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CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 401k Plan overview

Plan NameCENTRAL FLORIDA EDUCATORS FCU 401(K) PSP
Plan identification number 001

CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL has sponsored the creation of one or more 401k plans.

Company Name:ADDITION FINANCIAL CREDIT UNION DBA ADDITION FINANCIAL
Employer identification number (EIN):590678236
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP

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
0012020-01-01
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT KINDERMANN JAMES RYCHLICKI2018-07-30
0012016-01-01JAMES R RYCHLICKI ROBERT J. KINDERMANN2017-07-24
0012015-01-01ROBERT J. KINDERMANN JAMES R. RYCHLICKI2016-07-27
0012014-01-01ROBERT J. KINDERMANN JAMES R. RYCHLICKI2015-07-30
0012013-01-01ROBERT KINDERMANN JAMES R RYCHLCKI2014-07-30
0012012-01-01ROBERT J KINDERMANN JAMES R RYCHLICKI2013-07-22
0012011-01-01ROBERT J. KINDERMANN JAMES R RYCHLICKI2012-07-24
0012009-01-01ROBERT J. KINDERMANN JAMES R. RYCHLICKI2010-10-13

Plan Statistics for CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP

401k plan membership statisitcs for CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP

Measure Date Value
2022: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2022 401k membership
Total participants, beginning-of-year2022-01-01646
Total number of active participants reported on line 7a of the Form 55002022-01-01447
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01185
Total of all active and inactive participants2022-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01634
Number of participants with account balances2022-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0177
2021: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2021 401k membership
Total participants, beginning-of-year2021-01-01640
Total number of active participants reported on line 7a of the Form 55002021-01-01437
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01180
Total of all active and inactive participants2021-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01618
Number of participants with account balances2021-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0173
2020: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2020 401k membership
Total participants, beginning-of-year2020-01-01638
Total number of active participants reported on line 7a of the Form 55002020-01-01478
Number of other retired or separated participants entitled to future benefits2020-01-01150
Total of all active and inactive participants2020-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01628
Number of participants with account balances2020-01-01627
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2019 401k membership
Total participants, beginning-of-year2019-01-01738
Total number of active participants reported on line 7a of the Form 55002019-01-01640
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0194
Total of all active and inactive participants2019-01-01734
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01734
Number of participants with account balances2019-01-01616
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2018 401k membership
Total participants, beginning-of-year2018-01-01589
Total number of active participants reported on line 7a of the Form 55002018-01-01414
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01150
Total of all active and inactive participants2018-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01565
Number of participants with account balances2018-01-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0151
2017: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2017 401k membership
Total participants, beginning-of-year2017-01-01554
Total number of active participants reported on line 7a of the Form 55002017-01-01432
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01126
Total of all active and inactive participants2017-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01559
Number of participants with account balances2017-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0145
2016: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2016 401k membership
Total participants, beginning-of-year2016-01-01521
Total number of active participants reported on line 7a of the Form 55002016-01-01423
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01103
Total of all active and inactive participants2016-01-01526
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01527
Number of participants with account balances2016-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2015 401k membership
Total participants, beginning-of-year2015-01-01519
Total number of active participants reported on line 7a of the Form 55002015-01-01405
Number of other retired or separated participants entitled to future benefits2015-01-01101
Total of all active and inactive participants2015-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01507
Number of participants with account balances2015-01-01507
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2014 401k membership
Total participants, beginning-of-year2014-01-01459
Total number of active participants reported on line 7a of the Form 55002014-01-01392
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0191
Total of all active and inactive participants2014-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01485
Number of participants with account balances2014-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0116
2013: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2013 401k membership
Total participants, beginning-of-year2013-01-01428
Total number of active participants reported on line 7a of the Form 55002013-01-01346
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0194
Total of all active and inactive participants2013-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01440
Number of participants with account balances2013-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0124
2012: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2012 401k membership
Total participants, beginning-of-year2012-01-01436
Total number of active participants reported on line 7a of the Form 55002012-01-01337
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01419
Number of participants with account balances2012-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2011 401k membership
Total participants, beginning-of-year2011-01-01424
Total number of active participants reported on line 7a of the Form 55002011-01-01353
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0177
Total of all active and inactive participants2011-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01430
Number of participants with account balances2011-01-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0129
2009: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2009 401k membership
Total participants, beginning-of-year2009-01-01431
Total number of active participants reported on line 7a of the Form 55002009-01-01340
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01407
Number of participants with account balances2009-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0136

Financial Data on CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP

Measure Date Value
2022 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-4,114,702
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,405,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,373,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,249,727
Value of total assets at end of year2022-12-31$38,010,899
Value of total assets at beginning of year2022-12-31$47,530,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$31,963
Total interest from all sources2022-12-31$76,740
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$12,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,790,543
Participant contributions at end of year2022-12-31$825,885
Participant contributions at beginning of year2022-12-31$804,512
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$199,505
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,519,720
Value of net assets at end of year (total assets less liabilities)2022-12-31$38,010,899
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,530,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$35,443,693
Value of interest in pooled separate accounts at beginning of year2022-12-31$45,577,762
Interest on participant loans2022-12-31$50,733
Interest earned on other investments2022-12-31$26,007
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,741,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,148,345
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-7,441,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,259,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,373,055
Contract administrator fees2022-12-31$31,963
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2022-12-31591906466
2021 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,535,984
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,895,450
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,867,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,068,853
Value of total assets at end of year2021-12-31$47,530,619
Value of total assets at beginning of year2021-12-31$39,890,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$27,522
Total interest from all sources2021-12-31$83,469
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$12,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,692,139
Participant contributions at end of year2021-12-31$804,512
Participant contributions at beginning of year2021-12-31$1,132,289
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$30,087
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,640,534
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,530,619
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,890,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$45,577,762
Value of interest in pooled separate accounts at beginning of year2021-12-31$37,499,403
Interest on participant loans2021-12-31$59,351
Interest earned on other investments2021-12-31$24,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,148,345
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,258,393
Net investment gain/loss from pooled separate accounts2021-12-31$6,383,662
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,346,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,867,928
Contract administrator fees2021-12-31$27,522
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2021-12-31591906466
2020 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,542,977
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,980,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,952,206
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,257,049
Value of total assets at end of year2020-12-31$39,890,085
Value of total assets at beginning of year2020-12-31$35,327,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,588
Total interest from all sources2020-12-31$112,701
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$12,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,700,673
Participant contributions at end of year2020-12-31$1,132,289
Participant contributions at beginning of year2020-12-31$1,255,549
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$204,128
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,562,183
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,890,085
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$35,327,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$37,499,403
Value of interest in pooled separate accounts at beginning of year2020-12-31$32,464,151
Interest on participant loans2020-12-31$75,384
Interest earned on other investments2020-12-31$37,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,258,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,608,202
Net investment gain/loss from pooled separate accounts2020-12-31$5,173,227
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,352,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,952,206
Contract administrator fees2020-12-31$28,588
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2020-12-31591906466
2019 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$10,086,658
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,910,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,884,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,654,146
Value of total assets at end of year2019-12-31$35,327,902
Value of total assets at beginning of year2019-12-31$27,151,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$26,255
Total interest from all sources2019-12-31$119,268
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$12,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,465,546
Participant contributions at end of year2019-12-31$1,255,549
Participant contributions at beginning of year2019-12-31$1,086,337
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$986,090
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$8,176,231
Value of net assets at end of year (total assets less liabilities)2019-12-31$35,327,902
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,151,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$32,464,151
Value of interest in pooled separate accounts at beginning of year2019-12-31$24,520,634
Interest on participant loans2019-12-31$78,679
Interest earned on other investments2019-12-31$40,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,608,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,544,700
Net investment gain/loss from pooled separate accounts2019-12-31$6,313,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,202,510
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,884,172
Contract administrator fees2019-12-31$26,255
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2019-12-31591906466
2018 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,570,306
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,264,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,241,281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,736,734
Value of total assets at end of year2018-12-31$27,151,671
Value of total assets at beginning of year2018-12-31$28,846,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,628
Total interest from all sources2018-12-31$107,493
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$12,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,302,481
Participant contributions at end of year2018-12-31$1,086,337
Participant contributions at beginning of year2018-12-31$989,006
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$281,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,694,603
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,151,671
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,846,274
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$24,520,634
Value of interest in pooled separate accounts at beginning of year2018-12-31$26,323,053
Interest on participant loans2018-12-31$68,269
Interest earned on other investments2018-12-31$39,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,544,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,534,215
Net investment gain/loss from pooled separate accounts2018-12-31$-1,273,921
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,152,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,241,281
Contract administrator fees2018-12-31$23,628
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2018-12-31591906466
2017 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$6,694,113
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$605,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$583,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,734,421
Value of total assets at end of year2017-12-31$28,846,274
Value of total assets at beginning of year2017-12-31$22,757,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,574
Total interest from all sources2017-12-31$90,776
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,253,479
Participant contributions at end of year2017-12-31$989,006
Participant contributions at beginning of year2017-12-31$1,030,451
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$347,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,088,983
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,846,274
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,757,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$26,323,053
Value of interest in pooled separate accounts at beginning of year2017-12-31$20,309,614
Interest on participant loans2017-12-31$53,192
Interest earned on other investments2017-12-31$37,584
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,534,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,417,226
Net investment gain/loss from pooled separate accounts2017-12-31$3,868,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,133,587
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$583,556
Contract administrator fees2017-12-31$21,574
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2017-12-31591906466
2016 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,612,803
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$792,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$772,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,260,843
Value of total assets at end of year2016-12-31$22,757,291
Value of total assets at beginning of year2016-12-31$19,937,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,606
Total interest from all sources2016-12-31$84,404
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,077,296
Participant contributions at end of year2016-12-31$1,030,451
Participant contributions at beginning of year2016-12-31$952,030
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$128,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,819,959
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,757,291
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,937,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$20,309,614
Value of interest in pooled separate accounts at beginning of year2016-12-31$18,168,162
Interest on participant loans2016-12-31$50,609
Interest earned on other investments2016-12-31$33,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,417,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$817,140
Net investment gain/loss from pooled separate accounts2016-12-31$1,267,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,055,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$772,238
Contract administrator fees2016-12-31$20,606
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2016-12-31591906466
2015 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,051,208
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$960,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$939,136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,187,558
Value of total assets at end of year2015-12-31$19,937,332
Value of total assets at beginning of year2015-12-31$18,846,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,870
Total interest from all sources2015-12-31$71,160
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$992,092
Participant contributions at end of year2015-12-31$952,030
Participant contributions at beginning of year2015-12-31$844,782
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$205,626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,091,202
Value of net assets at end of year (total assets less liabilities)2015-12-31$19,937,332
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,846,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$18,168,162
Value of interest in pooled separate accounts at beginning of year2015-12-31$17,175,040
Interest on participant loans2015-12-31$47,696
Interest earned on other investments2015-12-31$23,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$817,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$826,308
Net investment gain/loss from pooled separate accounts2015-12-31$-207,510
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$989,840
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$939,136
Contract administrator fees2015-12-31$20,870
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2015-12-31591906466
2014 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$3,189,806
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$560,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$541,735
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,913,869
Value of total assets at end of year2014-12-31$18,846,130
Value of total assets at beginning of year2014-12-31$16,216,648
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,589
Total interest from all sources2014-12-31$65,255
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$18,589
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$832,715
Participant contributions at end of year2014-12-31$844,782
Participant contributions at beginning of year2014-12-31$702,390
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$202,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,629,482
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,846,130
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,216,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$17,175,040
Value of interest in pooled separate accounts at beginning of year2014-12-31$14,726,064
Interest on participant loans2014-12-31$42,879
Interest earned on other investments2014-12-31$22,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$826,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$788,194
Net investment gain/loss from pooled separate accounts2014-12-31$1,210,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$878,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$541,735
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2014-12-31591906466
2013 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,088,446
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,025,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,008,506
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,477,611
Value of total assets at end of year2013-12-31$16,216,648
Value of total assets at beginning of year2013-12-31$13,154,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$17,432
Total interest from all sources2013-12-31$57,572
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$691,293
Participant contributions at end of year2013-12-31$702,390
Participant contributions at beginning of year2013-12-31$569,910
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$30,392
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,062,508
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,216,648
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,154,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$14,726,064
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,643,573
Interest on participant loans2013-12-31$35,467
Interest earned on other investments2013-12-31$22,105
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$788,194
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$940,657
Net investment gain/loss from pooled separate accounts2013-12-31$2,553,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$755,926
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,008,506
Contract administrator fees2013-12-31$17,432
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2013-12-31591906466
2012 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,694,118
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$616,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$599,334
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,526,309
Value of total assets at end of year2012-12-31$13,154,140
Value of total assets at beginning of year2012-12-31$11,076,476
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$17,120
Total interest from all sources2012-12-31$56,613
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$622,641
Participant contributions at end of year2012-12-31$569,910
Participant contributions at beginning of year2012-12-31$617,847
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$196,366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,077,664
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,154,140
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,076,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$11,643,573
Value of interest in pooled separate accounts at beginning of year2012-12-31$9,714,061
Interest on participant loans2012-12-31$33,533
Interest earned on other investments2012-12-31$23,080
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$940,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$744,568
Net investment gain/loss from pooled separate accounts2012-12-31$1,111,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$707,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$599,334
Contract administrator fees2012-12-31$17,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2012-12-31591906466
2011 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,125,666
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$499,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$481,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,336,164
Value of total assets at end of year2011-12-31$11,076,476
Value of total assets at beginning of year2011-12-31$10,450,085
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,285
Total interest from all sources2011-12-31$54,836
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$12,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$590,053
Participant contributions at end of year2011-12-31$617,847
Participant contributions at beginning of year2011-12-31$616,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$626,391
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,076,476
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,450,085
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$9,714,061
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,445,112
Interest on participant loans2011-12-31$37,554
Interest earned on other investments2011-12-31$17,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$744,568
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$388,813
Net investment gain/loss from pooled separate accounts2011-12-31$-265,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$746,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$481,990
Contract administrator fees2011-12-31$17,285
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2011-12-31591906466
2010 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,341,709
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$308,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$291,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,362,356
Value of total assets at end of year2010-12-31$10,450,085
Value of total assets at beginning of year2010-12-31$8,416,497
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,361
Total interest from all sources2010-12-31$48,150
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$522,987
Participant contributions at end of year2010-12-31$616,160
Participant contributions at beginning of year2010-12-31$445,023
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$142,555
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,033,588
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,450,085
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,416,497
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,445,112
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,615,156
Interest on participant loans2010-12-31$32,680
Interest earned on other investments2010-12-31$15,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$388,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$356,318
Net investment gain/loss from pooled separate accounts2010-12-31$931,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$696,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$291,760
Contract administrator fees2010-12-31$16,361
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NEARMAN AND ASSOCIATES
Accountancy firm EIN2010-12-31591906466
2009 : CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP

2022: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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
2013: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2011 form 5500 responses
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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CENTRAL FLORIDA EDUCATORS FCU 401(K) PSP 2009 form 5500 responses
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered634
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered618
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered628
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered734
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered552
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered559
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered507
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered485
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered440
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered419
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered430
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number62531
Policy instance 1
Insurance contract or identification number62531
Number of Individuals Covered416
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?Yes
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

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