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UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 401k Plan overview

Plan NameUNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN
Plan identification number 504

UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Long-term disability cover

401k Sponsoring company profile

UNIVERSAL 1 CREDIT UNION INC has sponsored the creation of one or more 401k plans.

Company Name:UNIVERSAL 1 CREDIT UNION INC
Employer identification number (EIN):310387145
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042017-07-01KAREN SHROYER
5042016-07-01JESSICA JONES
5042015-07-01JESSICA JONES
5042014-07-01JESSICA JONES
5042013-04-01LISA A. CARBAUGH
5042012-04-01LISA A. CARBAUGH
5042011-04-01LISA G. FRANCIS
5042009-04-01LISA G. FRANCIS

Plan Statistics for UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN

401k plan membership statisitcs for UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN

Measure Date Value
2017: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01126
Total of all active and inactive participants2017-07-010
Total participants2017-07-010
2016: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01125
Total number of active participants reported on line 7a of the Form 55002016-07-01101
Number of retired or separated participants receiving benefits2016-07-0125
Total of all active and inactive participants2016-07-01126
Total participants2016-07-01126
2015: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01123
Total number of active participants reported on line 7a of the Form 55002015-07-01100
Number of retired or separated participants receiving benefits2015-07-0125
Total of all active and inactive participants2015-07-01125
Total participants2015-07-01125
2014: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01124
Total number of active participants reported on line 7a of the Form 55002014-07-0198
Number of retired or separated participants receiving benefits2014-07-0125
Total of all active and inactive participants2014-07-01123
Total participants2014-07-01123
2013: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-01124
Total number of active participants reported on line 7a of the Form 55002013-04-0197
Number of retired or separated participants receiving benefits2013-04-0127
Number of other retired or separated participants entitled to future benefits2013-04-010
Total of all active and inactive participants2013-04-01124
2012: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-01119
Total number of active participants reported on line 7a of the Form 55002012-04-0197
Number of retired or separated participants receiving benefits2012-04-0128
Number of other retired or separated participants entitled to future benefits2012-04-010
Total of all active and inactive participants2012-04-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-010
Total participants2012-04-01125
Number of participants with account balances2012-04-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-01129
Total number of active participants reported on line 7a of the Form 55002011-04-0196
Number of retired or separated participants receiving benefits2011-04-0125
Total of all active and inactive participants2011-04-01121
2009: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-01147
Total number of active participants reported on line 7a of the Form 55002009-04-01100
Number of retired or separated participants receiving benefits2009-04-0127
Total of all active and inactive participants2009-04-01127

Form 5500 Responses for UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN

2017: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingYes
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – InsuranceYes
2013-04-01Plan benefit arrangement – InsuranceYes
2012: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – InsuranceYes
2012-04-01Plan benefit arrangement – InsuranceYes
2011: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – InsuranceYes
2011-04-01Plan benefit arrangement – InsuranceYes
2009: UNIVERSAL 1 CREDIT UNION LIFE AND DISABILITY PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – InsuranceYes
2009-04-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number878505G
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number0000101935004
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number000010193504
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number034-0436-0
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number034-0436-0
Policy instance 2
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number034-0436-0
Policy instance 2
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number034-0436-0
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number034-0436-0
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number034-0436-0
Policy instance 1

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