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OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 401k Plan overview

Plan NameOFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)
Plan identification number 501

OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Other welfare benefit cover

401k Sponsoring company profile

OFI GLOBAL ASSET MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:OFI GLOBAL ASSET MANAGEMENT, INC.
Employer identification number (EIN):840765063
NAIC Classification:523900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012019-01-01
5012018-01-01
5012017-01-01TINA TIMM LISA KADEHJIAN2018-07-30
5012016-01-01TINA TIMM LISA KADEHJIAN2017-07-26

Plan Statistics for OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

401k plan membership statisitcs for OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

Measure Date Value
2019: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2019 401k membership
Total participants, beginning-of-year2019-01-011,961
Total number of active participants reported on line 7a of the Form 55002019-01-010
Total of all active and inactive participants2019-01-010
2018: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2018 401k membership
Total participants, beginning-of-year2018-01-011,993
Total number of active participants reported on line 7a of the Form 55002018-01-011,961
Total of all active and inactive participants2018-01-011,961
2017: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2017 401k membership
Total participants, beginning-of-year2017-01-012,026
Total number of active participants reported on line 7a of the Form 55002017-01-012,000
Total of all active and inactive participants2017-01-012,000
2016: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2016 401k membership
Total participants, beginning-of-year2016-01-012,072
Total number of active participants reported on line 7a of the Form 55002016-01-012,028
Total of all active and inactive participants2016-01-012,028

Form 5500 Responses for OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN)

2019: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01This submission is the final filingYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: OFI GLOBAL EMPLOYEE WELFARE PLAN (F/K/A OPPENHEIMERFUNDS, INC. EMPLOYEE WELFARE PLAN) 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF3-810-253706
Policy instance 3
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9907-77-87
Policy instance 5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674995G
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS05573
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberG8120
Policy instance 4
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674995G
Policy instance 2
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF3-810-253706
Policy instance 3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberG8120
Policy instance 4
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberG8121
Policy instance 5
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS05573
Policy instance 1
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9907-77-87
Policy instance 6
FEDERAL INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 20281 )
Policy contract number9907-77-87
Policy instance 6
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberG8121
Policy instance 5
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberG8120
Policy instance 4
LIBERTY LIFE ASSURANCE COMPANY OF BOSTON (National Association of Insurance Commissioners NAIC id number: 65315 )
Policy contract numberGF3-810-253706
Policy instance 3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number674995G
Policy instance 2
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract numberADDS05573
Policy instance 1

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