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GROUP MEDICAL PLAN 401k Plan overview

Plan NameGROUP MEDICAL PLAN
Plan identification number 506

GROUP MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)

401k Sponsoring company profile

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

Company Name:FORTERA FEDERAL CREDIT UNION
Employer identification number (EIN):610523393
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5062022-05-01
5062022-05-01
5062022-05-01SHARON WARD-HERMES
5062021-05-01
5062021-05-01SHARON WARD-HERMES
5062020-05-01
5062019-05-01
5062017-05-01SHARON WARD-HERMES

Plan Statistics for GROUP MEDICAL PLAN

401k plan membership statisitcs for GROUP MEDICAL PLAN

Measure Date Value
2022: GROUP MEDICAL PLAN 2022 401k membership
Total participants, beginning-of-year2022-05-01126
Total number of active participants reported on line 7a of the Form 55002022-05-0197
Number of retired or separated participants receiving benefits2022-05-011
Total of all active and inactive participants2022-05-0198
Total participants2022-05-0198
Number of other retired or separated participants entitled to future benefits2022-05-010
2021: GROUP MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-05-01132
Total number of active participants reported on line 7a of the Form 55002021-05-01126
Total of all active and inactive participants2021-05-01126
Total participants2021-05-01126
2020: GROUP MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-05-01120
Total number of active participants reported on line 7a of the Form 55002020-05-01132
Number of retired or separated participants receiving benefits2020-05-011
Total of all active and inactive participants2020-05-01133
Total participants2020-05-01133
2019: GROUP MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-05-01104
Total number of active participants reported on line 7a of the Form 55002019-05-01119
Number of retired or separated participants receiving benefits2019-05-011
Total of all active and inactive participants2019-05-01120
Total participants2019-05-01120
2017: GROUP MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-05-01103
Total number of active participants reported on line 7a of the Form 55002017-05-0197
Total of all active and inactive participants2017-05-0197
Total participants2017-05-0197

Form 5500 Responses for GROUP MEDICAL PLAN

2022: GROUP MEDICAL PLAN 2022 form 5500 responses
2022-05-01Type of plan entitySingle employer plan
2022-05-01Submission has been amendedYes
2022-05-01This submission is the final filingYes
2022-05-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-05-01Plan is a collectively bargained planNo
2022-05-01Plan funding arrangement – InsuranceYes
2022-05-01Plan benefit arrangement – InsuranceYes
2021: GROUP MEDICAL PLAN 2021 form 5500 responses
2021-05-01Type of plan entitySingle employer plan
2021-05-01Plan funding arrangement – InsuranceYes
2021-05-01Plan benefit arrangement – InsuranceYes
2020: GROUP MEDICAL PLAN 2020 form 5500 responses
2020-05-01Type of plan entitySingle employer plan
2020-05-01Plan funding arrangement – InsuranceYes
2020-05-01Plan benefit arrangement – InsuranceYes
2019: GROUP MEDICAL PLAN 2019 form 5500 responses
2019-05-01Type of plan entitySingle employer plan
2019-05-01Plan funding arrangement – InsuranceYes
2019-05-01Plan benefit arrangement – InsuranceYes
2017: GROUP MEDICAL PLAN 2017 form 5500 responses
2017-05-01Type of plan entitySingle employer plan
2017-05-01Plan funding arrangement – InsuranceYes
2017-05-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number122770
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number122770
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number122770
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number122770
Policy instance 1
BLUECROSS BLUESHIELD OF TENNESSEE, INC. (National Association of Insurance Commissioners NAIC id number: 54518 )
Policy contract number122770
Policy instance 1

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