401k Plan data: CUNET LONG TERM DISABILITY plan

CUNET LONG TERM DISABILITY 401k Plan overview

Plan Name	CUNET LONG TERM DISABILITY
Plan identification number	503

CUNET LONG TERM DISABILITY Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Long-term disability cover

401k Sponsoring company profile

PIMA FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: PIMA FEDERAL CREDIT UNION

Employer identification number (EIN): 860124950

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUNET LONG TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2014-05-01 ERIC RENAUD ERIC RENAUD 2015-08-25
503 2013-05-01 BEVERLY ARMENDARIZ
503 2012-05-01 BEVERLY ARMENDARIZ
503 2011-05-01 BEVERLY ARMENDARIZ
503 2009-05-01 BEVERLY ARMENDARIZ

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
503	2014-05-01	ERIC RENAUD	ERIC RENAUD	2015-08-25
503	2013-05-01	BEVERLY ARMENDARIZ
503	2012-05-01	BEVERLY ARMENDARIZ
503	2011-05-01	BEVERLY ARMENDARIZ
503	2009-05-01	BEVERLY ARMENDARIZ

Plan Statistics for CUNET LONG TERM DISABILITY

401k plan membership statisitcs for CUNET LONG TERM DISABILITY

Measure Date Value
2014: CUNET LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year 2014-05-01 136
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 0
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 0
Total of all active and inactive participants 2014-05-01 0
2013: CUNET LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year 2013-05-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 136
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 0
Total of all active and inactive participants 2013-05-01 136
2012: CUNET LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year 2012-05-01 122
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 135
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 0
Total of all active and inactive participants 2012-05-01 135
2011: CUNET LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year 2011-05-01 114
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 122
Total of all active and inactive participants 2011-05-01 122
2009: CUNET LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year 2009-05-01 105
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 133
Total of all active and inactive participants 2009-05-01 133

Measure	Date	Value
2014: CUNET LONG TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year	2014-05-01	136
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	0
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	0
Total of all active and inactive participants	2014-05-01	0
2013: CUNET LONG TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year	2013-05-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	136
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	0
Total of all active and inactive participants	2013-05-01	136
2012: CUNET LONG TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year	2012-05-01	122
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	135
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	0
Total of all active and inactive participants	2012-05-01	135
2011: CUNET LONG TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year	2011-05-01	114
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	122
Total of all active and inactive participants	2011-05-01	122
2009: CUNET LONG TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year	2009-05-01	105
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	133
Total of all active and inactive participants	2009-05-01	133

Form 5500 Responses for CUNET LONG TERM DISABILITY

2014: CUNET LONG TERM DISABILITY 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	Yes
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2013: CUNET LONG TERM DISABILITY 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2012: CUNET LONG TERM DISABILITY 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2011: CUNET LONG TERM DISABILITY 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2009: CUNET LONG TERM DISABILITY 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

Insurance Providers Used on plan

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLTD0ARAS

Policy instance

Insurance contract or identification number	GLTD0ARAS
Number of Individuals Covered	156
Insurance policy start date	2013-12-31
Insurance policy end date	2014-11-30
Total amount of commissions paid to insurance broker	USD $1,804
Total amount of fees paid to insurance company	USD $47
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $18,035
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,804
Amount paid for insurance broker fees	47
Additional information about fees paid to insurance broker	OTHER COMPENSATION
Insurance broker organization code?	3
Insurance broker name	CBIZ BENEFITS AND INS SERVICES INC

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

10200230

Policy instance

Insurance contract or identification number	10200230
Number of Individuals Covered	136
Insurance policy start date	2013-05-01
Insurance policy end date	2013-11-30
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $18,527
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

10200230

Policy instance

Insurance contract or identification number	10200230
Number of Individuals Covered	135
Insurance policy start date	2012-05-01
Insurance policy end date	2013-04-30
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $35,855
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

10200230

Policy instance

Insurance contract or identification number	10200230
Number of Individuals Covered	122
Insurance policy start date	2011-05-01
Insurance policy end date	2012-04-30
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $34,316
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

10200230

Policy instance

Insurance contract or identification number	10200230
Number of Individuals Covered	114
Insurance policy start date	2010-05-01
Insurance policy end date	2011-04-30
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	Yes
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
Welfare Benefit Premiums Paid to Carrier	USD $37,802
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	PIMA FEDERAL CREDIT UNION
Employer identification number (EIN):	860124950
NAIC Classification:	522130
NAIC Description:	Credit Unions