401k Plan data: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST plan

BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: BAPTIST HEALTH FEDERAL CREDIT UNION

Employer identification number (EIN): 710329113

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-06-01 JAMES M GORMAN 2020-06-18
001 2018-06-01 BOBBIE THRELKELD 2019-10-17
001 2017-06-01 BOBBIE THRELKELD 2018-12-10
001 2016-06-01 BOBBIE THRELKELD 2018-03-07
001 2015-06-01 BOBBIE THRELKELD 2017-01-13
001 2014-06-01 BOBBIE THRELKELD 2015-12-11
001 2013-06-01 BOBBIE THRELKELD 2014-12-30
001 2012-06-01 BOBBIE THRELKELD 2014-03-10
001 2011-06-01 BOBBIE THRELKELD 2013-02-26 BOBBIE THRELKELD 2013-02-26
001 2010-06-01 BOBBIE THRELKELD 2012-01-31

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-06-01	JAMES M GORMAN	2020-06-18
001	2018-06-01	BOBBIE THRELKELD	2019-10-17
001	2017-06-01	BOBBIE THRELKELD	2018-12-10
001	2016-06-01	BOBBIE THRELKELD	2018-03-07
001	2015-06-01	BOBBIE THRELKELD	2017-01-13
001	2014-06-01	BOBBIE THRELKELD	2015-12-11
001	2013-06-01	BOBBIE THRELKELD	2014-12-30
001	2012-06-01	BOBBIE THRELKELD	2014-03-10
001	2011-06-01	BOBBIE THRELKELD	2013-02-26	BOBBIE THRELKELD	2013-02-26
001	2010-06-01	BOBBIE THRELKELD	2012-01-31

Plan Statistics for BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2019: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-05-31 1,029,387
Acturial value of plan assets 2019-05-31 1,029,387
Funding target for retired participants and beneficiaries receiving payment 2019-05-31 0
Number of terminated vested participants 2019-05-31 0
Fundng target for terminated vested participants 2019-05-31 0
Active participant vested funding target 2019-05-31 852,197
Number of active participants 2019-05-31 7
Total funding liabilities for active participants 2019-05-31 854,503
Total participant count 2019-05-31 7
Total funding target for all participants 2019-05-31 854,503
Balance at beginning of prior year after applicable adjustments 2019-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-05-31 0
Prefunding balanced used to offset prior years funding requirement 2019-05-31 0
Amount remaining of carryover balance 2019-05-31 0
Amount remaining of prefunding balance 2019-05-31 0
Present value of excess contributions 2019-05-31 116,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-05-31 123,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-05-31 0
Reductions in caryover balances due to elections or deemed elections 2019-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-05-31 0
Balance of carryovers at beginning of current year 2019-05-31 0
Balance of prefunding at beginning of current year 2019-05-31 0
Total employer contributions 2019-05-31 0
Total employee contributions 2019-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-05-31 0
Unpaid minimum required contributions for all prior years 2019-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-05-31 0
Remaining amount of unpaid minimum required contributions 2019-05-31 0
Minimum required contributions for current year target normal cost 2019-05-31 110,491
Net shortfall amortization installment of oustanding balance 2019-05-31 0
Waiver amortization installment 2019-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-05-31 0
Carryover balance elected to use to offset funding requirement 2019-05-31 0
Prefunding balance elected to use to offset funding requirement 2019-05-31 0
Additional cash requirement 2019-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for current year 2019-05-31 0
Unpaid minimum required contributions for all years 2019-05-31 0
2018: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-05-31 863,485
Acturial value of plan assets 2018-05-31 863,485
Funding target for retired participants and beneficiaries receiving payment 2018-05-31 0
Number of terminated vested participants 2018-05-31 0
Fundng target for terminated vested participants 2018-05-31 0
Active participant vested funding target 2018-05-31 711,664
Number of active participants 2018-05-31 8
Total funding liabilities for active participants 2018-05-31 712,794
Total participant count 2018-05-31 8
Total funding target for all participants 2018-05-31 712,794
Balance at beginning of prior year after applicable adjustments 2018-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-05-31 0
Prefunding balanced used to offset prior years funding requirement 2018-05-31 0
Amount remaining of carryover balance 2018-05-31 0
Amount remaining of prefunding balance 2018-05-31 0
Present value of excess contributions 2018-05-31 133,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-05-31 141,589
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-05-31 0
Reductions in caryover balances due to elections or deemed elections 2018-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-05-31 0
Balance of carryovers at beginning of current year 2018-05-31 0
Balance of prefunding at beginning of current year 2018-05-31 0
Total employer contributions 2018-05-31 121,761
Total employee contributions 2018-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-05-31 116,950
Unpaid minimum required contributions for all prior years 2018-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-05-31 0
Remaining amount of unpaid minimum required contributions 2018-05-31 0
Minimum required contributions for current year target normal cost 2018-05-31 60,524
Net shortfall amortization installment of oustanding balance 2018-05-31 0
Waiver amortization installment 2018-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-05-31 0
Carryover balance elected to use to offset funding requirement 2018-05-31 0
Prefunding balance elected to use to offset funding requirement 2018-05-31 0
Additional cash requirement 2018-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-05-31 116,950
Unpaid minimum required contributions for current year 2018-05-31 0
Unpaid minimum required contributions for all years 2018-05-31 0
2017: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-05-31 686,313
Acturial value of plan assets 2017-05-31 686,313
Funding target for retired participants and beneficiaries receiving payment 2017-05-31 0
Number of terminated vested participants 2017-05-31 0
Fundng target for terminated vested participants 2017-05-31 0
Active participant vested funding target 2017-05-31 653,891
Number of active participants 2017-05-31 7
Total funding liabilities for active participants 2017-05-31 653,891
Total participant count 2017-05-31 7
Total funding target for all participants 2017-05-31 653,891
Balance at beginning of prior year after applicable adjustments 2017-05-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-05-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-05-31 0
Prefunding balanced used to offset prior years funding requirement 2017-05-31 0
Amount remaining of carryover balance 2017-05-31 0
Amount remaining of prefunding balance 2017-05-31 0
Present value of excess contributions 2017-05-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-05-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-05-31 0
Reductions in caryover balances due to elections or deemed elections 2017-05-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-05-31 0
Balance of carryovers at beginning of current year 2017-05-31 0
Balance of prefunding at beginning of current year 2017-05-31 0
Total employer contributions 2017-05-31 138,047
Total employee contributions 2017-05-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-05-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-05-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-05-31 133,941
Unpaid minimum required contributions for all prior years 2017-05-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-05-31 0
Remaining amount of unpaid minimum required contributions 2017-05-31 0
Minimum required contributions for current year target normal cost 2017-05-31 0
Net shortfall amortization installment of oustanding balance 2017-05-31 0
Waiver amortization installment 2017-05-31 0
Waived amount of outstanding balance 2017-05-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-05-31 0
Carryover balance elected to use to offset funding requirement 2017-05-31 0
Prefunding balance elected to use to offset funding requirement 2017-05-31 0
Additional cash requirement 2017-05-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-05-31 133,941
Unpaid minimum required contributions for current year 2017-05-31 0
Unpaid minimum required contributions for all years 2017-05-31 0

Measure	Date	Value
2019: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-05-31	1,029,387
Acturial value of plan assets	2019-05-31	1,029,387
Funding target for retired participants and beneficiaries receiving payment	2019-05-31	0
Number of terminated vested participants	2019-05-31	0
Fundng target for terminated vested participants	2019-05-31	0
Active participant vested funding target	2019-05-31	852,197
Number of active participants	2019-05-31	7
Total funding liabilities for active participants	2019-05-31	854,503
Total participant count	2019-05-31	7
Total funding target for all participants	2019-05-31	854,503
Balance at beginning of prior year after applicable adjustments	2019-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-05-31	0
Prefunding balanced used to offset prior years funding requirement	2019-05-31	0
Amount remaining of carryover balance	2019-05-31	0
Amount remaining of prefunding balance	2019-05-31	0
Present value of excess contributions	2019-05-31	116,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-05-31	123,476
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-05-31	0
Reductions in caryover balances due to elections or deemed elections	2019-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-05-31	0
Balance of carryovers at beginning of current year	2019-05-31	0
Balance of prefunding at beginning of current year	2019-05-31	0
Total employer contributions	2019-05-31	0
Total employee contributions	2019-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-05-31	0
Unpaid minimum required contributions for all prior years	2019-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-05-31	0
Remaining amount of unpaid minimum required contributions	2019-05-31	0
Minimum required contributions for current year target normal cost	2019-05-31	110,491
Net shortfall amortization installment of oustanding balance	2019-05-31	0
Waiver amortization installment	2019-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-05-31	0
Carryover balance elected to use to offset funding requirement	2019-05-31	0
Prefunding balance elected to use to offset funding requirement	2019-05-31	0
Additional cash requirement	2019-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for current year	2019-05-31	0
Unpaid minimum required contributions for all years	2019-05-31	0
2018: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-05-31	863,485
Acturial value of plan assets	2018-05-31	863,485
Funding target for retired participants and beneficiaries receiving payment	2018-05-31	0
Number of terminated vested participants	2018-05-31	0
Fundng target for terminated vested participants	2018-05-31	0
Active participant vested funding target	2018-05-31	711,664
Number of active participants	2018-05-31	8
Total funding liabilities for active participants	2018-05-31	712,794
Total participant count	2018-05-31	8
Total funding target for all participants	2018-05-31	712,794
Balance at beginning of prior year after applicable adjustments	2018-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-05-31	0
Prefunding balanced used to offset prior years funding requirement	2018-05-31	0
Amount remaining of carryover balance	2018-05-31	0
Amount remaining of prefunding balance	2018-05-31	0
Present value of excess contributions	2018-05-31	133,941
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-05-31	141,589
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-05-31	0
Reductions in caryover balances due to elections or deemed elections	2018-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-05-31	0
Balance of carryovers at beginning of current year	2018-05-31	0
Balance of prefunding at beginning of current year	2018-05-31	0
Total employer contributions	2018-05-31	121,761
Total employee contributions	2018-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-05-31	116,950
Unpaid minimum required contributions for all prior years	2018-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-05-31	0
Remaining amount of unpaid minimum required contributions	2018-05-31	0
Minimum required contributions for current year target normal cost	2018-05-31	60,524
Net shortfall amortization installment of oustanding balance	2018-05-31	0
Waiver amortization installment	2018-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-05-31	0
Carryover balance elected to use to offset funding requirement	2018-05-31	0
Prefunding balance elected to use to offset funding requirement	2018-05-31	0
Additional cash requirement	2018-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-05-31	116,950
Unpaid minimum required contributions for current year	2018-05-31	0
Unpaid minimum required contributions for all years	2018-05-31	0
2017: BAPTIST HEALTH FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-05-31	686,313
Acturial value of plan assets	2017-05-31	686,313
Funding target for retired participants and beneficiaries receiving payment	2017-05-31	0
Number of terminated vested participants	2017-05-31	0
Fundng target for terminated vested participants	2017-05-31	0
Active participant vested funding target	2017-05-31	653,891
Number of active participants	2017-05-31	7
Total funding liabilities for active participants	2017-05-31	653,891
Total participant count	2017-05-31	7
Total funding target for all participants	2017-05-31	653,891
Balance at beginning of prior year after applicable adjustments	2017-05-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-05-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-05-31	0
Prefunding balanced used to offset prior years funding requirement	2017-05-31	0
Amount remaining of carryover balance	2017-05-31	0
Amount remaining of prefunding balance	2017-05-31	0
Present value of excess contributions	2017-05-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-05-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-05-31	0
Reductions in caryover balances due to elections or deemed elections	2017-05-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-05-31	0
Balance of carryovers at beginning of current year	2017-05-31	0
Balance of prefunding at beginning of current year	2017-05-31	0
Total employer contributions	2017-05-31	138,047
Total employee contributions	2017-05-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-05-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-05-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-05-31	133,941
Unpaid minimum required contributions for all prior years	2017-05-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-05-31	0
Remaining amount of unpaid minimum required contributions	2017-05-31	0
Minimum required contributions for current year target normal cost	2017-05-31	0
Net shortfall amortization installment of oustanding balance	2017-05-31	0
Waiver amortization installment	2017-05-31	0
Waived amount of outstanding balance	2017-05-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-05-31	0
Carryover balance elected to use to offset funding requirement	2017-05-31	0
Prefunding balance elected to use to offset funding requirement	2017-05-31	0
Additional cash requirement	2017-05-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-05-31	133,941
Unpaid minimum required contributions for current year	2017-05-31	0
Unpaid minimum required contributions for all years	2017-05-31	0

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Company Name:	BAPTIST HEALTH FEDERAL CREDIT UNION
Employer identification number (EIN):	710329113
NAIC Classification:	522130
NAIC Description:	Credit Unions