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CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameCUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN
Plan identification number 033

CUC MANAGEMENT, INC. CAPITAL ACCUMULATION 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

CREDIT UNION CENTER MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:CREDIT UNION CENTER MANAGEMENT, INC.
Employer identification number (EIN):141746457
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332017-01-01LORI MAYER
0332016-01-01LORI MAYER
0332015-01-01LORI MAYER
0332014-01-01LORI MAYER
0332013-01-01LORI MAYER
0332012-01-01LORI MAYER
0332011-01-01LORI MAYER
0332009-01-01JOAN MESSINA
0332009-01-01LORI MAYER

Plan Statistics for CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN

Measure Date Value
2017: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01167
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01163
Total number of active participants reported on line 7a of the Form 55002016-01-0195
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0164
Total of all active and inactive participants2016-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01167
Number of participants with account balances2016-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-0190
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01163
Number of participants with account balances2015-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01210
Total number of active participants reported on line 7a of the Form 55002014-01-01116
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0166
Total of all active and inactive participants2014-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01184
Number of participants with account balances2014-01-01180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01199
Total number of active participants reported on line 7a of the Form 55002013-01-01146
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01203
Number of participants with account balances2013-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01189
Total number of active participants reported on line 7a of the Form 55002012-01-01141
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0155
Total of all active and inactive participants2012-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01197
Number of participants with account balances2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01189
Number of participants with account balances2011-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013
Total number of active participants reported on line 7a of the Form 55002009-01-013
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-013
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013
Number of participants with account balances2009-01-013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN

Measure Date Value
2017 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-01-01$0
Total transfer of assets from this plan2017-01-01$16,094,680
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-01-01$0
Total income from all sources (including contributions)2017-01-01$0
Total loss/gain on sale of assets2017-01-01$0
Total of all expenses incurred2017-01-01$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-01-01$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-01-01$0
Value of total assets at end of year2017-01-01$0
Value of total assets at beginning of year2017-01-01$16,094,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-01-01$0
Total interest from all sources2017-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2017-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-01-01No
Was this plan covered by a fidelity bond2017-01-01Yes
Value of fidelity bond cover2017-01-01$5,000,000
If this is an individual account plan, was there a blackout period2017-01-01No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-01-01$0
Were there any nonexempt tranactions with any party-in-interest2017-01-01No
Participant contributions at end of year2017-01-01$0
Participant contributions at beginning of year2017-01-01$134,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-01No
Value of net income/loss2017-01-01$0
Value of net assets at end of year (total assets less liabilities)2017-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2017-01-01$16,094,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2017-01-01No
Were any leases to which the plan was party in default or uncollectible2017-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-01-01$9,550,273
Value of interest in common/collective trusts at end of year2017-01-01$0
Value of interest in common/collective trusts at beginning of year2017-01-01$4,164,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-01-01$2,245,523
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-01-01No
Was there a failure to transmit to the plan any participant contributions2017-01-01No
Has the plan failed to provide any benefit when due under the plan2017-01-01No
Did the plan have assets held for investment2017-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-01-01Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-01-01Yes
Opinion of an independent qualified public accountant for this plan2017-01-01Disclaimer
Accountancy firm name2017-01-01UHY LLP
Accountancy firm EIN2017-01-01200694403
2016 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,735,815
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,410,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,323,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$554,626
Value of total assets at end of year2016-12-31$16,094,680
Value of total assets at beginning of year2016-12-31$16,769,477
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$87,135
Total interest from all sources2016-12-31$38,861
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$205,182
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$205,182
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$366,734
Participant contributions at end of year2016-12-31$134,214
Participant contributions at beginning of year2016-12-31$119,333
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,486
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-674,797
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,094,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,769,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$9,550,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,483,527
Interest on participant loans2016-12-31$5,794
Interest earned on other investments2016-12-31$33,067
Value of interest in common/collective trusts at end of year2016-12-31$4,164,670
Value of interest in common/collective trusts at beginning of year2016-12-31$3,968,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,245,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,197,738
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$647,264
Net investment gain or loss from common/collective trusts2016-12-31$289,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$163,406
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,323,477
Contract administrator fees2016-12-31$87,135
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31UHY LLP
Accountancy firm EIN2016-12-31200694403
2015 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$973,395
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,019,163
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,920,840
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,020,846
Value of total assets at end of year2015-12-31$16,769,477
Value of total assets at beginning of year2015-12-31$18,815,245
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98,323
Total interest from all sources2015-12-31$41,079
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$262,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$262,070
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$436,383
Participant contributions at end of year2015-12-31$119,333
Participant contributions at beginning of year2015-12-31$212,139
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,815
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,045,768
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,769,477
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$18,815,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,483,527
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$11,094,097
Interest on participant loans2015-12-31$6,241
Interest earned on other investments2015-12-31$34,838
Value of interest in common/collective trusts at end of year2015-12-31$3,968,879
Value of interest in common/collective trusts at beginning of year2015-12-31$5,516,561
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,197,738
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,992,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-285,201
Net investment gain or loss from common/collective trusts2015-12-31$-65,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$554,648
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,920,840
Contract administrator fees2015-12-31$98,323
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31UHY LLP
Accountancy firm EIN2015-12-31200694403
2014 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,365,661
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,003,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$907,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,277,313
Value of total assets at end of year2014-12-31$18,815,245
Value of total assets at beginning of year2014-12-31$17,453,322
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$95,826
Total interest from all sources2014-12-31$43,681
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$237,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$237,666
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$538,160
Participant contributions at end of year2014-12-31$212,139
Participant contributions at beginning of year2014-12-31$164,520
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$30,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,361,923
Value of net assets at end of year (total assets less liabilities)2014-12-31$18,815,245
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$17,453,322
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$11,094,097
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,925,836
Interest on participant loans2014-12-31$7,631
Interest earned on other investments2014-12-31$36,050
Value of interest in common/collective trusts at end of year2014-12-31$5,516,561
Value of interest in common/collective trusts at beginning of year2014-12-31$5,315,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,992,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,047,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$578,565
Net investment gain or loss from common/collective trusts2014-12-31$228,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$708,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$907,912
Contract administrator fees2014-12-31$95,826
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31UHY LLP
Accountancy firm EIN2014-12-31200694403
2013 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,173,340
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$505,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$416,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,745,664
Value of total assets at end of year2013-12-31$17,453,322
Value of total assets at beginning of year2013-12-31$13,785,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$89,195
Total interest from all sources2013-12-31$45,279
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$175,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$175,310
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$575,512
Participant contributions at end of year2013-12-31$164,520
Participant contributions at beginning of year2013-12-31$105,997
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$166,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,667,802
Value of net assets at end of year (total assets less liabilities)2013-12-31$17,453,322
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,785,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,925,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,430,221
Interest on participant loans2013-12-31$6,161
Interest earned on other investments2013-12-31$39,118
Value of interest in common/collective trusts at end of year2013-12-31$5,315,937
Value of interest in common/collective trusts at beginning of year2013-12-31$4,579,469
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,047,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,669,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,582,810
Net investment gain or loss from common/collective trusts2013-12-31$624,277
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,003,301
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$416,343
Contract administrator fees2013-12-31$89,195
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2013-12-31134008324
2012 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,576,594
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$547,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$477,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,163,906
Value of total assets at end of year2012-12-31$13,785,520
Value of total assets at beginning of year2012-12-31$11,756,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,786
Total interest from all sources2012-12-31$47,591
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$170,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$170,504
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$551,073
Participant contributions at end of year2012-12-31$105,997
Participant contributions at beginning of year2012-12-31$118,091
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$57,966
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,028,682
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,785,520
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,756,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$7,430,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,005,333
Interest on participant loans2012-12-31$4,871
Interest earned on other investments2012-12-31$42,720
Value of interest in common/collective trusts at end of year2012-12-31$4,579,469
Value of interest in common/collective trusts at beginning of year2012-12-31$3,959,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,669,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,674,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$712,057
Net investment gain or loss from common/collective trusts2012-12-31$482,536
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$554,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$477,126
Contract administrator fees2012-12-31$70,786
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2012-12-31134008324
2011 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,410,467
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$371,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$307,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,392,894
Value of total assets at end of year2011-12-31$11,756,838
Value of total assets at beginning of year2011-12-31$10,718,200
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,894
Total interest from all sources2011-12-31$48,746
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$137,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$137,713
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$500,369
Participant contributions at end of year2011-12-31$118,091
Participant contributions at beginning of year2011-12-31$94,275
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$213,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,038,638
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,756,838
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,718,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,005,333
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,308,241
Interest on participant loans2011-12-31$4,721
Interest earned on other investments2011-12-31$44,025
Value of interest in common/collective trusts at end of year2011-12-31$3,959,021
Value of interest in common/collective trusts at beginning of year2011-12-31$3,957,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,674,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,358,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-208,177
Net investment gain or loss from common/collective trusts2011-12-31$39,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$679,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$307,935
Contract administrator fees2011-12-31$63,894
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2011-12-31134008324
2010 : CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,279,583
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,304,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,241,670
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,143,483
Value of total assets at end of year2010-12-31$10,718,200
Value of total assets at beginning of year2010-12-31$9,743,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$62,861
Total interest from all sources2010-12-31$4,111
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$109,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$109,853
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$3,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$445,232
Participant contributions at end of year2010-12-31$94,275
Participant contributions at beginning of year2010-12-31$76,236
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$75,607
Other income not declared elsewhere2010-12-31$43,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$975,052
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,718,200
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,743,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,308,241
Interest on participant loans2010-12-31$4,111
Value of interest in common/collective trusts at end of year2010-12-31$3,957,384
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$9,666,912
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,358,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$560,266
Net investment gain or loss from common/collective trusts2010-12-31$418,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$622,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,241,670
Contract administrator fees2010-12-31$62,861
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS
Accountancy firm EIN2010-12-31134008324

Form 5500 Responses for CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN

2017: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingYes
2017-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION 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: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION 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: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION 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: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION 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
2012: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CUC MANAGEMENT, INC. CAPITAL ACCUMULATION 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 number031-1874-0
Policy instance 1
Insurance contract or identification number031-1874-0
Number of Individuals Covered163
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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 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 number031-1874-0
Policy instance 1
Insurance contract or identification number031-1874-0
Number of Individuals Covered184
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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 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 number031-1874-0
Policy instance 1
Insurance contract or identification number031-1874-0
Number of Individuals Covered203
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 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 number031-1874-0
Policy instance 1
Insurance contract or identification number031-1874-0
Number of Individuals Covered197
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 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 number031-1874-0
Policy instance 1
Insurance contract or identification number031-1874-0
Number of Individuals Covered189
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
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?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 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 number031-1874-0
Policy instance 1
Insurance contract or identification number031-1874-0
Number of Individuals Covered180
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
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?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 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

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