DEL NORTE CREDIT UNION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2021: LIFE - EE 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 52 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 42 |
| Total of all active and inactive participants | 2021-11-01 | 42 |
| Total participants | 2021-11-01 | 42 |
| 2020: LIFE - EE 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 51 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 52 |
| Total of all active and inactive participants | 2020-11-01 | 52 |
| Total participants | 2020-11-01 | 52 |
| 2019: LIFE - EE 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 49 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 51 |
| Total of all active and inactive participants | 2019-11-01 | 51 |
| Total participants | 2019-11-01 | 51 |
| 2018: LIFE - EE 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 92 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 49 |
| Total of all active and inactive participants | 2018-11-01 | 49 |
| Total participants | 2018-11-01 | 49 |
| 2017: LIFE - EE 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 93 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 92 |
| Total of all active and inactive participants | 2017-11-01 | 92 |
| Total participants | 2017-11-01 | 92 |
| 2016: LIFE - EE 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 88 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 93 |
| Total of all active and inactive participants | 2016-11-01 | 93 |
| Total participants | 2016-11-01 | 93 |
| 2015: LIFE - EE 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 101 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 88 |
| Total of all active and inactive participants | 2015-11-01 | 88 |
| Total participants | 2015-11-01 | 88 |
| 2014: LIFE - EE 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 80 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 101 |
| Total of all active and inactive participants | 2014-11-01 | 101 |
| Total participants | 2014-11-01 | 101 |
| 2013: LIFE - EE 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-10-31 | 91 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-10-31 | 80 |
| Total of all active and inactive participants | 2013-10-31 | 80 |
| Total participants | 2013-10-31 | 80 |
| 2012: LIFE - EE 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-10-31 | 109 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-10-31 | 91 |
| Total of all active and inactive participants | 2012-10-31 | 91 |
| Total participants | 2012-10-31 | 91 |
| 2011: LIFE - EE 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-10-31 | 0 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-10-31 | 109 |
| Total of all active and inactive participants | 2011-10-31 | 109 |
| Total participants | 2011-10-31 | 109 |
| 2021: LIFE - EE 2021 form 5500 responses |
|---|
| 2021-11-01 | Type of plan entity | Single employer plan |
| 2021-11-01 | Submission has been amended | No |
| 2021-11-01 | This submission is the final filing | No |
| 2021-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-11-01 | Plan is a collectively bargained plan | No |
| 2021-11-01 | Plan funding arrangement – Insurance | Yes |
| 2021-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2020: LIFE - EE 2020 form 5500 responses |
|---|
| 2020-11-01 | Type of plan entity | Single employer plan |
| 2020-11-01 | Submission has been amended | No |
| 2020-11-01 | This submission is the final filing | No |
| 2020-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-11-01 | Plan is a collectively bargained plan | No |
| 2020-11-01 | Plan funding arrangement – Insurance | Yes |
| 2020-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: LIFE - EE 2019 form 5500 responses |
|---|
| 2019-11-01 | Type of plan entity | Single employer plan |
| 2019-11-01 | Submission has been amended | No |
| 2019-11-01 | This submission is the final filing | No |
| 2019-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-11-01 | Plan is a collectively bargained plan | No |
| 2019-11-01 | Plan funding arrangement – Insurance | Yes |
| 2019-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2018: LIFE - EE 2018 form 5500 responses |
|---|
| 2018-11-01 | Type of plan entity | Single employer plan |
| 2018-11-01 | Submission has been amended | No |
| 2018-11-01 | This submission is the final filing | No |
| 2018-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-11-01 | Plan is a collectively bargained plan | No |
| 2018-11-01 | Plan funding arrangement – Insurance | Yes |
| 2018-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2017: LIFE - EE 2017 form 5500 responses |
|---|
| 2017-11-01 | Type of plan entity | Single employer plan |
| 2017-11-01 | Submission has been amended | No |
| 2017-11-01 | This submission is the final filing | No |
| 2017-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-11-01 | Plan is a collectively bargained plan | No |
| 2017-11-01 | Plan funding arrangement – Insurance | Yes |
| 2017-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: LIFE - EE 2016 form 5500 responses |
|---|
| 2016-11-01 | Type of plan entity | Single employer plan |
| 2016-11-01 | Submission has been amended | No |
| 2016-11-01 | This submission is the final filing | No |
| 2016-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-11-01 | Plan is a collectively bargained plan | No |
| 2016-11-01 | Plan funding arrangement – Insurance | Yes |
| 2016-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: LIFE - EE 2015 form 5500 responses |
|---|
| 2015-11-01 | Type of plan entity | Single employer plan |
| 2015-11-01 | Submission has been amended | No |
| 2015-11-01 | This submission is the final filing | No |
| 2015-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-11-01 | Plan is a collectively bargained plan | No |
| 2015-11-01 | Plan funding arrangement – Insurance | Yes |
| 2015-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2014: LIFE - EE 2014 form 5500 responses |
|---|
| 2014-11-01 | Type of plan entity | Single employer plan |
| 2014-11-01 | Submission has been amended | No |
| 2014-11-01 | This submission is the final filing | No |
| 2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-11-01 | Plan is a collectively bargained plan | No |
| 2014-11-01 | Plan funding arrangement – Insurance | Yes |
| 2014-11-01 | Plan benefit arrangement – Insurance | Yes |
| 2013: LIFE - EE 2013 form 5500 responses |
|---|
| 2013-10-31 | Type of plan entity | Single employer plan |
| 2013-10-31 | Submission has been amended | No |
| 2013-10-31 | This submission is the final filing | No |
| 2013-10-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-10-31 | Plan is a collectively bargained plan | No |
| 2013-10-31 | Plan funding arrangement – Insurance | Yes |
| 2013-10-31 | Plan benefit arrangement – Insurance | Yes |
| 2012: LIFE - EE 2012 form 5500 responses |
|---|
| 2012-10-31 | Type of plan entity | Single employer plan |
| 2012-10-31 | Submission has been amended | No |
| 2012-10-31 | This submission is the final filing | No |
| 2012-10-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-10-31 | Plan is a collectively bargained plan | No |
| 2012-10-31 | Plan funding arrangement – Insurance | Yes |
| 2012-10-31 | Plan benefit arrangement – Insurance | Yes |
| 2011: LIFE - EE 2011 form 5500 responses |
|---|
| 2011-10-31 | Type of plan entity | Single employer plan |
| 2011-10-31 | First time form 5500 has been submitted | Yes |
| 2011-10-31 | Submission has been amended | No |
| 2011-10-31 | This submission is the final filing | No |
| 2011-10-31 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-10-31 | Plan is a collectively bargained plan | No |
| 2011-10-31 | Plan funding arrangement – Insurance | Yes |
| 2011-10-31 | Plan benefit arrangement – Insurance | Yes |
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 447021 |
| Policy instance | 1 |
| Insurance contract or identification number | 447021 | | Number of Individuals Covered | 42 | | Insurance policy start date | 2021-11-01 | | Insurance policy end date | 2022-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $21,297 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | 447021 |
| Policy instance | 2 |
| Insurance contract or identification number | 447021 | | Number of Individuals Covered | 33 | | Insurance policy start date | 2021-06-01 | | Insurance policy end date | 2021-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $12,538 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0380113 |
| Policy instance | 1 |
| Insurance contract or identification number | R0380113 | | Number of Individuals Covered | 52 | | Insurance policy start date | 2020-11-01 | | Insurance policy end date | 2021-05-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $13,280 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0380113 |
| Policy instance | 1 |
| Insurance contract or identification number | R0380113 | | Number of Individuals Covered | 51 | | Insurance policy start date | 2019-11-01 | | Insurance policy end date | 2020-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $18,754 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0380113 |
| Policy instance | 1 |
| Insurance contract or identification number | R0380113 | | Number of Individuals Covered | 49 | | Insurance policy start date | 2018-11-01 | | Insurance policy end date | 2019-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $18,842 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 ) |
| Policy contract number | R0380113 |
| Policy instance | 1 |
| Insurance contract or identification number | R0380113 | | Number of Individuals Covered | 72 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $19,195 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 ) |
| Policy contract number | 0009200060 |
| Policy instance | 2 |
| Insurance contract or identification number | 0009200060 | | Number of Individuals Covered | 20 | | Insurance policy start date | 2017-11-01 | | Insurance policy end date | 2018-10-31 | | 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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | 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 Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | 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 Carrier | USD $6,655 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
