Logo

MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 401k Plan overview

Plan NameMONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST
Plan identification number 501

MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Vision
  • Temporary disability (accident and sickness)
  • Long-term disability cover

401k Sponsoring company profile

MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST has sponsored the creation of one or more 401k plans.

Company Name:MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST
Employer identification number (EIN):376420195
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012023-01-01GERRY SINGLETON
5012022-01-01GERRY SINGLETON2023-10-04
5012021-01-01TRACIE KENYON2022-05-27
5012020-01-01TRACIE KENYON2021-07-23
5012019-01-01TRACIE KENYON2020-04-27
5012018-01-01
5012017-01-01
5012016-01-01
5012015-01-01
5012014-01-01
5012013-01-01
5012012-01-01TABITHA GARVIN
5012011-01-01BRUCE W. LAHTI, EA BRUCE W. LAHTI, EA2012-10-12
5012009-01-01BRUCE W. LAHTI, EA BRUCE W. LAHTI, EA2010-10-14

Plan Statistics for MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

401k plan membership statisitcs for MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

Measure Date Value
2023: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01384
Total number of active participants reported on line 7a of the Form 55002023-01-01371
Number of retired or separated participants receiving benefits2023-01-014
Total of all active and inactive participants2023-01-01375
Number of employers contributing to the scheme2023-01-0120
2022: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01405
Total number of active participants reported on line 7a of the Form 55002022-01-01384
Number of retired or separated participants receiving benefits2022-01-016
Total of all active and inactive participants2022-01-01390
Number of employers contributing to the scheme2022-01-0121
2021: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01421
Total number of active participants reported on line 7a of the Form 55002021-01-01405
Number of retired or separated participants receiving benefits2021-01-016
Total of all active and inactive participants2021-01-01411
Number of employers contributing to the scheme2021-01-0122
2020: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01448
Total number of active participants reported on line 7a of the Form 55002020-01-01426
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-017
Total of all active and inactive participants2020-01-01440
Number of employers contributing to the scheme2020-01-0122
2019: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01431
Total number of active participants reported on line 7a of the Form 55002019-01-01437
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-019
Total of all active and inactive participants2019-01-01450
Number of employers contributing to the scheme2019-01-0122
2018: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01439
Total number of active participants reported on line 7a of the Form 55002018-01-01421
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-0114
Total of all active and inactive participants2018-01-01439
Number of employers contributing to the scheme2018-01-0123
2017: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01439
Total number of active participants reported on line 7a of the Form 55002017-01-01439
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-016
Total of all active and inactive participants2017-01-01451
Number of employers contributing to the scheme2017-01-0125
2016: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01422
Total number of active participants reported on line 7a of the Form 55002016-01-01429
Number of retired or separated participants receiving benefits2016-01-0110
Total of all active and inactive participants2016-01-01439
Number of employers contributing to the scheme2016-01-0125
2015: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01477
Total number of active participants reported on line 7a of the Form 55002015-01-01416
Number of retired or separated participants receiving benefits2015-01-016
Total of all active and inactive participants2015-01-01422
Number of employers contributing to the scheme2015-01-0125
2014: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01524
Total number of active participants reported on line 7a of the Form 55002014-01-01469
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-013
Total of all active and inactive participants2014-01-01477
Number of employers contributing to the scheme2014-01-0124
2013: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01516
Total number of active participants reported on line 7a of the Form 55002013-01-01518
Number of retired or separated participants receiving benefits2013-01-016
Total of all active and inactive participants2013-01-01524
Number of employers contributing to the scheme2013-01-0126
2012: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01344
Total number of active participants reported on line 7a of the Form 55002012-01-01509
Number of retired or separated participants receiving benefits2012-01-017
Total of all active and inactive participants2012-01-01516
Number of employers contributing to the scheme2012-01-0126
2011: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01365
Total number of active participants reported on line 7a of the Form 55002011-01-01342
Number of retired or separated participants receiving benefits2011-01-012
Total of all active and inactive participants2011-01-01344
Number of employers contributing to the scheme2011-01-0129
2009: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01403
Total number of active participants reported on line 7a of the Form 55002009-01-01396
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01405
Total participants2009-01-010
Number of employers contributing to the scheme2009-01-0129

Financial Data on MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

Measure Date Value
2023 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$627,865
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$654,670
Total income from all sources (including contributions)2023-12-31$6,724,794
Total of all expenses incurred2023-12-31$6,560,660
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,869,983
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,523,380
Value of total assets at end of year2023-12-31$4,478,446
Value of total assets at beginning of year2023-12-31$4,341,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$690,677
Total interest from all sources2023-12-31$201,414
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$5,168,928
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$1,354,452
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$53,142
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$33,486
Administrative expenses (other) incurred2023-12-31$75,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$164,134
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,850,581
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$3,686,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$47,295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$4,242,757
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$4,202,723
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$4,202,723
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$201,414
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$5,869,983
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contract administrator fees2023-12-31$503,033
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$182,547
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$104,908
Liabilities. Value of benefit claims payable at end of year2023-12-31$627,865
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$654,670
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31DOUGLAS WILSON & COMPANY, P.C.
Accountancy firm EIN2023-12-31810446334
2022 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$654,670
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$656,107
Total income from all sources (including contributions)2022-12-31$5,941,913
Total of all expenses incurred2022-12-31$5,688,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,009,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,888,142
Value of total assets at end of year2022-12-31$4,341,117
Value of total assets at beginning of year2022-12-31$4,089,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$679,696
Total interest from all sources2022-12-31$53,771
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$120,608
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,550,935
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$337,207
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$33,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$27,679
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$253,196
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,686,447
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,433,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$43,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,202,723
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$4,061,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$4,061,679
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$53,771
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$5,009,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contract administrator fees2022-12-31$515,303
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$104,908
Liabilities. Value of benefit claims payable at end of year2022-12-31$654,670
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$656,107
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOUGLAS WILSON & COMPANY, P.C.
Accountancy firm EIN2022-12-31810446334
2021 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$656,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$929,623
Total income from all sources (including contributions)2021-12-31$5,824,958
Total of all expenses incurred2021-12-31$5,079,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,468,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,808,424
Value of total assets at end of year2021-12-31$4,089,358
Value of total assets at beginning of year2021-12-31$3,617,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$610,910
Total interest from all sources2021-12-31$16,534
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$136,268
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$5,475,830
Participant contributions at beginning of year2021-12-31$5,850
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$332,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$27,679
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$359,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$745,514
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,433,251
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,687,737
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$4,061,679
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,251,942
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,251,942
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$16,534
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$4,468,534
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contract administrator fees2021-12-31$452,025
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$656,107
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$929,623
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOUGLAS WILSON AND COMPANY, P.C.
Accountancy firm EIN2021-12-31810446334
2020 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$929,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$878,153
Total income from all sources (including contributions)2020-12-31$6,390,167
Total of all expenses incurred2020-12-31$5,943,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$5,384,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,365,035
Value of total assets at end of year2020-12-31$3,617,360
Value of total assets at beginning of year2020-12-31$3,119,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$558,850
Total interest from all sources2020-12-31$25,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$106,769
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$5,816,817
Participant contributions at end of year2020-12-31$5,850
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$548,218
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$359,568
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$50,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$446,438
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,687,737
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,241,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$14,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,251,942
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,068,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,068,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,132
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$5,384,879
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contract administrator fees2020-12-31$437,102
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$929,623
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$878,153
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DOUGLAS WILSON AND COMPANY, P.C.
Accountancy firm EIN2020-12-31810446334
2019 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$878,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$661,162
Total income from all sources (including contributions)2019-12-31$5,608,191
Total of all expenses incurred2019-12-31$5,418,851
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,925,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,568,445
Value of total assets at end of year2019-12-31$3,119,452
Value of total assets at beginning of year2019-12-31$2,713,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$493,779
Total interest from all sources2019-12-31$39,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$102,830
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$5,247,584
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$320,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$50,615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$232,683
Total non interest bearing cash at beginning of year2019-12-31$1,468,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$189,340
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,241,299
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,051,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$18,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,068,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,012,154
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,012,154
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$39,746
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$4,925,072
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contract administrator fees2019-12-31$372,430
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$878,153
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$661,162
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31DOUGLAS WILSON AND COMPANY, P.C.
Accountancy firm EIN2019-12-31810446334
2018 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$661,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$683,989
Total income from all sources (including contributions)2018-12-31$5,429,030
Total of all expenses incurred2018-12-31$5,168,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,704,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,396,261
Value of total assets at end of year2018-12-31$2,713,121
Value of total assets at beginning of year2018-12-31$2,475,330
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$464,007
Total interest from all sources2018-12-31$32,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$105,018
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,907,078
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$489,183
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$232,683
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$138,316
Total non interest bearing cash at end of year2018-12-31$1,468,284
Total non interest bearing cash at beginning of year2018-12-31$1,333,448
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$260,618
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,051,959
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,791,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,012,154
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,003,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,003,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$32,769
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$4,704,405
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contract administrator fees2018-12-31$338,187
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Liabilities. Value of benefit claims payable at end of year2018-12-31$661,162
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$683,989
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31DOUGLAS WILSON AND COMPANY, P.C.
Accountancy firm EIN2018-12-31810446334
2017 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$683,989
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$623,991
Total income from all sources (including contributions)2017-12-31$5,447,715
Total of all expenses incurred2017-12-31$5,132,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$4,656,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,435,179
Value of total assets at end of year2017-12-31$2,475,330
Value of total assets at beginning of year2017-12-31$2,099,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$475,724
Total interest from all sources2017-12-31$12,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$127,952
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,978,725
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$456,454
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$138,316
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$138,952
Total non interest bearing cash at end of year2017-12-31$1,333,448
Total non interest bearing cash at beginning of year2017-12-31$705,325
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$315,715
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,791,341
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,475,626
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,003,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,255,340
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,255,340
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$12,536
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$4,656,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contract administrator fees2017-12-31$320,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Liabilities. Value of benefit claims payable at end of year2017-12-31$683,989
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$623,991
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31DOUGLAS WILSON AND COMPANY P.C.
Accountancy firm EIN2017-12-31810446334
2016 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$623,991
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$469,997
Total income from all sources (including contributions)2016-12-31$4,804,048
Total of all expenses incurred2016-12-31$5,330,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,869,873
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,786,731
Value of total assets at end of year2016-12-31$2,099,617
Value of total assets at beginning of year2016-12-31$2,472,002
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$460,554
Total interest from all sources2016-12-31$17,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$124,367
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,102,837
Participant contributions at beginning of year2016-12-31$1,174
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$683,894
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$138,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$140,689
Total non interest bearing cash at end of year2016-12-31$705,325
Total non interest bearing cash at beginning of year2016-12-31$577,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-526,379
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,475,626
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,002,005
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
Investment advisory and management fees2016-12-31$37,553
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,255,340
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,752,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,752,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$17,317
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$4,869,873
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
Contract administrator fees2016-12-31$298,634
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Liabilities. Value of benefit claims payable at end of year2016-12-31$623,991
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$469,997
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31DOUGLAS WILSON AND COMPANY P.C.
Accountancy firm EIN2016-12-31810446334
2015 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$469,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$278,835
Total income from all sources (including contributions)2015-12-31$3,744,048
Total of all expenses incurred2015-12-31$3,749,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,267,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,729,339
Value of total assets at end of year2015-12-31$2,472,002
Value of total assets at beginning of year2015-12-31$2,285,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$481,909
Total interest from all sources2015-12-31$14,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$153,217
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,398,302
Participant contributions at end of year2015-12-31$1,174
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$331,037
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$140,689
Liabilities. Value of operating payables at beginning of year2015-12-31$6,095
Total non interest bearing cash at end of year2015-12-31$577,607
Total non interest bearing cash at beginning of year2015-12-31$792,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,147
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,002,005
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,007,152
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
Investment advisory and management fees2015-12-31$73,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,752,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,493,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,493,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$14,709
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$3,267,286
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
Contract administrator fees2015-12-31$255,044
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$469,997
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$272,740
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)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31DOUGLAS WILSON AND COMPANY P.C.
Accountancy firm EIN2015-12-31810446334
2014 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$278,835
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$359,301
Total income from all sources (including contributions)2014-12-31$3,705,369
Total of all expenses incurred2014-12-31$3,010,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,584,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,698,411
Value of total assets at end of year2014-12-31$2,285,987
Value of total assets at beginning of year2014-12-31$1,671,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$426,425
Total interest from all sources2014-12-31$6,958
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$145,591
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,593,186
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$567
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$105,225
Liabilities. Value of operating payables at end of year2014-12-31$6,095
Liabilities. Value of operating payables at beginning of year2014-12-31$7,151
Total non interest bearing cash at end of year2014-12-31$792,033
Total non interest bearing cash at beginning of year2014-12-31$921,090
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$694,932
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,007,152
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,312,220
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
Investment advisory and management fees2014-12-31$32,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,493,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$749,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$749,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$6,958
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$2,584,012
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
Contract administrator fees2014-12-31$248,218
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Liabilities. Value of benefit claims payable at end of year2014-12-31$272,740
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$352,150
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)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31DOUGLAS WILSON AND COMPANY P.C.
Accountancy firm EIN2014-12-31810446334
2013 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$359,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$342,562
Total income from all sources (including contributions)2013-12-31$3,910,849
Total of all expenses incurred2013-12-31$3,532,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,845,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,906,694
Value of total assets at end of year2013-12-31$1,671,521
Value of total assets at beginning of year2013-12-31$1,276,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$686,868
Total interest from all sources2013-12-31$4,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$125,439
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,687,288
Participant contributions at end of year2013-12-31$567
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$219,406
Liabilities. Value of operating payables at end of year2013-12-31$7,151
Total non interest bearing cash at end of year2013-12-31$921,090
Total non interest bearing cash at beginning of year2013-12-31$1,276,152
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$378,630
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,312,220
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$933,590
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
Investment advisory and management fees2013-12-31$306,196
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$749,864
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,155
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$2,845,351
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
Contract administrator fees2013-12-31$255,233
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$352,150
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$342,562
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31DOUGLAS WILSON AND COMPANY P.C.
Accountancy firm EIN2013-12-31810446334
2012 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$342,562
Total income from all sources (including contributions)2012-12-31$3,702,982
Total of all expenses incurred2012-12-31$3,228,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,649,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,701,931
Value of total assets at end of year2012-12-31$1,276,152
Value of total assets at beginning of year2012-12-31$459,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$579,224
Total interest from all sources2012-12-31$1,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$93,856
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,584,659
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$117,272
Total non interest bearing cash at end of year2012-12-31$1,276,152
Total non interest bearing cash at beginning of year2012-12-31$459,107
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$474,483
Value of net assets at end of year (total assets less liabilities)2012-12-31$933,590
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$459,107
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
Investment advisory and management fees2012-12-31$266,992
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$1,051
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$2,649,275
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contract administrator fees2012-12-31$218,376
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$342,562
Did the plan have assets held for investment2012-12-31No
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31DOUGLAS WILSON AND COMPANY P.C.
Accountancy firm EIN2012-12-31810446334
2011 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2011 401k financial data
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$3,177,761
Total of all expenses incurred2011-12-31$3,106,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,023,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,177,200
Value of total assets at end of year2011-12-31$459,107
Value of total assets at beginning of year2011-12-31$387,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$82,676
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$59,317
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,177,200
Administrative expenses (other) incurred2011-12-31$11
Total non interest bearing cash at end of year2011-12-31$459,107
Total non interest bearing cash at beginning of year2011-12-31$387,601
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$71,506
Value of net assets at end of year (total assets less liabilities)2011-12-31$459,107
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$387,601
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
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,023,579
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
Income. Dividends from common stock2011-12-31$561
Contract administrator fees2011-12-31$23,348
Did the plan have assets held for investment2011-12-31No
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RUDD & COMPANY, PLLC
Accountancy firm EIN2011-12-31820467399
2010 : MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$3,012,697
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,836,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,836,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,009,097
Value of total assets at end of year2010-12-31$387,601
Value of total assets at beginning of year2010-12-31$211,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,009,097
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$82,736
Other income not declared elsewhere2010-12-31$2,901
Total non interest bearing cash at end of year2010-12-31$387,601
Total non interest bearing cash at beginning of year2010-12-31$211,743
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$175,858
Value of net assets at end of year (total assets less liabilities)2010-12-31$387,601
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$211,743
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
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$2,754,103
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$699
Did the plan have assets held for investment2010-12-31No
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 name2010-12-31RUDD & COMPANY, PLLC
Accountancy firm EIN2010-12-31820467399

Form 5500 Responses for MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST

2023: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2023 form 5500 responses
2023-01-01Type of plan entityMulti-employer plan
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
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: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
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: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
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: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
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: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
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: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2011 form 5500 responses
2011-01-01Type of plan entityMulti-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 planYes
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: MONTANA CREDIT UNION LEAGUE GROUP BENEFITS TRUST 2009 form 5500 responses
2009-01-01Type of plan entityMulti-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 planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number19940
Policy instance 3
Insurance contract or identification number19940
Number of Individuals Covered262
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $9,898
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $98,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 2
Number of Individuals Covered530
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered370
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,659
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered390
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,937
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,001
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BERKLEY LIFE AND HEALTH INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number
Policy instance 2
Number of Individuals Covered537
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number19940
Policy instance 3
Insurance contract or identification number19940
Number of Individuals Covered283
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $11,909
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $119,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,909
DELTA DENTAL PLAN OF ARKANSAS (National Association of Insurance Commissioners NAIC id number: 81396 )
Policy contract number19940
Policy instance 3
Insurance contract or identification number19940
Number of Individuals Covered296
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $12,135
Total amount of fees paid to insurance companyUSD $0
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $116,681
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,135
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number
Policy instance 2
Number of Individuals Covered561
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered407
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,926
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,406
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered399
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,086
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,066
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number
Policy instance 2
Number of Individuals Covered588
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract number
Policy instance 2
Number of Individuals Covered624
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered422
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,193
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,174
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EBMS RE-BENCHMARK INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 41394 )
Policy contract number
Policy instance 2
Number of Individuals Covered606
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered424
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,119
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $14,342
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
EBMS RE-BENCHMARK INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 41394 )
Policy contract number
Policy instance 3
Number of Individuals Covered625
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 2
Number of Individuals Covered448
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $4,355
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $15,346
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberMT300401
Policy instance 1
Insurance contract or identification numberMT300401
Number of Individuals Covered235
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $23,276
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $256,504
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,668
Insurance broker organization code?3
Insurance broker nameFLIKKEMA INSURANCE INC
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number
Policy instance 1
Number of Individuals Covered439
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $27,223
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,149
Insurance broker organization code?3
Insurance broker nameUNITED BENEFIT ADVISORS NORTHWEST
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberMT300401
Policy instance 2
Insurance contract or identification numberMT300401
Number of Individuals Covered335
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $17,344
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $194,381
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,154
Insurance broker organization code?3
Insurance broker nameLEAVITT GREAT WEST INSURANCE SERVIC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 3
Number of Individuals Covered436
Insurance policy start date2016-01-01
Insurance policy end date2016-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,325
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $16,299
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number
Policy instance 1
Number of Individuals Covered422
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25,867
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $17,245
Insurance broker organization code?3
Insurance broker nameUNITED BENEFIT ADVISORS NORTHWEST
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 3
Number of Individuals Covered418
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $2,152
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,798
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberMT300401
Policy instance 2
Insurance contract or identification numberMT300401
Number of Individuals Covered252
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,485
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $100,843
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,476
Insurance broker organization code?3
Insurance broker namePHILIP FLIKKEMA
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX51078
Policy instance 1
Insurance contract or identification numberX51078
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberMT300401
Policy instance 3
Insurance contract or identification numberMT300401
Number of Individuals Covered296
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,623
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $90,164
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,192
Insurance broker organization code?3
Insurance broker nameJAMES EDWARDS
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number
Policy instance 2
Number of Individuals Covered353
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,646
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,455
Insurance broker organization code?3
Insurance broker nameCOORDINATED CARE PARTNERS LLC
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX51078
Policy instance 1
Insurance contract or identification numberX51078
Number of Individuals Covered518
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number
Policy instance 2
Number of Individuals Covered518
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $18,667
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,445
Insurance broker organization code?3
Insurance broker nameUNITED BENEFIT ADVISORS NORTHWEST
LIFEMAP ASSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 97985 )
Policy contract numberMT300401
Policy instance 3
Insurance contract or identification numberMT300401
Number of Individuals Covered121
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $975
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $975
Insurance broker organization code?3
Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 4
Number of Individuals Covered518
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $629
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $629
Insurance broker organization code?3
Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX51078
Policy instance 2
Insurance contract or identification numberX51078
Number of Individuals Covered378
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 1
Number of Individuals Covered376
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,098
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,859
Insurance broker organization code?3
Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX51078
Policy instance 1
Insurance contract or identification numberX51078
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $143,638
Total amount of fees paid to insurance companyUSD $0
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
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 2
Number of Individuals Covered344
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,072
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUE CROSS BLUE SHIELD OF MONTANA (National Association of Insurance Commissioners NAIC id number: 53686 )
Policy contract numberX51078
Policy instance 1
Insurance contract or identification numberX51078
Number of Individuals Covered364
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $148,144
Total amount of fees paid to insurance companyUSD $0
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
Commission paid to Insurance BrokerUSD $3,139
Insurance broker organization code?3
Insurance broker nameCUNA MUTUAL INS AGENCY INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number
Policy instance 2
Number of Individuals Covered343
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,049
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $10,485
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,049
Insurance broker organization code?3
Insurance broker nameMOUNTAIN WEST BENEFIT SOLUTIONS

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1