administrator fees2022-12-31$35,500
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$51,570
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 name2022-12-31PEASE BELL CPAS, LLC
Accountancy firm EIN2022-12-31364267431
2021 : OPCO CA 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$51,570
Total income from all sources (including contributions)2021-12-31$1,260,661
Total of all expenses incurred2021-12-31$160,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$112,978
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$24,700
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,006,678
Value of total assets at end of year2021-12-31$2,718,413
Value of total assets at beginning of year2021-12-31$1,567,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,228
Total interest from all sources2021-12-31$1,521
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
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$0
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$814,315
Participant contributions at end of year2021-12-31$67,620
Participant contributions at beginning of year2021-12-31$23,216
Participant contributions at end of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$192,363
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$484
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$1,099,755
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,666,843
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,567,088
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 pooled separate accounts at end of year2021-12-31$2,650,309
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,515,939
Interest on participant loans2021-12-31$1,521
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$252,462
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
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$27,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$112,978
Contract administrator fees2021-12-31$23,228
Liabilities. Value of benefit claims payable at end of year2021-12-31$51,570
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 name2021-12-31PEASE BELL CPAS, LLC
Accountancy firm EIN2021-12-31364267431
2020 : OPCO CA 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$940,416
Total of all expenses incurred2020-12-31$29,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$16,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$727,439
Value of total assets at end of year2020-12-31$1,567,088
Value of total assets at beginning of year2020-12-31$656,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,341
Total interest from all sources2020-12-31$1,326
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$900
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$594,564
Participant contributions at end of year2020-12-31$23,216
Participant contributions at beginning of year2020-12-31$15,546
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$128,982
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
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$910,673
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,567,088
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$656,415
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
Investment advisory and management fees2020-12-31$361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$1,515,939
Value of interest in pooled separate accounts at beginning of year2020-12-31$616,829
Interest on participant loans2020-12-31$1,326
Net investment gain/loss from pooled separate accounts2020-12-31$211,651
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$3,893
Employer contributions (assets) at end of year2020-12-31$27,933
Employer contributions (assets) at beginning of year2020-12-31$24,040
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$16,402
Contract administrator fees2020-12-31$12,080
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31364267431
2019 : OPCO CA 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$375,865
Total of all expenses incurred2019-12-31$24,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$19,425
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$289,956
Value of total assets at end of year2019-12-31$656,415
Value of total assets at beginning of year2019-12-31$305,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,083
Total interest from all sources2019-12-31$503
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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$0
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$200,815
Participant contributions at end of year2019-12-31$15,546
Participant contributions at end of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$65,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
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$351,357
Value of net assets at end of year (total assets less liabilities)2019-12-31$656,415
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$305,058
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$297,212
Value of interest in pooled separate accounts at end of year2019-12-31$616,829
Interest on participant loans2019-12-31$503
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$85,406
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$24,040
Employer contributions (assets) at end of year2019-12-31$24,040
Employer contributions (assets) at beginning of year2019-12-31$7,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$19,425
Contract administrator fees2019-12-31$5,083
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 name2019-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2019-12-31364267431
2018 : OPCO CA 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$305,295
Total of all expenses incurred2018-12-31$237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$306,845
Value of total assets at end of year2018-12-31$305,058
Value of total assets at beginning of year2018-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$237
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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$42,622
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$256,377
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$305,058
Value of net assets at end of year (total assets less liabilities)2018-12-31$305,058
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$0
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$297,212
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,550
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$7,846
Employer contributions (assets) at end of year2018-12-31$7,846
Contract administrator fees2018-12-31$237
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 name2018-12-31PEASE & ASSOCIATES, LLC
Accountancy firm EIN2018-12-31364267431

Form 5500 Responses for OPCO CA 401(K) PLAN

2022: OPCO CA 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: OPCO CA 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: OPCO CA 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: OPCO CA 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: OPCO CA 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01First time form 5500 has been submittedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136061
Policy instance 1
Insurance contract or identification number136061
Number of Individuals Covered302
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $10,293
Total amount of fees paid to insurance companyUSD $9,648
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,293
Insurance broker organization code?3
Amount paid for insurance broker fees9648
Additional information about fees paid to insurance brokerTPA FEES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136061
Policy instance 1
Insurance contract or identification number136061
Number of Individuals Covered318
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,546
Total amount of fees paid to insurance companyUSD $3,098
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,546
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees3098
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136061
Policy instance 1
Insurance contract or identification number136061
Number of Individuals Covered244
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $2,128
Total amount of fees paid to insurance companyUSD $1,265
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,128
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees1265
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number142263
Policy instance 2
Insurance contract or identification number142263
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,667
Total amount of fees paid to insurance companyUSD $3,412
Amount paid for insurance broker fees3412
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $1,667
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136061
Policy instance 1
Insurance contract or identification number136061
Number of Individuals Covered66
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,322
Total amount of fees paid to insurance companyUSD $3,517
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees3517
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number136061
Policy instance 1
Insurance contract or identification number136061
Number of Individuals Covered63
Insurance policy start date2018-10-25
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13
Total amount of fees paid to insurance companyUSD $313
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees313
Additional information about fees paid to insurance brokerTPA FEES AND OTHER ALLOWANCES
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $13

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