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THE UNIVERSITY CLUB LIFE INSURANCE PLAN 401k Plan overview

Plan NameTHE UNIVERSITY CLUB LIFE INSURANCE PLAN
Plan identification number 502

THE UNIVERSITY CLUB LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

THE UNIVERSITY CLUB has sponsored the creation of one or more 401k plans.

Company Name:THE UNIVERSITY CLUB
Employer identification number (EIN):131429480
NAIC Classification:713900

Additional information about THE UNIVERSITY CLUB

Jurisdiction of Incorporation: Iowa Secretary of State Business Entities
Incorporation Date: 1917-07-30
Company Identification Number: 064230
Legal Registered Office Address: 1808 WOODCREST ST NE

CEDAR RAPIDS
United States of America (USA)
52402

More information about THE UNIVERSITY CLUB

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE UNIVERSITY CLUB LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022022-09-01
5022020-09-01
5022019-09-01
5022018-09-01
5022017-09-01
5022016-09-01
5022015-09-01JOHN P DORMAN
5022014-09-01JOHN P DORMAN
5022013-09-01JOHN P DORMAN
5022012-09-01JOHN P DORMAN
5022011-09-01JOHN P DORMAS
5022009-09-01JOHN P DORMAN
5022009-09-01JOHN P DORMAN

Plan Statistics for THE UNIVERSITY CLUB LIFE INSURANCE PLAN

401k plan membership statisitcs for THE UNIVERSITY CLUB LIFE INSURANCE PLAN

Measure Date Value
2022: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-09-0197
Total number of active participants reported on line 7a of the Form 55002022-09-01197
Number of retired or separated participants receiving benefits2022-09-010
Number of other retired or separated participants entitled to future benefits2022-09-010
Total of all active and inactive participants2022-09-01197
2020: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-09-01223
Total number of active participants reported on line 7a of the Form 55002020-09-0188
Number of retired or separated participants receiving benefits2020-09-010
Number of other retired or separated participants entitled to future benefits2020-09-010
Total of all active and inactive participants2020-09-0188
2019: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-09-01163
Total number of active participants reported on line 7a of the Form 55002019-09-01223
Number of retired or separated participants receiving benefits2019-09-010
Number of other retired or separated participants entitled to future benefits2019-09-010
Total of all active and inactive participants2019-09-01223
2018: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2018 401k membership
Total participants, beginning-of-year2018-09-01163
Total number of active participants reported on line 7a of the Form 55002018-09-01163
Total of all active and inactive participants2018-09-01163
Total participants2018-09-01163
2017: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-09-01163
Total number of active participants reported on line 7a of the Form 55002017-09-01163
Total of all active and inactive participants2017-09-01163
2016: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-09-01256
Total number of active participants reported on line 7a of the Form 55002016-09-01163
Total of all active and inactive participants2016-09-01163
Total participants2016-09-01163
2015: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-09-01251
Total number of active participants reported on line 7a of the Form 55002015-09-01256
Total of all active and inactive participants2015-09-01256
Total participants2015-09-01256
2014: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-09-01251
Total number of active participants reported on line 7a of the Form 55002014-09-01251
Total of all active and inactive participants2014-09-01251
Total participants2014-09-01251
2013: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-09-01249
Total number of active participants reported on line 7a of the Form 55002013-09-01251
Total of all active and inactive participants2013-09-01251
Total participants2013-09-01251
2012: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-09-01258
Total number of active participants reported on line 7a of the Form 55002012-09-01249
Total of all active and inactive participants2012-09-01249
Total participants2012-09-01249
2011: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-09-01252
Total number of active participants reported on line 7a of the Form 55002011-09-01258
Total of all active and inactive participants2011-09-01258
Total participants2011-09-01258
2009: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-09-01227
Total number of active participants reported on line 7a of the Form 55002009-09-01253
Total of all active and inactive participants2009-09-01253
Total participants2009-09-01253

Financial Data on THE UNIVERSITY CLUB LIFE INSURANCE PLAN

Measure Date Value
2023 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2023 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-08-31No
Was this plan covered by a fidelity bond2023-08-31No
If this is an individual account plan, was there a blackout period2023-08-31No
Were there any nonexempt tranactions with any party-in-interest2023-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-08-31No
Were any leases to which the plan was party in default or uncollectible2023-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-08-31No
Was there a failure to transmit to the plan any participant contributions2023-08-31No
Has the plan failed to provide any benefit when due under the plan2023-08-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-08-31No
Did the plan have assets held for investment2023-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-08-31No
2021 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2021 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-08-31No
Was this plan covered by a fidelity bond2021-08-31No
If this is an individual account plan, was there a blackout period2021-08-31No
Were there any nonexempt tranactions with any party-in-interest2021-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-08-31No
Were any leases to which the plan was party in default or uncollectible2021-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-08-31No
Was there a failure to transmit to the plan any participant contributions2021-08-31No
Has the plan failed to provide any benefit when due under the plan2021-08-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-08-31No
Did the plan have assets held for investment2021-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-08-31No
2020 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2020 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-08-31No
Was this plan covered by a fidelity bond2020-08-31No
If this is an individual account plan, was there a blackout period2020-08-31No
Were there any nonexempt tranactions with any party-in-interest2020-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-08-31No
Were any leases to which the plan was party in default or uncollectible2020-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-08-31No
Was there a failure to transmit to the plan any participant contributions2020-08-31No
Has the plan failed to provide any benefit when due under the plan2020-08-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-08-31No
Did the plan have assets held for investment2020-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-08-31No
2019 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2019 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-08-31No
Was this plan covered by a fidelity bond2019-08-31No
If this is an individual account plan, was there a blackout period2019-08-31No
Were there any nonexempt tranactions with any party-in-interest2019-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-08-31No
Were any leases to which the plan was party in default or uncollectible2019-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-08-31No
Was there a failure to transmit to the plan any participant contributions2019-08-31No
Has the plan failed to provide any benefit when due under the plan2019-08-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-08-31No
Did the plan have assets held for investment2019-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-08-31No
2018 : THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2018 401k financial data
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-08-31No
Was this plan covered by a fidelity bond2018-08-31No
If this is an individual account plan, was there a blackout period2018-08-31No
Were there any nonexempt tranactions with any party-in-interest2018-08-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-08-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-08-31No
Were any leases to which the plan was party in default or uncollectible2018-08-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-08-31No
Was there a failure to transmit to the plan any participant contributions2018-08-31No
Has the plan failed to provide any benefit when due under the plan2018-08-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-08-31No
Did the plan have assets held for investment2018-08-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-08-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-08-31No

Form 5500 Responses for THE UNIVERSITY CLUB LIFE INSURANCE PLAN

2022: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2022 form 5500 responses
2022-09-01Type of plan entitySingle employer plan
2022-09-01Plan funding arrangement – InsuranceYes
2022-09-01Plan benefit arrangement – InsuranceYes
2020: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2020 form 5500 responses
2020-09-01Type of plan entitySingle employer plan
2020-09-01Plan funding arrangement – InsuranceYes
2020-09-01Plan benefit arrangement – InsuranceYes
2019: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2019 form 5500 responses
2019-09-01Type of plan entitySingle employer plan
2019-09-01Plan funding arrangement – InsuranceYes
2019-09-01Plan benefit arrangement – InsuranceYes
2018: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2018 form 5500 responses
2018-09-01Type of plan entitySingle employer plan
2018-09-01Plan funding arrangement – InsuranceYes
2018-09-01Plan benefit arrangement – InsuranceYes
2017: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2017 form 5500 responses
2017-09-01Type of plan entitySingle employer plan
2017-09-01Plan funding arrangement – InsuranceYes
2017-09-01Plan benefit arrangement – InsuranceYes
2016: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2016 form 5500 responses
2016-09-01Type of plan entitySingle employer plan
2016-09-01Plan funding arrangement – InsuranceYes
2016-09-01Plan benefit arrangement – InsuranceYes
2015: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2015 form 5500 responses
2015-09-01Type of plan entitySingle employer plan
2015-09-01Plan funding arrangement – InsuranceYes
2015-09-01Plan benefit arrangement – InsuranceYes
2014: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2014 form 5500 responses
2014-09-01Type of plan entitySingle employer plan
2014-09-01Plan funding arrangement – InsuranceYes
2014-09-01Plan benefit arrangement – InsuranceYes
2013: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2013 form 5500 responses
2013-09-01Type of plan entitySingle employer plan
2013-09-01Plan funding arrangement – InsuranceYes
2013-09-01Plan benefit arrangement – InsuranceYes
2012: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2012 form 5500 responses
2012-09-01Type of plan entitySingle employer plan
2012-09-01Plan funding arrangement – InsuranceYes
2012-09-01Plan benefit arrangement – InsuranceYes
2011: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2011 form 5500 responses
2011-09-01Type of plan entitySingle employer plan
2011-09-01Submission has been amendedYes
2011-09-01Plan funding arrangement – InsuranceYes
2011-09-01Plan benefit arrangement – InsuranceYes
2009: THE UNIVERSITY CLUB LIFE INSURANCE PLAN 2009 form 5500 responses
2009-09-01Type of plan entitySingle employer plan
2009-09-01Plan funding arrangement – InsuranceYes
2009-09-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number408260
Policy instance 1
Insurance contract or identification number408260
Number of Individuals Covered197
Insurance policy start date2022-09-01
Insurance policy end date2023-08-31
Total amount of commissions paid to insurance brokerUSD $4,527
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $49,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,527
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number408260
Policy instance 1
Insurance contract or identification number408260
Number of Individuals Covered88
Insurance policy start date2020-09-01
Insurance policy end date2021-08-31
Total amount of commissions paid to insurance brokerUSD $2,549
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $22,586
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,549
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number408260
Policy instance 1
Insurance contract or identification number408260
Number of Individuals Covered223
Insurance policy start date2019-09-01
Insurance policy end date2020-08-31
Total amount of commissions paid to insurance brokerUSD $4,616
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $49,058
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,616
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number408260
Policy instance 1
Insurance contract or identification number408260
Number of Individuals Covered163
Insurance policy start date2018-09-01
Insurance policy end date2019-08-31
Total amount of commissions paid to insurance brokerUSD $4,721
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Welfare Benefit Premiums Paid to CarrierUSD $39,343
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,721
Insurance broker organization code?3
FIRST UNUM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 64297 )
Policy contract number408260
Policy instance 1
Insurance contract or identification number408260
Number of Individuals Covered163
Insurance policy start date2017-09-01
Insurance policy end date2018-08-31
Total amount of commissions paid to insurance brokerUSD $3,849
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $38,486
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62243 )
Policy contract numberGLCL0ABW8
Policy instance 1
Insurance contract or identification numberGLCL0ABW8
Number of Individuals Covered251
Insurance policy start date2014-01-01
Insurance policy end date2015-01-01
Total amount of commissions paid to insurance brokerUSD $2,343
Total amount of fees paid to insurance companyUSD $1,418
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $2,343
Amount paid for insurance broker fees1418
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameNFP CORPROATE SERVICES (NY) LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ABW8
Policy instance 1
Insurance contract or identification numberG000ABW8
Number of Individuals Covered251
Insurance policy start date2013-09-01
Insurance policy end date2014-08-31
Total amount of commissions paid to insurance brokerUSD $2,496
Total amount of fees paid to insurance companyUSD $1,511
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,959
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,496
Amount paid for insurance broker fees1511
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameNFP CORPROATE SERVICES (NY) LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ABW8
Policy instance 1
Insurance contract or identification numberG000ABW8
Total amount of commissions paid to insurance brokerUSD $3,930
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,507
Commission paid to Insurance BrokerUSD $3,930
Insurance broker organization code?3
Insurance broker nameNFP CORPROATE SERVICES (NY) LLC
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ABW8
Policy instance 1
Insurance contract or identification numberG000ABW8
Number of Individuals Covered258
Insurance policy start date2011-01-01
Insurance policy end date2012-01-01
Total amount of commissions paid to insurance brokerUSD $2,466
Life Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $24,659
MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 71412 )
Policy contract numberG000ABW8
Policy instance 1
Insurance contract or identification numberG000ABW8
Number of Individuals Covered252
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,467
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedAD&D
Welfare Benefit Premiums Paid to CarrierUSD $28,505

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