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AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 401k Plan overview

Plan NameAD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION
Plan identification number 503

AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Death benefits (include travel accident but not life insurance)

401k Sponsoring company profile

MARINE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:MARINE FEDERAL CREDIT UNION
Employer identification number (EIN):560706163
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032021-07-23
5032019-07-23MARIA DEMPSTER2021-02-26
5032018-07-23MARIA DEMPSTER2020-02-21
5032017-07-23
5032016-07-23
5032015-07-23
5032014-07-23
5032013-07-23MARIA DEMPSTER
5032012-07-23MARIA DEMPSTER
5032011-07-23MARIA DEMPSTER MARIA DEMPSTER2013-01-28
5032010-07-23MARIA DEMPSTER
5032009-07-23MARIA DEMPSTER

Plan Statistics for AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION

401k plan membership statisitcs for AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION

Measure Date Value
2021: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2021 401k membership
Total participants, beginning-of-year2021-07-23280
Total number of active participants reported on line 7a of the Form 55002021-07-23280
Number of retired or separated participants receiving benefits2021-07-230
Number of other retired or separated participants entitled to future benefits2021-07-230
Total of all active and inactive participants2021-07-23280
2019: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2019 401k membership
Total participants, beginning-of-year2019-07-23280
Total number of active participants reported on line 7a of the Form 55002019-07-23280
Number of retired or separated participants receiving benefits2019-07-230
Number of other retired or separated participants entitled to future benefits2019-07-230
Total of all active and inactive participants2019-07-23280
2018: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2018 401k membership
Total participants, beginning-of-year2018-07-23280
Total number of active participants reported on line 7a of the Form 55002018-07-23280
Number of retired or separated participants receiving benefits2018-07-230
Number of other retired or separated participants entitled to future benefits2018-07-230
Total of all active and inactive participants2018-07-23280
2017: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2017 401k membership
Total participants, beginning-of-year2017-07-23251
Total number of active participants reported on line 7a of the Form 55002017-07-23251
Number of retired or separated participants receiving benefits2017-07-230
Number of other retired or separated participants entitled to future benefits2017-07-230
Total of all active and inactive participants2017-07-23251
2016: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2016 401k membership
Total participants, beginning-of-year2016-07-23251
Total number of active participants reported on line 7a of the Form 55002016-07-23251
Number of retired or separated participants receiving benefits2016-07-230
Number of other retired or separated participants entitled to future benefits2016-07-230
Total of all active and inactive participants2016-07-23251
2015: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2015 401k membership
Total participants, beginning-of-year2015-07-23251
Total number of active participants reported on line 7a of the Form 55002015-07-23251
Number of retired or separated participants receiving benefits2015-07-230
Number of other retired or separated participants entitled to future benefits2015-07-230
Total of all active and inactive participants2015-07-23251
2014: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2014 401k membership
Total participants, beginning-of-year2014-07-23353
Total number of active participants reported on line 7a of the Form 55002014-07-23353
Number of retired or separated participants receiving benefits2014-07-230
Number of other retired or separated participants entitled to future benefits2014-07-230
Total of all active and inactive participants2014-07-23353
2013: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2013 401k membership
Total participants, beginning-of-year2013-07-23353
Total number of active participants reported on line 7a of the Form 55002013-07-23353
Number of retired or separated participants receiving benefits2013-07-230
Number of other retired or separated participants entitled to future benefits2013-07-230
Total of all active and inactive participants2013-07-23353
2012: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2012 401k membership
Total participants, beginning-of-year2012-07-23347
Total number of active participants reported on line 7a of the Form 55002012-07-23347
Number of retired or separated participants receiving benefits2012-07-230
Number of other retired or separated participants entitled to future benefits2012-07-230
Total of all active and inactive participants2012-07-23347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-230
Total participants2012-07-23347
Number of participants with account balances2012-07-230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-230
2011: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2011 401k membership
Total participants, beginning-of-year2011-07-23347
Total number of active participants reported on line 7a of the Form 55002011-07-23347
Number of retired or separated participants receiving benefits2011-07-230
Number of other retired or separated participants entitled to future benefits2011-07-230
Total of all active and inactive participants2011-07-23347
2010: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2010 401k membership
Total participants, beginning-of-year2010-07-23350
Total number of active participants reported on line 7a of the Form 55002010-07-23350
Number of retired or separated participants receiving benefits2010-07-230
Number of other retired or separated participants entitled to future benefits2010-07-230
Total of all active and inactive participants2010-07-23350
2009: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2009 401k membership
Total participants, beginning-of-year2009-07-23360
Total number of active participants reported on line 7a of the Form 55002009-07-23360
Number of retired or separated participants receiving benefits2009-07-230
Number of other retired or separated participants entitled to future benefits2009-07-230
Total of all active and inactive participants2009-07-23360

Form 5500 Responses for AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION

2021: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2021 form 5500 responses
2021-07-23Type of plan entitySingle employer plan
2021-07-23Submission has been amendedNo
2021-07-23This submission is the final filingNo
2021-07-23This return/report is a short plan year return/report (less than 12 months)No
2021-07-23Plan is a collectively bargained planNo
2021-07-23Plan funding arrangement – InsuranceYes
2021-07-23Plan benefit arrangement – InsuranceYes
2019: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2019 form 5500 responses
2019-07-23Type of plan entitySingle employer plan
2019-07-23Submission has been amendedNo
2019-07-23This submission is the final filingNo
2019-07-23This return/report is a short plan year return/report (less than 12 months)No
2019-07-23Plan is a collectively bargained planNo
2019-07-23Plan funding arrangement – InsuranceYes
2019-07-23Plan benefit arrangement – InsuranceYes
2018: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2018 form 5500 responses
2018-07-23Type of plan entitySingle employer plan
2018-07-23Submission has been amendedNo
2018-07-23This submission is the final filingNo
2018-07-23This return/report is a short plan year return/report (less than 12 months)No
2018-07-23Plan is a collectively bargained planNo
2018-07-23Plan funding arrangement – InsuranceYes
2018-07-23Plan benefit arrangement – InsuranceYes
2017: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2017 form 5500 responses
2017-07-23Type of plan entitySingle employer plan
2017-07-23Submission has been amendedNo
2017-07-23This submission is the final filingNo
2017-07-23This return/report is a short plan year return/report (less than 12 months)No
2017-07-23Plan is a collectively bargained planNo
2017-07-23Plan funding arrangement – InsuranceYes
2017-07-23Plan benefit arrangement – InsuranceYes
2016: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2016 form 5500 responses
2016-07-23Type of plan entitySingle employer plan
2016-07-23Submission has been amendedNo
2016-07-23This submission is the final filingNo
2016-07-23This return/report is a short plan year return/report (less than 12 months)No
2016-07-23Plan is a collectively bargained planNo
2016-07-23Plan funding arrangement – InsuranceYes
2016-07-23Plan benefit arrangement – InsuranceYes
2015: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2015 form 5500 responses
2015-07-23Type of plan entitySingle employer plan
2015-07-23Submission has been amendedNo
2015-07-23This submission is the final filingNo
2015-07-23This return/report is a short plan year return/report (less than 12 months)No
2015-07-23Plan is a collectively bargained planNo
2015-07-23Plan funding arrangement – InsuranceYes
2015-07-23Plan benefit arrangement – InsuranceYes
2014: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2014 form 5500 responses
2014-07-23Type of plan entitySingle employer plan
2014-07-23Submission has been amendedNo
2014-07-23This submission is the final filingNo
2014-07-23This return/report is a short plan year return/report (less than 12 months)No
2014-07-23Plan is a collectively bargained planNo
2014-07-23Plan funding arrangement – InsuranceYes
2014-07-23Plan benefit arrangement – InsuranceYes
2013: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2013 form 5500 responses
2013-07-23Type of plan entitySingle employer plan
2013-07-23Submission has been amendedNo
2013-07-23This submission is the final filingNo
2013-07-23This return/report is a short plan year return/report (less than 12 months)No
2013-07-23Plan is a collectively bargained planNo
2013-07-23Plan funding arrangement – InsuranceYes
2013-07-23Plan benefit arrangement – InsuranceYes
2012: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2012 form 5500 responses
2012-07-23Type of plan entitySingle employer plan
2012-07-23Submission has been amendedNo
2012-07-23This submission is the final filingNo
2012-07-23This return/report is a short plan year return/report (less than 12 months)No
2012-07-23Plan is a collectively bargained planNo
2012-07-23Plan funding arrangement – InsuranceYes
2012-07-23Plan benefit arrangement – InsuranceYes
2011: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2011 form 5500 responses
2011-07-23Type of plan entitySingle employer plan
2011-07-23Submission has been amendedNo
2011-07-23This submission is the final filingNo
2011-07-23This return/report is a short plan year return/report (less than 12 months)No
2011-07-23Plan is a collectively bargained planNo
2011-07-23Plan funding arrangement – InsuranceYes
2011-07-23Plan benefit arrangement – InsuranceYes
2010: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2010 form 5500 responses
2010-07-23Type of plan entitySingle employer plan
2010-07-23Submission has been amendedNo
2010-07-23This submission is the final filingNo
2010-07-23This return/report is a short plan year return/report (less than 12 months)No
2010-07-23Plan is a collectively bargained planNo
2010-07-23Plan funding arrangement – InsuranceYes
2010-07-23Plan benefit arrangement – InsuranceYes
2009: AD&D PLAN FOR EMPLOYEES OF MARINE FEDERAL CREDIT UNION 2009 form 5500 responses
2009-07-23Type of plan entitySingle employer plan
2009-07-23Submission has been amendedNo
2009-07-23This submission is the final filingNo
2009-07-23This return/report is a short plan year return/report (less than 12 months)No
2009-07-23Plan is a collectively bargained planNo
2009-07-23Plan funding arrangement – InsuranceYes
2009-07-23Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950917-06
Policy instance 1
Insurance contract or identification numberGTU-5950917-06
Number of Individuals Covered280
Insurance policy start date2021-07-23
Insurance policy end date2022-07-22
Total amount of commissions paid to insurance brokerUSD $924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $924
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950917-05
Policy instance 1
Insurance contract or identification numberGTU-5950917-05
Number of Individuals Covered280
Insurance policy start date2019-07-23
Insurance policy end date2020-07-22
Total amount of commissions paid to insurance brokerUSD $924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $924
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950917-04
Policy instance 1
Insurance contract or identification numberGTU-5950917-04
Number of Individuals Covered280
Insurance policy start date2018-07-23
Insurance policy end date2019-07-22
Total amount of commissions paid to insurance brokerUSD $924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,620
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $924
Insurance broker organization code?3
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950917-03
Policy instance 1
Insurance contract or identification numberGTU-5950917-03
Number of Individuals Covered251
Insurance policy start date2017-07-23
Insurance policy end date2018-07-22
Total amount of commissions paid to insurance brokerUSD $828
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,142
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $828
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950917-01
Policy instance 1
Insurance contract or identification numberGTU-5950917-01
Number of Individuals Covered251
Insurance policy start date2015-07-23
Insurance policy end date2016-07-22
Total amount of commissions paid to insurance brokerUSD $1,165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,165
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5950917-00
Policy instance 1
Insurance contract or identification numberGTU-5950917-00
Number of Individuals Covered353
Insurance policy start date2014-07-23
Insurance policy end date2015-07-22
Total amount of commissions paid to insurance brokerUSD $1,165
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,825
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,165
Insurance broker organization code?3
Insurance broker nameDIGITAL INSURANCE, INC
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number032-0265-6
Policy instance 1
Insurance contract or identification number032-0265-6
Number of Individuals Covered353
Insurance policy start date2013-07-23
Insurance policy end date2014-07-22
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number032-0265-6
Policy instance 1
Insurance contract or identification number032-0265-6
Number of Individuals Covered347
Insurance policy start date2012-07-23
Insurance policy end date2013-07-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedAD&D
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,103
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number023-0401-8
Policy instance 1
Insurance contract or identification number023-0401-8
Number of Individuals Covered347
Insurance policy start date2011-07-23
Insurance policy end date2012-07-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,899
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number023-0401-8
Policy instance 1
Insurance contract or identification number023-0401-8
Number of Individuals Covered350
Insurance policy start date2010-07-23
Insurance policy end date2011-07-22
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $5,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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