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AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 401k Plan overview

Plan NameAD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES
Plan identification number 506

AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES Benefits

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

401k Sponsoring company profile

GEORGIA CREDIT UNION AFFILIATES has sponsored the creation of one or more 401k plans.

Company Name:GEORGIA CREDIT UNION AFFILIATES
Employer identification number (EIN):581556060
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 GEORGIA CREDIT UNION AFFILIATES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062017-03-15
5062016-03-15
5062015-03-15
5062014-03-15JAMIE FRISTOE
5062013-03-15JAMIE FRISTOE
5062012-03-15JAMIE S FRISTOE
5062011-03-15JAMIE S FRISTOE
5062009-03-15JAMIE FRISTOE JAMIE FRISTOE2010-08-05

Plan Statistics for AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES

401k plan membership statisitcs for AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES

Measure Date Value
2017: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2017 401k membership
Total participants, beginning-of-year2017-03-15179
Total number of active participants reported on line 7a of the Form 55002017-03-150
Number of retired or separated participants receiving benefits2017-03-150
Number of other retired or separated participants entitled to future benefits2017-03-150
Total of all active and inactive participants2017-03-150
2016: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2016 401k membership
Total participants, beginning-of-year2016-03-15179
Total number of active participants reported on line 7a of the Form 55002016-03-15179
Number of retired or separated participants receiving benefits2016-03-150
Number of other retired or separated participants entitled to future benefits2016-03-150
Total of all active and inactive participants2016-03-15179
2015: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2015 401k membership
Total participants, beginning-of-year2015-03-15179
Total number of active participants reported on line 7a of the Form 55002015-03-15179
Number of retired or separated participants receiving benefits2015-03-150
Number of other retired or separated participants entitled to future benefits2015-03-150
Total of all active and inactive participants2015-03-15179
2014: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2014 401k membership
Total participants, beginning-of-year2014-03-15190
Total number of active participants reported on line 7a of the Form 55002014-03-15190
Number of retired or separated participants receiving benefits2014-03-150
Number of other retired or separated participants entitled to future benefits2014-03-150
Total of all active and inactive participants2014-03-15190
2013: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2013 401k membership
Total participants, beginning-of-year2013-03-15190
Total number of active participants reported on line 7a of the Form 55002013-03-15190
Number of retired or separated participants receiving benefits2013-03-150
Number of other retired or separated participants entitled to future benefits2013-03-150
Total of all active and inactive participants2013-03-15190
2012: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2012 401k membership
Total participants, beginning-of-year2012-03-15192
Total number of active participants reported on line 7a of the Form 55002012-03-15192
Number of retired or separated participants receiving benefits2012-03-150
Number of other retired or separated participants entitled to future benefits2012-03-150
Total of all active and inactive participants2012-03-15192
2011: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2011 401k membership
Total participants, beginning-of-year2011-03-15173
Total number of active participants reported on line 7a of the Form 55002011-03-15173
Number of retired or separated participants receiving benefits2011-03-150
Number of other retired or separated participants entitled to future benefits2011-03-150
Total of all active and inactive participants2011-03-15173
2009: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2009 401k membership
Total participants, beginning-of-year2009-03-15194
Total number of active participants reported on line 7a of the Form 55002009-03-15194
Number of retired or separated participants receiving benefits2009-03-150
Number of other retired or separated participants entitled to future benefits2009-03-150
Total of all active and inactive participants2009-03-15194

Form 5500 Responses for AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES

2017: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2017 form 5500 responses
2017-03-15Type of plan entitySingle employer plan
2017-03-15Submission has been amendedNo
2017-03-15This submission is the final filingYes
2017-03-15This return/report is a short plan year return/report (less than 12 months)No
2017-03-15Plan is a collectively bargained planNo
2017-03-15Plan funding arrangement – InsuranceYes
2017-03-15Plan benefit arrangement – InsuranceYes
2016: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2016 form 5500 responses
2016-03-15Type of plan entitySingle employer plan
2016-03-15Submission has been amendedNo
2016-03-15This submission is the final filingNo
2016-03-15This return/report is a short plan year return/report (less than 12 months)No
2016-03-15Plan is a collectively bargained planNo
2016-03-15Plan funding arrangement – InsuranceYes
2016-03-15Plan benefit arrangement – InsuranceYes
2015: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2015 form 5500 responses
2015-03-15Type of plan entitySingle employer plan
2015-03-15Submission has been amendedNo
2015-03-15This submission is the final filingNo
2015-03-15This return/report is a short plan year return/report (less than 12 months)No
2015-03-15Plan is a collectively bargained planNo
2015-03-15Plan funding arrangement – InsuranceYes
2015-03-15Plan benefit arrangement – InsuranceYes
2014: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2014 form 5500 responses
2014-03-15Type of plan entitySingle employer plan
2014-03-15Submission has been amendedNo
2014-03-15This submission is the final filingNo
2014-03-15This return/report is a short plan year return/report (less than 12 months)No
2014-03-15Plan is a collectively bargained planNo
2014-03-15Plan funding arrangement – InsuranceYes
2014-03-15Plan benefit arrangement – InsuranceYes
2013: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2013 form 5500 responses
2013-03-15Type of plan entitySingle employer plan
2013-03-15Submission has been amendedNo
2013-03-15This submission is the final filingNo
2013-03-15This return/report is a short plan year return/report (less than 12 months)No
2013-03-15Plan is a collectively bargained planNo
2013-03-15Plan funding arrangement – InsuranceYes
2013-03-15Plan benefit arrangement – InsuranceYes
2012: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2012 form 5500 responses
2012-03-15Type of plan entitySingle employer plan
2012-03-15Submission has been amendedNo
2012-03-15This submission is the final filingNo
2012-03-15This return/report is a short plan year return/report (less than 12 months)No
2012-03-15Plan is a collectively bargained planNo
2012-03-15Plan funding arrangement – InsuranceYes
2012-03-15Plan benefit arrangement – InsuranceYes
2011: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2011 form 5500 responses
2011-03-15Type of plan entitySingle employer plan
2011-03-15Submission has been amendedNo
2011-03-15This submission is the final filingNo
2011-03-15This return/report is a short plan year return/report (less than 12 months)No
2011-03-15Plan is a collectively bargained planNo
2011-03-15Plan funding arrangement – InsuranceYes
2011-03-15Plan benefit arrangement – InsuranceYes
2009: AD&D PLAN FOR EMPLOYEES OF GEORGIA CREDIT UNION AFFILIATES 2009 form 5500 responses
2009-03-15Type of plan entitySingle employer plan
2009-03-15Submission has been amendedNo
2009-03-15This submission is the final filingNo
2009-03-15This return/report is a short plan year return/report (less than 12 months)No
2009-03-15Plan is a collectively bargained planNo
2009-03-15Plan funding arrangement – InsuranceYes
2009-03-15Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950685-03
Policy instance 1
Insurance contract or identification numberGTU-5950685-03
Number of Individuals Covered179
Insurance policy start date2017-03-15
Insurance policy end date2018-03-14
Total amount of commissions paid to insurance brokerUSD $2,363
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 $11,814
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,363
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-5950685-01
Policy instance 1
Insurance contract or identification numberGTU-5950685-01
Number of Individuals Covered179
Insurance policy start date2015-03-15
Insurance policy end date2016-03-14
Total amount of commissions paid to insurance brokerUSD $2,521
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 $12,606
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,521
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-5950685-00
Policy instance 1
Insurance contract or identification numberGTU-5950685-00
Number of Individuals Covered190
Insurance policy start date2014-03-15
Insurance policy end date2015-03-14
Total amount of commissions paid to insurance brokerUSD $2,508
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 $12,540
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,508
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number010-0811-1
Policy instance 1
Insurance contract or identification number010-0811-1
Number of Individuals Covered190
Insurance policy start date2013-03-15
Insurance policy end date2014-03-14
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 $13,662
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 Covered192
Insurance policy start date2012-03-15
Insurance policy end date2013-03-14
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 $12,507
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 Covered173
Insurance policy start date2011-03-15
Insurance policy end date2012-03-14
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 $12,111
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 Covered192
Insurance policy start date2010-03-15
Insurance policy end date2011-03-14
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 $13,266
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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