FORTERA FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: GROUP LIFE PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 172 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 197 |
| Total of all active and inactive participants | 2022-05-01 | 197 |
| Total participants | 2022-05-01 | 197 |
| Number of retired or separated participants receiving benefits | 2022-05-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-05-01 | 0 |
| 2021: GROUP LIFE PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 175 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 172 |
| Total of all active and inactive participants | 2021-05-01 | 172 |
| Total participants | 2021-05-01 | 172 |
| 2020: GROUP LIFE PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 175 |
| Total of all active and inactive participants | 2020-05-01 | 175 |
| Total participants | 2020-05-01 | 175 |
| 2019: GROUP LIFE PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 155 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 155 |
| Total of all active and inactive participants | 2019-05-01 | 155 |
| Total participants | 2019-05-01 | 155 |
| Number of participants with account balances | 2019-05-01 | 0 |
| 2018: GROUP LIFE PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 140 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 140 |
| Total of all active and inactive participants | 2018-05-01 | 140 |
| Total participants | 2018-05-01 | 140 |
| 2017: GROUP LIFE PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 148 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 140 |
| Total of all active and inactive participants | 2017-05-01 | 140 |
| Total participants | 2017-05-01 | 140 |
| 2016: GROUP LIFE PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 148 |
| Total of all active and inactive participants | 2016-05-01 | 148 |
| Total participants | 2016-05-01 | 148 |
| 2015: GROUP LIFE PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 223 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 136 |
| Total of all active and inactive participants | 2015-05-01 | 136 |
| Total participants | 2015-05-01 | 0 |
| 2014: GROUP LIFE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 240 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 223 |
| Total of all active and inactive participants | 2014-05-01 | 223 |
| Total participants | 2014-05-01 | 0 |
| 2013: GROUP LIFE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-05-01 | 224 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 240 |
| Total of all active and inactive participants | 2013-05-01 | 240 |
| Total participants | 2013-05-01 | 0 |
| 2012: GROUP LIFE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-05-01 | 124 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-05-01 | 224 |
| Total of all active and inactive participants | 2012-05-01 | 224 |
| Total participants | 2012-05-01 | 0 |
| 2011: GROUP LIFE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-05-01 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-05-01 | 124 |
| Total of all active and inactive participants | 2011-05-01 | 124 |
| Total participants | 2011-05-01 | 124 |
| 2009: GROUP LIFE PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-05-01 | 115 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-05-01 | 130 |
| Total of all active and inactive participants | 2009-05-01 | 130 |
| 2022: GROUP LIFE PLAN 2022 form 5500 responses |
|---|
| 2022-05-01 | Type of plan entity | Single employer plan |
| 2022-05-01 | Submission has been amended | Yes |
| 2022-05-01 | This submission is the final filing | Yes |
| 2022-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-05-01 | Plan is a collectively bargained plan | No |
| 2022-05-01 | Plan funding arrangement – Insurance | Yes |
| 2022-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: GROUP LIFE PLAN 2021 form 5500 responses |
|---|
| 2021-05-01 | Type of plan entity | Single employer plan |
| 2021-05-01 | Plan funding arrangement – Insurance | Yes |
| 2021-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: GROUP LIFE PLAN 2020 form 5500 responses |
|---|
| 2020-05-01 | Type of plan entity | Single employer plan |
| 2020-05-01 | Plan funding arrangement – Insurance | Yes |
| 2020-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: GROUP LIFE PLAN 2019 form 5500 responses |
|---|
| 2019-05-01 | Type of plan entity | Single employer plan |
| 2019-05-01 | Plan funding arrangement – Insurance | Yes |
| 2019-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: GROUP LIFE PLAN 2018 form 5500 responses |
|---|
| 2018-05-01 | Type of plan entity | Single employer plan |
| 2018-05-01 | Plan funding arrangement – Insurance | Yes |
| 2018-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: GROUP LIFE PLAN 2017 form 5500 responses |
|---|
| 2017-05-01 | Type of plan entity | Single employer plan |
| 2017-05-01 | Plan funding arrangement – Insurance | Yes |
| 2017-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: GROUP LIFE PLAN 2016 form 5500 responses |
|---|
| 2016-05-01 | Type of plan entity | Single employer plan |
| 2016-05-01 | Plan funding arrangement – Insurance | Yes |
| 2016-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: GROUP LIFE PLAN 2015 form 5500 responses |
|---|
| 2015-05-01 | Type of plan entity | Single employer plan |
| 2015-05-01 | Plan funding arrangement – Insurance | Yes |
| 2015-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: GROUP LIFE PLAN 2014 form 5500 responses |
|---|
| 2014-05-01 | Type of plan entity | Single employer plan |
| 2014-05-01 | Plan funding arrangement – Insurance | Yes |
| 2014-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: GROUP LIFE PLAN 2013 form 5500 responses |
|---|
| 2013-05-01 | Type of plan entity | Single employer plan |
| 2013-05-01 | Plan funding arrangement – Insurance | Yes |
| 2013-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: GROUP LIFE PLAN 2012 form 5500 responses |
|---|
| 2012-05-01 | Type of plan entity | Single employer plan |
| 2012-05-01 | Plan funding arrangement – Insurance | Yes |
| 2012-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: GROUP LIFE PLAN 2011 form 5500 responses |
|---|
| 2011-05-01 | Type of plan entity | Single employer plan |
| 2011-05-01 | Plan funding arrangement – Insurance | Yes |
| 2011-05-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: GROUP LIFE PLAN 2009 form 5500 responses |
|---|
| 2009-05-01 | Type of plan entity | Single employer plan |
| 2009-05-01 | Submission has been amended | No |
| 2009-05-01 | This submission is the final filing | No |
| 2009-05-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-05-01 | Plan is a collectively bargained plan | No |
| 2009-05-01 | Plan funding arrangement – Insurance | Yes |
| 2009-05-01 | Plan benefit arrangement – Insurance | Yes |
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1157613 |
| Policy instance | 1 |
| Insurance contract or identification number | 1157613 | | Number of Individuals Covered | 197 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $12,609 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $70,998 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,457 | | Insurance broker organization code? | 3 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 ) |
| Policy contract number | 945751 |
| Policy instance | 1 |
| Insurance contract or identification number | 945751 | | Number of Individuals Covered | 172 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of commissions paid to insurance broker | USD $16,096 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $80,418 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12,072 | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1093032 |
| Policy instance | 1 |
| Insurance contract or identification number | 1093032 | | Number of Individuals Covered | 175 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $12,867 | | Total amount of fees paid to insurance company | USD $1,950 | | Life Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $82,547 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,731 | | Amount paid for insurance broker fees | 1950 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1093032 |
| Policy instance | 1 |
| Insurance contract or identification number | 1093032 | | Number of Individuals Covered | 155 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $9,387 | | Total amount of fees paid to insurance company | USD $2,667 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $68,077 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,387 | | Amount paid for insurance broker fees | 2667 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
|
| PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
| Policy contract number | 1093032 |
| Policy instance | 1 |
| Insurance contract or identification number | 1093032 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $8,600 | | Total amount of fees paid to insurance company | USD $1,366 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $57,421 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $8,600 | | Amount paid for insurance broker fees | 1366 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 |
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| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 ) |
| Policy contract number | 000010190400 |
| Policy instance | 1 |
| Insurance contract or identification number | 000010190400 | | Number of Individuals Covered | 140 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $3,992 | | Total amount of fees paid to insurance company | USD $1,618 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH & DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $26,612 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $3,992 | | Amount paid for insurance broker fees | 1618 | | Additional information about fees paid to insurance broker | BROKER BONUS | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE INC |
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