NORTH DAKOTA UNITED has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN
Measure | Date | Value |
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2018: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-09-01 | 39 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-09-01 | 23 |
Number of retired or separated participants receiving benefits | 2018-09-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-09-01 | 16 |
Total of all active and inactive participants | 2018-09-01 | 39 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-09-01 | 0 |
Total participants | 2018-09-01 | 39 |
Number of participants with account balances | 2018-09-01 | 39 |
2017: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-09-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-09-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2017-09-01 | 17 |
Total of all active and inactive participants | 2017-09-01 | 39 |
Total participants | 2017-09-01 | 39 |
Number of participants with account balances | 2017-09-01 | 39 |
2016: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-09-01 | 35 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-09-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2016-09-01 | 13 |
Total of all active and inactive participants | 2016-09-01 | 36 |
Total participants | 2016-09-01 | 36 |
Number of participants with account balances | 2016-09-01 | 37 |
2015: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-09-01 | 36 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-09-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2015-09-01 | 11 |
Total of all active and inactive participants | 2015-09-01 | 32 |
Total participants | 2015-09-01 | 32 |
Number of participants with account balances | 2015-09-01 | 33 |
2014: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-09-01 | 32 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-09-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2014-09-01 | 15 |
Total of all active and inactive participants | 2014-09-01 | 36 |
Total participants | 2014-09-01 | 36 |
Number of participants with account balances | 2014-09-01 | 36 |
2013: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-09-01 | 28 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-09-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2013-09-01 | 12 |
Total of all active and inactive participants | 2013-09-01 | 32 |
Total participants | 2013-09-01 | 32 |
Number of participants with account balances | 2013-09-01 | 34 |
2012: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-09-01 | 27 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-09-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2012-09-01 | 11 |
Total of all active and inactive participants | 2012-09-01 | 28 |
Total participants | 2012-09-01 | 28 |
Number of participants with account balances | 2012-09-01 | 28 |
2011: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-09-01 | 26 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-09-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2011-09-01 | 10 |
Total of all active and inactive participants | 2011-09-01 | 27 |
Total participants | 2011-09-01 | 27 |
Number of participants with account balances | 2011-09-01 | 27 |
2009: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-09-01 | 20 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-09-01 | 16 |
Number of other retired or separated participants entitled to future benefits | 2009-09-01 | 7 |
Total of all active and inactive participants | 2009-09-01 | 23 |
Total participants | 2009-09-01 | 23 |
Number of participants with account balances | 2009-09-01 | 23 |
Measure | Date | Value |
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2019 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2019 401k financial data |
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Total income from all sources | 2019-08-31 | $292,975 |
Expenses. Total of all expenses incurred | 2019-08-31 | $42,372 |
Benefits paid (including direct rollovers) | 2019-08-31 | $42,372 |
Total plan assets at end of year | 2019-08-31 | $3,322,334 |
Total plan assets at beginning of year | 2019-08-31 | $3,071,731 |
Total contributions received or receivable from participants | 2019-08-31 | $129,779 |
Contributions received from other sources (not participants or employers) | 2019-08-31 | $0 |
Other income received | 2019-08-31 | $76,916 |
Net income (gross income less expenses) | 2019-08-31 | $250,603 |
Net plan assets at end of year (total assets less liabilities) | 2019-08-31 | $3,322,334 |
Net plan assets at beginning of year (total assets less liabilities) | 2019-08-31 | $3,071,731 |
Assets. Value of participant loans | 2019-08-31 | $44,701 |
Total contributions received or receivable from employer(s) | 2019-08-31 | $86,280 |
2017 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2017 401k financial data |
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Total income from all sources | 2017-08-31 | $357,569 |
Expenses. Total of all expenses incurred | 2017-08-31 | $105,221 |
Benefits paid (including direct rollovers) | 2017-08-31 | $105,221 |
Total plan assets at end of year | 2017-08-31 | $2,590,566 |
Total plan assets at beginning of year | 2017-08-31 | $2,338,218 |
Total contributions received or receivable from participants | 2017-08-31 | $96,138 |
Contributions received from other sources (not participants or employers) | 2017-08-31 | $161,109 |
Other income received | 2017-08-31 | $21,243 |
Net income (gross income less expenses) | 2017-08-31 | $252,348 |
Net plan assets at end of year (total assets less liabilities) | 2017-08-31 | $2,590,566 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-08-31 | $2,338,218 |
Assets. Value of participant loans | 2017-08-31 | $40,617 |
Total contributions received or receivable from employer(s) | 2017-08-31 | $79,079 |
2016 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2016 401k financial data |
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Total income from all sources | 2016-08-31 | $269,658 |
Expenses. Total of all expenses incurred | 2016-08-31 | $187,354 |
Benefits paid (including direct rollovers) | 2016-08-31 | $187,354 |
Total plan assets at end of year | 2016-08-31 | $2,338,218 |
Total plan assets at beginning of year | 2016-08-31 | $2,255,914 |
Total contributions received or receivable from participants | 2016-08-31 | $65,142 |
Other income received | 2016-08-31 | $127,332 |
Net income (gross income less expenses) | 2016-08-31 | $82,304 |
Net plan assets at end of year (total assets less liabilities) | 2016-08-31 | $2,338,218 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-08-31 | $2,255,914 |
Assets. Value of participant loans | 2016-08-31 | $29,100 |
Total contributions received or receivable from employer(s) | 2016-08-31 | $77,184 |
2015 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2015 401k financial data |
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Total income from all sources | 2015-08-31 | $268,081 |
Expenses. Total of all expenses incurred | 2015-08-31 | $309,605 |
Benefits paid (including direct rollovers) | 2015-08-31 | $309,605 |
Total plan assets at end of year | 2015-08-31 | $2,255,914 |
Total plan assets at beginning of year | 2015-08-31 | $2,297,438 |
Total contributions received or receivable from participants | 2015-08-31 | $45,478 |
Other income received | 2015-08-31 | $148,923 |
Net income (gross income less expenses) | 2015-08-31 | $-41,524 |
Net plan assets at end of year (total assets less liabilities) | 2015-08-31 | $2,255,914 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-08-31 | $2,297,438 |
Assets. Value of participant loans | 2015-08-31 | $49,810 |
Total contributions received or receivable from employer(s) | 2015-08-31 | $73,680 |
2014 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2014 401k financial data |
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Total income from all sources | 2014-08-31 | $375,249 |
Expenses. Total of all expenses incurred | 2014-08-31 | $141,408 |
Benefits paid (including direct rollovers) | 2014-08-31 | $131,308 |
Total plan assets at end of year | 2014-08-31 | $2,297,438 |
Total plan assets at beginning of year | 2014-08-31 | $2,063,597 |
Total contributions received or receivable from participants | 2014-08-31 | $77,911 |
Other income received | 2014-08-31 | $224,465 |
Net income (gross income less expenses) | 2014-08-31 | $233,841 |
Net plan assets at end of year (total assets less liabilities) | 2014-08-31 | $2,297,438 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-08-31 | $2,063,597 |
Assets. Value of participant loans | 2014-08-31 | $30,517 |
Total contributions received or receivable from employer(s) | 2014-08-31 | $72,873 |
Value of certain deemed distributions of participant loans | 2014-08-31 | $10,100 |
2013 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2013 401k financial data |
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Total income from all sources | 2013-08-31 | $317,642 |
Expenses. Total of all expenses incurred | 2013-08-31 | $59,575 |
Benefits paid (including direct rollovers) | 2013-08-31 | $59,575 |
Total plan assets at end of year | 2013-08-31 | $2,063,597 |
Total plan assets at beginning of year | 2013-08-31 | $1,805,530 |
Total contributions received or receivable from participants | 2013-08-31 | $89,483 |
Other income received | 2013-08-31 | $166,246 |
Net income (gross income less expenses) | 2013-08-31 | $258,067 |
Net plan assets at end of year (total assets less liabilities) | 2013-08-31 | $2,063,597 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-08-31 | $1,805,530 |
Assets. Value of participant loans | 2013-08-31 | $11,252 |
Total contributions received or receivable from employer(s) | 2013-08-31 | $61,913 |
2012 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2012 401k financial data |
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Total income from all sources | 2012-08-31 | $292,024 |
Expenses. Total of all expenses incurred | 2012-08-31 | $44,621 |
Benefits paid (including direct rollovers) | 2012-08-31 | $44,621 |
Total plan assets at end of year | 2012-08-31 | $1,805,530 |
Total plan assets at beginning of year | 2012-08-31 | $1,558,127 |
Total contributions received or receivable from participants | 2012-08-31 | $86,788 |
Other income received | 2012-08-31 | $144,557 |
Net income (gross income less expenses) | 2012-08-31 | $247,403 |
Net plan assets at end of year (total assets less liabilities) | 2012-08-31 | $1,805,530 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-08-31 | $1,558,127 |
Assets. Value of participant loans | 2012-08-31 | $11,138 |
Total contributions received or receivable from employer(s) | 2012-08-31 | $60,679 |
2011 : NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2011 401k financial data |
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Total income from all sources | 2011-08-31 | $288,884 |
Expenses. Total of all expenses incurred | 2011-08-31 | $52,553 |
Benefits paid (including direct rollovers) | 2011-08-31 | $52,553 |
Total plan assets at end of year | 2011-08-31 | $1,558,127 |
Total plan assets at beginning of year | 2011-08-31 | $1,321,796 |
Total contributions received or receivable from participants | 2011-08-31 | $77,390 |
Other income received | 2011-08-31 | $154,592 |
Net income (gross income less expenses) | 2011-08-31 | $236,331 |
Net plan assets at end of year (total assets less liabilities) | 2011-08-31 | $1,558,127 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-08-31 | $1,321,796 |
Assets. Value of participant loans | 2011-08-31 | $19,857 |
Total contributions received or receivable from employer(s) | 2011-08-31 | $56,902 |
2018: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2018 form 5500 responses |
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2018-09-01 | Type of plan entity | Single employer plan |
2018-09-01 | Plan funding arrangement – Insurance | Yes |
2018-09-01 | Plan funding arrangement – Trust | Yes |
2018-09-01 | Plan benefit arrangement – Insurance | Yes |
2018-09-01 | Plan benefit arrangement - Trust | Yes |
2017: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2017 form 5500 responses |
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2017-09-01 | Type of plan entity | Single employer plan |
2017-09-01 | Plan funding arrangement – Insurance | Yes |
2017-09-01 | Plan funding arrangement – Trust | Yes |
2017-09-01 | Plan benefit arrangement – Insurance | Yes |
2017-09-01 | Plan benefit arrangement - Trust | Yes |
2016: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2016 form 5500 responses |
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2016-09-01 | Type of plan entity | Single employer plan |
2016-09-01 | Plan funding arrangement – Insurance | Yes |
2016-09-01 | Plan funding arrangement – Trust | Yes |
2016-09-01 | Plan benefit arrangement – Insurance | Yes |
2016-09-01 | Plan benefit arrangement - Trust | Yes |
2015: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2015 form 5500 responses |
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2015-09-01 | Type of plan entity | Single employer plan |
2015-09-01 | Plan funding arrangement – Insurance | Yes |
2015-09-01 | Plan funding arrangement – Trust | Yes |
2015-09-01 | Plan benefit arrangement – Insurance | Yes |
2015-09-01 | Plan benefit arrangement - Trust | Yes |
2014: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2014 form 5500 responses |
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2014-09-01 | Type of plan entity | Single employer plan |
2014-09-01 | Plan funding arrangement – Insurance | Yes |
2014-09-01 | Plan funding arrangement – Trust | Yes |
2014-09-01 | Plan benefit arrangement – Insurance | Yes |
2014-09-01 | Plan benefit arrangement - Trust | Yes |
2013: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2013 form 5500 responses |
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2013-09-01 | Type of plan entity | Single employer plan |
2013-09-01 | Plan funding arrangement – Insurance | Yes |
2013-09-01 | Plan funding arrangement – Trust | Yes |
2013-09-01 | Plan benefit arrangement – Insurance | Yes |
2013-09-01 | Plan benefit arrangement - Trust | Yes |
2012: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2012 form 5500 responses |
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2012-09-01 | Type of plan entity | Single employer plan |
2012-09-01 | Plan funding arrangement – Insurance | Yes |
2012-09-01 | Plan funding arrangement – Trust | Yes |
2012-09-01 | Plan benefit arrangement – Insurance | Yes |
2012-09-01 | Plan benefit arrangement - Trust | Yes |
2011: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2011 form 5500 responses |
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2011-09-01 | Type of plan entity | Single employer plan |
2011-09-01 | Plan funding arrangement – Insurance | Yes |
2011-09-01 | Plan funding arrangement – Trust | Yes |
2011-09-01 | Plan benefit arrangement – Insurance | Yes |
2011-09-01 | Plan benefit arrangement - Trust | Yes |
2009: NORTH DAKOTA EDUCATION ASSOCIATION 401K PLAN 2009 form 5500 responses |
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2009-09-01 | Type of plan entity | Single employer plan |
2009-09-01 | This submission is the final filing | No |
2009-09-01 | Plan funding arrangement – Insurance | Yes |
2009-09-01 | Plan funding arrangement – Trust | Yes |
2009-09-01 | Plan benefit arrangement – Insurance | Yes |
2009-09-01 | Plan benefit arrangement - Trust | Yes |
HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 39 | Insurance policy start date | 2018-09-01 | Insurance policy end date | 2019-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 39 | Insurance policy start date | 2017-09-01 | Insurance policy end date | 2018-08-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | 1 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 36 | Insurance policy start date | 2014-09-01 | Insurance policy end date | 2015-08-31 | Total amount of commissions paid to insurance broker | USD $2,543 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $1,335 | Insurance broker organization code? | 3 | Insurance broker name | SHAWN REHM |
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HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 34 | Insurance policy start date | 2013-09-01 | Insurance policy end date | 2014-08-31 | Total amount of commissions paid to insurance broker | USD $3,970 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $2,029 | Insurance broker organization code? | 3 | Insurance broker name | SHAWN REHM |
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HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 28 | Insurance policy start date | 2012-09-01 | Insurance policy end date | 2013-08-31 | Total amount of commissions paid to insurance broker | USD $3,785 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $3,785 | Insurance broker organization code? | 3 | Insurance broker name | LELAND A FLEISHER |
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HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 27 | Insurance policy start date | 2011-09-01 | Insurance policy end date | 2012-08-31 | Total amount of commissions paid to insurance broker | USD $3,687 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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HORACE MANN LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 64513 ) |
Policy contract number | NDEA401 |
Policy instance | 1 |
Insurance contract or identification number | NDEA401 | Number of Individuals Covered | 26 | Insurance policy start date | 2010-09-01 | Insurance policy end date | 2011-08-31 | Total amount of commissions paid to insurance broker | USD $3,357 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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