401k Plan data: DUPAGE CREDIT UNION

DUPAGE CREDIT UNION - LTD 401k Plan overview

Plan Name	DUPAGE CREDIT UNION - LTD
Plan identification number	503

DUPAGE CREDIT UNION - LTD Benefits

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

401k Sponsoring company profile

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

Company Name: DUPAGE CREDIT UNION

Employer identification number (EIN): 362499724

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DUPAGE CREDIT UNION - LTD

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
503 2017-07-01 LORI MCGRATH LORI MCGRATH 2018-06-05
503 2016-07-01 LORI MCGRATH LORI MCGRATH 2018-06-05
503 2015-07-01 LORI MCGRATH LORI MCGRATH 2017-01-26
503 2014-07-01 LORI MCGRATH LORI MCGRATH 2015-11-23
503 2013-07-01 LORI MCGRATH LORI MCGRATH 2015-07-07
503 2012-07-01 LORI MCGRATH LORI MCGRATH 2015-07-07
503 2011-07-01 LORI MCGRATH DEBORAH LANGE 2012-12-03
503 2009-07-01 LORI MCGRATH DEBORAH LANGE 2010-11-08
503 2008-07-01 DEBORAH LANGE 2010-01-28

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
503	2017-07-01	LORI MCGRATH	LORI MCGRATH	2018-06-05
503	2016-07-01	LORI MCGRATH	LORI MCGRATH	2018-06-05
503	2015-07-01	LORI MCGRATH	LORI MCGRATH	2017-01-26
503	2014-07-01	LORI MCGRATH	LORI MCGRATH	2015-11-23
503	2013-07-01	LORI MCGRATH	LORI MCGRATH	2015-07-07
503	2012-07-01	LORI MCGRATH	LORI MCGRATH	2015-07-07
503	2011-07-01	LORI MCGRATH	DEBORAH LANGE	2012-12-03
503	2009-07-01	LORI MCGRATH	DEBORAH LANGE	2010-11-08
503	2008-07-01		DEBORAH LANGE	2010-01-28

Plan Statistics for DUPAGE CREDIT UNION - LTD

401k plan membership statisitcs for DUPAGE CREDIT UNION - LTD

Measure Date Value
2017: DUPAGE CREDIT UNION - LTD 2017 401k membership
Total participants, beginning-of-year 2017-07-01 109
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 109
Total of all active and inactive participants 2017-07-01 109
Total participants 2017-07-01 109
2016: DUPAGE CREDIT UNION - LTD 2016 401k membership
Total participants, beginning-of-year 2016-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 109
Total of all active and inactive participants 2016-07-01 109
Total participants 2016-07-01 109
2015: DUPAGE CREDIT UNION - LTD 2015 401k membership
Total participants, beginning-of-year 2015-07-01 100
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 103
Total of all active and inactive participants 2015-07-01 103
Total participants 2015-07-01 103
2014: DUPAGE CREDIT UNION - LTD 2014 401k membership
Total participants, beginning-of-year 2014-07-01 110
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 100
Total of all active and inactive participants 2014-07-01 100
Total participants 2014-07-01 100
2013: DUPAGE CREDIT UNION - LTD 2013 401k membership
Total participants, beginning-of-year 2013-07-01 113
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 111
Number of retired or separated participants receiving benefits 2013-07-01 0
Number of other retired or separated participants entitled to future benefits 2013-07-01 0
Total of all active and inactive participants 2013-07-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-07-01 0
Total participants 2013-07-01 111
Number of participants with account balances 2013-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-07-01 0
Number of employers contributing to the scheme 2013-07-01 0
2012: DUPAGE CREDIT UNION - LTD 2012 401k membership
Total participants, beginning-of-year 2012-07-01 107
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 112
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 0
Total of all active and inactive participants 2012-07-01 112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-07-01 0
Total participants 2012-07-01 112
Number of participants with account balances 2012-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-07-01 0
Number of employers contributing to the scheme 2012-07-01 0
2011: DUPAGE CREDIT UNION - LTD 2011 401k membership
Total participants, beginning-of-year 2011-07-01 105
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 108
Number of retired or separated participants receiving benefits 2011-07-01 0
Number of other retired or separated participants entitled to future benefits 2011-07-01 0
Total of all active and inactive participants 2011-07-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-07-01 0
Total participants 2011-07-01 108
Number of participants with account balances 2011-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-07-01 0
2009: DUPAGE CREDIT UNION - LTD 2009 401k membership
Total participants, beginning-of-year 2009-07-01 101
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 102
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 102
Number of participants with account balances 2009-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: DUPAGE CREDIT UNION - LTD 2008 401k membership
Total participants, beginning-of-year 2008-07-01 104
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 101
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 0
Total of all active and inactive participants 2008-07-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 101
Number of participants with account balances 2008-07-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 0

Measure	Date	Value
2017: DUPAGE CREDIT UNION - LTD 2017 401k membership
Total participants, beginning-of-year	2017-07-01	109
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	109
Total of all active and inactive participants	2017-07-01	109
Total participants	2017-07-01	109
2016: DUPAGE CREDIT UNION - LTD 2016 401k membership
Total participants, beginning-of-year	2016-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	109
Total of all active and inactive participants	2016-07-01	109
Total participants	2016-07-01	109
2015: DUPAGE CREDIT UNION - LTD 2015 401k membership
Total participants, beginning-of-year	2015-07-01	100
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	103
Total of all active and inactive participants	2015-07-01	103
Total participants	2015-07-01	103
2014: DUPAGE CREDIT UNION - LTD 2014 401k membership
Total participants, beginning-of-year	2014-07-01	110
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	100
Total of all active and inactive participants	2014-07-01	100
Total participants	2014-07-01	100
2013: DUPAGE CREDIT UNION - LTD 2013 401k membership
Total participants, beginning-of-year	2013-07-01	113
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	111
Number of retired or separated participants receiving benefits	2013-07-01	0
Number of other retired or separated participants entitled to future benefits	2013-07-01	0
Total of all active and inactive participants	2013-07-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-07-01	0
Total participants	2013-07-01	111
Number of participants with account balances	2013-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-07-01	0
Number of employers contributing to the scheme	2013-07-01	0
2012: DUPAGE CREDIT UNION - LTD 2012 401k membership
Total participants, beginning-of-year	2012-07-01	107
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	112
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	0
Total of all active and inactive participants	2012-07-01	112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-07-01	0
Total participants	2012-07-01	112
Number of participants with account balances	2012-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-07-01	0
Number of employers contributing to the scheme	2012-07-01	0
2011: DUPAGE CREDIT UNION - LTD 2011 401k membership
Total participants, beginning-of-year	2011-07-01	105
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	108
Number of retired or separated participants receiving benefits	2011-07-01	0
Number of other retired or separated participants entitled to future benefits	2011-07-01	0
Total of all active and inactive participants	2011-07-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-07-01	0
Total participants	2011-07-01	108
Number of participants with account balances	2011-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-07-01	0
2009: DUPAGE CREDIT UNION - LTD 2009 401k membership
Total participants, beginning-of-year	2009-07-01	101
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	102
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	102
Number of participants with account balances	2009-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: DUPAGE CREDIT UNION - LTD 2008 401k membership
Total participants, beginning-of-year	2008-07-01	104
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	101
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	0
Total of all active and inactive participants	2008-07-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	101
Number of participants with account balances	2008-07-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	0

Form 5500 Responses for DUPAGE CREDIT UNION - LTD

2017: DUPAGE CREDIT UNION - LTD 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: DUPAGE CREDIT UNION - LTD 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	First time form 5500 has been submitted	Yes
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: DUPAGE CREDIT UNION - LTD 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	First time form 5500 has been submitted	Yes
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: DUPAGE CREDIT UNION - LTD 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	First time form 5500 has been submitted	Yes
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)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: DUPAGE CREDIT UNION - LTD 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: DUPAGE CREDIT UNION - LTD 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes
2011: DUPAGE CREDIT UNION - LTD 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	First time form 5500 has been submitted	Yes
2011-07-01	Submission has been amended	No
2011-07-01	This submission is the final filing	No
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-07-01	Plan is a collectively bargained plan	No
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2009: DUPAGE CREDIT UNION - LTD 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	First time form 5500 has been submitted	Yes
2009-07-01	Submission has been amended	No
2009-07-01	This submission is the final filing	No
2009-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-07-01	Plan is a collectively bargained plan	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2008: DUPAGE CREDIT UNION - LTD 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	First time form 5500 has been submitted	Yes
2008-07-01	Submission has been amended	No
2008-07-01	This submission is the final filing	No
2008-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-07-01	Plan is a collectively bargained plan	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	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

GLTD056P1

Policy instance

Insurance contract or identification number	GLTD056P1
Number of Individuals Covered	109
Insurance policy start date	2017-07-01
Insurance policy end date	2018-01-01
Total amount of commissions paid to insurance broker	USD $868
Are there contracts with allocated funds for individual policies?	0
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 $5,785
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $581
Additional information about fees paid to insurance broker	AGENT OR BROKER OF RECORD
Insurance broker organization code?	3
Insurance broker name	HUB INTERNATIONAL MIDWEST LTD.

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Company Name:	DUPAGE CREDIT UNION
Employer identification number (EIN):	362499724
NAIC Classification:	522130
NAIC Description:	Credit Unions