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AMERICAN UNITED FAMILY OF CREDIT UNIONS PO BOX 1030 WEST JORDAN UT 84084 401k Plan overview

Plan NameAMERICAN UNITED FAMILY OF CREDIT UNIONS PO BOX 1030 WEST JORDAN UT 84084
Plan identification number 618

AMERICAN UNITED FAMILY OF CREDIT UNIONS PO BOX 1030 WEST JORDAN UT 84084 Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='870219133' AND PlanID='618'

401k Sponsoring company profile

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

Company Name:AMERICAN UNITED FEDERAL CREDIT UNION
Employer identification number (EIN):870219133
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN UNITED FAMILY OF CREDIT UNIONS PO BOX 1030 WEST JORDAN UT 84084

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
6182023-01-01AMANDA JENEN2024-10-03 AMANDA JENEN2024-10-03
6182022-01-01AMANDA JENEN2023-10-19 AMANDA JENEN2023-10-19
SELECT Description,401k_plan_data.* , ValueType,YEAR(Date) AS Year FROM 401k_plan_data_870219133 AS 401k_plan_data LEFT JOIN 401k_plan_data_naming ON 401k_plan_data_naming.FieldName= 401k_plan_data.FieldName WHERE EIN='870219133' AND PlanID='618' AND (DataType='SCHED_R_PART1' OR DataType='F_SCH_H') AND Description IS NOT NULL ORDER BY Date DESC , 401k_plan_data.FieldName DESC

Insurance Providers Used on plan

COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4762696
Policy instance 1
Insurance contract or identification numberE4762696
Number of Individuals Covered6
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $2,501
Total amount of fees paid to insurance companyUSD $105
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $6,023
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number618
Policy instance 2
Insurance contract or identification number618
Number of Individuals Covered177
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $47,273
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,181,817
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number618
Policy instance 3
Insurance contract or identification number618
Number of Individuals Covered190
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,850
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $61,660
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number618
Policy instance 4
Insurance contract or identification number618
Number of Individuals Covered135
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $1,124
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,236
COLONIAL LIFE & ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62049 )
Policy contract numberE4762696
Policy instance 1
Insurance contract or identification numberE4762696
Number of Individuals Covered3
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $258
Total amount of fees paid to insurance companyUSD $15
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,550
Commission paid to Insurance BrokerUSD $198
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerBONUS
Insurance broker organization code?3
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number618
Policy instance 2
Insurance contract or identification number618
Number of Individuals Covered155
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $41,594
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $1,039,843
Commission paid to Insurance BrokerUSD $41,594
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number618
Policy instance 3
Insurance contract or identification number618
Number of Individuals Covered156
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $1,593
Dental Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $53,097
Commission paid to Insurance BrokerUSD $1,593
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 12515 )
Policy contract number618
Policy instance 4
Insurance contract or identification number618
Number of Individuals Covered107
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $946
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $9,463
Commission paid to Insurance BrokerUSD $946

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