BORINQUEN FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2020: BFCU 1165(E) PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4 |
| Total of all active and inactive participants | 2020-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 13 |
| Number of participants with account balances | 2020-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: BFCU 1165(E) PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 4 |
| Total of all active and inactive participants | 2019-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 12 |
| Number of participants with account balances | 2019-01-01 | 12 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: BFCU 1165(E) PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 12 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 3 |
| Total of all active and inactive participants | 2018-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 12 |
| Number of participants with account balances | 2018-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
| 2017: BFCU 1165(E) PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 12 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 12 |
| Number of participants with account balances | 2017-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
| 2016: BFCU 1165(E) PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 11 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1 |
| Total of all active and inactive participants | 2016-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 11 |
| Number of participants with account balances | 2016-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
| 2015: BFCU 1165(E) PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 13 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 10 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1 |
| Total of all active and inactive participants | 2015-01-01 | 11 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 11 |
| Number of participants with account balances | 2015-01-01 | 8 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
| 2014: BFCU 1165(E) PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 12 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1 |
| Total of all active and inactive participants | 2014-01-01 | 13 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 13 |
| Number of participants with account balances | 2014-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
| 2013: BFCU 1165(E) PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1 |
| Total of all active and inactive participants | 2013-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 10 |
| Number of participants with account balances | 2013-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
| 2012: BFCU 1165(E) PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 9 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
| Total of all active and inactive participants | 2012-01-01 | 10 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 10 |
| Number of participants with account balances | 2012-01-01 | 10 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
| 2011: BFCU 1165(E) PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 9 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 8 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1 |
| Total of all active and inactive participants | 2011-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 9 |
| Number of participants with account balances | 2011-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
| 2010: BFCU 1165(E) PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 10 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 8 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
| Total of all active and inactive participants | 2010-01-01 | 9 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 9 |
| Number of participants with account balances | 2010-01-01 | 9 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : BFCU 1165(E) PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $47,553 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $49,439 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $43,750 |
| Total plan assets at end of year | 2020-12-31 | $360,260 |
| Total plan assets at beginning of year | 2020-12-31 | $362,146 |
| Total contributions received or receivable from participants | 2020-12-31 | $21,316 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $5,689 |
| Other income received | 2020-12-31 | $15,566 |
| Net income (gross income less expenses) | 2020-12-31 | $-1,886 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $360,260 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $362,146 |
| Assets. Value of participant loans | 2020-12-31 | $1,441 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $10,671 |
| 2019 : BFCU 1165(E) PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $83,705 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $26,792 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $20,400 |
| Total plan assets at end of year | 2019-12-31 | $362,146 |
| Total plan assets at beginning of year | 2019-12-31 | $305,233 |
| Total contributions received or receivable from participants | 2019-12-31 | $18,393 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $6,392 |
| Other income received | 2019-12-31 | $56,116 |
| Net income (gross income less expenses) | 2019-12-31 | $56,913 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $362,146 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $305,233 |
| Assets. Value of participant loans | 2019-12-31 | $3,390 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $9,196 |
| 2018 : BFCU 1165(E) PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $12,334 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $18,929 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $12,800 |
| Total plan assets at end of year | 2018-12-31 | $305,233 |
| Total plan assets at beginning of year | 2018-12-31 | $311,828 |
| Total contributions received or receivable from participants | 2018-12-31 | $20,044 |
| Expenses. Other expenses not covered elsewhere | 2018-12-31 | $6,129 |
| Other income received | 2018-12-31 | $-17,732 |
| Net income (gross income less expenses) | 2018-12-31 | $-6,595 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $305,233 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $311,828 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $10,022 |
| 2017 : BFCU 1165(E) PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $71,376 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $26,723 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $14,024 |
| Total plan assets at end of year | 2017-12-31 | $311,828 |
| Total plan assets at beginning of year | 2017-12-31 | $267,175 |
| Total contributions received or receivable from participants | 2017-12-31 | $19,401 |
| Expenses. Other expenses not covered elsewhere | 2017-12-31 | $5,359 |
| Other income received | 2017-12-31 | $42,274 |
| Net income (gross income less expenses) | 2017-12-31 | $44,653 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $311,828 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $267,175 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $9,701 |
| Value of certain deemed distributions of participant loans | 2017-12-31 | $7,340 |
| 2016 : BFCU 1165(E) PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $33,039 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $3,899 |
| Total plan assets at end of year | 2016-12-31 | $267,175 |
| Total plan assets at beginning of year | 2016-12-31 | $238,035 |
| Total contributions received or receivable from participants | 2016-12-31 | $9,711 |
| Expenses. Other expenses not covered elsewhere | 2016-12-31 | $3,899 |
| Other income received | 2016-12-31 | $18,472 |
| Net income (gross income less expenses) | 2016-12-31 | $29,140 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $267,175 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $238,035 |
| Assets. Value of participant loans | 2016-12-31 | $3,135 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $4,856 |
| 2015 : BFCU 1165(E) PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $11,281 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $19,631 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $16,492 |
| Total plan assets at end of year | 2015-12-31 | $238,035 |
| Total plan assets at beginning of year | 2015-12-31 | $246,385 |
| Total contributions received or receivable from participants | 2015-12-31 | $9,983 |
| Expenses. Other expenses not covered elsewhere | 2015-12-31 | $3,139 |
| Other income received | 2015-12-31 | $-3,694 |
| Net income (gross income less expenses) | 2015-12-31 | $-8,350 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $238,035 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $246,385 |
| Assets. Value of participant loans | 2015-12-31 | $4,328 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $4,992 |
| 2014 : BFCU 1165(E) PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $26,830 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $2,955 |
| Total plan assets at end of year | 2014-12-31 | $246,385 |
| Total plan assets at beginning of year | 2014-12-31 | $222,510 |
| Total contributions received or receivable from participants | 2014-12-31 | $9,351 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $2,955 |
| Other income received | 2014-12-31 | $12,802 |
| Net income (gross income less expenses) | 2014-12-31 | $23,875 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $246,385 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $222,510 |
| Assets. Value of participant loans | 2014-12-31 | $5,885 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $4,677 |
| 2013 : BFCU 1165(E) PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $39,350 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $2,513 |
| Total plan assets at end of year | 2013-12-31 | $222,510 |
| Total plan assets at beginning of year | 2013-12-31 | $185,673 |
| Total contributions received or receivable from participants | 2013-12-31 | $10,039 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $2,513 |
| Contributions received from other sources (not participants or employers) | 2013-12-31 | $85 |
| Other income received | 2013-12-31 | $24,206 |
| Net income (gross income less expenses) | 2013-12-31 | $36,837 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $222,510 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $185,673 |
| Assets. Value of participant loans | 2013-12-31 | $5,156 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $5,020 |
| 2012 : BFCU 1165(E) PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $34,380 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $2,132 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $0 |
| Total plan assets at end of year | 2012-12-31 | $185,673 |
| Total plan assets at beginning of year | 2012-12-31 | $153,425 |
| Total contributions received or receivable from participants | 2012-12-31 | $9,400 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $2,132 |
| Other income received | 2012-12-31 | $20,255 |
| Net income (gross income less expenses) | 2012-12-31 | $32,248 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $185,673 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $153,425 |
| Assets. Value of participant loans | 2012-12-31 | $7,755 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $4,725 |
| 2011 : BFCU 1165(E) PLAN 2011 401k financial data |
|---|
| Total plan liabilities at beginning of year | 2011-12-31 | $0 |
| Total income from all sources | 2011-12-31 | $14,231 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $1,848 |
| Total plan assets at end of year | 2011-12-31 | $153,425 |
| Total plan assets at beginning of year | 2011-12-31 | $141,042 |
| Total contributions received or receivable from participants | 2011-12-31 | $9,839 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $1,848 |
| Other income received | 2011-12-31 | $-529 |
| Net income (gross income less expenses) | 2011-12-31 | $12,383 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $153,425 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $141,042 |
| Assets. Value of participant loans | 2011-12-31 | $4,826 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $4,921 |
| 2010 : BFCU 1165(E) PLAN 2010 401k financial data |
|---|
| Transfers to/from the plan | 2010-12-31 | $0 |
| Total plan liabilities at end of year | 2010-12-31 | $0 |
| Total income from all sources | 2010-12-31 | $22,416 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $409 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
| Total plan assets at end of year | 2010-12-31 | $141,042 |
| Total plan assets at beginning of year | 2010-12-31 | $119,035 |
| Total contributions received or receivable from participants | 2010-12-31 | $3,942 |
| Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $206 |
| Other income received | 2010-12-31 | $16,297 |
| Noncash contributions received | 2010-12-31 | $0 |
| Net income (gross income less expenses) | 2010-12-31 | $22,007 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $141,042 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $119,035 |
| Assets. Value of participant loans | 2010-12-31 | $3,024 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $1,971 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $409 |
| 2020: BFCU 1165(E) PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: BFCU 1165(E) PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: BFCU 1165(E) PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Insurance | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: BFCU 1165(E) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: BFCU 1165(E) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: BFCU 1165(E) PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: BFCU 1165(E) PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: BFCU 1165(E) PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: BFCU 1165(E) PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: BFCU 1165(E) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: BFCU 1165(E) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2020-01-01 | | Insurance policy end date | 2020-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2019-01-01 | | Insurance policy end date | 2019-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2018-01-01 | | Insurance policy end date | 2018-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $2 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $2 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACCA |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACCA |
|
| GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 ) |
| Policy contract number | 331683-P1 |
| Policy instance | 1 |
| Insurance contract or identification number | 331683-P1 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $1 | | Total amount of fees paid to insurance company | USD $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 plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $1 | | Insurance broker organization code? | 3 | | Insurance broker name | YAHAIRA TORRES SIACCA |
|
