Cusa Health and Welfare Plan
Plan context: CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN
EIN 65-1193523 • Dallas, TX • 22 filings • 5 plans
Current Snapshot
Latest Year
2014
2014 Participants
60
2014 Assets
$5,398,721
2014 Contributions
$1,522,688
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2014 | 1 | 0 | $0 | $0 | - |
| CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN | - | 0 | - | - | - |
| 2013 | 1 | 0 | $5,398,721 | $0 | - |
| CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN | - | 0 | $5,398,721 | - | - |
| 2012 | 1 | 60 | $8,908,345 | $1,522,688 | $25,378iApproximate average salary by contribution assumption: employee only about $634,453 at 4% or $422,969 at 6%; with 50% employer match about $422,969 at 4% or $281,979 at 6%; with 100% employer match about $317,227 at 4% or $211,484 at 6%. |
| CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN | - | 60 | $8,908,345 | $1,522,688 | $25,378iApproximate average salary by contribution assumption: employee only about $634,453 at 4% or $422,969 at 6%; with 50% employer match about $422,969 at 4% or $281,979 at 6%; with 100% employer match about $317,227 at 4% or $211,484 at 6%. |
| 2011 | 2 | 4,315 | $15,798,811 | $2,514,124 | $583iApproximate average salary by contribution assumption: employee only about $14,566 at 4% or $9,711 at 6%; with 50% employer match about $9,711 at 4% or $6,474 at 6%; with 100% employer match about $7,283 at 4% or $4,855 at 6%. |
| CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN | - | 4,315 | $15,798,811 | $2,514,124 | $583iApproximate average salary by contribution assumption: employee only about $14,566 at 4% or $9,711 at 6%; with 50% employer match about $9,711 at 4% or $6,474 at 6%; with 100% employer match about $7,283 at 4% or $4,855 at 6%. |
| Cusa Health and Welfare Plan | - | 3,807 | - | - | - |
| 2010 | 2 | 4,210 | $15,594,425 | $2,304,377 | $547iApproximate average salary by contribution assumption: employee only about $13,684 at 4% or $9,123 at 6%; with 50% employer match about $9,123 at 4% or $6,082 at 6%; with 100% employer match about $6,842 at 4% or $4,561 at 6%. |
| CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN | - | 4,210 | $15,594,425 | $2,304,377 | $547iApproximate average salary by contribution assumption: employee only about $13,684 at 4% or $9,123 at 6%; with 50% employer match about $9,123 at 4% or $6,082 at 6%; with 100% employer match about $6,842 at 4% or $4,561 at 6%. |
| Cusa Health and Welfare Plan | - | 4,062 | - | - | - |
| 2009 | 2 | 3,992 | $13,208,462 | $2,507,889 | $628iApproximate average salary by contribution assumption: employee only about $15,706 at 4% or $10,470 at 6%; with 50% employer match about $10,470 at 4% or $6,980 at 6%; with 100% employer match about $7,853 at 4% or $5,235 at 6%. |
| CUSA, LLC DBA COACH AMERICA MASTER 401(K) AND SAVINGS PLAN | - | 3,126 | $13,208,462 | $2,507,889 | $802iApproximate average salary by contribution assumption: employee only about $20,057 at 4% or $13,371 at 6%; with 50% employer match about $13,371 at 4% or $8,914 at 6%; with 100% employer match about $10,028 at 4% or $6,686 at 6%. |
| Cusa Health and Welfare Plan | - | 3,992 | - | - | - |
| 2008 | 2 | 4,324 | $10,302,758 | $2,681,207 | $620iApproximate average salary by contribution assumption: employee only about $15,502 at 4% or $10,335 at 6%; with 50% employer match about $10,335 at 4% or $6,890 at 6%; with 100% employer match about $7,751 at 4% or $5,167 at 6%. |
| CUSA, LLC DBA COACH AMERICA MASTER 401K AND SAVINGS PLAN | - | 3,172 | $10,302,758 | $2,681,207 | $845iApproximate average salary by contribution assumption: employee only about $21,132 at 4% or $14,088 at 6%; with 50% employer match about $14,088 at 4% or $9,392 at 6%; with 100% employer match about $10,566 at 4% or $7,044 at 6%. |
| Cusa Health and Welfare Plan | - | 4,324 | - | - | - |
| 2007 | 2 | 4,313 | $13,939,670 | $2,379,845 | $552iApproximate average salary by contribution assumption: employee only about $13,795 at 4% or $9,196 at 6%; with 50% employer match about $9,196 at 4% or $6,131 at 6%; with 100% employer match about $6,897 at 4% or $4,598 at 6%. |
| CUSA, LLC DBA COACH AMERICA MASTER 401K AND SAVINGS PLAN | - | 3,857 | $13,939,670 | $2,379,845 | $617iApproximate average salary by contribution assumption: employee only about $15,425 at 4% or $10,284 at 6%; with 50% employer match about $10,284 at 4% or $6,856 at 6%; with 100% employer match about $7,713 at 4% or $5,142 at 6%. |
| Cusa Health and Welfare Plan | - | 4,313 | - | - | - |
| 2006 | 2 | 4,332 | $8,574,084 | $2,079,273 | $480iApproximate average salary by contribution assumption: employee only about $11,999 at 4% or $8,000 at 6%; with 50% employer match about $8,000 at 4% or $5,333 at 6%; with 100% employer match about $6,000 at 4% or $4,000 at 6%. |
| CUSA, LLC MASTER 401K SAVINGS PLAN | - | 2,268 | $8,574,084 | $2,079,273 | $917iApproximate average salary by contribution assumption: employee only about $22,920 at 4% or $15,280 at 6%; with 50% employer match about $15,280 at 4% or $10,187 at 6%; with 100% employer match about $11,460 at 4% or $7,640 at 6%. |
| Cusa Health and Welfare Plan | - | 4,332 | - | - | - |
| 2005 | 2 | 2,243 | $6,312,897 | $1,670,742 | $745iApproximate average salary by contribution assumption: employee only about $18,622 at 4% or $12,414 at 6%; with 50% employer match about $12,414 at 4% or $8,276 at 6%; with 100% employer match about $9,311 at 4% or $6,207 at 6%. |
| CUSA, LLC MASTER 401K SAVINGS PLAN | - | 2,046 | $6,312,897 | $1,670,742 | $817iApproximate average salary by contribution assumption: employee only about $20,415 at 4% or $13,610 at 6%; with 50% employer match about $13,610 at 4% or $9,073 at 6%; with 100% employer match about $10,207 at 4% or $6,805 at 6%. |
| Cusa Health and Welfare Plan | - | 2,243 | - | - | - |
| 2004 | 3 | 2,203 | $4,701,888 | $4,137,671 | $1,878iApproximate average salary by contribution assumption: employee only about $46,955 at 4% or $31,303 at 6%; with 50% employer match about $31,303 at 4% or $20,869 at 6%; with 100% employer match about $23,477 at 4% or $15,652 at 6%. |
| CUSA, LLC MASTER 401K SAVINGS PLAN | - | 649 | $4,701,888 | $4,137,671 | $6,375iApproximate average salary by contribution assumption: employee only about $159,386 at 4% or $106,258 at 6%; with 50% employer match about $106,258 at 4% or $70,838 at 6%; with 100% employer match about $79,693 at 4% or $53,129 at 6%. |
| Cusa Health and Welfare Plan | - | 2,203 | - | - | - |
| CUSA HEALTH AND WELFARE PLAN | - | 65 | - | - | - |
| 2003 | 2 | 2,167 | $333,315 | $332,492 | $153iApproximate average salary by contribution assumption: employee only about $3,836 at 4% or $2,557 at 6%; with 50% employer match about $2,557 at 4% or $1,705 at 6%; with 100% employer match about $1,918 at 4% or $1,279 at 6%. |
| CUSA, LLC MASTER 401K SAVINGS PLAN | - | 1,268 | $333,315 | $332,492 | $262iApproximate average salary by contribution assumption: employee only about $6,555 at 4% or $4,370 at 6%; with 50% employer match about $4,370 at 4% or $2,914 at 6%; with 100% employer match about $3,278 at 4% or $2,185 at 6%. |
| Cusa Health and Welfare Plan | - | 2,167 | - | - | - |