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EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 401k Plan overview

Plan NameEMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION
Plan identification number 001

EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

THE EASTERN OREGON ALCOHOLISM FOUND ATION has sponsored the creation of one or more 401k plans.

Company Name:THE EASTERN OREGON ALCOHOLISM FOUND ATION
Employer identification number (EIN):930503723
NAIC Classification:621420
NAIC Description:Outpatient Mental Health and Substance Abuse Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01AMICA BRYANT2023-04-17
0012020-07-01DARREN COLE2022-01-14
0012019-07-01DARREN COLE2021-01-27
0012018-07-01DARREN COLE2020-01-28
0012017-07-01DARREN COLE2019-01-25
0012016-07-01DARREN COLE2018-01-26
0012015-07-01DARREN COLE2017-01-27
0012014-07-01DARREN COLE2016-04-11
0012013-07-01COLIN DUMONT2014-12-01 COLIN DUMONT2014-12-01
0012012-07-01COLIN DUMONT COLIN DUMONT2014-02-11
0012011-07-01MICHELLE PENGREE MICHELLE PENGREE2013-01-31
0012010-07-01SONJA HART SONJA HART2011-12-21
0012009-07-01SONJA HART SONJA HART2011-01-24

Plan Statistics for EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION

401k plan membership statisitcs for EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION

Measure Date Value
2012: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2012 401k membership
Total participants, beginning-of-year2012-07-0122
Total number of active participants reported on line 7a of the Form 55002012-07-0118
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-012
Total of all active and inactive participants2012-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-0120
Number of participants with account balances2012-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-012
2011: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2011 401k membership
Total participants, beginning-of-year2011-07-0118
Total number of active participants reported on line 7a of the Form 55002011-07-0121
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-0122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-0122
Number of participants with account balances2011-07-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2010 401k membership
Total participants, beginning-of-year2010-07-0120
Total number of active participants reported on line 7a of the Form 55002010-07-0117
Number of retired or separated participants receiving benefits2010-07-010
Number of other retired or separated participants entitled to future benefits2010-07-011
Total of all active and inactive participants2010-07-0118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-0118
Number of participants with account balances2010-07-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-011
2009: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2009 401k membership
Total participants, beginning-of-year2009-07-0118
Total number of active participants reported on line 7a of the Form 55002009-07-0118
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-012
Total of all active and inactive participants2009-07-0120
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0120
Number of participants with account balances2009-07-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION

Measure Date Value
2013 : EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2013 401k financial data
Total income from all sources2013-06-30$51,617
Expenses. Total of all expenses incurred2013-06-30$63,200
Benefits paid (including direct rollovers)2013-06-30$59,048
Total plan assets at end of year2013-06-30$207,088
Total plan assets at beginning of year2013-06-30$218,671
Value of fidelity bond covering the plan2013-06-30$20,000
Expenses. Other expenses not covered elsewhere2013-06-30$3,709
Contributions received from other sources (not participants or employers)2013-06-30$1,854
Other income received2013-06-30$18,045
Net income (gross income less expenses)2013-06-30$-11,583
Net plan assets at end of year (total assets less liabilities)2013-06-30$207,088
Net plan assets at beginning of year (total assets less liabilities)2013-06-30$218,671
Total contributions received or receivable from employer(s)2013-06-30$31,718
Expenses. Administrative service providers (salaries,fees and commissions)2013-06-30$443
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
2012 : EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2012 401k financial data
Transfers to/from the plan2012-06-30$0
Total income from all sources2012-06-30$38,306
Expenses. Total of all expenses incurred2012-06-30$20,289
Benefits paid (including direct rollovers)2012-06-30$19,357
Total plan assets at end of year2012-06-30$218,671
Total plan assets at beginning of year2012-06-30$200,654
Value of fidelity bond covering the plan2012-06-30$20,000
Expenses. Other expenses not covered elsewhere2012-06-30$673
Other income received2012-06-30$4,251
Net income (gross income less expenses)2012-06-30$18,017
Net plan assets at end of year (total assets less liabilities)2012-06-30$218,671
Net plan assets at beginning of year (total assets less liabilities)2012-06-30$200,654
Total contributions received or receivable from employer(s)2012-06-30$34,055
Expenses. Administrative service providers (salaries,fees and commissions)2012-06-30$259
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Funding deficiency by the employer to the plan for this plan year2012-06-30$0
Minimum employer required contribution for this plan year2012-06-30$34,055
Amount contributed by the employer to the plan for this plan year2012-06-30$34,055
2011 : EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2011 401k financial data
Total income from all sources2011-06-30$53,680
Expenses. Total of all expenses incurred2011-06-30$26,838
Benefits paid (including direct rollovers)2011-06-30$26,450
Total plan assets at end of year2011-06-30$200,654
Total plan assets at beginning of year2011-06-30$173,812
Value of fidelity bond covering the plan2011-06-30$20,000
Contributions received from other sources (not participants or employers)2011-06-30$2,229
Other income received2011-06-30$25,522
Net income (gross income less expenses)2011-06-30$26,842
Net plan assets at end of year (total assets less liabilities)2011-06-30$200,654
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$173,812
Total contributions received or receivable from employer(s)2011-06-30$25,929
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$388
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
2010 : EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2010 401k financial data
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$27,106
Amount contributed by the employer to the plan for this plan year2010-06-30$27,106

Form 5500 Responses for EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION

2012: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2010: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – InsuranceYes
2009: EMPLOYEE BENEFIT PLAN OF THE EASTERN OREGON ALCOHOLISM FOUNDATION 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053644-A
Policy instance 1
Insurance contract or identification number053644-A
Number of Individuals Covered22
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $63
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number053644-A
Policy instance 1
Insurance contract or identification number053644-A
Number of Individuals Covered18
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22
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

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