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FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 401k Plan overview

Plan NameFARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN
Plan identification number 004

FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS 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.
  • 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

FARMERS UNION SERVICE ASSOCIATION-ROCKY MOUNTAIN has sponsored the creation of one or more 401k plans.

Company Name:FARMERS UNION SERVICE ASSOCIATION-ROCKY MOUNTAIN
Employer identification number (EIN):840406381
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01MARY MAHON2018-08-14
0042016-01-01MARY MAHON
0042015-01-01MARY MAHON
0042014-01-01MARY MAHON
0042013-01-01MARY MAHON
0042012-01-01MARY MAHON2013-07-26
0042011-01-01MARY MAHON2012-03-27
0042009-01-01MARY MAHON
0042009-01-01MARY MAHON

Plan Statistics for FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN

401k plan membership statisitcs for FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN

Measure Date Value
2016: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0137
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-0140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0140
Number of participants with account balances2016-01-0140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0137
Total number of active participants reported on line 7a of the Form 55002015-01-0127
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-019
Total of all active and inactive participants2015-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0137
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0136
Total number of active participants reported on line 7a of the Form 55002014-01-0128
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-0137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0137
Number of participants with account balances2014-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0139
Total number of active participants reported on line 7a of the Form 55002013-01-0124
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-0135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-0135
Number of participants with account balances2013-01-0132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2009: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0144
Total number of active participants reported on line 7a of the Form 55002009-01-0134
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0147
Number of participants with account balances2009-01-0134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN

Measure Date Value
2016 : FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$678,379
Expenses. Total of all expenses incurred2016-12-31$209,539
Benefits paid (including direct rollovers)2016-12-31$207,217
Total plan assets at end of year2016-12-31$2,222,718
Total plan assets at beginning of year2016-12-31$1,753,878
Value of fidelity bond covering the plan2016-12-31$246,000
Total contributions received or receivable from participants2016-12-31$123,357
Contributions received from other sources (not participants or employers)2016-12-31$269,268
Other income received2016-12-31$156,977
Net income (gross income less expenses)2016-12-31$468,840
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,222,718
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,753,878
Assets. Value of participant loans2016-12-31$81,947
Total contributions received or receivable from employer(s)2016-12-31$128,777
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$2,322
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$446,451
Expenses. Total of all expenses incurred2015-12-31$390,399
Benefits paid (including direct rollovers)2015-12-31$388,295
Total plan assets at end of year2015-12-31$1,753,878
Total plan assets at beginning of year2015-12-31$1,697,826
Value of fidelity bond covering the plan2015-12-31$246,000
Total contributions received or receivable from participants2015-12-31$100,009
Contributions received from other sources (not participants or employers)2015-12-31$249,152
Other income received2015-12-31$-1,618
Net income (gross income less expenses)2015-12-31$56,052
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,753,878
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$1,697,826
Assets. Value of participant loans2015-12-31$72,316
Total contributions received or receivable from employer(s)2015-12-31$98,908
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$2,104
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$283,392
Expenses. Total of all expenses incurred2014-12-31$220,670
Benefits paid (including direct rollovers)2014-12-31$219,138
Total plan assets at end of year2014-12-31$1,697,826
Total plan assets at beginning of year2014-12-31$1,635,104
Value of fidelity bond covering the plan2014-12-31$246,000
Total contributions received or receivable from participants2014-12-31$95,566
Other income received2014-12-31$93,570
Net income (gross income less expenses)2014-12-31$62,722
Net plan assets at end of year (total assets less liabilities)2014-12-31$1,697,826
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$1,635,104
Assets. Value of participant loans2014-12-31$94,185
Total contributions received or receivable from employer(s)2014-12-31$94,256
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$1,532
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$409,465
Expenses. Total of all expenses incurred2013-12-31$391,088
Benefits paid (including direct rollovers)2013-12-31$389,535
Total plan assets at end of year2013-12-31$1,635,104
Total plan assets at beginning of year2013-12-31$1,616,727
Value of fidelity bond covering the plan2013-12-31$230,000
Total contributions received or receivable from participants2013-12-31$86,127
Other income received2013-12-31$289,231
Net income (gross income less expenses)2013-12-31$18,377
Net plan assets at end of year (total assets less liabilities)2013-12-31$1,635,104
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,616,727
Assets. Value of participant loans2013-12-31$99,115
Total contributions received or receivable from employer(s)2013-12-31$34,107
Value of certain deemed distributions of participant loans2013-12-31$1,553
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2010 : FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$325,946
Expenses. Total of all expenses incurred2010-12-31$524,830
Benefits paid (including direct rollovers)2010-12-31$524,830
Total plan assets at end of year2010-12-31$1,550,082
Total plan assets at beginning of year2010-12-31$1,748,966
Value of fidelity bond covering the plan2010-12-31$169,731
Total contributions received or receivable from participants2010-12-31$113,649
Other income received2010-12-31$152,407
Net income (gross income less expenses)2010-12-31$-198,884
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,550,082
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,748,966
Assets. Value of participant loans2010-12-31$108,592
Total contributions received or receivable from employer(s)2010-12-31$59,890
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN

2016: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2009: FARMERS UNION SERVICE ASSOC ROCKY MTN AND FARMERS ED AND COOPERATIVE UNION OF AMER ROCKY MTN DIV 401K SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number939566-01
Policy instance 1
Insurance contract or identification number939566-01
Number of Individuals Covered36
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,761
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $2,761
Insurance broker organization code?3
Insurance broker nameGWN SECURITIES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number939566-01
Policy instance 1
Insurance contract or identification number939566-01
Number of Individuals Covered36
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $3,158
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $3,158
Insurance broker organization code?3
Insurance broker nameGWN SECURITIES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number939566-01
Policy instance 1
Insurance contract or identification number939566-01
Number of Individuals Covered32
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,921
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $2,921
Insurance broker organization code?3
Insurance broker nameGWN SECURITIES
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number939566-01
Policy instance 1
Insurance contract or identification number939566-01
Number of Individuals Covered36
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $4,212
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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?Yes
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
Commission paid to Insurance BrokerUSD $4,212
Insurance broker organization code?3
Insurance broker nameTRUENORTH SECURITIES INC.

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