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BARKSDALE FCU LONG TERM DISABILITY PLAN 401k Plan overview

Plan NameBARKSDALE FCU LONG TERM DISABILITY PLAN
Plan identification number 503

BARKSDALE FCU LONG TERM DISABILITY PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Long-term disability cover

401k Sponsoring company profile

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

Company Name:BARKSDALE FEDERAL CREDIT UNION
Employer identification number (EIN):720475038
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BARKSDALE FCU LONG TERM DISABILITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032012-01-01ROD TAYLOR
5032012-01-01ROD TAYLOR
5032011-01-01ROD TAYLOR
5032010-01-01ROD TAYLOR

Plan Statistics for BARKSDALE FCU LONG TERM DISABILITY PLAN

401k plan membership statisitcs for BARKSDALE FCU LONG TERM DISABILITY PLAN

Measure Date Value
2012: BARKSDALE FCU LONG TERM DISABILITY PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01283
Total number of active participants reported on line 7a of the Form 55002012-01-01307
Number of retired or separated participants receiving benefits2012-01-0124
Total of all active and inactive participants2012-01-01331
Total participants2012-01-01331
2011: BARKSDALE FCU LONG TERM DISABILITY PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01281
Total number of active participants reported on line 7a of the Form 55002011-01-01283
Total of all active and inactive participants2011-01-01283
Total participants2011-01-01283
2010: BARKSDALE FCU LONG TERM DISABILITY PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01278
Total number of active participants reported on line 7a of the Form 55002010-01-01281
Number of retired or separated participants receiving benefits2010-01-010
Total of all active and inactive participants2010-01-01281
Total participants2010-01-01281

Form 5500 Responses for BARKSDALE FCU LONG TERM DISABILITY PLAN

2012: BARKSDALE FCU LONG TERM DISABILITY PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: BARKSDALE FCU LONG TERM DISABILITY PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: BARKSDALE FCU LONG TERM DISABILITY PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – General assets of the sponsorYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05723127
Policy instance 1
Insurance contract or identification numberKM05723127
Number of Individuals Covered331
Insurance policy start date2012-01-01
Insurance policy end date2012-01-12
Total amount of commissions paid to insurance brokerUSD $4,851
Life Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $48,777
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other welfare benefits providedADD
Commission paid to Insurance BrokerUSD $9,206
Insurance broker nameBILLY MARTIN
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05723127
Policy instance 1
Insurance contract or identification numberKM05723127
Number of Individuals Covered283
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,692
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
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 $47,277
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberKM05723127
Policy instance 1
Insurance contract or identification numberKM05723127
Number of Individuals Covered281
Insurance policy start date2020-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,488
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Other welfare benefits providedADD
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,488
Insurance broker nameBILLY MARTIN

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