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ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 401k Plan overview

Plan NameALASKA USA DEFINED BENEFIT RETIREMENT PLAN
Plan identification number 333

ALASKA USA DEFINED BENEFIT RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • 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 ALASKA USA DEFINED BENEFIT RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
3332022-01-01
3332021-01-01
3332020-01-01
3332019-01-01
3332018-01-01
3332017-01-01CYNTHIA D OLHEISER
3332016-01-01CYNTHIA D OLHEISER
3332015-01-01CYNTHIA D OLHEISER
3332014-01-01CYNTHIA D OLHEISER
3332013-01-01CYNTHIA D OLHEISER
3332012-01-01CYNTHIA D OLHEISER
3332011-01-01RACHEL NORMAN RACHEL NORMAN2012-09-28
3332010-01-01CYNTHIA D OLHEISER
3332009-01-01CYNTHIA D OLHEISER
3332009-01-01RACHEL NORMAN

Plan Statistics for ALASKA USA DEFINED BENEFIT RETIREMENT PLAN

401k plan membership statisitcs for ALASKA USA DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2022: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-31245,073,155
Acturial value of plan assets2022-12-31245,073,155
Funding target for retired participants and beneficiaries receiving payment2022-12-3146,340,819
Number of terminated vested participants2022-12-3161
Fundng target for terminated vested participants2022-12-3110,102,945
Active participant vested funding target2022-12-3164,179,093
Number of active participants2022-12-31179
Total funding liabilities for active participants2022-12-3164,179,093
Total participant count2022-12-31340
Total funding target for all participants2022-12-31120,622,857
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31551,168
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01339
Total number of active participants reported on line 7a of the Form 55002022-01-01145
Number of retired or separated participants receiving benefits2022-01-0196
Number of other retired or separated participants entitled to future benefits2022-01-0156
Total of all active and inactive participants2022-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-31262,365,877
Acturial value of plan assets2021-12-31262,365,877
Funding target for retired participants and beneficiaries receiving payment2021-12-3141,636,514
Number of terminated vested participants2021-12-3172
Fundng target for terminated vested participants2021-12-3118,360,255
Active participant vested funding target2021-12-3174,507,193
Number of active participants2021-12-31206
Total funding liabilities for active participants2021-12-3174,507,193
Total participant count2021-12-31375
Total funding target for all participants2021-12-31134,503,962
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31262,004
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01369
Total number of active participants reported on line 7a of the Form 55002021-01-01179
Number of retired or separated participants receiving benefits2021-01-0196
Number of other retired or separated participants entitled to future benefits2021-01-0161
Total of all active and inactive participants2021-01-01336
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-014
Total participants2021-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-31244,208,400
Acturial value of plan assets2020-12-31244,208,400
Funding target for retired participants and beneficiaries receiving payment2020-12-3140,964,326
Number of terminated vested participants2020-12-3169
Fundng target for terminated vested participants2020-12-3114,838,726
Active participant vested funding target2020-12-3180,917,069
Number of active participants2020-12-31228
Total funding liabilities for active participants2020-12-3180,917,069
Total participant count2020-12-31390
Total funding target for all participants2020-12-31136,720,121
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,616,376
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01390
Total number of active participants reported on line 7a of the Form 55002020-01-01206
Number of retired or separated participants receiving benefits2020-01-0191
Number of other retired or separated participants entitled to future benefits2020-01-0172
Total of all active and inactive participants2020-01-01369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-016
Total participants2020-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-31220,901,732
Acturial value of plan assets2019-12-31220,901,732
Funding target for retired participants and beneficiaries receiving payment2019-12-3135,392,105
Number of terminated vested participants2019-12-3171
Fundng target for terminated vested participants2019-12-3110,275,712
Active participant vested funding target2019-12-3187,533,718
Number of active participants2019-12-31251
Total funding liabilities for active participants2019-12-3187,533,718
Total participant count2019-12-31410
Total funding target for all participants2019-12-31133,201,535
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-313,107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313,276
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-315,341,552
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01409
Total number of active participants reported on line 7a of the Form 55002019-01-01228
Number of retired or separated participants receiving benefits2019-01-0188
Number of other retired or separated participants entitled to future benefits2019-01-0169
Total of all active and inactive participants2019-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-015
Total participants2019-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-31245,465,467
Acturial value of plan assets2018-12-31245,465,467
Funding target for retired participants and beneficiaries receiving payment2018-12-3132,325,075
Number of terminated vested participants2018-12-3179
Fundng target for terminated vested participants2018-12-3112,000,173
Active participant vested funding target2018-12-3184,862,891
Number of active participants2018-12-31269
Total funding liabilities for active participants2018-12-3184,862,891
Total participant count2018-12-31433
Total funding target for all participants2018-12-31129,188,139
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-313,182
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-313,107
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-315,152,469
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-313,107
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01433
Total number of active participants reported on line 7a of the Form 55002018-01-01251
Number of retired or separated participants receiving benefits2018-01-0184
Number of other retired or separated participants entitled to future benefits2018-01-0171
Total of all active and inactive participants2018-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-31233,731,190
Acturial value of plan assets2017-12-31233,731,190
Funding target for retired participants and beneficiaries receiving payment2017-12-3127,959,895
Number of terminated vested participants2017-12-3191
Fundng target for terminated vested participants2017-12-3113,054,266
Active participant vested funding target2017-12-3179,777,504
Number of active participants2017-12-31293
Total funding liabilities for active participants2017-12-3179,777,504
Total participant count2017-12-31459
Total funding target for all participants2017-12-31120,791,665
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3156,953,852
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3160,279,957
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-316,127,630
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01458
Total number of active participants reported on line 7a of the Form 55002017-01-01269
Number of retired or separated participants receiving benefits2017-01-0184
Number of other retired or separated participants entitled to future benefits2017-01-0179
Total of all active and inactive participants2017-01-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01433
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-31174,721,754
Acturial value of plan assets2016-12-31174,721,754
Funding target for retired participants and beneficiaries receiving payment2016-12-3122,227,043
Number of terminated vested participants2016-12-3184
Fundng target for terminated vested participants2016-12-317,718,595
Active participant vested funding target2016-12-3181,952,604
Number of active participants2016-12-31334
Total funding liabilities for active participants2016-12-3181,952,604
Total participant count2016-12-31486
Total funding target for all participants2016-12-31111,898,242
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3159,841,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3156,953,852
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,449,344
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3156,953,852
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01484
Total number of active participants reported on line 7a of the Form 55002016-01-01294
Number of retired or separated participants receiving benefits2016-01-0173
Number of other retired or separated participants entitled to future benefits2016-01-0192
Total of all active and inactive participants2016-01-01459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01519
Total number of active participants reported on line 7a of the Form 55002015-01-01334
Number of retired or separated participants receiving benefits2015-01-0167
Number of other retired or separated participants entitled to future benefits2015-01-0184
Total of all active and inactive participants2015-01-01485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01486
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01535
Total number of active participants reported on line 7a of the Form 55002014-01-01373
Number of retired or separated participants receiving benefits2014-01-0166
Number of other retired or separated participants entitled to future benefits2014-01-0178
Total of all active and inactive participants2014-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01518
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01564
Total number of active participants reported on line 7a of the Form 55002013-01-01397
Number of retired or separated participants receiving benefits2013-01-0162
Number of other retired or separated participants entitled to future benefits2013-01-0177
Total of all active and inactive participants2013-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01604
Total number of active participants reported on line 7a of the Form 55002012-01-01426
Number of retired or separated participants receiving benefits2012-01-0159
Number of other retired or separated participants entitled to future benefits2012-01-0178
Total of all active and inactive participants2012-01-01563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01563
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01649
Total number of active participants reported on line 7a of the Form 55002011-01-01472
Number of retired or separated participants receiving benefits2011-01-0158
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01606
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01606
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2010: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01703
Total number of active participants reported on line 7a of the Form 55002010-01-01538
Number of retired or separated participants receiving benefits2010-01-0150
Number of other retired or separated participants entitled to future benefits2010-01-0163
Total of all active and inactive participants2010-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01739
Total number of active participants reported on line 7a of the Form 55002009-01-01602
Number of retired or separated participants receiving benefits2009-01-0142
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01689
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114
Number of participants with account balances2009-01-010

Financial Data on ALASKA USA DEFINED BENEFIT RETIREMENT PLAN

Measure Date Value
2022 : ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-39,816,391
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$29,124,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$28,727,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$176,131,820
Value of total assets at beginning of year2022-12-31$245,073,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$397,687
Total interest from all sources2022-12-31$2,280,010
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,773,366
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$4,773,366
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$8
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-68,941,335
Value of net assets at end of year (total assets less liabilities)2022-12-31$176,131,820
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$245,073,155
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$205,700
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$124,750,868
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$167,157,341
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$2,280,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$51,380,952
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$77,915,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-46,869,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$28,727,257
Contract administrator fees2022-12-31$191,987
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 : ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,611,463
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$32,904,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$32,353,017
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$245,073,155
Value of total assets at beginning of year2021-12-31$262,365,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$551,168
Total interest from all sources2021-12-31$890,292
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,442,078
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$7,442,078
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
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
Other income not declared elsewhere2021-12-31$16
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-17,292,722
Value of net assets at end of year (total assets less liabilities)2021-12-31$245,073,155
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$262,365,877
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$285,087
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$167,157,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$197,448,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$890,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$77,915,814
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$64,917,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$7,279,077
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$32,353,017
Contract administrator fees2021-12-31$266,081
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 : ALASKA USA DEFINED BENEFIT 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$30,935,410
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$12,777,933
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$12,235,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$262,365,877
Value of total assets at beginning of year2020-12-31$244,208,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$542,721
Total interest from all sources2020-12-31$1,031,832
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,069,192
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$6,069,192
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
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
Other income not declared elsewhere2020-12-31$12
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$18,157,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$262,365,877
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$244,208,400
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
Investment advisory and management fees2020-12-31$280,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$197,448,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$183,503,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,031,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$64,917,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$60,704,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$23,834,374
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$12,235,212
Contract administrator fees2020-12-31$262,003
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 : ALASKA USA DEFINED BENEFIT 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$32,136,453
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,829,785
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,358,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$244,208,400
Value of total assets at beginning of year2019-12-31$220,901,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$471,531
Total interest from all sources2019-12-31$1,372,534
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,069,192
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$6,069,192
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
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
Other income not declared elsewhere2019-12-31$1,980
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$23,306,668
Value of net assets at end of year (total assets less liabilities)2019-12-31$244,208,400
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$220,901,732
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
Investment advisory and management fees2019-12-31$242,746
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$183,503,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$144,472,965
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,372,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$60,704,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$76,428,767
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$24,692,747
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,358,254
Contract administrator fees2019-12-31$228,785
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 : ALASKA USA DEFINED BENEFIT 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$0
Total income from all sources (including contributions)2018-12-31$-7,583,140
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$16,980,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,517,119
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$220,901,732
Value of total assets at beginning of year2018-12-31$245,465,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$463,476
Total interest from all sources2018-12-31$1,410,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$5,689,988
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$5,689,988
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
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
Other income not declared elsewhere2018-12-31$2,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-24,563,735
Value of net assets at end of year (total assets less liabilities)2018-12-31$220,901,732
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$245,465,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$231,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$144,472,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$160,005,302
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,410,529
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$76,428,767
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$85,460,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-14,686,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,517,119
Contract administrator fees2018-12-31$231,738
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 : ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$23,359,152
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$11,624,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,156,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$245,465,467
Value of total assets at beginning of year2017-12-31$233,731,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$468,636
Total interest from all sources2017-12-31$1,271,315
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,123,737
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$6,123,737
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Other income not declared elsewhere2017-12-31$3,879
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$11,734,277
Value of net assets at end of year (total assets less liabilities)2017-12-31$245,465,467
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$233,731,190
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
Investment advisory and management fees2017-12-31$234,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$160,005,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$152,336,375
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,271,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$85,460,165
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$81,394,815
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,960,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,156,239
Contract administrator fees2017-12-31$234,318
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 LLP
Accountancy firm EIN2017-12-31350921680
2016 : ALASKA USA DEFINED BENEFIT 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$69,841,947
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$10,832,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$10,499,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$59,841,000
Value of total assets at end of year2016-12-31$233,731,190
Value of total assets at beginning of year2016-12-31$174,721,754
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$333,098
Total interest from all sources2016-12-31$1,134,318
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$4,307,145
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$4,307,145
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
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
Other income not declared elsewhere2016-12-31$2,649
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$59,009,436
Value of net assets at end of year (total assets less liabilities)2016-12-31$233,731,190
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$174,721,754
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
Investment advisory and management fees2016-12-31$166,549
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$152,336,375
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$110,101,142
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,134,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$81,394,815
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$64,620,612
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,556,835
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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$59,841,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$10,499,413
Contract administrator fees2016-12-31$166,549
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 LLP
Accountancy firm EIN2016-12-31350921680
2015 : ALASKA USA DEFINED BENEFIT 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$0
Total income from all sources (including contributions)2015-12-31$-316,691
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,525,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,222,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$174,721,754
Value of total assets at beginning of year2015-12-31$188,563,594
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$302,226
Total interest from all sources2015-12-31$1,403,588
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,775,322
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$2,775,322
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
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
Other income not declared elsewhere2015-12-31$1,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-13,841,840
Value of net assets at end of year (total assets less liabilities)2015-12-31$174,721,754
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$188,563,594
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
Investment advisory and management fees2015-12-31$151,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$110,101,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$86,623,647
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,403,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$64,620,612
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$101,939,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,496,877
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,222,923
Contract administrator fees2015-12-31$151,113
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 LLP
Accountancy firm EIN2015-12-31350921680
2014 : ALASKA USA DEFINED BENEFIT 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$6,644,488
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$7,885,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$7,655,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$188,563,594
Value of total assets at beginning of year2014-12-31$189,804,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$229,908
Total interest from all sources2014-12-31$2,457,349
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,288,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,288,033
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-1,241,325
Value of net assets at end of year (total assets less liabilities)2014-12-31$188,563,594
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$189,804,919
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$86,623,647
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$53,715,198
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$411,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$411,967
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2,457,349
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$101,939,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$135,677,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,899,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$7,655,905
Contract administrator fees2014-12-31$229,908
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 LLP
Accountancy firm EIN2014-12-31350921680
2013 : ALASKA USA DEFINED BENEFIT 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$68,096,872
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$15,174,900
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$14,949,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$59,245,405
Value of total assets at end of year2013-12-31$189,804,919
Value of total assets at beginning of year2013-12-31$136,882,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$225,169
Total interest from all sources2013-12-31$2,515,147
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
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
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$52,921,972
Value of net assets at end of year (total assets less liabilities)2013-12-31$189,804,919
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$136,882,947
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$53,715,198
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$47,935,636
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$411,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$80,378
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$80,378
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$2,515,147
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$135,677,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$88,866,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,336,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$59,245,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$14,949,731
Contract administrator fees2013-12-31$225,169
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 LLP
Accountancy firm EIN2013-12-31350921680
2012 : ALASKA USA DEFINED BENEFIT 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$6,922,386
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$11,472,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$11,266,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$136,882,947
Value of total assets at beginning of year2012-12-31$141,433,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$206,215
Total interest from all sources2012-12-31$2,418,414
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-4,550,429
Value of net assets at end of year (total assets less liabilities)2012-12-31$136,882,947
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$141,433,376
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$47,935,636
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$41,912,897
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$80,378
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,805,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,805,360
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,418,414
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$88,866,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$97,715,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,503,972
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$11,266,600
Contract administrator fees2012-12-31$206,215
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 LLP
Accountancy firm EIN2012-12-31350921680
2011 : ALASKA USA DEFINED BENEFIT 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$38,761,831
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$9,197,307
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,001,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$35,972,589
Value of total assets at end of year2011-12-31$141,433,376
Value of total assets at beginning of year2011-12-31$111,868,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$196,015
Total interest from all sources2011-12-31$2,011,421
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
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
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$29,564,524
Value of net assets at end of year (total assets less liabilities)2011-12-31$141,433,376
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$111,868,852
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$41,912,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$42,007,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,805,360
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,129,014
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,129,014
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,011,421
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$97,715,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$68,732,401
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$777,821
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$35,972,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,001,292
Contract administrator fees2011-12-31$196,015
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 LLP
Accountancy firm EIN2011-12-31350921680
2010 : ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,194,550
Total unrealized appreciation/depreciation of assets2010-12-31$2,194,550
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$5,553,688
Total loss/gain on sale of assets2010-12-31$-650,192
Total of all expenses incurred2010-12-31$4,231,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,076,806
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$111,868,952
Value of total assets at beginning of year2010-12-31$110,546,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$154,359
Total interest from all sources2010-12-31$2,376,631
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
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
Other income not declared elsewhere2010-12-31$1,632,699
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$1,322,523
Value of net assets at end of year (total assets less liabilities)2010-12-31$111,868,952
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$110,546,429
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$42,007,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$39,531,825
Interest earned on other investments2010-12-31$2,376,631
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,129,014
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$582,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$582,024
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$68,732,401
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$70,432,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,076,806
Contract administrator fees2010-12-31$154,359
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
Aggregate proceeds on sale of assets2010-12-31$24,768,705
Aggregate carrying amount (costs) on sale of assets2010-12-31$25,418,897
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 LLP
Accountancy firm EIN2010-12-31350921680
2009 : ALASKA USA DEFINED BENEFIT 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 ALASKA USA DEFINED BENEFIT RETIREMENT PLAN

2022: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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: ALASKA USA DEFINED BENEFIT 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALASKA USA DEFINED BENEFIT 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALASKA USA DEFINED BENEFIT 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
2010: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALASKA USA DEFINED BENEFIT RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

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 Covered303
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 Covered340
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 Covered375
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 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 Covered390
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 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 Covered410
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 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 Covered433
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 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 Covered486
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 Covered518
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 Covered536
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 Covered563
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 Covered606
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 Covered652
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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

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