401k Plan data: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE plan

SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 401k Plan overview

Plan Name	SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE
Plan identification number	512

SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

SPOKANE TEACHERS CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: SPOKANE TEACHERS CREDIT UNION

Employer identification number (EIN): 910565128

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about SPOKANE TEACHERS CREDIT UNION

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1934-06-02

Company Identification Number: 601133697

More information about SPOKANE TEACHERS CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
512 2023-01-01 LINDSEY MYHRE 2024-07-10
512 2022-01-01 LINDSEY MYHRE 2023-06-07
512 2021-01-01 LINDSEY MYHRE 2022-06-28
512 2020-01-01 LINDSEY MYHRE 2021-07-26
512 2019-01-01 LINDSEY MYHRE 2020-08-11
512 2018-01-01
512 2017-01-01
512 2016-12-01 LINDSEY MYHRE
512 2015-12-01 LINDSEY MYHRE
512 2014-12-01 LINDSEY MYHRE
512 2013-12-01 LINDSEY MYHRE
512 2012-12-01 LINDSEY MYHRE
512 2011-12-01 LINDSEY MYHRE
512 2010-12-01 LINDSEY MYHRE
512 2009-12-01 MARLIS PETERSEN SPAWN
512 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
512	2023-01-01	LINDSEY MYHRE	2024-07-10
512	2022-01-01	LINDSEY MYHRE	2023-06-07
512	2021-01-01	LINDSEY MYHRE	2022-06-28
512	2020-01-01	LINDSEY MYHRE	2021-07-26
512	2019-01-01	LINDSEY MYHRE	2020-08-11
512	2018-01-01
512	2017-01-01
512	2016-12-01	LINDSEY MYHRE
512	2015-12-01	LINDSEY MYHRE
512	2014-12-01	LINDSEY MYHRE
512	2013-12-01	LINDSEY MYHRE
512	2012-12-01	LINDSEY MYHRE
512	2011-12-01	LINDSEY MYHRE
512	2010-12-01	LINDSEY MYHRE
512	2009-12-01	MARLIS PETERSEN SPAWN
512	2008-12-01

Plan Statistics for SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE

401k plan membership statisitcs for SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE

Measure Date Value
2023: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2023 401k membership
Total participants, beginning-of-year 2023-01-01 890
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 913
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 2023-01-01 913
Number of employers contributing to the scheme 2023-01-01 0
2022: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2022 401k membership
Total participants, beginning-of-year 2022-01-01 823
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 874
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 2022-01-01 874
Number of employers contributing to the scheme 2022-01-01 0
2021: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2021 401k membership
Total participants, beginning-of-year 2021-01-01 735
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 812
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 2021-01-01 812
Number of employers contributing to the scheme 2021-01-01 0
2020: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2020 401k membership
Total participants, beginning-of-year 2020-01-01 685
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 735
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 2020-01-01 735
Number of employers contributing to the scheme 2020-01-01 0
2019: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2019 401k membership
Total participants, beginning-of-year 2019-01-01 641
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 685
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 2019-01-01 685
Number of employers contributing to the scheme 2019-01-01 0
2018: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2018 401k membership
Total participants, beginning-of-year 2018-01-01 609
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 641
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 2018-01-01 641
Number of employers contributing to the scheme 2018-01-01 0
2017: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2017 401k membership
Total participants, beginning-of-year 2017-01-01 581
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 609
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 609
2016: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2016 401k membership
Total participants, beginning-of-year 2016-12-01 578
Total number of active participants reported on line 7a of the Form 5500 2016-12-01 581
Number of retired or separated participants receiving benefits 2016-12-01 0
Number of other retired or separated participants entitled to future benefits 2016-12-01 0
Total of all active and inactive participants 2016-12-01 581
2015: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2015 401k membership
Total participants, beginning-of-year 2015-12-01 532
Total number of active participants reported on line 7a of the Form 5500 2015-12-01 578
Number of retired or separated participants receiving benefits 2015-12-01 0
Number of other retired or separated participants entitled to future benefits 2015-12-01 0
Total of all active and inactive participants 2015-12-01 578
2014: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2014 401k membership
Total participants, beginning-of-year 2014-12-01 502
Total number of active participants reported on line 7a of the Form 5500 2014-12-01 532
Number of retired or separated participants receiving benefits 2014-12-01 0
Number of other retired or separated participants entitled to future benefits 2014-12-01 0
Total of all active and inactive participants 2014-12-01 532
2013: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2013 401k membership
Total participants, beginning-of-year 2013-12-01 476
Total number of active participants reported on line 7a of the Form 5500 2013-12-01 502
Total of all active and inactive participants 2013-12-01 502
Total participants 2013-12-01 0
2012: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2012 401k membership
Total participants, beginning-of-year 2012-12-01 466
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 476
Total of all active and inactive participants 2012-12-01 476
Total participants 2012-12-01 0
2011: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2011 401k membership
Total participants, beginning-of-year 2011-12-01 393
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 466
Total of all active and inactive participants 2011-12-01 466
Total participants 2011-12-01 466
2010: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2010 401k membership
Total participants, beginning-of-year 2010-12-01 391
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 393
Total of all active and inactive participants 2010-12-01 393
Total participants 2010-12-01 393
2009: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2009 401k membership
Total participants, beginning-of-year 2009-12-01 390
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 444
Total of all active and inactive participants 2009-12-01 444
Total participants 2009-12-01 444

Measure	Date	Value
2023: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2023 401k membership
Total participants, beginning-of-year	2023-01-01	890
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	913
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	913
Number of employers contributing to the scheme	2023-01-01	0
2022: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2022 401k membership
Total participants, beginning-of-year	2022-01-01	823
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	874
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	874
Number of employers contributing to the scheme	2022-01-01	0
2021: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2021 401k membership
Total participants, beginning-of-year	2021-01-01	735
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	812
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	812
Number of employers contributing to the scheme	2021-01-01	0
2020: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2020 401k membership
Total participants, beginning-of-year	2020-01-01	685
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	735
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	735
Number of employers contributing to the scheme	2020-01-01	0
2019: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2019 401k membership
Total participants, beginning-of-year	2019-01-01	641
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	685
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	685
Number of employers contributing to the scheme	2019-01-01	0
2018: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2018 401k membership
Total participants, beginning-of-year	2018-01-01	609
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	641
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	641
Number of employers contributing to the scheme	2018-01-01	0
2017: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2017 401k membership
Total participants, beginning-of-year	2017-01-01	581
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	609
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	609
2016: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2016 401k membership
Total participants, beginning-of-year	2016-12-01	578
Total number of active participants reported on line 7a of the Form 5500	2016-12-01	581
Number of retired or separated participants receiving benefits	2016-12-01	0
Number of other retired or separated participants entitled to future benefits	2016-12-01	0
Total of all active and inactive participants	2016-12-01	581
2015: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2015 401k membership
Total participants, beginning-of-year	2015-12-01	532
Total number of active participants reported on line 7a of the Form 5500	2015-12-01	578
Number of retired or separated participants receiving benefits	2015-12-01	0
Number of other retired or separated participants entitled to future benefits	2015-12-01	0
Total of all active and inactive participants	2015-12-01	578
2014: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2014 401k membership
Total participants, beginning-of-year	2014-12-01	502
Total number of active participants reported on line 7a of the Form 5500	2014-12-01	532
Number of retired or separated participants receiving benefits	2014-12-01	0
Number of other retired or separated participants entitled to future benefits	2014-12-01	0
Total of all active and inactive participants	2014-12-01	532
2013: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2013 401k membership
Total participants, beginning-of-year	2013-12-01	476
Total number of active participants reported on line 7a of the Form 5500	2013-12-01	502
Total of all active and inactive participants	2013-12-01	502
Total participants	2013-12-01	0
2012: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2012 401k membership
Total participants, beginning-of-year	2012-12-01	466
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	476
Total of all active and inactive participants	2012-12-01	476
Total participants	2012-12-01	0
2011: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2011 401k membership
Total participants, beginning-of-year	2011-12-01	393
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	466
Total of all active and inactive participants	2011-12-01	466
Total participants	2011-12-01	466
2010: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2010 401k membership
Total participants, beginning-of-year	2010-12-01	391
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	393
Total of all active and inactive participants	2010-12-01	393
Total participants	2010-12-01	393
2009: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2009 401k membership
Total participants, beginning-of-year	2009-12-01	390
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	444
Total of all active and inactive participants	2009-12-01	444
Total participants	2009-12-01	444

Form 5500 Responses for SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE

2023: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2022: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2021: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2020: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2019: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2018: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2017: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2016 form 5500 responses
2016-12-01	Type of plan entity	Single employer plan
2016-12-01	Submission has been amended	No
2016-12-01	This submission is the final filing	No
2016-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-12-01	Plan is a collectively bargained plan	No
2016-12-01	Plan funding arrangement – Insurance	Yes
2016-12-01	Plan benefit arrangement – Insurance	Yes
2015: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2015 form 5500 responses
2015-12-01	Type of plan entity	Single employer plan
2015-12-01	Submission has been amended	No
2015-12-01	This submission is the final filing	No
2015-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-12-01	Plan is a collectively bargained plan	No
2015-12-01	Plan funding arrangement – Insurance	Yes
2015-12-01	Plan benefit arrangement – Insurance	Yes
2014: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2014 form 5500 responses
2014-12-01	Type of plan entity	Single employer plan
2014-12-01	Submission has been amended	No
2014-12-01	This submission is the final filing	No
2014-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-12-01	Plan is a collectively bargained plan	No
2014-12-01	Plan funding arrangement – Insurance	Yes
2014-12-01	Plan benefit arrangement – Insurance	Yes
2013: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2013 form 5500 responses
2013-12-01	Type of plan entity	Single employer plan
2013-12-01	Plan funding arrangement – Insurance	Yes
2013-12-01	Plan benefit arrangement – Insurance	Yes
2012: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Plan funding arrangement – Insurance	Yes
2012-12-01	Plan benefit arrangement – Insurance	Yes
2011: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Plan funding arrangement – Insurance	Yes
2011-12-01	Plan benefit arrangement – Insurance	Yes
2010: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Plan funding arrangement – Insurance	Yes
2010-12-01	Plan benefit arrangement – Insurance	Yes
2009: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Plan funding arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2008: SPOKANE TEACHERS CREDIT UNION TERM LIFE AD&D LTD INSURANCE 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )

Policy contract number

735100000

Policy instance

Insurance contract or identification number	735100000
Number of Individuals Covered	54
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $18,194
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $76,464
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

936265

Policy instance

Insurance contract or identification number	936265
Number of Individuals Covered	913
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $50,630
Total amount of fees paid to insurance company	USD $5,898
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $337,232
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )

Policy contract number

735100000

Policy instance

Insurance contract or identification number	735100000
Number of Individuals Covered	60
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $21,240
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $87,010
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,240
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

936265

Policy instance

Insurance contract or identification number	936265
Number of Individuals Covered	874
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $45,005
Total amount of fees paid to insurance company	USD $9,028
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $300,552
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $45,005
Amount paid for insurance broker fees	9028
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

TRUSTMARK INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61425 )

Policy contract number

735100000

Policy instance

Insurance contract or identification number	735100000
Number of Individuals Covered	70
Insurance policy start date	2021-10-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,527
Total amount of fees paid to insurance company	USD $0
Life Insurance Welfare Benefit	Yes
Other welfare benefits provided	LONG TERM CARE
Welfare Benefit Premiums Paid to Carrier	USD $16,032
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,527
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

936265

Policy instance

Insurance contract or identification number	936265
Number of Individuals Covered	812
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $39,795
Total amount of fees paid to insurance company	USD $4,920
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $266,101
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39,795
Amount paid for insurance broker fees	4920
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )

Policy contract number

936265

Policy instance

Insurance contract or identification number	936265
Number of Individuals Covered	735
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $35,302
Total amount of fees paid to insurance company	USD $8,825
Life Insurance Welfare Benefit	Yes
Long Term Disability Insurance Welfare Benefit	Yes
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT, EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $235,290
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $35,302
Amount paid for insurance broker fees	8825
Additional information about fees paid to insurance broker	BONUS
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GLUG0AASY

Policy instance

Insurance contract or identification number	GLUG0AASY
Number of Individuals Covered	685
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $226,590
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GVTL0AASY

Policy instance

Insurance contract or identification number	GVTL0AASY
Number of Individuals Covered	641
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $17,437
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $204,173
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,437
Amount paid for insurance broker fees	0
Insurance broker organization code?	3

MUTUAL OF OMAHA (National Association of Insurance Commissioners NAIC id number: 69868 )

Policy contract number

GVTL0AASY

Policy instance

Insurance contract or identification number	GVTL0AASY
Number of Individuals Covered	609
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $29,025
Total amount of fees paid to insurance company	USD $0
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	Yes
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	Yes
Unemployment Insurance Welfare Benefit	No
Other welfare benefits provided	ACCIDENTAL DEATH AND DISMEMBERMENT,EMPLOYEE ASSISTANCE PROGRAM
Welfare Benefit Premiums Paid to Carrier	USD $193,503
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,025
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	MOLONEY & ONEILL LIFE INC.

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Company Name:	SPOKANE TEACHERS CREDIT UNION
Employer identification number (EIN):	910565128
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1934-06-02
Company Identification Number:	601133697