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PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePEAK SPORT & SPINE RETIREMENT SAVINGS PLAN
Plan identification number 001

PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

PEAK SPORT & SPINE has sponsored the creation of one or more 401k plans.

Company Name:PEAK SPORT & SPINE
Employer identification number (EIN):900180929
NAIC Classification:621340
NAIC Description:Offices of Physical, Occupational and Speech Therapists, and Audiologists

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARK DEMPSEY MARK DEMPSEY2018-10-15
0012017-01-01MARK DEMPSEY MARK DEMPSEY2018-10-13
0012016-01-01NANCY CASSENS
0012016-01-01
0012015-01-01MARK DEMPSEY2016-10-11

Plan Statistics for PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01461
Total number of active participants reported on line 7a of the Form 55002022-01-01417
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0172
Total of all active and inactive participants2022-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01490
Number of participants with account balances2022-01-01367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01387
Total number of active participants reported on line 7a of the Form 55002021-01-01340
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01384
Number of participants with account balances2021-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01328
Total number of active participants reported on line 7a of the Form 55002020-01-01306
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0145
Total of all active and inactive participants2020-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01351
Number of participants with account balances2020-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01266
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01303
Number of participants with account balances2019-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01300
Total number of active participants reported on line 7a of the Form 55002018-01-01267
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0121
Total of all active and inactive participants2018-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01288
Number of participants with account balances2018-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01177
Total number of active participants reported on line 7a of the Form 55002017-01-01245
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01270
Number of participants with account balances2017-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01142
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0114
Total of all active and inactive participants2016-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01142
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$3,256,964
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$0
Total income from all sources (including contributions)2022-12-31$-124,746
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$938,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$868,520
Value of total corrective distributions2022-12-31$2,573
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,606,908
Value of total assets at end of year2022-12-31$16,131,292
Value of total assets at beginning of year2022-12-31$13,937,176
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$67,009
Total interest from all sources2022-12-31$20,013
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$306,333
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$306,333
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$1,707,908
Participant contributions at end of year2022-12-31$67,316
Participant contributions at beginning of year2022-12-31$46,817
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$116,760
Total non interest bearing cash at beginning of year2022-12-31$6,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,062,848
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,131,292
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,937,176
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
Investment advisory and management fees2022-12-31$6,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$14,839,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,442,468
Interest on participant loans2022-12-31$2,476
Interest earned on other investments2022-12-31$17,530
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,224,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$441,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,058,000
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$782,240
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$868,520
Contract administrator fees2022-12-31$60,845
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 name2022-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2022-12-31752783674
2021 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 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$4,463,366
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$747,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$688,965
Expenses. Certain deemed distributions of participant loans2021-12-31$656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,536,917
Value of total assets at end of year2021-12-31$13,937,176
Value of total assets at beginning of year2021-12-31$10,220,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$57,481
Total interest from all sources2021-12-31$11,132
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$834,850
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$834,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$1,325,643
Participant contributions at end of year2021-12-31$46,817
Participant contributions at beginning of year2021-12-31$69,455
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$614,129
Total non interest bearing cash at end of year2021-12-31$6,567
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$3,716,264
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,937,176
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$10,220,912
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
Investment advisory and management fees2021-12-31$10,782
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,442,468
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,704,065
Interest on participant loans2021-12-31$3,082
Interest earned on other investments2021-12-31$8,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$441,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$447,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,080,467
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$597,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$688,965
Contract administrator fees2021-12-31$46,699
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 plan2021-12-31Unqualified
Accountancy firm name2021-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2021-12-31752783674
2020 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 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$3,006,497
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$221,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$178,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,638,639
Value of total assets at end of year2020-12-31$10,220,912
Value of total assets at beginning of year2020-12-31$7,435,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$42,607
Total interest from all sources2020-12-31$12,416
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$169,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$169,717
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,015,759
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$1,178
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$116,217
Assets. Loans (other than to participants) at end of year2020-12-31$69,455
Assets. Loans (other than to participants) at beginning of year2020-12-31$51,377
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$2,785,191
Value of net assets at end of year (total assets less liabilities)2020-12-31$10,220,912
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,435,721
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 registered invesment companies (eg mutual funds) at end of year2020-12-31$9,704,065
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$7,188,443
Interest on participant loans2020-12-31$3,788
Interest earned on other investments2020-12-31$8,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$447,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$194,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,185,725
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$506,663
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$178,699
Contract administrator fees2020-12-31$42,607
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 name2020-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2020-12-31752783674
2019 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,815,216
Total income from all sources (including contributions)2019-12-31$2,815,216
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$172,591
Total of all expenses incurred2019-12-31$172,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$137,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$137,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,494,796
Value of total assets at end of year2019-12-31$7,435,721
Value of total assets at end of year2019-12-31$7,435,721
Value of total assets at beginning of year2019-12-31$4,793,096
Value of total assets at beginning of year2019-12-31$4,793,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,722
Total interest from all sources2019-12-31$5,972
Total interest from all sources2019-12-31$5,972
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$140,796
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$140,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$140,796
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$140,796
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$927,183
Contributions received from participants2019-12-31$927,183
Participant contributions at end of year2019-12-31$1,178
Participant contributions at end of year2019-12-31$1,178
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,238
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,238
Assets. Loans (other than to participants) at end of year2019-12-31$51,377
Assets. Loans (other than to participants) at end of year2019-12-31$51,377
Assets. Loans (other than to participants) at beginning of year2019-12-31$18,704
Assets. Loans (other than to participants) at beginning of year2019-12-31$18,704
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$203
Total non interest bearing cash at beginning of year2019-12-31$203
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
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$2,642,625
Value of net income/loss2019-12-31$2,642,625
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,435,721
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,435,721
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,793,096
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,793,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,188,443
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$7,188,443
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,626,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,626,616
Interest on participant loans2019-12-31$1,916
Interest on participant loans2019-12-31$1,916
Interest earned on other investments2019-12-31$4,056
Interest earned on other investments2019-12-31$4,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$194,051
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$194,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$147,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$147,573
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,173,652
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,173,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$472,375
Contributions received in cash from employer2019-12-31$472,375
Employer contributions (assets) at end of year2019-12-31$672
Employer contributions (assets) at end of year2019-12-31$672
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$137,869
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$137,869
Contract administrator fees2019-12-31$34,722
Contract administrator fees2019-12-31$34,722
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PRICEKUBECKA, PLLC
Accountancy firm name2019-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2019-12-31752783674
Accountancy firm EIN2019-12-31752783674
2018 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 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$1,818,257
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$254,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$223,574
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,180,759
Value of total assets at end of year2018-12-31$4,793,096
Value of total assets at beginning of year2018-12-31$3,228,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$30,554
Total interest from all sources2018-12-31$2,644
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$94,823
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$94,823
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$14,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$945,168
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$815,290
Assets. Loans (other than to participants) at end of year2018-12-31$18,704
Assets. Loans (other than to participants) at beginning of year2018-12-31$6,566
Total non interest bearing cash at end of year2018-12-31$203
Total non interest bearing cash at beginning of year2018-12-31$0
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$1,564,129
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,793,096
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,228,967
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
Investment advisory and management fees2018-12-31$27,540
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,626,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,214,278
Interest on participant loans2018-12-31$507
Interest earned on other investments2018-12-31$1,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$147,573
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$8,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-459,969
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$420,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$223,574
Contract administrator fees2018-12-31$3,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 name2018-12-31PRICEKUBECKA, PLLC
Accountancy firm EIN2018-12-31752783674
2017 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 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$1,637,776
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$31,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$28,604
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,286,381
Value of total assets at end of year2017-12-31$3,228,967
Value of total assets at beginning of year2017-12-31$1,623,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,368
Total interest from all sources2017-12-31$272,212
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$25,595
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$25,595
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$14,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$376,064
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$715,207
Assets. Loans (other than to participants) at end of year2017-12-31$6,566
Assets. Loans (other than to participants) at beginning of year2017-12-31$0
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$1,605,804
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,228,967
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,623,163
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$3,214,278
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$0
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,621,694
Interest earned on other investments2017-12-31$272,209
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$8,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$53,588
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$195,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$28,604
Contract administrator fees2017-12-31$3,368
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31MIKE DUNSON, CPA
Accountancy firm EIN2017-12-31752902287
2016 : PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN 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$544,183
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$102,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$101,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$457,046
Value of total assets at end of year2016-12-31$1,623,163
Value of total assets at beginning of year2016-12-31$1,181,023
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$120
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Administrative expenses professional fees incurred2016-12-31$120
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$140,000
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$287,215
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$7,551
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$442,140
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,623,163
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,181,023
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 registered invesment companies (eg mutual funds) at end of year2016-12-31$1,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$1,621,694
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,181,023
Interest earned on other investments2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$7
Net investment gain/loss from pooled separate accounts2016-12-31$87,130
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$162,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$101,923
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31N/A
Accountancy firm EIN2016-12-31010101010

Form 5500 Responses for PEAK SPORT & SPINE RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number02406479
Policy instance 1
Insurance contract or identification number02406479
Number of Individuals Covered490
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number02406479
Policy instance 1
Insurance contract or identification number02406479
Number of Individuals Covered384
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number02406479
Policy instance 1
Insurance contract or identification number02406479
Number of Individuals Covered351
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number02406479
Policy instance 1
Insurance contract or identification number02406479
Number of Individuals Covered298
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number02406479
Policy instance 1
Insurance contract or identification number02406479
Number of Individuals Covered288
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number02406479
Policy instance 1
Insurance contract or identification number02406479
Number of Individuals Covered269
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number068565
Policy instance 2
Insurance contract or identification number068565
Number of Individuals Covered0
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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