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GLOBAL 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameGLOBAL 401(K) RETIREMENT PLAN
Plan identification number 004

GLOBAL 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:GLOBAL FEDERAL CREDIT UNION
Employer identification number (EIN):920019874
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GLOBAL 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01CYNTHIA D OLHEISER
0042016-01-01CYNTHIA D OLHEISER
0042015-01-01CYNTHIA D OLHEISER
0042014-01-01CYNTHIA D OLHEISER
0042013-01-01CYNTHIA D OLHEISER
0042012-01-01CYNTHIA D OLHEISER
0042011-01-01RACHEL NORMAN RACHEL NORMAN2012-09-28
0042009-01-01RACHEL NORMAN

Plan Statistics for GLOBAL 401(K) RETIREMENT PLAN

401k plan membership statisitcs for GLOBAL 401(K) RETIREMENT PLAN

Measure Date Value
2022: GLOBAL 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,290
Total number of active participants reported on line 7a of the Form 55002022-01-012,208
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01441
Total of all active and inactive participants2022-01-012,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-012,649
Number of participants with account balances2022-01-011,898
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GLOBAL 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,852
Total number of active participants reported on line 7a of the Form 55002021-01-011,867
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01402
Total of all active and inactive participants2021-01-012,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,269
Number of participants with account balances2021-01-011,559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GLOBAL 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,822
Total number of active participants reported on line 7a of the Form 55002020-01-011,559
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-01206
Total of all active and inactive participants2020-01-011,828
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,828
Number of participants with account balances2020-01-011,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GLOBAL 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,747
Total number of active participants reported on line 7a of the Form 55002019-01-011,547
Number of retired or separated participants receiving benefits2019-01-0154
Number of other retired or separated participants entitled to future benefits2019-01-01201
Total of all active and inactive participants2019-01-011,802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,802
Number of participants with account balances2019-01-011,115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GLOBAL 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,767
Total number of active participants reported on line 7a of the Form 55002018-01-011,482
Number of retired or separated participants receiving benefits2018-01-01109
Number of other retired or separated participants entitled to future benefits2018-01-01131
Total of all active and inactive participants2018-01-011,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,722
Number of participants with account balances2018-01-011,055
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GLOBAL 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,665
Total number of active participants reported on line 7a of the Form 55002017-01-011,560
Number of retired or separated participants receiving benefits2017-01-01183
Number of other retired or separated participants entitled to future benefits2017-01-013
Total of all active and inactive participants2017-01-011,746
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,746
Number of participants with account balances2017-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GLOBAL 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,535
Total number of active participants reported on line 7a of the Form 55002016-01-011,445
Number of retired or separated participants receiving benefits2016-01-0159
Number of other retired or separated participants entitled to future benefits2016-01-01157
Total of all active and inactive participants2016-01-011,661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,661
Number of participants with account balances2016-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GLOBAL 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,427
Total number of active participants reported on line 7a of the Form 55002015-01-011,305
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-01168
Total of all active and inactive participants2015-01-011,477
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,477
Number of participants with account balances2015-01-01843
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GLOBAL 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,441
Total number of active participants reported on line 7a of the Form 55002014-01-011,246
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01140
Total of all active and inactive participants2014-01-011,386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,386
Number of participants with account balances2014-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GLOBAL 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,274
Total number of active participants reported on line 7a of the Form 55002013-01-011,281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01104
Total of all active and inactive participants2013-01-011,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,385
Number of participants with account balances2013-01-01778
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GLOBAL 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,140
Total number of active participants reported on line 7a of the Form 55002012-01-011,203
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0171
Total of all active and inactive participants2012-01-011,274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-011,274
Number of participants with account balances2012-01-01651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GLOBAL 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,009
Total number of active participants reported on line 7a of the Form 55002011-01-011,084
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-011,139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-011,139
Number of participants with account balances2011-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: GLOBAL 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01698
Total number of active participants reported on line 7a of the Form 55002009-01-01813
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0125
Total of all active and inactive participants2009-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01838
Number of participants with account balances2009-01-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on GLOBAL 401(K) RETIREMENT PLAN

Measure Date Value
2022 : GLOBAL 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$13,904,332
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$0
Total income from all sources (including contributions)2022-12-31$-2,836,627
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$10,166,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,882,034
Expenses. Certain deemed distributions of participant loans2022-12-31$41,496
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$14,417,116
Value of total assets at end of year2022-12-31$114,002,244
Value of total assets at beginning of year2022-12-31$113,100,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$242,892
Total interest from all sources2022-12-31$331,213
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,174,666
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$3,174,666
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$8,819,990
Participant contributions at end of year2022-12-31$2,057,743
Participant contributions at beginning of year2022-12-31$2,022,869
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$916,233
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,003,049
Value of net assets at end of year (total assets less liabilities)2022-12-31$114,002,244
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$113,100,961
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$87,137
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$91,134,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$94,080,501
Interest on participant loans2022-12-31$75,251
Interest earned on other investments2022-12-31$255,962
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$20,809,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$16,997,591
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-20,759,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,680,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,882,034
Contract administrator fees2022-12-31$155,755
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 name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : GLOBAL 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$44,436,622
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$24,343,630
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,183,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,931,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,813,275
Value of total assets at end of year2021-12-31$113,100,961
Value of total assets at beginning of year2021-12-31$55,503,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$251,300
Total interest from all sources2021-12-31$314,749
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,686,099
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$2,686,099
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$7,117,702
Participant contributions at end of year2021-12-31$2,022,869
Participant contributions at beginning of year2021-12-31$1,324,202
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,242,944
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$13,160,625
Value of net assets at end of year (total assets less liabilities)2021-12-31$113,100,961
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$55,503,714
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$88,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$94,080,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$47,721,355
Interest on participant loans2021-12-31$78,887
Interest earned on other investments2021-12-31$235,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$16,997,591
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,458,157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,529,507
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$3,452,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,931,705
Contract administrator fees2021-12-31$162,313
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 name2021-12-31CROWE LLP
Accountancy firm EIN2021-12-31350921680
2020 : GLOBAL 401(K) RETIREMENT 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$15,597,525
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,976,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,858,435
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,195,467
Value of total assets at end of year2020-12-31$55,503,714
Value of total assets at beginning of year2020-12-31$43,882,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$117,712
Total interest from all sources2020-12-31$66,517
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,109,807
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$1,109,807
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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$4,876,290
Participant contributions at end of year2020-12-31$1,324,202
Participant contributions at beginning of year2020-12-31$1,322,538
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,787,059
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$11,621,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$55,503,714
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,882,336
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$47,721,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$39,600,141
Interest on participant loans2020-12-31$66,517
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,458,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,959,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,225,734
Net investment gain or loss from common/collective trusts2020-12-31$0
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$2,532,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,858,435
Contract administrator fees2020-12-31$117,712
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 name2020-12-31CROWE LLP
Accountancy firm EIN2020-12-31350921680
2019 : GLOBAL 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$13,908,580
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,967,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,859,003
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,863,617
Value of total assets at end of year2019-12-31$43,882,336
Value of total assets at beginning of year2019-12-31$32,941,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$108,817
Total interest from all sources2019-12-31$112,488
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$883,634
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$883,634
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,057,311
Participant contributions at end of year2019-12-31$1,322,538
Participant contributions at beginning of year2019-12-31$1,086,390
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$743,640
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$10,940,760
Value of net assets at end of year (total assets less liabilities)2019-12-31$43,882,336
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$32,941,576
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$39,600,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,975,591
Interest on participant loans2019-12-31$57,462
Interest earned on other investments2019-12-31$55,026
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,959,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,879,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,048,841
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,062,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,859,003
Contract administrator fees2019-12-31$108,817
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : GLOBAL 401(K) RETIREMENT 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$4,047,247
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,933,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,837,686
Value of total corrective distributions2018-12-31$1,063
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,891,493
Value of total assets at end of year2018-12-31$32,941,576
Value of total assets at beginning of year2018-12-31$31,827,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$94,507
Total interest from all sources2018-12-31$91,498
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$987,390
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$987,390
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,523,548
Participant contributions at end of year2018-12-31$1,086,390
Participant contributions at beginning of year2018-12-31$991,496
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$544,211
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$1,113,991
Value of net assets at end of year (total assets less liabilities)2018-12-31$32,941,576
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,827,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$28,975,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$27,972,291
Interest on participant loans2018-12-31$41,592
Interest earned on other investments2018-12-31$49,906
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,879,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,863,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,923,134
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,823,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,837,686
Contract administrator fees2018-12-31$94,507
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 name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : GLOBAL 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$2,188,739
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$9,756,953
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,059,365
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,978,613
Expenses. Certain deemed distributions of participant loans2017-12-31$19,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,835,936
Value of total assets at end of year2017-12-31$31,827,585
Value of total assets at beginning of year2017-12-31$27,318,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$61,042
Total interest from all sources2017-12-31$75,830
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$446,000
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$446,000
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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$3,026,537
Participant contributions at end of year2017-12-31$991,496
Participant contributions at beginning of year2017-12-31$826,858
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,214,682
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,697,588
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,827,585
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$27,318,736
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$27,972,291
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,686,964
Interest on participant loans2017-12-31$33,254
Interest earned on other investments2017-12-31$42,576
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,863,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,804,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,399,187
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,594,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,978,613
Contract administrator fees2017-12-31$61,042
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 name2017-12-31CROWE HORWATH
Accountancy firm EIN2017-12-31350921680
2016 : GLOBAL 401(K) RETIREMENT 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$6,746,674
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,175,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,157,274
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,093,419
Value of total assets at end of year2016-12-31$27,318,736
Value of total assets at beginning of year2016-12-31$22,747,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,950
Total interest from all sources2016-12-31$27,329
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$48,988
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$48,988
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,100,085
Participant contributions at end of year2016-12-31$826,858
Participant contributions at beginning of year2016-12-31$794,937
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$411,018
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$4,571,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$27,318,736
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$22,747,286
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$23,686,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,923,158
Interest on participant loans2016-12-31$27,329
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,804,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,029,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,576,938
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,582,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,157,274
Contract administrator fees2016-12-31$17,950
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 name2016-12-31CROWE HORWATH
Accountancy firm EIN2016-12-31350921680
2015 : GLOBAL 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,706,325
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,168,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,152,060
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,842,358
Value of total assets at end of year2015-12-31$22,747,286
Value of total assets at beginning of year2015-12-31$20,209,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$16,200
Total interest from all sources2015-12-31$73,396
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,775,066
Participant contributions at end of year2015-12-31$794,937
Participant contributions at beginning of year2015-12-31$744,069
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$567,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,538,065
Value of net assets at end of year (total assets less liabilities)2015-12-31$22,747,286
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,209,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,923,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,018,373
Interest on participant loans2015-12-31$23,894
Interest earned on other investments2015-12-31$49,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,029,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,446,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-209,429
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,500,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,152,060
Contract administrator fees2015-12-31$16,200
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH
Accountancy firm EIN2015-12-31350921680
2014 : GLOBAL 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,344,177
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,888,607
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,872,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,190,783
Value of total assets at end of year2014-12-31$20,209,221
Value of total assets at beginning of year2014-12-31$16,753,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,675
Total interest from all sources2014-12-31$65,711
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,477,950
Participant contributions at end of year2014-12-31$744,069
Participant contributions at beginning of year2014-12-31$618,547
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$377,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$3,455,570
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,209,221
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,753,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$18,018,373
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,918,771
Interest on participant loans2014-12-31$23,211
Interest earned on other investments2014-12-31$42,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,446,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,216,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,087,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,334,909
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,872,932
Contract administrator fees2014-12-31$15,675
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH
Accountancy firm EIN2014-12-31350921680
2013 : GLOBAL 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$5,940,707
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,208,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,193,909
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,720,589
Value of total assets at end of year2013-12-31$16,753,651
Value of total assets at beginning of year2013-12-31$12,021,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,875
Total interest from all sources2013-12-31$45,766
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,239,303
Participant contributions at end of year2013-12-31$618,547
Participant contributions at beginning of year2013-12-31$472,417
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$272,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,731,923
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,753,651
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,021,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,918,771
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,656,944
Interest on participant loans2013-12-31$17,655
Interest earned on other investments2013-12-31$28,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,216,333
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$892,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,174,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,208,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,193,909
Contract administrator fees2013-12-31$14,875
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH
Accountancy firm EIN2013-12-31350921680
2012 : GLOBAL 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$4,252,766
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,026,972
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,016,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,193,973
Value of total assets at end of year2012-12-31$12,021,728
Value of total assets at beginning of year2012-12-31$8,795,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,700
Total interest from all sources2012-12-31$36,161
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,822,179
Participant contributions at end of year2012-12-31$472,417
Participant contributions at beginning of year2012-12-31$390,476
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$325,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,225,794
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,021,728
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,795,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,656,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,815,828
Interest on participant loans2012-12-31$13,710
Interest earned on other investments2012-12-31$22,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$892,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$589,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,022,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,046,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,016,272
Contract administrator fees2012-12-31$10,700
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH
Accountancy firm EIN2012-12-31350921680
2011 : GLOBAL 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,576,921
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$718,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$710,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,500,425
Value of total assets at end of year2011-12-31$8,795,934
Value of total assets at beginning of year2011-12-31$6,937,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,400
Total interest from all sources2011-12-31$30,421
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,473,549
Participant contributions at end of year2011-12-31$390,476
Participant contributions at beginning of year2011-12-31$339,543
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$213,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,858,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,795,934
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,937,518
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$7,815,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,946,091
Interest on participant loans2011-12-31$13,078
Interest earned on other investments2011-12-31$17,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$589,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$644,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$46,075
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$813,777
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$7,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$710,105
Contract administrator fees2011-12-31$8,400
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH
Accountancy firm EIN2011-12-31350921680
2010 : GLOBAL 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,875,889
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$183,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$177,335
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,279,304
Value of total assets at end of year2010-12-31$6,937,518
Value of total assets at beginning of year2010-12-31$4,245,214
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,250
Total interest from all sources2010-12-31$25,861
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,195,961
Participant contributions at end of year2010-12-31$339,543
Participant contributions at beginning of year2010-12-31$117,334
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$456,637
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,692,304
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,937,518
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,245,214
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,946,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,632,586
Interest on participant loans2010-12-31$7,673
Interest earned on other investments2010-12-31$18,188
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$644,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$494,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$570,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$626,706
Employer contributions (assets) at end of year2010-12-31$7,046
Employer contributions (assets) at beginning of year2010-12-31$780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$177,335
Contract administrator fees2010-12-31$6,250
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH
Accountancy firm EIN2010-12-31350921680
2009 : GLOBAL 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GLOBAL 401(K) RETIREMENT PLAN

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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered2649
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered2269
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1828
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1802
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1722
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1746
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1477
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1414
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1385
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1274
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?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 GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1139
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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 number166-0021-6
Policy instance 1
Insurance contract or identification number166-0021-6
Number of Individuals Covered1005
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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