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INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 401k Plan overview

Plan NameINDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN
Plan identification number 501

INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental
  • Vision

401k Sponsoring company profile

INDIANA UNIVERSITY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:INDIANA UNIVERSITY CREDIT UNION
Employer identification number (EIN):350987917
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about INDIANA UNIVERSITY CREDIT UNION

Jurisdiction of Incorporation: Indiana Secretary of State
Incorporation Date:
Company Identification Number: 007122000337

More information about INDIANA UNIVERSITY CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-10-01
5012021-10-01
5012020-10-01
5012019-10-01
5012018-10-01
5012017-10-01
5012016-10-01JULIE RAGSDALE
5012015-10-01JULIE RAGSDALE
5012014-10-01JULIE RAGSDALE
5012013-10-01JULIE RAGSDALE
5012012-10-01JULIE RAGSDALE JULIE RAGSDALE2014-04-22
5012011-10-01JULIE RAGSDALE JULIE RAGSDALE2013-04-12
5012009-10-01JULIE RAGSDALE
5012008-10-01JULIE RAGSDALE

Plan Statistics for INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN

401k plan membership statisitcs for INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN

Measure Date Value
2022: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01176
Total number of active participants reported on line 7a of the Form 55002022-10-01188
Total of all active and inactive participants2022-10-01188
Total participants2022-10-01188
2021: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01174
Total number of active participants reported on line 7a of the Form 55002021-10-01176
Total of all active and inactive participants2021-10-01176
Total participants2021-10-01176
2020: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01177
Total number of active participants reported on line 7a of the Form 55002020-10-01174
Total of all active and inactive participants2020-10-01174
Total participants2020-10-01174
2019: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01182
Total number of active participants reported on line 7a of the Form 55002019-10-01177
Total of all active and inactive participants2019-10-01177
Total participants2019-10-01177
2018: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01170
Total number of active participants reported on line 7a of the Form 55002018-10-01182
Total of all active and inactive participants2018-10-01182
Total participants2018-10-01182
2017: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01169
Total number of active participants reported on line 7a of the Form 55002017-10-01170
Total of all active and inactive participants2017-10-01170
Total participants2017-10-01170
2016: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01162
Total number of active participants reported on line 7a of the Form 55002016-10-01169
Total of all active and inactive participants2016-10-01169
Total participants2016-10-01169
2015: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01166
Total number of active participants reported on line 7a of the Form 55002015-10-01162
Total of all active and inactive participants2015-10-01162
Total participants2015-10-01162
2014: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01179
Total number of active participants reported on line 7a of the Form 55002014-10-01166
Total of all active and inactive participants2014-10-01166
Total participants2014-10-01166
2013: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01171
Total number of active participants reported on line 7a of the Form 55002013-10-01179
Total of all active and inactive participants2013-10-01179
Total participants2013-10-01179
2012: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01179
Total number of active participants reported on line 7a of the Form 55002012-10-01171
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-010
Total of all active and inactive participants2012-10-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01171
Number of participants with account balances2012-10-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-010
2011: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01180
Total number of active participants reported on line 7a of the Form 55002011-10-01177
Number of retired or separated participants receiving benefits2011-10-012
Total of all active and inactive participants2011-10-01179
Total participants2011-10-01179
2009: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01188
Total number of active participants reported on line 7a of the Form 55002009-10-01178
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-010
Total of all active and inactive participants2009-10-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01180
2008: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2008 401k membership
Total participants, beginning-of-year2008-10-01188
Total number of active participants reported on line 7a of the Form 55002008-10-01188
Number of other retired or separated participants entitled to future benefits2008-10-010
Total of all active and inactive participants2008-10-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-10-010
Total participants2008-10-01188

Form 5500 Responses for INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN

2022: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2022 form 5500 responses
2022-10-01Type of plan entitySingle employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – General assets of the sponsorYes
2022-10-01Plan benefit arrangement – General assets of the sponsorYes
2021: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – General assets of the sponsorYes
2021-10-01Plan benefit arrangement – General assets of the sponsorYes
2020: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – General assets of the sponsorYes
2020-10-01Plan benefit arrangement – General assets of the sponsorYes
2019: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – General assets of the sponsorYes
2019-10-01Plan benefit arrangement – General assets of the sponsorYes
2018: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – General assets of the sponsorYes
2018-10-01Plan benefit arrangement – General assets of the sponsorYes
2017: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – General assets of the sponsorYes
2016: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – General assets of the sponsorYes
2015: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – General assets of the sponsorYes
2014: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – General assets of the sponsorYes
2013: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – General assets of the sponsorYes
2012: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – InsuranceYes
2012-10-01Plan funding arrangement – General assets of the sponsorYes
2012-10-01Plan benefit arrangement – InsuranceYes
2011: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – InsuranceYes
2011-10-01Plan funding arrangement – General assets of the sponsorYes
2011-10-01Plan benefit arrangement – InsuranceYes
2011-10-01Plan benefit arrangement – General assets of the sponsorYes
2009: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedYes
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – InsuranceYes
2009-10-01Plan funding arrangement – General assets of the sponsorYes
2009-10-01Plan benefit arrangement – InsuranceYes
2009-10-01Plan benefit arrangement – General assets of the sponsorYes
2008: INDIANA UNIVERSITY CREDIT UNION HEALTH CARE PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo
2008-10-01Plan funding arrangement – InsuranceYes
2008-10-01Plan funding arrangement – General assets of the sponsorYes
2008-10-01Plan benefit arrangement – InsuranceYes
2008-10-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 )
Policy contract number001137-05
Policy instance 1
Insurance contract or identification number001137-05
Number of Individuals Covered171
Insurance policy start date2012-10-01
Insurance policy end date2013-09-30
Total amount of commissions paid to insurance brokerUSD $31,253
Total amount of fees paid to insurance companyUSD $88,924
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,050
Additional information about fees paid to insurance brokerBROKER FEES
Insurance broker organization code?3
Amount paid for insurance broker fees88924
Insurance broker nameMERITAIN HEALTH
SIRIUS AMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 35408 )
Policy contract number001137-04
Policy instance 1
Insurance contract or identification number001137-04
Number of Individuals Covered177
Insurance policy start date2011-10-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $28,378
Total amount of fees paid to insurance companyUSD $97,208
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD SECURITY LIFE (National Association of Insurance Commissioners NAIC id number: 69078 )
Policy contract number001137
Policy instance 1
Insurance contract or identification number001137
Number of Individuals Covered180
Insurance policy start date2010-10-01
Insurance policy end date2011-09-30
Total amount of commissions paid to insurance brokerUSD $8,665
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitYes
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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