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AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 401k Plan overview

Plan NameAD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION
Plan identification number 504

AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION Benefits

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

401k Sponsoring company profile

FIRST COMMUNITY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:FIRST COMMUNITY CREDIT UNION
Employer identification number (EIN):450226664
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042021-03-01STACEY SMITH2022-07-29
5042020-03-01
5042019-03-01AMIE AESOPH2020-09-16
5042018-03-01
5042017-03-01
5042016-03-01
5042015-03-01
5042014-03-22CAROL A . GLEAVE
5042013-03-22CAROL A . GLEAVE
5042012-03-22CAROL A. GLEAVE
5042011-03-22LORRIE R. PAVLICEK LORRIE R. PAVLICEK2012-10-26

Plan Statistics for AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION

401k plan membership statisitcs for AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION

Measure Date Value
2021: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2021 401k membership
Total participants, beginning-of-year2021-03-01253
Total number of active participants reported on line 7a of the Form 55002021-03-010
Total of all active and inactive participants2021-03-010
2020: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2020 401k membership
Total participants, beginning-of-year2020-03-01243
Total number of active participants reported on line 7a of the Form 55002020-03-01253
Number of retired or separated participants receiving benefits2020-03-010
Number of other retired or separated participants entitled to future benefits2020-03-010
Total of all active and inactive participants2020-03-01253
2019: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2019 401k membership
Total participants, beginning-of-year2019-03-01248
Total number of active participants reported on line 7a of the Form 55002019-03-01243
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-01243
2018: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2018 401k membership
Total participants, beginning-of-year2018-03-01220
Total number of active participants reported on line 7a of the Form 55002018-03-01248
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01248
2017: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2017 401k membership
Total participants, beginning-of-year2017-03-01153
Total number of active participants reported on line 7a of the Form 55002017-03-01210
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01210
2016: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2016 401k membership
Total participants, beginning-of-year2016-03-01155
Total number of active participants reported on line 7a of the Form 55002016-03-01153
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01153
2015: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2015 401k membership
Total participants, beginning-of-year2015-03-01153
Total number of active participants reported on line 7a of the Form 55002015-03-01155
Number of retired or separated participants receiving benefits2015-03-010
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01155
2014: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2014 401k membership
Total participants, beginning-of-year2014-03-22138
Total number of active participants reported on line 7a of the Form 55002014-03-22138
Number of retired or separated participants receiving benefits2014-03-220
Number of other retired or separated participants entitled to future benefits2014-03-220
Total of all active and inactive participants2014-03-22138
2013: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2013 401k membership
Total participants, beginning-of-year2013-03-22132
Total number of active participants reported on line 7a of the Form 55002013-03-22138
Number of retired or separated participants receiving benefits2013-03-220
Number of other retired or separated participants entitled to future benefits2013-03-220
Total of all active and inactive participants2013-03-22138
2012: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2012 401k membership
Total participants, beginning-of-year2012-03-22124
Total number of active participants reported on line 7a of the Form 55002012-03-22132
Number of retired or separated participants receiving benefits2012-03-220
Number of other retired or separated participants entitled to future benefits2012-03-220
Total of all active and inactive participants2012-03-22132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-220
Total participants2012-03-22132
Number of participants with account balances2012-03-220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-220
2011: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2011 401k membership
Total participants, beginning-of-year2011-03-22124
Total number of active participants reported on line 7a of the Form 55002011-03-22124
Number of retired or separated participants receiving benefits2011-03-220
Number of other retired or separated participants entitled to future benefits2011-03-220
Total of all active and inactive participants2011-03-22124

Form 5500 Responses for AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION

2021: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01This submission is the final filingYes
2021-03-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan benefit arrangement – InsuranceYes
2020: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2014 form 5500 responses
2014-03-22Type of plan entitySingle employer plan
2014-03-22Submission has been amendedNo
2014-03-22This submission is the final filingNo
2014-03-22This return/report is a short plan year return/report (less than 12 months)Yes
2014-03-22Plan is a collectively bargained planNo
2014-03-22Plan funding arrangement – InsuranceYes
2014-03-22Plan benefit arrangement – InsuranceYes
2013: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2013 form 5500 responses
2013-03-22Type of plan entitySingle employer plan
2013-03-22Submission has been amendedNo
2013-03-22This submission is the final filingNo
2013-03-22This return/report is a short plan year return/report (less than 12 months)No
2013-03-22Plan is a collectively bargained planNo
2013-03-22Plan funding arrangement – InsuranceYes
2013-03-22Plan benefit arrangement – InsuranceYes
2012: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2012 form 5500 responses
2012-03-22Type of plan entitySingle employer plan
2012-03-22Submission has been amendedNo
2012-03-22This submission is the final filingNo
2012-03-22This return/report is a short plan year return/report (less than 12 months)No
2012-03-22Plan is a collectively bargained planNo
2012-03-22Plan funding arrangement – InsuranceYes
2012-03-22Plan benefit arrangement – InsuranceYes
2011: AD&D PLAN FOR EMPLOYEES OF FIRST COMMUNITY CREDIT UNION 2011 form 5500 responses
2011-03-22Type of plan entitySingle employer plan
2011-03-22First time form 5500 has been submittedYes
2011-03-22Submission has been amendedNo
2011-03-22This submission is the final filingNo
2011-03-22This return/report is a short plan year return/report (less than 12 months)No
2011-03-22Plan is a collectively bargained planNo
2011-03-22Plan funding arrangement – InsuranceYes
2011-03-22Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-07
Policy instance 1
Insurance contract or identification numberGTU-5950667-07
Number of Individuals Covered0
Insurance policy start date2021-03-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,424
Total amount of fees paid to insurance companyUSD $0
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $7,123
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,424
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-04
Policy instance 1
Insurance contract or identification numberGTU-5950667-04
Number of Individuals Covered249
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $1,643
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 Administration0
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
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $8,217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,643
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-04
Policy instance 1
Insurance contract or identification numberGTU-5950667-04
Number of Individuals Covered210
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $1,386
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,386
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-04
Policy instance 1
Insurance contract or identification numberGTU-5950667-04
Number of Individuals Covered210
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $1,386
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,930
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,386
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-03
Policy instance 1
Insurance contract or identification numberGTU-5950667-03
Number of Individuals Covered159
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $1,049
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,247
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,049
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-01
Policy instance 1
Insurance contract or identification numberGTU-5950667-01
Number of Individuals Covered153
Insurance policy start date2015-03-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $1,010
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,049
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,010
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950667-00
Policy instance 1
Insurance contract or identification numberGTU-5950667-00
Number of Individuals Covered138
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
Total amount of commissions paid to insurance brokerUSD $911
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,554
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $911
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number033-0021-5
Policy instance 1
Insurance contract or identification number033-0021-5
Number of Individuals Covered138
Insurance policy start date2013-03-22
Insurance policy end date2014-03-21
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,653
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number033-0021-5
Policy instance 1
Insurance contract or identification number033-0021-5
Number of Individuals Covered132
Insurance policy start date2012-03-22
Insurance policy end date2013-03-21
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 Administration0
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
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,340
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number023-0401-8
Policy instance 1
Insurance contract or identification number023-0401-8
Number of Individuals Covered124
Insurance policy start date2011-03-22
Insurance policy end date2012-03-21
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 Administration0
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
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,092
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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