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LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 401k Plan overview

Plan NameLIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS
Plan identification number 502

LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS Benefits

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

401k Sponsoring company profile

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

Company Name:LIBERTY FEDERAL CREDIT UNION
Employer identification number (EIN):350885388
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022023-01-01STEPHANIE BAGGETT2024-06-21
5022022-01-01STEPHANIE BAGGETT2023-08-23
5022021-01-01STEPHANIE BAGGETT2022-07-20
5022020-01-01STEPHANIE BAGGETT2021-07-08
5022019-01-01STEPHANIE BAGGETT2020-07-03
5022017-01-01STEPHANIE BAGGETT
5022016-01-01STEPHANIE BAGGETT
5022015-01-01STEPHANIE BAGGETT
5022014-01-01STEPHANIE BAGGETT STEPHANIE BAGGETT2015-07-23
5022013-01-01STEPHANIE BAGGETT
5022012-01-01STACEY A. SHOURD
5022011-04-01STACEY SHOURD STACEY SHOURD2012-09-30
5022011-01-01STACEY A. SHOURD
5022010-04-01STACEY A. SHOURD
5022010-01-01STACEY A. SHOURD
5022009-04-01STACEY SHOURD
5022009-01-01STACEY A. SHOURD STACEY A. SHOURD2010-07-15

Plan Statistics for LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS

401k plan membership statisitcs for LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS

Measure Date Value
2023: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2023 401k membership
Total participants, beginning-of-year2023-01-01624
Total number of active participants reported on line 7a of the Form 55002023-01-01618
Total of all active and inactive participants2023-01-01618
2022: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2022 401k membership
Total participants, beginning-of-year2022-01-01596
Total number of active participants reported on line 7a of the Form 55002022-01-01618
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01618
2021: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2021 401k membership
Total participants, beginning-of-year2021-01-01569
Total number of active participants reported on line 7a of the Form 55002021-01-01592
Total of all active and inactive participants2021-01-01592
2020: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2020 401k membership
Total participants, beginning-of-year2020-01-01487
Total number of active participants reported on line 7a of the Form 55002020-01-01550
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01551
2019: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2019 401k membership
Total participants, beginning-of-year2019-01-01427
Total number of active participants reported on line 7a of the Form 55002019-01-01466
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01470
2017: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2017 401k membership
Total participants, beginning-of-year2017-01-01322
Total number of active participants reported on line 7a of the Form 55002017-01-01359
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-01359
2016: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2016 401k membership
Total participants, beginning-of-year2016-01-01236
Total number of active participants reported on line 7a of the Form 55002016-01-01256
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01256
2015: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01231
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01231
2014: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2014 401k membership
Total participants, beginning-of-year2014-01-01168
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01194
2013: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01164
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01164
2012: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01140
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01141
2011: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2011 401k membership
Total participants, beginning-of-year2011-04-01135
Total number of active participants reported on line 7a of the Form 55002011-04-01134
Total of all active and inactive participants2011-04-01134
Total participants, beginning-of-year2011-01-01131
Total number of active participants reported on line 7a of the Form 55002011-01-01130
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01130
2010: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2010 401k membership
Total participants, beginning-of-year2010-04-01133
Total number of active participants reported on line 7a of the Form 55002010-04-01135
Total of all active and inactive participants2010-04-01135
Total participants, beginning-of-year2010-01-01133
Total number of active participants reported on line 7a of the Form 55002010-01-01131
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01131
2009: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2009 401k membership
Total participants, beginning-of-year2009-04-01142
Total number of active participants reported on line 7a of the Form 55002009-04-01135
Total of all active and inactive participants2009-04-01135
Total participants, beginning-of-year2009-01-01139
Total number of active participants reported on line 7a of the Form 55002009-01-01132
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01133

Form 5500 Responses for LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS

2023: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan benefit arrangement – InsuranceYes
2022: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2017: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 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
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 2010 form 5500 responses
2010-04-01Type of plan entitySingle employer plan
2010-04-01Submission has been amendedNo
2010-04-01This submission is the final filingNo
2010-04-01This return/report is a short plan year return/report (less than 12 months)No
2010-04-01Plan is a collectively bargained planNo
2010-04-01Plan funding arrangement – InsuranceYes
2010-04-01Plan benefit arrangement – InsuranceYes
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: LIBERTY FEDERAL CREDIT UNION DENTAL HEALTH OPTIONS 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
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
Insurance contract or identification number606108573331
Number of Individuals Covered1144
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $33,072
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $330,716
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
Insurance contract or identification number606108573331
Number of Individuals Covered618
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,938
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $309,377
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
HEALTH RESOURCES INC (National Association of Insurance Commissioners NAIC id number: 96887 )
Policy contract number606108573331
Policy instance 1

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