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THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameTHE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN
Plan identification number 001

THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION
Employer identification number (EIN):720444318
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01LISA DAUNOY HUDSON2020-07-07
0012018-01-01LISA DAUNOY HUDSON2019-09-11
0012018-01-01LISA DAUNOY HUDSON2021-11-19
0012017-01-01LISA DAUNOY HUDSON2018-10-10
0012016-01-01LISA DAUNOY HUDSON2017-06-14
0012015-01-01LISA DAUNOY HUDSON2016-09-27
0012014-01-01LISA DAUNOY HUDSON2015-08-20
0012013-01-01LISA DAUNOY HUDSON2014-06-24
0012012-01-01LISA DAUNOY HUDSON2013-08-15
0012011-01-01LISA HUDSON2012-09-14
0012010-01-01LISA HUDSON2011-08-19 LISA HUDSON2011-08-19
0012009-01-01LISA HUDSON

Plan Statistics for THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01116
Total number of active participants reported on line 7a of the Form 55002022-01-0183
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01101
Number of participants with account balances2022-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01121
Total number of active participants reported on line 7a of the Form 55002021-01-0181
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01111
Number of participants with account balances2021-01-01105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01114
Total number of active participants reported on line 7a of the Form 55002020-01-0188
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0124
Total of all active and inactive participants2020-01-01112
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01112
Number of participants with account balances2020-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2009: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0176
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0182
Number of participants with account balances2009-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE 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$0
Total income from all sources (including contributions)2022-12-31$-184,726
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$264,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$228,830
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$432,067
Value of total assets at end of year2022-12-31$4,048,989
Value of total assets at beginning of year2022-12-31$4,497,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,424
Total interest from all sources2022-12-31$17,977
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$46,513
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$46,513
Administrative expenses professional fees incurred2022-12-31$475
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$224,450
Participant contributions at end of year2022-12-31$300,983
Participant contributions at beginning of year2022-12-31$314,382
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$59,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-448,980
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,048,989
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,497,969
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,798,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,958,543
Interest on participant loans2022-12-31$14,889
Interest earned on other investments2022-12-31$3,088
Value of interest in common/collective trusts at end of year2022-12-31$1,734,747
Value of interest in common/collective trusts at beginning of year2022-12-31$2,003,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$215,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$221,418
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-380,841
Net investment gain or loss from common/collective trusts2022-12-31$-300,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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
Contributions received in cash from employer2022-12-31$148,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$228,830
Contract administrator fees2022-12-31$34,949
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 name2022-12-31GRIFFIN&FURMAN LLC
Accountancy firm EIN2022-12-31721506949
2021 : THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE 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$916,357
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$187,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$148,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$386,265
Value of total assets at end of year2021-12-31$4,497,969
Value of total assets at beginning of year2021-12-31$3,769,237
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$39,203
Total interest from all sources2021-12-31$18,092
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,584
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$45,584
Administrative expenses professional fees incurred2021-12-31$312
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$209,354
Participant contributions at end of year2021-12-31$314,382
Participant contributions at beginning of year2021-12-31$308,245
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$38,194
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$728,732
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,497,969
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,769,237
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,958,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,529,909
Interest on participant loans2021-12-31$15,163
Interest earned on other investments2021-12-31$2,929
Value of interest in common/collective trusts at end of year2021-12-31$2,003,626
Value of interest in common/collective trusts at beginning of year2021-12-31$1,726,136
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$221,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$204,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$242,870
Net investment gain or loss from common/collective trusts2021-12-31$223,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$138,717
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$148,422
Contract administrator fees2021-12-31$38,891
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 name2021-12-31GRIFFIN&FURMAN LLC
Accountancy firm EIN2021-12-31721506949
2020 : THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE 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$759,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$357,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$329,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$335,820
Value of total assets at end of year2020-12-31$3,769,237
Value of total assets at beginning of year2020-12-31$3,367,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,005
Total interest from all sources2020-12-31$21,563
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$35,512
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$35,512
Administrative expenses professional fees incurred2020-12-31$304
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$4,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$198,856
Participant contributions at end of year2020-12-31$308,245
Participant contributions at beginning of year2020-12-31$330,510
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,189
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$402,054
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,769,237
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,367,183
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,529,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,417,074
Interest on participant loans2020-12-31$17,926
Interest earned on other investments2020-12-31$3,637
Value of interest in common/collective trusts at end of year2020-12-31$1,726,136
Value of interest in common/collective trusts at beginning of year2020-12-31$1,418,248
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$204,947
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$201,351
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$163,033
Net investment gain or loss from common/collective trusts2020-12-31$203,898
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Contributions received in cash from employer2020-12-31$118,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$329,767
Contract administrator fees2020-12-31$27,701
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 name2020-12-31GRIFFIN&FURMAN LLC
Accountancy firm EIN2020-12-31721506949

Form 5500 Responses for THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN

2022: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE 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: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE 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: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE 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
2009: THE NEW ORLEANS FIREMEN'S FEDERAL CREDIT UNION EMPLOYEE RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
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 number01700189
Policy instance 1
Insurance contract or identification number01700189
Number of Individuals Covered101
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 number01700189
Policy instance 1
Insurance contract or identification number01700189
Number of Individuals Covered111
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
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 number01700189
Policy instance 1
Insurance contract or identification number01700189
Number of Individuals Covered112
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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