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GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 401k Plan overview

Plan NameGROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN
Plan identification number 503

GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

INTRUST FINANCIAL CORP has sponsored the creation of one or more 401k plans.

Company Name:INTRUST FINANCIAL CORP
Employer identification number (EIN):480477525
NAIC Classification:522110
NAIC Description:Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032024-01-01JOCELYN BOYD
5032023-01-01
5032023-01-01JOCELYN BOYD
5032022-01-01
5032022-01-01ANDREW DENNING
5032021-01-01
5032021-01-01ANDREW DENNING
5032020-02-01
5032019-02-01
5032017-02-01MEGAN KRUG
5032016-02-01LEA FRY
5032015-02-01ANGELA DIEDRICH
5032014-02-01LARA HUDSON
5032013-02-01JILL S. BECKMAN
5032012-02-01JILL S. BECKMAN
5032011-02-01JILL S. BECKMAN
5032009-02-01JILL BECKMAN

Plan Statistics for GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN

401k plan membership statisitcs for GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN

Measure Date Value
2023: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01835
Total number of active participants reported on line 7a of the Form 55002023-01-01848
Total of all active and inactive participants2023-01-01848
2022: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01825
Total number of active participants reported on line 7a of the Form 55002022-01-01835
Total of all active and inactive participants2022-01-01835
2021: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01857
Total number of active participants reported on line 7a of the Form 55002021-01-01825
Total of all active and inactive participants2021-01-01825
2020: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2020 401k membership
Total participants, beginning-of-year2020-02-01883
Total number of active participants reported on line 7a of the Form 55002020-02-01857
Total of all active and inactive participants2020-02-01857
2019: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2019 401k membership
Total participants, beginning-of-year2019-02-01820
Total number of active participants reported on line 7a of the Form 55002019-02-01883
Total of all active and inactive participants2019-02-01883
2017: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2017 401k membership
Total participants, beginning-of-year2017-02-01772
Total number of active participants reported on line 7a of the Form 55002017-02-01809
Total of all active and inactive participants2017-02-01809
2016: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2016 401k membership
Total participants, beginning-of-year2016-02-01828
Total number of active participants reported on line 7a of the Form 55002016-02-01772
Total of all active and inactive participants2016-02-01772
2015: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2015 401k membership
Total participants, beginning-of-year2015-02-01835
Total number of active participants reported on line 7a of the Form 55002015-02-01828
Total of all active and inactive participants2015-02-01828
2014: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2014 401k membership
Total participants, beginning-of-year2014-02-01856
Total number of active participants reported on line 7a of the Form 55002014-02-01835
Total of all active and inactive participants2014-02-01835
2013: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2013 401k membership
Total participants, beginning-of-year2013-02-01866
Total number of active participants reported on line 7a of the Form 55002013-02-01856
Total of all active and inactive participants2013-02-01856
2012: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2012 401k membership
Total participants, beginning-of-year2012-02-01712
Total number of active participants reported on line 7a of the Form 55002012-02-01925
Total of all active and inactive participants2012-02-01925
2011: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2011 401k membership
Total participants, beginning-of-year2011-02-01814
Total number of active participants reported on line 7a of the Form 55002011-02-01712
Total of all active and inactive participants2011-02-01712
2009: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2009 401k membership
Total participants, beginning-of-year2009-02-01945
Total number of active participants reported on line 7a of the Form 55002009-02-01947
Total of all active and inactive participants2009-02-01947

Form 5500 Responses for GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN

2023: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE 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 benefit arrangement – InsuranceYes
2022: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE 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 benefit arrangement – InsuranceYes
2021: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE 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 benefit arrangement – InsuranceYes
2020: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2020 form 5500 responses
2020-02-01Type of plan entitySingle employer plan
2020-02-01Submission has been amendedNo
2020-02-01This submission is the final filingNo
2020-02-01This return/report is a short plan year return/report (less than 12 months)No
2020-02-01Plan is a collectively bargained planNo
2020-02-01Plan funding arrangement – InsuranceYes
2020-02-01Plan benefit arrangement – InsuranceYes
2019: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2019 form 5500 responses
2019-02-01Type of plan entitySingle employer plan
2019-02-01Submission has been amendedNo
2019-02-01This submission is the final filingNo
2019-02-01This return/report is a short plan year return/report (less than 12 months)No
2019-02-01Plan is a collectively bargained planNo
2019-02-01Plan funding arrangement – InsuranceYes
2019-02-01Plan benefit arrangement – InsuranceYes
2017: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2017 form 5500 responses
2017-02-01Type of plan entitySingle employer plan
2017-02-01Submission has been amendedNo
2017-02-01This submission is the final filingNo
2017-02-01This return/report is a short plan year return/report (less than 12 months)No
2017-02-01Plan is a collectively bargained planNo
2017-02-01Plan funding arrangement – InsuranceYes
2017-02-01Plan benefit arrangement – InsuranceYes
2016: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2016 form 5500 responses
2016-02-01Type of plan entitySingle employer plan
2016-02-01Submission has been amendedNo
2016-02-01This submission is the final filingNo
2016-02-01This return/report is a short plan year return/report (less than 12 months)No
2016-02-01Plan is a collectively bargained planNo
2016-02-01Plan funding arrangement – InsuranceYes
2016-02-01Plan benefit arrangement – InsuranceYes
2015: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2015 form 5500 responses
2015-02-01Type of plan entitySingle employer plan
2015-02-01Submission has been amendedNo
2015-02-01This submission is the final filingNo
2015-02-01This return/report is a short plan year return/report (less than 12 months)No
2015-02-01Plan is a collectively bargained planNo
2015-02-01Plan funding arrangement – InsuranceYes
2015-02-01Plan benefit arrangement – InsuranceYes
2014: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2014 form 5500 responses
2014-02-01Type of plan entitySingle employer plan
2014-02-01Submission has been amendedNo
2014-02-01This submission is the final filingNo
2014-02-01This return/report is a short plan year return/report (less than 12 months)No
2014-02-01Plan is a collectively bargained planNo
2014-02-01Plan funding arrangement – InsuranceYes
2014-02-01Plan benefit arrangement – InsuranceYes
2013: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2013 form 5500 responses
2013-02-01Type of plan entitySingle employer plan
2013-02-01Plan is a collectively bargained planYes
2013-02-01Plan funding arrangement – InsuranceYes
2013-02-01Plan benefit arrangement – InsuranceYes
2012: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2012 form 5500 responses
2012-02-01Type of plan entitySingle employer plan
2012-02-01Plan funding arrangement – InsuranceYes
2012-02-01Plan benefit arrangement – InsuranceYes
2011: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2011 form 5500 responses
2011-02-01Type of plan entitySingle employer plan
2011-02-01Plan funding arrangement – InsuranceYes
2011-02-01Plan benefit arrangement – InsuranceYes
2009: GROUP TERM LIFE, AD&D & DEPENDENT LIFE INSURANCE PLAN 2009 form 5500 responses
2009-02-01Type of plan entitySingle employer plan
2009-02-01This submission is the final filingNo
2009-02-01Plan funding arrangement – InsuranceYes
2009-02-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
Insurance contract or identification number14186
Number of Individuals Covered848
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $70,960
Total amount of fees paid to insurance companyUSD $105
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedBASIC AD&D INSURANCE BASIC DEP LIFE SPOUSE/FAM; BASIC LIFE
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $425,993
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
Insurance contract or identification number14186
Number of Individuals Covered808
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $41,079
Total amount of fees paid to insurance companyUSD $60
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedVOLUNTARY LIFE INSURANCE; VOLUNTARY AD&D INSURANCE; VOLUNTARY DEP LIFE SPOUSE/FAM; LONG TERM DISABILITY
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $246,610
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 2
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2853134
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number524647
Policy instance 1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number14186
Policy instance 3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU2853134
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number524647
Policy instance 1

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