IH CREDIT UNION, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT
| Measure | Date | Value |
|---|
| 2024 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2024 401k financial data |
|---|
| Total income from all sources | 2024-01-31 | $52,653 |
| Expenses. Total of all expenses incurred | 2024-01-31 | $55,998 |
| Benefits paid (including direct rollovers) | 2024-01-31 | $47,471 |
| Total plan assets at end of year | 2024-01-31 | $0 |
| Total plan assets at beginning of year | 2024-01-31 | $3,345 |
| Total contributions received or receivable from participants | 2024-01-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2024-01-31 | $7,100 |
| Contributions received from other sources (not participants or employers) | 2024-01-31 | $2,798 |
| Net income (gross income less expenses) | 2024-01-31 | $-3,345 |
| Net plan assets at end of year (total assets less liabilities) | 2024-01-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2024-01-31 | $3,345 |
| Total contributions received or receivable from employer(s) | 2024-01-31 | $49,855 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2024-01-31 | $1,427 |
| 2023 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2023 401k financial data |
|---|
| Total income from all sources | 2023-01-31 | $13,240 |
| Expenses. Total of all expenses incurred | 2023-01-31 | $12,928 |
| Benefits paid (including direct rollovers) | 2023-01-31 | $6,308 |
| Total plan assets at end of year | 2023-01-31 | $3,345 |
| Total plan assets at beginning of year | 2023-01-31 | $3,033 |
| Value of fidelity bond covering the plan | 2023-01-31 | $5,000,000 |
| Total contributions received or receivable from participants | 2023-01-31 | $0 |
| Expenses. Other expenses not covered elsewhere | 2023-01-31 | $5,860 |
| Net income (gross income less expenses) | 2023-01-31 | $312 |
| Net plan assets at end of year (total assets less liabilities) | 2023-01-31 | $3,345 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-01-31 | $3,033 |
| Total contributions received or receivable from employer(s) | 2023-01-31 | $13,240 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-01-31 | $760 |
| 2021 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2021 401k financial data |
|---|
| Total income from all sources | 2021-01-31 | $18,313 |
| Expenses. Total of all expenses incurred | 2021-01-31 | $15,973 |
| Benefits paid (including direct rollovers) | 2021-01-31 | $6,390 |
| Total plan assets at end of year | 2021-01-31 | $3,297 |
| Total plan assets at beginning of year | 2021-01-31 | $957 |
| Value of fidelity bond covering the plan | 2021-01-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2021-01-31 | $8,203 |
| Other income received | 2021-01-31 | $25 |
| Net income (gross income less expenses) | 2021-01-31 | $2,340 |
| Net plan assets at end of year (total assets less liabilities) | 2021-01-31 | $3,297 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-01-31 | $957 |
| Total contributions received or receivable from employer(s) | 2021-01-31 | $18,288 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-01-31 | $1,380 |
| 2020 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2020 401k financial data |
|---|
| Total income from all sources | 2020-01-31 | $11,251 |
| Expenses. Total of all expenses incurred | 2020-01-31 | $12,669 |
| Benefits paid (including direct rollovers) | 2020-01-31 | $8,758 |
| Total plan assets at end of year | 2020-01-31 | $957 |
| Total plan assets at beginning of year | 2020-01-31 | $2,375 |
| Value of fidelity bond covering the plan | 2020-01-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2020-01-31 | $3,198 |
| Other income received | 2020-01-31 | $3 |
| Net income (gross income less expenses) | 2020-01-31 | $-1,418 |
| Net plan assets at end of year (total assets less liabilities) | 2020-01-31 | $957 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-01-31 | $2,375 |
| Total contributions received or receivable from employer(s) | 2020-01-31 | $11,248 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-01-31 | $713 |
| 2019 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2019 401k financial data |
|---|
| Total income from all sources | 2019-01-31 | $8,142 |
| Expenses. Total of all expenses incurred | 2019-01-31 | $7,415 |
| Benefits paid (including direct rollovers) | 2019-01-31 | $3,575 |
| Total plan assets at end of year | 2019-01-31 | $2,375 |
| Total plan assets at beginning of year | 2019-01-31 | $1,648 |
| Value of fidelity bond covering the plan | 2019-01-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-01-31 | $3,147 |
| Other income received | 2019-01-31 | $13 |
| Net income (gross income less expenses) | 2019-01-31 | $727 |
| Net plan assets at end of year (total assets less liabilities) | 2019-01-31 | $2,375 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-01-31 | $1,648 |
| Total contributions received or receivable from employer(s) | 2019-01-31 | $8,129 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-01-31 | $693 |
| 2018 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2018 401k financial data |
|---|
| Total income from all sources | 2018-01-31 | $8,283 |
| Expenses. Total of all expenses incurred | 2018-01-31 | $9,767 |
| Benefits paid (including direct rollovers) | 2018-01-31 | $5,755 |
| Total plan assets at end of year | 2018-01-31 | $1,648 |
| Total plan assets at beginning of year | 2018-01-31 | $3,132 |
| Value of fidelity bond covering the plan | 2018-01-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2018-01-31 | $2,707 |
| Net income (gross income less expenses) | 2018-01-31 | $-1,484 |
| Net plan assets at end of year (total assets less liabilities) | 2018-01-31 | $1,648 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-01-31 | $3,132 |
| Total contributions received or receivable from employer(s) | 2018-01-31 | $8,283 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-01-31 | $1,305 |
| 2017 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2017 401k financial data |
|---|
| Total income from all sources | 2017-01-31 | $5,506 |
| Expenses. Total of all expenses incurred | 2017-01-31 | $4,854 |
| Benefits paid (including direct rollovers) | 2017-01-31 | $1,810 |
| Total plan assets at end of year | 2017-01-31 | $3,132 |
| Total plan assets at beginning of year | 2017-01-31 | $2,480 |
| Value of fidelity bond covering the plan | 2017-01-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2017-01-31 | $2,415 |
| Other income received | 2017-01-31 | $13 |
| Net income (gross income less expenses) | 2017-01-31 | $652 |
| Net plan assets at end of year (total assets less liabilities) | 2017-01-31 | $3,132 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-01-31 | $2,480 |
| Total contributions received or receivable from employer(s) | 2017-01-31 | $5,493 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-01-31 | $629 |
| 2016 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2016 401k financial data |
|---|
| Total income from all sources | 2016-01-31 | $1,987 |
| Expenses. Total of all expenses incurred | 2016-01-31 | $3,586 |
| Benefits paid (including direct rollovers) | 2016-01-31 | $2,076 |
| Total plan assets at end of year | 2016-01-31 | $2,479 |
| Total plan assets at beginning of year | 2016-01-31 | $4,078 |
| Value of fidelity bond covering the plan | 2016-01-31 | $5,000,000 |
| Expenses. Other expenses not covered elsewhere | 2016-01-31 | $1,175 |
| Net income (gross income less expenses) | 2016-01-31 | $-1,599 |
| Net plan assets at end of year (total assets less liabilities) | 2016-01-31 | $2,479 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-01-31 | $4,078 |
| Total contributions received or receivable from employer(s) | 2016-01-31 | $1,987 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-01-31 | $335 |
| 2015 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2015 401k financial data |
|---|
| Total income from all sources | 2015-01-31 | $3,606 |
| Expenses. Total of all expenses incurred | 2015-01-31 | $9,049 |
| Benefits paid (including direct rollovers) | 2015-01-31 | $5,561 |
| Total plan assets at end of year | 2015-01-31 | $4,078 |
| Total plan assets at beginning of year | 2015-01-31 | $9,521 |
| Value of fidelity bond covering the plan | 2015-01-31 | $4,700,000 |
| Expenses. Other expenses not covered elsewhere | 2015-01-31 | $2,913 |
| Other income received | 2015-01-31 | $118 |
| Net income (gross income less expenses) | 2015-01-31 | $-5,443 |
| Net plan assets at end of year (total assets less liabilities) | 2015-01-31 | $4,078 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-01-31 | $9,521 |
| Total contributions received or receivable from employer(s) | 2015-01-31 | $3,488 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-01-31 | $575 |
| 2014 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2014 401k financial data |
|---|
| Total income from all sources | 2014-01-31 | $13,917 |
| Expenses. Total of all expenses incurred | 2014-01-31 | $14,913 |
| Benefits paid (including direct rollovers) | 2014-01-31 | $9,051 |
| Total plan assets at end of year | 2014-01-31 | $9,521 |
| Total plan assets at beginning of year | 2014-01-31 | $10,517 |
| Value of fidelity bond covering the plan | 2014-01-31 | $4,700,000 |
| Expenses. Other expenses not covered elsewhere | 2014-01-31 | $5,862 |
| Other income received | 2014-01-31 | $37 |
| Net income (gross income less expenses) | 2014-01-31 | $-996 |
| Net plan assets at end of year (total assets less liabilities) | 2014-01-31 | $9,521 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-01-31 | $10,517 |
| Total contributions received or receivable from employer(s) | 2014-01-31 | $13,880 |
| 2013 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2013 401k financial data |
|---|
| Total income from all sources | 2013-01-31 | $25,522 |
| Expenses. Total of all expenses incurred | 2013-01-31 | $15,353 |
| Benefits paid (including direct rollovers) | 2013-01-31 | $7,799 |
| Total plan assets at end of year | 2013-01-31 | $10,517 |
| Total plan assets at beginning of year | 2013-01-31 | $348 |
| Value of fidelity bond covering the plan | 2013-01-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2013-01-31 | $7,554 |
| Other income received | 2013-01-31 | $10,036 |
| Net income (gross income less expenses) | 2013-01-31 | $10,169 |
| Net plan assets at end of year (total assets less liabilities) | 2013-01-31 | $10,517 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-01-31 | $348 |
| Total contributions received or receivable from employer(s) | 2013-01-31 | $15,486 |
| 2012 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2012 401k financial data |
|---|
| Total income from all sources | 2012-01-31 | $17,648 |
| Expenses. Total of all expenses incurred | 2012-01-31 | $23,601 |
| Benefits paid (including direct rollovers) | 2012-01-31 | $17,164 |
| Total plan assets at end of year | 2012-01-31 | $348 |
| Total plan assets at beginning of year | 2012-01-31 | $6,301 |
| Value of fidelity bond covering the plan | 2012-01-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2012-01-31 | $6,437 |
| Other income received | 2012-01-31 | $188 |
| Net income (gross income less expenses) | 2012-01-31 | $-5,953 |
| Net plan assets at end of year (total assets less liabilities) | 2012-01-31 | $348 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-01-31 | $6,301 |
| Total contributions received or receivable from employer(s) | 2012-01-31 | $17,460 |
| 2011 : INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2011 401k financial data |
|---|
| Total income from all sources | 2011-01-31 | $-19,900 |
| Expenses. Total of all expenses incurred | 2011-01-31 | $11,561 |
| Benefits paid (including direct rollovers) | 2011-01-31 | $5,221 |
| Total plan assets at end of year | 2011-01-31 | $6,301 |
| Total plan assets at beginning of year | 2011-01-31 | $37,762 |
| Value of fidelity bond covering the plan | 2011-01-31 | $1,000,000 |
| Expenses. Other expenses not covered elsewhere | 2011-01-31 | $6,340 |
| Other income received | 2011-01-31 | $102 |
| Net income (gross income less expenses) | 2011-01-31 | $-31,461 |
| Net plan assets at end of year (total assets less liabilities) | 2011-01-31 | $6,301 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-01-31 | $37,762 |
| Total contributions received or receivable from employer(s) | 2011-01-31 | $-20,002 |
| 2023: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2023 form 5500 responses |
|---|
| 2023-02-01 | Type of plan entity | Single employer plan |
| 2023-02-01 | Submission has been amended | No |
| 2023-02-01 | This submission is the final filing | No |
| 2023-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-02-01 | Plan is a collectively bargained plan | No |
| 2023-02-01 | Plan funding arrangement – Insurance | Yes |
| 2023-02-01 | Plan funding arrangement – Trust | Yes |
| 2023-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2023-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2023-02-01 | Plan benefit arrangement - Trust | Yes |
| 2023-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2022: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2022 form 5500 responses |
|---|
| 2022-02-01 | Type of plan entity | Single employer plan |
| 2022-02-01 | Submission has been amended | No |
| 2022-02-01 | This submission is the final filing | No |
| 2022-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-02-01 | Plan is a collectively bargained plan | No |
| 2022-02-01 | Plan funding arrangement – Insurance | Yes |
| 2022-02-01 | Plan funding arrangement – Trust | Yes |
| 2022-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2022-02-01 | Plan benefit arrangement - Trust | Yes |
| 2020: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2020 form 5500 responses |
|---|
| 2020-02-01 | Type of plan entity | Single employer plan |
| 2020-02-01 | Submission has been amended | No |
| 2020-02-01 | This submission is the final filing | No |
| 2020-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-02-01 | Plan is a collectively bargained plan | No |
| 2020-02-01 | Plan funding arrangement – Insurance | Yes |
| 2020-02-01 | Plan funding arrangement – Trust | Yes |
| 2020-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-02-01 | Plan benefit arrangement - Trust | Yes |
| 2019: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2019 form 5500 responses |
|---|
| 2019-02-01 | Type of plan entity | Single employer plan |
| 2019-02-01 | Submission has been amended | No |
| 2019-02-01 | This submission is the final filing | No |
| 2019-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-02-01 | Plan is a collectively bargained plan | No |
| 2019-02-01 | Plan funding arrangement – Insurance | Yes |
| 2019-02-01 | Plan funding arrangement – Trust | Yes |
| 2019-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-02-01 | Plan benefit arrangement - Trust | Yes |
| 2018: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2018 form 5500 responses |
|---|
| 2018-02-01 | Type of plan entity | Single employer plan |
| 2018-02-01 | Submission has been amended | No |
| 2018-02-01 | This submission is the final filing | No |
| 2018-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-02-01 | Plan is a collectively bargained plan | No |
| 2018-02-01 | Plan funding arrangement – Insurance | Yes |
| 2018-02-01 | Plan funding arrangement – Trust | Yes |
| 2018-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-02-01 | Plan benefit arrangement - Trust | Yes |
| 2017: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2017 form 5500 responses |
|---|
| 2017-02-01 | Type of plan entity | Single employer plan |
| 2017-02-01 | Submission has been amended | No |
| 2017-02-01 | This submission is the final filing | No |
| 2017-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-02-01 | Plan is a collectively bargained plan | No |
| 2017-02-01 | Plan funding arrangement – Insurance | Yes |
| 2017-02-01 | Plan funding arrangement – Trust | Yes |
| 2017-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-02-01 | Plan benefit arrangement - Trust | Yes |
| 2016: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2016 form 5500 responses |
|---|
| 2016-02-01 | Type of plan entity | Single employer plan |
| 2016-02-01 | Submission has been amended | No |
| 2016-02-01 | This submission is the final filing | No |
| 2016-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-02-01 | Plan is a collectively bargained plan | No |
| 2016-02-01 | Plan funding arrangement – Insurance | Yes |
| 2016-02-01 | Plan funding arrangement – Trust | Yes |
| 2016-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-02-01 | Plan benefit arrangement - Trust | Yes |
| 2015: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2015 form 5500 responses |
|---|
| 2015-02-01 | Type of plan entity | Single employer plan |
| 2015-02-01 | Submission has been amended | No |
| 2015-02-01 | This submission is the final filing | No |
| 2015-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-02-01 | Plan is a collectively bargained plan | No |
| 2015-02-01 | Plan funding arrangement – Insurance | Yes |
| 2015-02-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2015-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-02-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2014: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2014 form 5500 responses |
|---|
| 2014-02-01 | Type of plan entity | Single employer plan |
| 2014-02-01 | Submission has been amended | No |
| 2014-02-01 | This submission is the final filing | No |
| 2014-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-02-01 | Plan is a collectively bargained plan | No |
| 2014-02-01 | Plan funding arrangement – Insurance | Yes |
| 2014-02-01 | Plan funding arrangement – Trust | Yes |
| 2014-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-02-01 | Plan benefit arrangement - Trust | Yes |
| 2013: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2013 form 5500 responses |
|---|
| 2013-02-01 | Type of plan entity | Single employer plan |
| 2013-02-01 | Submission has been amended | No |
| 2013-02-01 | This submission is the final filing | No |
| 2013-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-02-01 | Plan is a collectively bargained plan | No |
| 2013-02-01 | Plan funding arrangement – Insurance | Yes |
| 2013-02-01 | Plan funding arrangement – Trust | Yes |
| 2013-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-02-01 | Plan benefit arrangement - Trust | Yes |
| 2012: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2012 form 5500 responses |
|---|
| 2012-02-01 | Type of plan entity | Single employer plan |
| 2012-02-01 | Submission has been amended | No |
| 2012-02-01 | This submission is the final filing | No |
| 2012-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-02-01 | Plan is a collectively bargained plan | No |
| 2012-02-01 | Plan funding arrangement – Insurance | Yes |
| 2012-02-01 | Plan funding arrangement – Trust | Yes |
| 2012-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2011 form 5500 responses |
|---|
| 2011-02-01 | Type of plan entity | Single employer plan |
| 2011-02-01 | Submission has been amended | No |
| 2011-02-01 | This submission is the final filing | No |
| 2011-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-02-01 | Plan is a collectively bargained plan | No |
| 2011-02-01 | Plan funding arrangement – Insurance | Yes |
| 2011-02-01 | Plan funding arrangement – Trust | Yes |
| 2011-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-02-01 | Plan benefit arrangement - Trust | Yes |
| 2010: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2010 form 5500 responses |
|---|
| 2010-02-01 | Type of plan entity | Single employer plan |
| 2010-02-01 | Submission has been amended | No |
| 2010-02-01 | This submission is the final filing | No |
| 2010-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-02-01 | Plan is a collectively bargained plan | No |
| 2010-02-01 | Plan funding arrangement – Insurance | Yes |
| 2010-02-01 | Plan funding arrangement – Trust | Yes |
| 2010-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-02-01 | Plan benefit arrangement - Trust | Yes |
| 2009: INT. HARVESTER EMP CREDIT UNION, INC. SEN. MGMT 2009 form 5500 responses |
|---|
| 2009-02-01 | Type of plan entity | Single employer plan |
| 2009-02-01 | Submission has been amended | No |
| 2009-02-01 | This submission is the final filing | No |
| 2009-02-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-02-01 | Plan is a collectively bargained plan | No |
| 2009-02-01 | Plan funding arrangement – Insurance | Yes |
| 2009-02-01 | Plan funding arrangement – Trust | Yes |
| 2009-02-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-02-01 | Plan benefit arrangement - Trust | Yes |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| Insurance contract or identification number | 10142 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-02-01 | | Insurance policy end date | 2024-01-31 | | 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 | | Other welfare benefits provided | ACCIDENT, DISMEMBERMENT | | 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 $74 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| Insurance contract or identification number | 10142 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2023-02-01 | | Insurance policy end date | 2024-01-31 | | 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 | No | | 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 $7,025 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| Insurance contract or identification number | 10142 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-02-01 | | Insurance policy end date | 2023-01-31 | | Total amount of fees paid to insurance company | USD $7 | | 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 $77 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| Insurance contract or identification number | 10142 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2022-02-01 | | Insurance policy end date | 2023-01-31 | | 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 | No | | 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 $5,617 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
|
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| PAN-AMERICAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67539 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
| HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 ) |
| Policy contract number | 10142 |
| Policy instance | 1 |
| MEDICAL BENEFITS MUTUAL LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 74322 ) |
| Policy contract number | 10142 |
| Policy instance | 2 |
