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CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 401k Plan overview

Plan NameCENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY
Plan identification number 504

CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Temporary disability (accident and sickness)
  • Collectively bargained welfare benefit arrangement under Code section 419A(f)(5).

401k Sponsoring company profile

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

Company Name:CENTRIS FEDERAL CREDIT UNION
Employer identification number (EIN):470376036
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5042021-04-01
5042020-04-01
5042019-04-01ANN M. HELM2020-06-04
5042018-04-01
5042017-04-01
5042016-04-01RALPH KELLOGG ANN HELM2017-08-09
5042015-04-01RALPH KELLOGG ANN HELM2016-09-02
5042014-04-01RALPH KELLOGG ANN HELM2015-08-31
5042013-02-01RALPH KELLOGG ANN HELM2014-08-19
5042012-02-01RALPH KELLOGG ANN HELM2013-08-15
5042011-02-01RALPH KELLOGG ANN HELM2012-08-31
5042009-02-01ANN HANSMAN THOMAS PERKINS2010-11-12

Plan Statistics for CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY

401k plan membership statisitcs for CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY

Measure Date Value
2021: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2021 401k membership
Total participants, beginning-of-year2021-04-01239
Total number of active participants reported on line 7a of the Form 55002021-04-01227
Total of all active and inactive participants2021-04-01227
Total participants2021-04-01227
2020: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2020 401k membership
Total participants, beginning-of-year2020-04-01265
Total number of active participants reported on line 7a of the Form 55002020-04-01239
Total of all active and inactive participants2020-04-01239
Total participants2020-04-01239
2019: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2019 401k membership
Total participants, beginning-of-year2019-04-01253
Total number of active participants reported on line 7a of the Form 55002019-04-01265
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-010
Total of all active and inactive participants2019-04-01265
Number of employers contributing to the scheme2019-04-010
2018: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2018 401k membership
Total participants, beginning-of-year2018-04-01227
Total number of active participants reported on line 7a of the Form 55002018-04-01253
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-010
Total of all active and inactive participants2018-04-01253
Number of employers contributing to the scheme2018-04-010
2017: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2017 401k membership
Total participants, beginning-of-year2017-04-01215
Total number of active participants reported on line 7a of the Form 55002017-04-01227
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-010
Total of all active and inactive participants2017-04-01227
2016: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2016 401k membership
Total participants, beginning-of-year2016-04-01203
Total number of active participants reported on line 7a of the Form 55002016-04-01215
Total of all active and inactive participants2016-04-01215
Total participants2016-04-01215
2015: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2015 401k membership
Total participants, beginning-of-year2015-04-01206
Total number of active participants reported on line 7a of the Form 55002015-04-01203
Total of all active and inactive participants2015-04-01203
Total participants2015-04-01203
2014: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2014 401k membership
Total participants, beginning-of-year2014-04-01206
Total number of active participants reported on line 7a of the Form 55002014-04-01206
Total of all active and inactive participants2014-04-01206
Total participants2014-04-01206
2013: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2013 401k membership
Total participants, beginning-of-year2013-02-01199
Total number of active participants reported on line 7a of the Form 55002013-02-01206
Total of all active and inactive participants2013-02-01206
Total participants2013-02-01206
2012: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2012 401k membership
Total participants, beginning-of-year2012-02-01196
Total number of active participants reported on line 7a of the Form 55002012-02-01199
Total of all active and inactive participants2012-02-01199
Total participants2012-02-01199
2011: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2011 401k membership
Total participants, beginning-of-year2011-02-01188
Total number of active participants reported on line 7a of the Form 55002011-02-01196
Number of retired or separated participants receiving benefits2011-02-010
Number of other retired or separated participants entitled to future benefits2011-02-010
Total of all active and inactive participants2011-02-01196
Total participants2011-02-01196
Number of participants with account balances2011-02-01196
2009: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2009 401k membership
Total participants, beginning-of-year2009-02-0197
Total number of active participants reported on line 7a of the Form 55002009-02-01104
Number of retired or separated participants receiving benefits2009-02-010
Number of other retired or separated participants entitled to future benefits2009-02-010
Total of all active and inactive participants2009-02-01104
Total participants2009-02-01104

Form 5500 Responses for CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY

2021: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01Submission has been amendedYes
2021-04-01This submission is the final filingYes
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planYes
2021-04-01Plan funding arrangement – InsuranceYes
2021-04-01Plan benefit arrangement – InsuranceYes
2020: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01Submission has been amendedNo
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planYes
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan benefit arrangement – InsuranceYes
2019: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Plan is a collectively bargained planYes
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan benefit arrangement – InsuranceYes
2018: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Plan is a collectively bargained planYes
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan benefit arrangement – InsuranceYes
2017: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Plan is a collectively bargained planYes
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan benefit arrangement – InsuranceYes
2016: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planYes
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan benefit arrangement – InsuranceYes
2015: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planYes
2015-04-01Plan funding arrangement – InsuranceYes
2015-04-01Plan benefit arrangement – InsuranceYes
2014: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planYes
2014-04-01Plan funding arrangement – InsuranceYes
2014-04-01Plan benefit arrangement – InsuranceYes
2013: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Submission has been amendedNo
2013-02-01This submission is the final filingNo
2013-02-01This return/report is a short plan year return/report (less than 12 months)No
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Submission has been amendedNo
2012-02-01This submission is the final filingNo
2012-02-01This return/report is a short plan year return/report (less than 12 months)No
2012-02-01Plan is a collectively bargained planYes
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Submission has been amendedNo
2011-02-01This submission is the final filingNo
2011-02-01This return/report is a short plan year return/report (less than 12 months)No
2011-02-01Plan is a collectively bargained planYes
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2009: CENTRIS FEDERAL CREDIT UNION SHORT TERM DISABILITY 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01Submission has been amendedNo
2009-02-01This submission is the final filingNo
2009-02-01This return/report is a short plan year return/report (less than 12 months)No
2009-02-01Plan is a collectively bargained planYes
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan funding arrangement – General assets of the sponsorYes
2009-02-01Plan benefit arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1091394
Policy instance 1
Insurance contract or identification number1091394
Number of Individuals Covered239
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $5,537
Total amount of fees paid to insurance companyUSD $966
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 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 BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
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 CarrierUSD $173,510
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees966
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1091394
Policy instance 1
Insurance contract or identification number1091394
Number of Individuals Covered455
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $5,698
Total amount of fees paid to insurance companyUSD $6,560
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $186,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5186
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number1091394
Policy instance 1
Insurance contract or identification number1091394
Number of Individuals Covered455
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $5,152
Total amount of fees paid to insurance companyUSD $12,527
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $168,223
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,152
Amount paid for insurance broker fees12527
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163G
Policy instance 1
Insurance contract or identification number347163G
Number of Individuals Covered227
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $71,645
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163G
Policy instance 1
Insurance contract or identification number347163G
Number of Individuals Covered203
Insurance policy start date2015-04-01
Insurance policy end date2016-03-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $53,477
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163GRH
Policy instance 1
Insurance contract or identification number347163GRH
Number of Individuals Covered206
Insurance policy start date2014-04-01
Insurance policy end date2015-03-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $52,915
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163GRH
Policy instance 1
Insurance contract or identification number347163GRH
Number of Individuals Covered206
Insurance policy start date2013-02-01
Insurance policy end date2014-01-31
Total amount of commissions paid to insurance brokerUSD $0
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $49,566
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameHOME OFFICE DIRECT
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163-GRH
Policy instance 1
Insurance contract or identification number347163-GRH
Number of Individuals Covered199
Insurance policy start date2012-02-01
Insurance policy end date2013-01-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $47,403
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163-GRH
Policy instance 1
Insurance contract or identification number347163-GRH
Number of Individuals Covered196
Insurance policy start date2011-02-01
Insurance policy end date2012-01-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $39,880
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70815 )
Policy contract number347163-GRH
Policy instance 1
Insurance contract or identification number347163-GRH
Number of Individuals Covered188
Insurance policy start date2010-02-01
Insurance policy end date2011-01-31
Temporary Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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