FAMILY SAVINGS CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION
401k plan membership statisitcs for AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION
| Measure | Date | Value |
|---|
| 2022: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2022 401k membership |
|---|
| Total participants, beginning-of-year | 2022-11-01 | 300 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-11-01 | 262 |
| Number of retired or separated participants receiving benefits | 2022-11-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-11-01 | 0 |
| Total of all active and inactive participants | 2022-11-01 | 262 |
| Number of employers contributing to the scheme | 2022-11-01 | 0 |
| Total participants, beginning-of-year | 2022-04-01 | 263 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-04-01 | 300 |
| Number of retired or separated participants receiving benefits | 2022-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2022-04-01 | 0 |
| Total of all active and inactive participants | 2022-04-01 | 300 |
| Number of employers contributing to the scheme | 2022-04-01 | 0 |
| 2021: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-04-01 | 231 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-04-01 | 263 |
| Number of retired or separated participants receiving benefits | 2021-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-04-01 | 0 |
| Total of all active and inactive participants | 2021-04-01 | 263 |
| Number of employers contributing to the scheme | 2021-04-01 | 0 |
| 2020: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-04-01 | 216 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-04-01 | 231 |
| Number of retired or separated participants receiving benefits | 2020-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-04-01 | 0 |
| Total of all active and inactive participants | 2020-04-01 | 231 |
| Number of employers contributing to the scheme | 2020-04-01 | 0 |
| 2019: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-04-01 | 182 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-04-01 | 216 |
| Number of retired or separated participants receiving benefits | 2019-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-04-01 | 0 |
| Total of all active and inactive participants | 2019-04-01 | 216 |
| Number of employers contributing to the scheme | 2019-04-01 | 0 |
| 2018: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-04-01 | 182 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-04-01 | 182 |
| Number of retired or separated participants receiving benefits | 2018-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-04-01 | 0 |
| Total of all active and inactive participants | 2018-04-01 | 182 |
| Number of employers contributing to the scheme | 2018-04-01 | 0 |
| 2017: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-04-01 | 172 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-04-01 | 182 |
| Number of retired or separated participants receiving benefits | 2017-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-04-01 | 0 |
| Total of all active and inactive participants | 2017-04-01 | 182 |
| 2016: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-04-01 | 172 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-04-01 | 172 |
| Number of retired or separated participants receiving benefits | 2016-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-04-01 | 0 |
| Total of all active and inactive participants | 2016-04-01 | 172 |
| 2015: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-04-01 | 159 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-04-01 | 166 |
| Number of retired or separated participants receiving benefits | 2015-04-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-04-01 | 0 |
| Total of all active and inactive participants | 2015-04-01 | 166 |
| 2014: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 158 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 146 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 0 |
| Total of all active and inactive participants | 2014-07-01 | 146 |
| 2013: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-05 | 151 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-05 | 136 |
| Number of retired or separated participants receiving benefits | 2013-07-05 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-05 | 0 |
| Total of all active and inactive participants | 2013-07-05 | 136 |
| 2012: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-05 | 127 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-05 | 127 |
| Number of retired or separated participants receiving benefits | 2012-07-05 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-05 | 0 |
| Total of all active and inactive participants | 2012-07-05 | 127 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-05 | 0 |
| Total participants | 2012-07-05 | 127 |
| Number of participants with account balances | 2012-07-05 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-05 | 0 |
| 2011: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-05 | 122 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-05 | 122 |
| Number of retired or separated participants receiving benefits | 2011-07-05 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-05 | 0 |
| Total of all active and inactive participants | 2011-07-05 | 122 |
| 2010: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-07-05 | 121 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-07-05 | 121 |
| Number of retired or separated participants receiving benefits | 2010-07-05 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-07-05 | 0 |
| Total of all active and inactive participants | 2010-07-05 | 121 |
| 2009: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-05 | 120 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-05 | 120 |
| Number of retired or separated participants receiving benefits | 2009-07-05 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-05 | 0 |
| Total of all active and inactive participants | 2009-07-05 | 120 |
| 2022: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2022 form 5500 responses |
|---|
| 2022-11-01 | Type of plan entity | Single employer plan |
| 2022-11-01 | Plan funding arrangement – Insurance | Yes |
| 2022-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-04-01 | Type of plan entity | Single employer plan |
| 2022-04-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2022-04-01 | Plan funding arrangement – Insurance | Yes |
| 2022-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2021: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2021 form 5500 responses |
|---|
| 2021-04-01 | Type of plan entity | Single employer plan |
| 2021-04-01 | Plan funding arrangement – Insurance | Yes |
| 2021-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2020 form 5500 responses |
|---|
| 2020-04-01 | Type of plan entity | Single employer plan |
| 2020-04-01 | Plan funding arrangement – Insurance | Yes |
| 2020-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2019 form 5500 responses |
|---|
| 2019-04-01 | Type of plan entity | Single employer plan |
| 2019-04-01 | Plan funding arrangement – Insurance | Yes |
| 2019-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2018 form 5500 responses |
|---|
| 2018-04-01 | Type of plan entity | Single employer plan |
| 2018-04-01 | Plan is a collectively bargained plan | Yes |
| 2018-04-01 | Plan funding arrangement – Insurance | Yes |
| 2018-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2017 form 5500 responses |
|---|
| 2017-04-01 | Type of plan entity | Single employer plan |
| 2017-04-01 | Plan is a collectively bargained plan | Yes |
| 2017-04-01 | Plan funding arrangement – Insurance | Yes |
| 2017-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2016 form 5500 responses |
|---|
| 2016-04-01 | Type of plan entity | Single employer plan |
| 2016-04-01 | Submission has been amended | No |
| 2016-04-01 | This submission is the final filing | No |
| 2016-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-04-01 | Plan is a collectively bargained plan | Yes |
| 2016-04-01 | Plan funding arrangement – Insurance | Yes |
| 2016-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2015 form 5500 responses |
|---|
| 2015-04-01 | Type of plan entity | Single employer plan |
| 2015-04-01 | Submission has been amended | No |
| 2015-04-01 | This submission is the final filing | No |
| 2015-04-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-04-01 | Plan is a collectively bargained plan | Yes |
| 2015-04-01 | Plan funding arrangement – Insurance | Yes |
| 2015-04-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2014 form 5500 responses |
|---|
| 2014-07-01 | Type of plan entity | Single employer plan |
| 2014-07-01 | Submission has been amended | No |
| 2014-07-01 | This submission is the final filing | No |
| 2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2014-07-01 | Plan is a collectively bargained plan | Yes |
| 2014-07-01 | Plan funding arrangement – Insurance | Yes |
| 2014-07-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2013 form 5500 responses |
|---|
| 2013-07-05 | Type of plan entity | Single employer plan |
| 2013-07-05 | Submission has been amended | No |
| 2013-07-05 | This submission is the final filing | No |
| 2013-07-05 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2013-07-05 | Plan is a collectively bargained plan | No |
| 2013-07-05 | Plan funding arrangement – Insurance | Yes |
| 2013-07-05 | Plan benefit arrangement – Insurance | Yes |
| 2012: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2012 form 5500 responses |
|---|
| 2012-07-05 | Type of plan entity | Single employer plan |
| 2012-07-05 | Submission has been amended | No |
| 2012-07-05 | This submission is the final filing | No |
| 2012-07-05 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-07-05 | Plan is a collectively bargained plan | No |
| 2012-07-05 | Plan funding arrangement – Insurance | Yes |
| 2012-07-05 | Plan benefit arrangement – Insurance | Yes |
| 2011: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2011 form 5500 responses |
|---|
| 2011-07-05 | Type of plan entity | Single employer plan |
| 2011-07-05 | Submission has been amended | No |
| 2011-07-05 | This submission is the final filing | No |
| 2011-07-05 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-07-05 | Plan is a collectively bargained plan | No |
| 2011-07-05 | Plan funding arrangement – Insurance | Yes |
| 2011-07-05 | Plan benefit arrangement – Insurance | Yes |
| 2010: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2010 form 5500 responses |
|---|
| 2010-07-05 | Type of plan entity | Single employer plan |
| 2010-07-05 | Submission has been amended | No |
| 2010-07-05 | This submission is the final filing | No |
| 2010-07-05 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-07-05 | Plan is a collectively bargained plan | No |
| 2010-07-05 | Plan funding arrangement – Insurance | Yes |
| 2010-07-05 | Plan benefit arrangement – Insurance | Yes |
| 2009: AD&D PLAN FOR EMPLOYEES OF FAMILY SAVINGS CREDIT UNION 2009 form 5500 responses |
|---|
| 2009-07-05 | Type of plan entity | Single employer plan |
| 2009-07-05 | Submission has been amended | No |
| 2009-07-05 | This submission is the final filing | No |
| 2009-07-05 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-07-05 | Plan is a collectively bargained plan | No |
| 2009-07-05 | Plan funding arrangement – Insurance | Yes |
| 2009-07-05 | Plan benefit arrangement – Insurance | Yes |
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 164432 |
| Policy instance | 1 |
| Insurance contract or identification number | 164432 | | Number of Individuals Covered | 262 | | Insurance policy start date | 2022-11-01 | | Insurance policy end date | 2023-10-31 | | Total amount of commissions paid to insurance broker | USD $15,747 | | Total amount of fees paid to insurance company | USD $3,886 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $15,747 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 164432 |
| Policy instance | 1 |
| Insurance contract or identification number | 164432 | | Number of Individuals Covered | 300 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | Total amount of commissions paid to insurance broker | USD $14,187 | | Total amount of fees paid to insurance company | USD $3,941 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $14,187 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 164432 |
| Policy instance | 1 |
| Insurance contract or identification number | 164432 | | Number of Individuals Covered | 263 | | Insurance policy start date | 2021-04-01 | | Insurance policy end date | 2021-10-31 | | Total amount of commissions paid to insurance broker | USD $6,963 | | Total amount of fees paid to insurance company | USD $2,254 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $6,963 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 1644332 |
| Policy instance | 1 |
| Insurance contract or identification number | 1644332 | | Number of Individuals Covered | 231 | | Insurance policy start date | 2020-04-01 | | Insurance policy end date | 2021-03-31 | | Total amount of commissions paid to insurance broker | USD $9,784 | | Total amount of fees paid to insurance company | USD $1,488 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,784 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 1644332 |
| Policy instance | 1 |
| Insurance contract or identification number | 1644332 | | Number of Individuals Covered | 216 | | Insurance policy start date | 2019-04-01 | | Insurance policy end date | 2020-03-31 | | Total amount of commissions paid to insurance broker | USD $10,781 | | Total amount of fees paid to insurance company | USD $1,158 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $10,781 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION |
|
| STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 ) |
| Policy contract number | 1644332 |
| Policy instance | 1 |
| Insurance contract or identification number | 1644332 | | Number of Individuals Covered | 217 | | Insurance policy start date | 2018-04-01 | | Insurance policy end date | 2019-03-31 | | Total amount of commissions paid to insurance broker | USD $9,744 | | Total amount of fees paid to insurance company | USD $3,971 | | Life Insurance Welfare Benefit | Yes | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $9,744 | | Amount paid for insurance broker fees | 3971 | | Additional information about fees paid to insurance broker | CONTINGENT COMPENSATION | | Insurance broker organization code? | 3 |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950734-03 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950734-03 | | Number of Individuals Covered | 182 | | Insurance policy start date | 2017-04-01 | | Insurance policy end date | 2018-03-31 | | Total amount of commissions paid to insurance broker | USD $1,201 | | Total amount of fees paid to insurance company | USD $0 | | Other welfare benefits provided | ACCIDENTAL DEATH AND DISMEMBERMENT | | Welfare Benefit Premiums Paid to Carrier | USD $6,006 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,201 | | Amount paid for insurance broker fees | 0 | | Insurance broker organization code? | 3 | | Insurance broker name | GALLAGHER BENEFIT SERVICES, INC. |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950734-01 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950734-01 | | Number of Individuals Covered | 173 | | Insurance policy start date | 2015-04-01 | | Insurance policy end date | 2016-03-31 | | Total amount of commissions paid to insurance broker | USD $1,056 | | Total amount of fees paid to insurance company | USD $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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $5,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $1,056 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE, INC |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950734-00 |
| Policy instance | 1 |
| Insurance contract or identification number | GTU-5950734-00 | | Number of Individuals Covered | 156 | | Insurance policy start date | 2014-07-01 | | Insurance policy end date | 2015-03-31 | | Total amount of commissions paid to insurance broker | USD $772 | | Total amount of fees paid to insurance company | USD $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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $3,861 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $772 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE, INC. |
|
| ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 ) |
| Policy contract number | GTU-5950734-00 |
| Policy instance | 2 |
| Insurance contract or identification number | GTU-5950734-00 | | Number of Individuals Covered | 136 | | Insurance policy start date | 2014-04-01 | | Insurance policy end date | 2014-06-30 | | Total amount of commissions paid to insurance broker | USD $86 | | Total amount of fees paid to insurance company | USD $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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $429 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $86 | | Insurance broker organization code? | 3 | | Insurance broker name | DIGITAL INSURANCE, INC. |
|
| CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 ) |
| Policy contract number | 001-0084-5 |
| Policy instance | 1 |
| Insurance contract or identification number | 001-0084-5 | | Number of Individuals Covered | 151 | | Insurance policy start date | 2013-07-05 | | Insurance policy end date | 2014-03-31 | | 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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $3,949 | | 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 number | 001-0084-5 |
| Policy instance | 1 |
| Insurance contract or identification number | 001-0084-5 | | Number of Individuals Covered | 127 | | Insurance policy start date | 2012-07-05 | | Insurance policy end date | 2013-07-04 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | AD&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 Carrier | USD $4,571 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 ) |
| Policy contract number | 023-0401-8 |
| Policy instance | 1 |
| Insurance contract or identification number | 023-0401-8 | | Number of Individuals Covered | 122 | | Insurance policy start date | 2011-07-05 | | Insurance policy end date | 2012-07-04 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $4,026 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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| CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 ) |
| Policy contract number | 023-0401-8 |
| Policy instance | 1 |
| Insurance contract or identification number | 023-0401-8 | | Number of Individuals Covered | 121 | | Insurance policy start date | 2010-07-05 | | Insurance policy end date | 2011-07-04 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 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 | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Other welfare benefits provided | ACCIDENTAL 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 Carrier | USD $3,993 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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