401k Plan data: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN plan

VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 401k Plan overview

Plan Name	VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN
Plan identification number	506

VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Other welfare benefit cover Unfunded, fully insured, or combination unfunded/insured welfare plan that will not file a Form 5500 for next plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

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

Company Name: VANTAGE WEST CREDIT UNION

Employer identification number (EIN): 860120482

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2023-01-01 DANIEL TOWNSEND 2024-07-30 DANIEL TOWNSEND 2024-07-30
506 2022-01-01 DANIEL TOWNSEND 2023-10-10 DANIEL TOWNSEND 2023-10-10
506 2021-01-01 MONICA DUPNIK 2022-08-16 MONICA DUPNIK 2022-08-16
506 2020-01-01 KIMBERLY DALTON 2021-09-30 KIMBERLY DALTON 2021-09-30
506 2019-01-01 KIMBERLY DALTON 2020-09-28 KIMBERLY DALTON 2020-09-28
506 2018-01-01
506 2017-01-01 VICTOR LOPEZ
506 2016-01-01 VICTOR LOPEZ
506 2015-01-01 SANDRA LUEDERS
506 2014-01-01 CONNIE L. RANK-SMITH
506 2013-01-01 CONNIE L. RANK-SMITH
506 2012-07-01 CONNIE L. RANK-SMITH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
506	2023-01-01	DANIEL TOWNSEND	2024-07-30	DANIEL TOWNSEND	2024-07-30
506	2022-01-01	DANIEL TOWNSEND	2023-10-10	DANIEL TOWNSEND	2023-10-10
506	2021-01-01	MONICA DUPNIK	2022-08-16	MONICA DUPNIK	2022-08-16
506	2020-01-01	KIMBERLY DALTON	2021-09-30	KIMBERLY DALTON	2021-09-30
506	2019-01-01	KIMBERLY DALTON	2020-09-28	KIMBERLY DALTON	2020-09-28
506	2018-01-01
506	2017-01-01	VICTOR LOPEZ
506	2016-01-01	VICTOR LOPEZ
506	2015-01-01	SANDRA LUEDERS
506	2014-01-01	CONNIE L. RANK-SMITH
506	2013-01-01	CONNIE L. RANK-SMITH
506	2012-07-01	CONNIE L. RANK-SMITH

Plan Statistics for VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN

401k plan membership statisitcs for VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN

Measure Date Value
2023: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 512
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 507
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 0
Total of all active and inactive participants 2023-01-01 507
2022: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 512
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 512
2021: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 502
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 465
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 465
2020: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 502
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 502
2019: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 3,468
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 494
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 494
2018: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 391
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 391
2017: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 442
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 469
Number of retired or separated participants receiving benefits 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 13
Total of all active and inactive participants 2017-01-01 494
2016: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 441
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 441
Number of retired or separated participants receiving benefits 2016-01-01 11
Number of other retired or separated participants entitled to future benefits 2016-01-01 9
Total of all active and inactive participants 2016-01-01 461
2015: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 447
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 445
Number of retired or separated participants receiving benefits 2015-01-01 10
Number of other retired or separated participants entitled to future benefits 2015-01-01 8
Total of all active and inactive participants 2015-01-01 463
2014: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 431
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 13
Total of all active and inactive participants 2014-01-01 449
2013: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 308
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 321
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 329
2012: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-07-01 385
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 401
Number of retired or separated participants receiving benefits 2012-07-01 0
Number of other retired or separated participants entitled to future benefits 2012-07-01 15
Total of all active and inactive participants 2012-07-01 416

Measure	Date	Value
2023: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	512
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	507
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	0
Total of all active and inactive participants	2023-01-01	507
2022: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	512
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	512
2021: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	502
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	465
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	465
2020: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	502
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	502
2019: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	3,468
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	494
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	494
2018: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	391
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	391
2017: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	442
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	469
Number of retired or separated participants receiving benefits	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	13
Total of all active and inactive participants	2017-01-01	494
2016: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	441
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	441
Number of retired or separated participants receiving benefits	2016-01-01	11
Number of other retired or separated participants entitled to future benefits	2016-01-01	9
Total of all active and inactive participants	2016-01-01	461
2015: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	447
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	445
Number of retired or separated participants receiving benefits	2015-01-01	10
Number of other retired or separated participants entitled to future benefits	2015-01-01	8
Total of all active and inactive participants	2015-01-01	463
2014: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	431
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	13
Total of all active and inactive participants	2014-01-01	449
2013: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	308
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	321
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	329
2012: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-07-01	385
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	401
Number of retired or separated participants receiving benefits	2012-07-01	0
Number of other retired or separated participants entitled to future benefits	2012-07-01	15
Total of all active and inactive participants	2012-07-01	416

Form 5500 Responses for VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN

2023: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	Yes
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2023-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2022: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2018: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2017-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: VANTAGE WEST CREDIT UNION EAP BENEFIT PLAN 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-07-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

JORGENSEN BROOKS GROUP (National Association of Insurance Commissioners NAIC id number: 62142 )

Policy contract number

EAP

Policy instance

Insurance contract or identification number	EAP
Number of Individuals Covered	464
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	EMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Welfare Benefit Premiums Paid to Carrier	USD $10,786
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	VANTAGE WEST CREDIT UNION
Employer identification number (EIN):	860120482
NAIC Classification:	522130
NAIC Description:	Credit Unions