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ALLTRU CU EXEMPT PLAN 401k Plan overview

Plan NameALLTRU CU EXEMPT PLAN
Plan identification number 001

ALLTRU CU EXEMPT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:ALLTRU FEDERAL CREDIT UNION
Employer identification number (EIN):436079380
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLTRU CU EXEMPT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBYN WHALEN
0012017-01-01ROBYN WHALEN
0012016-01-01ROBYN WHALEN
0012015-01-01ROBYN WHALEN
0012014-01-01ROBYN WHALEN
0012013-01-01CAROL MINGES2014-06-20 CAROL MINGES2014-06-20
0012012-01-01CAROL MINGES2013-07-25 CAROL MINGES2013-07-25
0012011-01-01FRANK NELSON2012-07-09 FRANK NELSON2012-07-09
0012010-01-01FRANK NELSON2011-06-14 FRANK NELSON2011-06-14

Plan Statistics for ALLTRU CU EXEMPT PLAN

401k plan membership statisitcs for ALLTRU CU EXEMPT PLAN

Measure Date Value
2022: ALLTRU CU EXEMPT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0155
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-017
Total of all active and inactive participants2022-01-0160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0160
Number of participants with account balances2022-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: ALLTRU CU EXEMPT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0152
Total number of active participants reported on line 7a of the Form 55002021-01-0145
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0110
Total of all active and inactive participants2021-01-0155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0155
Number of participants with account balances2021-01-0151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012
2020: ALLTRU CU EXEMPT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0146
Total number of active participants reported on line 7a of the Form 55002020-01-0147
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-015
Total of all active and inactive participants2020-01-0152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0152
Number of participants with account balances2020-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALLTRU CU EXEMPT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0146
Total number of active participants reported on line 7a of the Form 55002019-01-0143
Number of other retired or separated participants entitled to future benefits2019-01-013
Total of all active and inactive participants2019-01-0146
Total participants2019-01-0146
Number of participants with account balances2019-01-0145
2018: ALLTRU CU EXEMPT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0144
Total number of active participants reported on line 7a of the Form 55002018-01-0143
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-0146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0146
Number of participants with account balances2018-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: ALLTRU CU EXEMPT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0143
Total number of active participants reported on line 7a of the Form 55002017-01-0137
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-017
Total of all active and inactive participants2017-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0144
Number of participants with account balances2017-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALLTRU CU EXEMPT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0136
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-017
Total of all active and inactive participants2016-01-0143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0143
Number of participants with account balances2016-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: ALLTRU CU EXEMPT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0134
Number of other retired or separated participants entitled to future benefits2015-01-013
Total of all active and inactive participants2015-01-0137
Total participants2015-01-0137
Number of participants with account balances2015-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: ALLTRU CU EXEMPT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0140
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-014
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ALLTRU CU EXEMPT PLAN

Measure Date Value
2022 : ALLTRU CU EXEMPT PLAN 2022 401k financial data
Transfers to/from the plan2022-12-31$0
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-415,450
Expenses. Total of all expenses incurred2022-12-31$122,768
Benefits paid (including direct rollovers)2022-12-31$83,230
Total plan assets at end of year2022-12-31$4,945,891
Total plan assets at beginning of year2022-12-31$5,484,109
Value of fidelity bond covering the plan2022-12-31$4,500,000
Assets. Value of tangible personal property2022-12-31$0
Total contributions received or receivable from participants2022-12-31$363,598
Assets. Value of loans (other than to participants)2022-12-31$0
Expenses. Other expenses not covered elsewhere2022-12-31$0
Contributions received from other sources (not participants or employers)2022-12-31$0
Other income received2022-12-31$-948,246
Noncash contributions received2022-12-31$0
Net income (gross income less expenses)2022-12-31$-538,218
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,945,891
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$5,484,109
Assets. Value of participant loans2022-12-31$81,611
Assets. Value of assets in partnership/joint-venture interests2022-12-31$0
Assets. Value of real-estate (other than employer real property)2022-12-31$0
Assets. Value of employer securities2022-12-31$0
Assets. Value of employer real property2022-12-31$0
Total contributions received or receivable from employer(s)2022-12-31$169,198
Value of certain deemed distributions of participant loans2022-12-31$0
Value of corrective distributions2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$39,538
2021 : ALLTRU CU EXEMPT PLAN 2021 401k financial data
Transfers to/from the plan2021-12-31$81,113
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$1,038,175
Expenses. Total of all expenses incurred2021-12-31$108,986
Benefits paid (including direct rollovers)2021-12-31$71,509
Total plan assets at end of year2021-12-31$5,484,109
Total plan assets at beginning of year2021-12-31$4,473,807
Value of fidelity bond covering the plan2021-12-31$4,500,000
Assets. Value of tangible personal property2021-12-31$0
Total contributions received or receivable from participants2021-12-31$313,864
Assets. Value of loans (other than to participants)2021-12-31$0
Expenses. Other expenses not covered elsewhere2021-12-31$0
Contributions received from other sources (not participants or employers)2021-12-31$0
Other income received2021-12-31$581,386
Noncash contributions received2021-12-31$0
Net income (gross income less expenses)2021-12-31$929,189
Net plan assets at end of year (total assets less liabilities)2021-12-31$5,484,109
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,473,807
Assets. Value of participant loans2021-12-31$59,448
Assets. Value of assets in partnership/joint-venture interests2021-12-31$0
Assets. Value of real-estate (other than employer real property)2021-12-31$0
Assets. Value of employer securities2021-12-31$0
Assets. Value of employer real property2021-12-31$0
Total contributions received or receivable from employer(s)2021-12-31$142,925
Value of certain deemed distributions of participant loans2021-12-31$0
Value of corrective distributions2021-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$37,477
2020 : ALLTRU CU EXEMPT PLAN 2020 401k financial data
Transfers to/from the plan2020-12-31$0
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$915,804
Expenses. Total of all expenses incurred2020-12-31$185,432
Benefits paid (including direct rollovers)2020-12-31$156,432
Total plan assets at end of year2020-12-31$4,473,807
Total plan assets at beginning of year2020-12-31$3,743,435
Value of fidelity bond covering the plan2020-12-31$4,500,000
Total contributions received or receivable from participants2020-12-31$282,410
Expenses. Other expenses not covered elsewhere2020-12-31$0
Contributions received from other sources (not participants or employers)2020-12-31$2,001
Other income received2020-12-31$501,141
Noncash contributions received2020-12-31$0
Net income (gross income less expenses)2020-12-31$730,372
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,473,807
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,743,435
Assets. Value of participant loans2020-12-31$46,116
Total contributions received or receivable from employer(s)2020-12-31$130,252
Value of certain deemed distributions of participant loans2020-12-31$0
Value of corrective distributions2020-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$29,000
2019 : ALLTRU CU EXEMPT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$21,390
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$1,033,373
Expenses. Total of all expenses incurred2019-12-31$124,496
Benefits paid (including direct rollovers)2019-12-31$98,092
Total plan assets at end of year2019-12-31$3,743,435
Total plan assets at beginning of year2019-12-31$2,813,168
Value of fidelity bond covering the plan2019-12-31$4,500,000
Total contributions received or receivable from participants2019-12-31$234,514
Expenses. Other expenses not covered elsewhere2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$60,537
Other income received2019-12-31$623,188
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$908,877
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,743,435
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,813,168
Assets. Value of participant loans2019-12-31$58,425
Total contributions received or receivable from employer(s)2019-12-31$115,134
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$26,404
2018 : ALLTRU CU EXEMPT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$62,998
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$177,802
Expenses. Total of all expenses incurred2018-12-31$231,844
Benefits paid (including direct rollovers)2018-12-31$202,331
Total plan assets at end of year2018-12-31$2,813,168
Total plan assets at beginning of year2018-12-31$2,804,212
Value of fidelity bond covering the plan2018-12-31$4,500,000
Total contributions received or receivable from participants2018-12-31$202,030
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$61,705
Other income received2018-12-31$-189,259
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-54,042
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,813,168
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,804,212
Assets. Value of participant loans2018-12-31$20,342
Total contributions received or receivable from employer(s)2018-12-31$103,326
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$29,513
2017 : ALLTRU CU EXEMPT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$793,365
Expenses. Total of all expenses incurred2017-12-31$509,808
Benefits paid (including direct rollovers)2017-12-31$464,255
Total plan assets at end of year2017-12-31$2,804,212
Total plan assets at beginning of year2017-12-31$2,520,655
Value of fidelity bond covering the plan2017-12-31$4,500,000
Total contributions received or receivable from participants2017-12-31$200,960
Expenses. Other expenses not covered elsewhere2017-12-31$0
Contributions received from other sources (not participants or employers)2017-12-31$81,095
Other income received2017-12-31$415,987
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$283,557
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,804,212
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,520,655
Assets. Value of participant loans2017-12-31$31,723
Total contributions received or receivable from employer(s)2017-12-31$95,323
Value of certain deemed distributions of participant loans2017-12-31$20,806
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$24,747
2016 : ALLTRU CU EXEMPT PLAN 2016 401k financial data
Transfers to/from the plan2016-12-31$195,939
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$479,505
Expenses. Total of all expenses incurred2016-12-31$226,232
Benefits paid (including direct rollovers)2016-12-31$202,480
Total plan assets at end of year2016-12-31$2,520,655
Total plan assets at beginning of year2016-12-31$2,071,443
Value of fidelity bond covering the plan2016-12-31$4,500,000
Total contributions received or receivable from participants2016-12-31$204,011
Expenses. Other expenses not covered elsewhere2016-12-31$0
Contributions received from other sources (not participants or employers)2016-12-31$5,232
Other income received2016-12-31$176,761
Noncash contributions received2016-12-31$0
Net income (gross income less expenses)2016-12-31$253,273
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,520,655
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,071,443
Assets. Value of participant loans2016-12-31$52,711
Value of participant contributions where there was a failure to transmit these to the plan within the time period described in 29 CFR 2510.3-1022016-12-31$0
Total contributions received or receivable from employer(s)2016-12-31$93,501
Value of certain deemed distributions of participant loans2016-12-31$0
Value of corrective distributions2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$23,752
2015 : ALLTRU CU EXEMPT PLAN 2015 401k financial data
Transfers to/from the plan2015-12-31$46,577
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$235,421
Expenses. Total of all expenses incurred2015-12-31$86,981
Benefits paid (including direct rollovers)2015-12-31$67,145
Total plan assets at end of year2015-12-31$2,071,443
Total plan assets at beginning of year2015-12-31$1,876,426
Value of fidelity bond covering the plan2015-12-31$4,250,000
Total contributions received or receivable from participants2015-12-31$176,892
Expenses. Other expenses not covered elsewhere2015-12-31$0
Contributions received from other sources (not participants or employers)2015-12-31$2,431
Other income received2015-12-31$-24,355
Noncash contributions received2015-12-31$0
Net income (gross income less expenses)2015-12-31$148,440
Net plan assets at end of year (total assets less liabilities)2015-12-31$2,071,443
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,876,426
Assets. Value of participant loans2015-12-31$45,001
Total contributions received or receivable from employer(s)2015-12-31$80,453
Value of certain deemed distributions of participant loans2015-12-31$0
Value of corrective distributions2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$19,836
2014 : ALLTRU CU EXEMPT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$305,078
Expenses. Total of all expenses incurred2014-12-31$101,677
Benefits paid (including direct rollovers)2014-12-31$97,868
Total plan assets at end of year2014-12-31$1,876,426
Total plan assets at beginning of year2014-12-31$1,673,025
Value of fidelity bond covering the plan2014-12-31$4,250,000
Total contributions received or receivable from participants2014-12-31$148,435
Expenses. Other expenses not covered elsewhere2014-12-31$0
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$88,236
Noncash contributions received2014-12-31$0
Net income (gross income less expenses)2014-12-31$203,401
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,876,426
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,673,025
Assets. Value of participant loans2014-12-31$57,994
Total contributions received or receivable from employer(s)2014-12-31$68,407
Value of certain deemed distributions of participant loans2014-12-31$0
Value of corrective distributions2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$3,809

Form 5500 Responses for ALLTRU CU EXEMPT PLAN

2022: ALLTRU CU EXEMPT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALLTRU CU EXEMPT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALLTRU CU EXEMPT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALLTRU CU EXEMPT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALLTRU CU EXEMPT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALLTRU CU EXEMPT PLAN 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALLTRU CU EXEMPT PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALLTRU CU EXEMPT PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALLTRU CU EXEMPT PLAN 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number0070259
Policy instance 1
Insurance contract or identification number0070259
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-10-31
Total amount of commissions paid to insurance brokerUSD $6,514
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,514
Amount paid for insurance broker fees0
Insurance broker nameCBIZ FINANCIAL SOLUTIONS

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