FORTERA FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: GROUP VISION PLAN 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-05-01 | 136 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-05-01 | 103 |
| Total of all active and inactive participants | 2022-05-01 | 103 |
| Total participants | 2022-05-01 | 103 |
| 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 VISION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-05-01 | 145 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-05-01 | 134 |
| Number of retired or separated participants receiving benefits | 2021-05-01 | 2 |
| Total of all active and inactive participants | 2021-05-01 | 136 |
| Total participants | 2021-05-01 | 136 |
| 2020: GROUP VISION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-05-01 | 139 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-05-01 | 145 |
| Number of retired or separated participants receiving benefits | 2020-05-01 | 1 |
| Total of all active and inactive participants | 2020-05-01 | 146 |
| Total participants | 2020-05-01 | 146 |
| 2019: GROUP VISION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-05-01 | 119 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-05-01 | 138 |
| Number of retired or separated participants receiving benefits | 2019-05-01 | 1 |
| Total of all active and inactive participants | 2019-05-01 | 139 |
| Total participants | 2019-05-01 | 139 |
| 2018: GROUP VISION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-05-01 | 114 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-05-01 | 119 |
| Total of all active and inactive participants | 2018-05-01 | 119 |
| Total participants | 2018-05-01 | 119 |
| 2017: GROUP VISION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-05-01 | 130 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-05-01 | 114 |
| Number of retired or separated participants receiving benefits | 2017-05-01 | 2 |
| Total of all active and inactive participants | 2017-05-01 | 116 |
| Total participants | 2017-05-01 | 116 |
| 2016: GROUP VISION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-05-01 | 112 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-05-01 | 130 |
| Number of retired or separated participants receiving benefits | 2016-05-01 | 1 |
| Total of all active and inactive participants | 2016-05-01 | 131 |
| Total participants | 2016-05-01 | 131 |
| 2015: GROUP VISION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-05-01 | 105 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-05-01 | 112 |
| Number of retired or separated participants receiving benefits | 2015-05-01 | 1 |
| Total of all active and inactive participants | 2015-05-01 | 113 |
| Total participants | 2015-05-01 | 0 |
| 2014: GROUP VISION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-05-01 | 100 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-05-01 | 104 |
| Number of retired or separated participants receiving benefits | 2014-05-01 | 1 |
| Total of all active and inactive participants | 2014-05-01 | 105 |
| Total participants | 2014-05-01 | 0 |
| 2022: GROUP VISION 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 VISION 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 VISION 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 VISION 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 VISION 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 VISION 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 VISION 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 VISION 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 VISION 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 |
| EYEMED VISION CARE (National Association of Insurance Commissioners NAIC id number: 71870 ) |
| Policy contract number | 10328351001 |
| Policy instance | 1 |
| Insurance contract or identification number | 10328351001 | | Number of Individuals Covered | 103 | | Insurance policy start date | 2022-05-01 | | Insurance policy end date | 2022-12-31 | | Total amount of commissions paid to insurance broker | USD $1,025 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $9,114 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,025 | | 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 | | Life 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 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2021-05-01 | | Insurance policy end date | 2022-04-30 | | Total amount of fees paid to insurance company | USD $1,290 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,034 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Amount paid for insurance broker fees | 1290 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 146 | | Insurance policy start date | 2020-05-01 | | Insurance policy end date | 2021-04-30 | | Total amount of commissions paid to insurance broker | USD $920 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $14,751 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $920 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 139 | | Insurance policy start date | 2019-05-01 | | Insurance policy end date | 2020-04-30 | | Total amount of commissions paid to insurance broker | USD $1,226 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $13,463 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,226 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 119 | | Insurance policy start date | 2018-05-01 | | Insurance policy end date | 2019-04-30 | | Total amount of commissions paid to insurance broker | USD $828 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,199 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $828 | | Insurance broker organization code? | 3 |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 116 | | Insurance policy start date | 2017-05-01 | | Insurance policy end date | 2018-04-30 | | Total amount of commissions paid to insurance broker | USD $843 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $12,622 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $843 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 113 | | Insurance policy start date | 2015-05-01 | | Insurance policy end date | 2016-04-30 | | Total amount of commissions paid to insurance broker | USD $772 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $688 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE |
|
| VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 ) |
| Policy contract number | 30013765 |
| Policy instance | 1 |
| Insurance contract or identification number | 30013765 | | Number of Individuals Covered | 105 | | Insurance policy start date | 2014-05-01 | | Insurance policy end date | 2015-04-30 | | Total amount of commissions paid to insurance broker | USD $779 | | Vision Insurance Welfare Benefit | Yes | | Welfare Benefit Premiums Paid to Carrier | USD $10,805 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $779 | | Insurance broker organization code? | 3 | | Insurance broker name | MCKNIGHT INSURANCE GROUP |
|
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