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UNITED EDUCATORS CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameUNITED EDUCATORS CREDIT UNION 401(K) PLAN
Plan identification number 001

UNITED EDUCATORS CREDIT UNION 401(K) PLAN Benefits

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

401k Sponsoring company profile

UNITED EDUCATORS CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:UNITED EDUCATORS CREDIT UNION
Employer identification number (EIN):410802271
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED EDUCATORS CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01PAUL DAMMANN PAUL DAMMANN2019-04-19
0012017-01-01PAUL DAMMANN PAUL DAMMANN2018-06-07
0012016-01-01PAUL DAMMANN PAUL DAMMANN2017-10-11
0012015-01-01ROBYN L MUSTO2016-07-07
0012014-01-01ROBYN L MUSTO2015-06-16
0012013-01-01ROBYN L MUSTO2014-07-31
0012012-01-01ROBYN L MUSTO2013-08-06
0012011-01-01ROBYN MUSTO2012-03-30
0012010-01-01ROBYN MUSTO2011-07-07

Plan Statistics for UNITED EDUCATORS CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for UNITED EDUCATORS CREDIT UNION 401(K) PLAN

Measure Date Value
2023: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0152
Total number of active participants reported on line 7a of the Form 55002023-01-0129
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-0123
Total of all active and inactive participants2023-01-0154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-0154
Number of participants with account balances2023-01-0149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0141
Total number of active participants reported on line 7a of the Form 55002022-01-0128
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0120
Total of all active and inactive participants2022-01-0149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0149
Number of participants with account balances2022-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0140
Total number of active participants reported on line 7a of the Form 55002021-01-0126
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0140
Number of participants with account balances2021-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0144
Total number of active participants reported on line 7a of the Form 55002020-01-0127
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0113
Total of all active and inactive participants2020-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0141
Number of participants with account balances2020-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0142
Total number of active participants reported on line 7a of the Form 55002019-01-0132
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0111
Total of all active and inactive participants2019-01-0144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0144
Number of participants with account balances2019-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0149
Total number of active participants reported on line 7a of the Form 55002018-01-0135
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-016
Total of all active and inactive participants2018-01-0141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-0141
Number of participants with account balances2018-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0143
Total number of active participants reported on line 7a of the Form 55002017-01-0137
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0110
Total of all active and inactive participants2017-01-0148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0148
Number of participants with account balances2017-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0134
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-0142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0142
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010

Financial Data on UNITED EDUCATORS CREDIT UNION 401(K) PLAN

Measure Date Value
2023 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2023 401k financial data
Total plan liabilities at end of year2023-12-31$6,240
Total plan liabilities at beginning of year2023-12-31$853
Total income from all sources2023-12-31$787,485
Expenses. Total of all expenses incurred2023-12-31$251,373
Benefits paid (including direct rollovers)2023-12-31$226,086
Total plan assets at end of year2023-12-31$3,355,060
Total plan assets at beginning of year2023-12-31$2,813,561
Value of fidelity bond covering the plan2023-12-31$5,000,000
Total contributions received or receivable from participants2023-12-31$138,803
Other income received2023-12-31$578,194
Net income (gross income less expenses)2023-12-31$536,112
Net plan assets at end of year (total assets less liabilities)2023-12-31$3,348,820
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$2,812,708
Assets. Value of participant loans2023-12-31$40,489
Total contributions received or receivable from employer(s)2023-12-31$70,488
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$25,287
2022 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2022 401k financial data
Total plan liabilities at end of year2022-12-31$853
Total income from all sources2022-12-31$-524,809
Expenses. Total of all expenses incurred2022-12-31$518,728
Benefits paid (including direct rollovers)2022-12-31$496,644
Total plan assets at end of year2022-12-31$2,813,561
Total plan assets at beginning of year2022-12-31$3,856,245
Value of fidelity bond covering the plan2022-12-31$5,000,000
Total contributions received or receivable from participants2022-12-31$132,559
Other income received2022-12-31$-726,244
Net income (gross income less expenses)2022-12-31$-1,043,537
Net plan assets at end of year (total assets less liabilities)2022-12-31$2,812,708
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$3,856,245
Assets. Value of participant loans2022-12-31$19,553
Total contributions received or receivable from employer(s)2022-12-31$68,876
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$22,084
2021 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2021 401k financial data
Total income from all sources2021-12-31$770,761
Expenses. Total of all expenses incurred2021-12-31$194,259
Benefits paid (including direct rollovers)2021-12-31$171,022
Total plan assets at end of year2021-12-31$3,856,245
Total plan assets at beginning of year2021-12-31$3,279,743
Value of fidelity bond covering the plan2021-12-31$5,000,000
Total contributions received or receivable from participants2021-12-31$119,150
Other income received2021-12-31$587,843
Net income (gross income less expenses)2021-12-31$576,502
Net plan assets at end of year (total assets less liabilities)2021-12-31$3,856,245
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$3,279,743
Assets. Value of participant loans2021-12-31$16,942
Total contributions received or receivable from employer(s)2021-12-31$63,768
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$23,237
2020 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2020 401k financial data
Total plan liabilities at beginning of year2020-12-31$4,848
Total income from all sources2020-12-31$762,307
Expenses. Total of all expenses incurred2020-12-31$749,831
Benefits paid (including direct rollovers)2020-12-31$733,581
Total plan assets at end of year2020-12-31$3,279,743
Total plan assets at beginning of year2020-12-31$3,272,115
Value of fidelity bond covering the plan2020-12-31$4,500,000
Total contributions received or receivable from participants2020-12-31$126,922
Other income received2020-12-31$567,965
Net income (gross income less expenses)2020-12-31$12,476
Net plan assets at end of year (total assets less liabilities)2020-12-31$3,279,743
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,267,267
Assets. Value of participant loans2020-12-31$28,808
Total contributions received or receivable from employer(s)2020-12-31$67,420
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$16,250
2019 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2019 401k financial data
Total plan liabilities at end of year2019-12-31$4,848
Total income from all sources2019-12-31$847,635
Expenses. Total of all expenses incurred2019-12-31$93,830
Benefits paid (including direct rollovers)2019-12-31$73,238
Total plan assets at end of year2019-12-31$3,272,115
Total plan assets at beginning of year2019-12-31$2,513,462
Value of fidelity bond covering the plan2019-12-31$4,500,000
Total contributions received or receivable from participants2019-12-31$133,019
Other income received2019-12-31$645,144
Net income (gross income less expenses)2019-12-31$753,805
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,267,267
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,513,462
Assets. Value of participant loans2019-12-31$40,174
Total contributions received or receivable from employer(s)2019-12-31$69,472
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$20,592
2018 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$852
Total income from all sources2018-12-31$54,083
Expenses. Total of all expenses incurred2018-12-31$116,234
Benefits paid (including direct rollovers)2018-12-31$101,874
Total plan assets at end of year2018-12-31$2,513,462
Total plan assets at beginning of year2018-12-31$2,576,465
Value of fidelity bond covering the plan2018-12-31$4,000,000
Total contributions received or receivable from participants2018-12-31$118,263
Other income received2018-12-31$-131,886
Net income (gross income less expenses)2018-12-31$-62,151
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,513,462
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,575,613
Assets. Value of participant loans2018-12-31$57,299
Total contributions received or receivable from employer(s)2018-12-31$67,706
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$14,360
2017 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2017 401k financial data
Total plan liabilities at end of year2017-12-31$852
Total plan liabilities at beginning of year2017-12-31$2,913
Total income from all sources2017-12-31$612,286
Expenses. Total of all expenses incurred2017-12-31$65,673
Benefits paid (including direct rollovers)2017-12-31$49,126
Total plan assets at end of year2017-12-31$2,576,465
Total plan assets at beginning of year2017-12-31$2,031,913
Value of fidelity bond covering the plan2017-12-31$4,000,000
Total contributions received or receivable from participants2017-12-31$113,671
Other income received2017-12-31$431,327
Net income (gross income less expenses)2017-12-31$546,613
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,575,613
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,029,000
Assets. Value of participant loans2017-12-31$69,855
Total contributions received or receivable from employer(s)2017-12-31$67,288
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$16,547
2016 : UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$2,913
Total income from all sources2016-12-31$541,255
Expenses. Total of all expenses incurred2016-12-31$1,017,934
Benefits paid (including direct rollovers)2016-12-31$1,007,092
Total plan assets at end of year2016-12-31$2,031,913
Total plan assets at beginning of year2016-12-31$2,505,679
Value of fidelity bond covering the plan2016-12-31$4,000,000
Total contributions received or receivable from participants2016-12-31$107,057
Contributions received from other sources (not participants or employers)2016-12-31$181,415
Other income received2016-12-31$188,754
Net income (gross income less expenses)2016-12-31$-476,679
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,029,000
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$2,505,679
Assets. Value of participant loans2016-12-31$90,227
Total contributions received or receivable from employer(s)2016-12-31$64,029
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$10,842

Form 5500 Responses for UNITED EDUCATORS CREDIT UNION 401(K) PLAN

2023: UNITED EDUCATORS CREDIT UNION 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: UNITED EDUCATORS CREDIT UNION 401(K) 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: UNITED EDUCATORS CREDIT UNION 401(K) 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: UNITED EDUCATORS CREDIT UNION 401(K) 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: UNITED EDUCATORS CREDIT UNION 401(K) 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: UNITED EDUCATORS CREDIT UNION 401(K) 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: UNITED EDUCATORS CREDIT UNION 401(K) 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: UNITED EDUCATORS CREDIT UNION 401(K) 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801306
Policy instance 1
Insurance contract or identification number801306
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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

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