401k Plan data: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN plan

CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 401k Plan overview

Plan Name	CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN
Plan identification number	001

CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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

MEMBERS CHOICE CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: MEMBERS CHOICE CREDIT UNION

Employer identification number (EIN): 741886524

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 ROBIN TOOMS 2024-09-30
001 2022-01-01 ROBIN TOOMS 2023-10-02
001 2021-01-01 ROBIN TOOMS 2022-10-16
001 2020-01-01 ROBIN TOOMS 2021-10-03
001 2019-01-01 KELLI JOHNSON 2020-10-04
001 2018-01-01 BRIDGETTE MAYON 2019-07-29
001 2017-01-01
001 2016-01-01
001 2015-01-01 SUSAN BROWN
001 2014-01-01 SUSAN BROWN
001 2013-01-01 SUSAN BROWN
001 2012-01-01 SUSAN BROWN
001 2011-01-01 SUZAN ABRAMS
001 2010-01-01 SUZAN ABRAMS

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2023-01-01	ROBIN TOOMS	2024-09-30
001	2022-01-01	ROBIN TOOMS	2023-10-02
001	2021-01-01	ROBIN TOOMS	2022-10-16
001	2020-01-01	ROBIN TOOMS	2021-10-03
001	2019-01-01	KELLI JOHNSON	2020-10-04
001	2018-01-01	BRIDGETTE MAYON	2019-07-29
001	2017-01-01
001	2016-01-01
001	2015-01-01	SUSAN BROWN
001	2014-01-01	SUSAN BROWN
001	2013-01-01	SUSAN BROWN
001	2012-01-01	SUSAN BROWN
001	2011-01-01	SUZAN ABRAMS
001	2010-01-01	SUZAN ABRAMS

Plan Statistics for CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

401k plan membership statisitcs for CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

Measure Date Value
2023: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 104
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 73
Total of all active and inactive participants 2023-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 2
Total participants 2023-01-01 180
Number of participants with account balances 2023-01-01 179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 32
2022: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 110
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 132
Total of all active and inactive participants 2022-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 245
Number of participants with account balances 2022-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 35
2021: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 93
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 83
Total of all active and inactive participants 2021-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 2
Total participants 2021-01-01 179
Number of participants with account balances 2021-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 105
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 71
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 178
Number of participants with account balances 2020-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 220
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 144
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 48
Total of all active and inactive participants 2019-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 194
Number of participants with account balances 2019-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 14
2018: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 135
Number of retired or separated participants receiving benefits 2018-01-01 1
Number of other retired or separated participants entitled to future benefits 2018-01-01 77
Total of all active and inactive participants 2018-01-01 213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 214
Number of participants with account balances 2018-01-01 214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 12
2017: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 162
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 117
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 57
Total of all active and inactive participants 2017-01-01 174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 174
Number of participants with account balances 2017-01-01 172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 112
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 47
Total of all active and inactive participants 2016-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 159
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 12
2015: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 185
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 115
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 38
Total of all active and inactive participants 2015-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 153
Number of participants with account balances 2015-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
2014: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 123
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 59
Total of all active and inactive participants 2014-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 182
Number of participants with account balances 2014-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 116
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 28
Total of all active and inactive participants 2013-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 144
Number of participants with account balances 2013-01-01 132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 106
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 34
Total of all active and inactive participants 2012-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 140
Number of participants with account balances 2012-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 2
2011: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 91
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 33
Total of all active and inactive participants 2011-01-01 124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 124
Number of participants with account balances 2011-01-01 110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 11
2010: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 92
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 21
Total of all active and inactive participants 2010-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 113
Number of participants with account balances 2010-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6

Measure	Date	Value
2023: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	104
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	73
Total of all active and inactive participants	2023-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	2
Total participants	2023-01-01	180
Number of participants with account balances	2023-01-01	179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	32
2022: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	110
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	132
Total of all active and inactive participants	2022-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	245
Number of participants with account balances	2022-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	35
2021: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	93
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	83
Total of all active and inactive participants	2021-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	2
Total participants	2021-01-01	179
Number of participants with account balances	2021-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	105
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	71
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	178
Number of participants with account balances	2020-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	220
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	144
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	48
Total of all active and inactive participants	2019-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	194
Number of participants with account balances	2019-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	14
2018: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	135
Number of retired or separated participants receiving benefits	2018-01-01	1
Number of other retired or separated participants entitled to future benefits	2018-01-01	77
Total of all active and inactive participants	2018-01-01	213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	214
Number of participants with account balances	2018-01-01	214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	12
2017: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	162
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	117
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	57
Total of all active and inactive participants	2017-01-01	174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	174
Number of participants with account balances	2017-01-01	172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	112
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	47
Total of all active and inactive participants	2016-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	159
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	12
2015: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	185
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	115
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	38
Total of all active and inactive participants	2015-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	153
Number of participants with account balances	2015-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
2014: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	123
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	59
Total of all active and inactive participants	2014-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	182
Number of participants with account balances	2014-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	116
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	28
Total of all active and inactive participants	2013-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	144
Number of participants with account balances	2013-01-01	132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	106
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	34
Total of all active and inactive participants	2012-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	140
Number of participants with account balances	2012-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	2
2011: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	91
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	33
Total of all active and inactive participants	2011-01-01	124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	124
Number of participants with account balances	2011-01-01	110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	11
2010: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	92
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	21
Total of all active and inactive participants	2010-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	113
Number of participants with account balances	2010-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6

Financial Data on CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

Measure	Date	Value
2023 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,109,398
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$643,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$629,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$823,189
Value of total assets at end of year	2023-12-31	$7,640,895
Value of total assets at beginning of year	2023-12-31	$6,175,419
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$14,773
Total interest from all sources	2023-12-31	$18,965
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$387,864
Participant contributions at end of year	2023-12-31	$34,982
Participant contributions at beginning of year	2023-12-31	$26,973
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$144,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,465,476
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$7,640,895
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,175,419
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in pooled separate accounts at end of year	2023-12-31	$7,043,461
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$5,617,078
Interest on participant loans	2023-12-31	$2,579
Interest earned on other investments	2023-12-31	$16,386
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$562,452
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$531,368
Net investment gain/loss from pooled separate accounts	2023-12-31	$1,267,244
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$290,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$629,149
Contract administrator fees	2023-12-31	$14,773
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2023-12-31	410746749
2022 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-897,905
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,422,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,407,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$750,052
Value of total assets at end of year	2022-12-31	$6,175,419
Value of total assets at beginning of year	2022-12-31	$9,495,725
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$15,156
Total interest from all sources	2022-12-31	$29,768
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$346,972
Participant contributions at end of year	2022-12-31	$26,973
Participant contributions at beginning of year	2022-12-31	$141,315
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$120,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-3,320,306
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,175,419
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,495,725
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$5,617,078
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$8,635,753
Interest on participant loans	2022-12-31	$4,583
Interest earned on other investments	2022-12-31	$25,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$531,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$718,657
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,677,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$282,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,407,245
Contract administrator fees	2022-12-31	$15,156
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,051,616
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,822,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,809,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$727,937
Value of total assets at end of year	2021-12-31	$9,495,725
Value of total assets at beginning of year	2021-12-31	$9,266,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$13,149
Total interest from all sources	2021-12-31	$38,109
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$395,453
Participant contributions at end of year	2021-12-31	$141,315
Participant contributions at beginning of year	2021-12-31	$255,352
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$85,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$229,016
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,495,725
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$9,266,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,635,753
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$8,050,081
Interest on participant loans	2021-12-31	$10,301
Interest earned on other investments	2021-12-31	$27,808
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$718,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$961,276
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,285,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$247,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,809,451
Contract administrator fees	2021-12-31	$13,149
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,692,059
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,353,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,328,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,276,446
Value of total assets at end of year	2020-12-31	$9,266,709
Value of total assets at beginning of year	2020-12-31	$7,928,387
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$25,104
Total interest from all sources	2020-12-31	$44,952
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$462,898
Participant contributions at end of year	2020-12-31	$255,352
Participant contributions at beginning of year	2020-12-31	$321,033
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$455,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,338,322
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$9,266,709
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,928,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$8,050,081
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,523,275
Interest on participant loans	2020-12-31	$19,902
Interest earned on other investments	2020-12-31	$25,050
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$961,276
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,084,079
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,370,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$357,695
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,328,633
Contract administrator fees	2020-12-31	$25,104
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,537,123
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,052,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,037,529
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,120,544
Value of total assets at end of year	2019-12-31	$7,928,387
Value of total assets at beginning of year	2019-12-31	$6,443,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,844
Total interest from all sources	2019-12-31	$55,812
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$454,401
Participant contributions at end of year	2019-12-31	$321,033
Participant contributions at beginning of year	2019-12-31	$219,895
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$310,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,484,750
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,928,387
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,443,637
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$14,844
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,523,275
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,180,599
Interest on participant loans	2019-12-31	$19,928
Interest earned on other investments	2019-12-31	$35,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,084,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$1,043,143
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,360,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$355,238
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,037,529
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD
Accountancy firm EIN	2019-12-31	440160260
2018 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$476,642
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,988,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,970,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$759,616
Value of total assets at end of year	2018-12-31	$6,443,637
Value of total assets at beginning of year	2018-12-31	$7,955,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,106
Total interest from all sources	2018-12-31	$54,420
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$362,901
Participant contributions at end of year	2018-12-31	$219,895
Participant contributions at beginning of year	2018-12-31	$205,870
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$109,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,511,792
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,443,637
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$7,955,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$5,180,599
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$6,458,322
Interest on participant loans	2018-12-31	$14,200
Interest earned on other investments	2018-12-31	$40,220
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$1,043,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,291,237
Net investment gain/loss from pooled separate accounts	2018-12-31	$-337,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$287,012
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,970,328
Contract administrator fees	2018-12-31	$18,106
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD
Accountancy firm EIN	2018-12-31	440160260
2017 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,994,060
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$806,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$798,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$822,321
Value of total assets at end of year	2017-12-31	$7,955,429
Value of total assets at beginning of year	2017-12-31	$6,768,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$8,280
Total interest from all sources	2017-12-31	$51,556
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$424,680
Participant contributions at end of year	2017-12-31	$205,870
Participant contributions at beginning of year	2017-12-31	$239,786
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$108,364
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,187,361
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$7,955,429
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,768,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$6,458,322
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,298,144
Interest on participant loans	2017-12-31	$10,843
Interest earned on other investments	2017-12-31	$40,713
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,291,237
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,230,138
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,120,183
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$289,277
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$798,419
Contract administrator fees	2017-12-31	$8,280
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD
Accountancy firm EIN	2017-12-31	440160260
2016 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,190,845
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,061,206
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,048,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$726,850
Value of total assets at end of year	2016-12-31	$6,768,068
Value of total assets at beginning of year	2016-12-31	$6,638,429
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,301
Total interest from all sources	2016-12-31	$64,984
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$409,946
Participant contributions at end of year	2016-12-31	$239,786
Participant contributions at beginning of year	2016-12-31	$271,773
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$37,909
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$129,639
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,768,068
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,638,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,298,144
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,603,129
Interest on participant loans	2016-12-31	$14,530
Interest earned on other investments	2016-12-31	$50,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,230,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,763,527
Net investment gain/loss from pooled separate accounts	2016-12-31	$399,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$278,995
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,048,905
Contract administrator fees	2016-12-31	$12,301
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD
Accountancy firm EIN	2016-12-31	440160260
2015 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$892,875
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$966,654
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$954,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$792,191
Value of total assets at end of year	2015-12-31	$6,638,429
Value of total assets at beginning of year	2015-12-31	$6,712,208
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$11,792
Total interest from all sources	2015-12-31	$68,262
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$432,692
Participant contributions at end of year	2015-12-31	$271,773
Participant contributions at beginning of year	2015-12-31	$278,291
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$63,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-73,779
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,638,429
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,712,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,603,129
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,259,534
Interest on participant loans	2015-12-31	$13,065
Interest earned on other investments	2015-12-31	$55,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,763,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,174,383
Net investment gain/loss from pooled separate accounts	2015-12-31	$32,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$296,461
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$954,862
Contract administrator fees	2015-12-31	$11,792
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD
Accountancy firm EIN	2015-12-31	440160260
2014 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,245,703
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$209,446
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$197,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$781,707
Value of total assets at end of year	2014-12-31	$6,712,208
Value of total assets at beginning of year	2014-12-31	$5,675,951
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$12,017
Total interest from all sources	2014-12-31	$55,225
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$503,399
Participant contributions at end of year	2014-12-31	$278,291
Participant contributions at beginning of year	2014-12-31	$220,615
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$62,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,036,257
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,712,208
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$5,675,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,259,534
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,729,679
Interest on participant loans	2014-12-31	$11,375
Interest earned on other investments	2014-12-31	$43,850
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,174,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,642,512
Net investment gain/loss from pooled separate accounts	2014-12-31	$408,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$215,440
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$83,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$197,429
Contract administrator fees	2014-12-31	$12,017
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,499,305
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$152,891
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$149,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$637,757
Value of total assets at end of year	2013-12-31	$5,675,951
Value of total assets at beginning of year	2013-12-31	$4,329,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,389
Total interest from all sources	2013-12-31	$56,584
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,389
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$364,277
Participant contributions at end of year	2013-12-31	$220,615
Participant contributions at beginning of year	2013-12-31	$147,903
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$4,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,346,414
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$5,675,951
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$4,329,537
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,729,679
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,544,221
Interest on participant loans	2013-12-31	$7,014
Interest earned on other investments	2013-12-31	$49,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,642,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,567,365
Net investment gain/loss from pooled separate accounts	2013-12-31	$804,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$268,727
Employer contributions (assets) at end of year	2013-12-31	$83,145
Employer contributions (assets) at beginning of year	2013-12-31	$70,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$149,502
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260
2012 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$916,230
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$540,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$536,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$514,482
Value of total assets at end of year	2012-12-31	$4,259,489
Value of total assets at beginning of year	2012-12-31	$3,884,152
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$3,970
Total interest from all sources	2012-12-31	$48,605
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$296,118
Participant contributions at end of year	2012-12-31	$147,903
Participant contributions at beginning of year	2012-12-31	$146,772
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,123
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$375,337
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$4,259,489
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,884,152
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,544,221
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,513,090
Interest on participant loans	2012-12-31	$4,234
Interest earned on other investments	2012-12-31	$44,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,567,365
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,224,290
Net investment gain/loss from pooled separate accounts	2012-12-31	$353,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$197,241
Employer contributions (assets) at end of year	2012-12-31	$70,048
Employer contributions (assets) at beginning of year	2012-12-31	$46,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$536,923
Contract administrator fees	2012-12-31	$3,970
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BKD, LLP
Accountancy firm EIN	2012-12-31	440160260
2011 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$466,859
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$291,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$282,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$441,889
Value of total assets at end of year	2011-12-31	$3,884,152
Value of total assets at beginning of year	2011-12-31	$3,708,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,512
Total interest from all sources	2011-12-31	$41,147
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$244,477
Participant contributions at end of year	2011-12-31	$146,772
Participant contributions at beginning of year	2011-12-31	$136,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$175,704
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,884,152
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,708,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,513,090
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,542,285
Interest on participant loans	2011-12-31	$4,565
Interest earned on other investments	2011-12-31	$36,582
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,224,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,029,723
Net investment gain/loss from pooled separate accounts	2011-12-31	$-16,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$197,412
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$282,643
Contract administrator fees	2011-12-31	$8,512
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN	2011-12-31	591906466
2010 : CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,036,447
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$434,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$432,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$616,327
Value of total assets at end of year	2010-12-31	$3,708,448
Value of total assets at beginning of year	2010-12-31	$3,106,467
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$2,416
Total interest from all sources	2010-12-31	$34,674
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$246,569
Participant contributions at end of year	2010-12-31	$136,440
Participant contributions at beginning of year	2010-12-31	$131,139
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$6,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$601,981
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,708,448
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$3,106,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,542,285
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,107,003
Interest on participant loans	2010-12-31	$3,657
Interest earned on other investments	2010-12-31	$31,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,029,723
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$868,325
Net investment gain/loss from pooled separate accounts	2010-12-31	$385,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$363,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$432,050
Contract administrator fees	2010-12-31	$2,416
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN	2010-12-31	591906466

Form 5500 Responses for CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN

2023: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: CREDIT UNION EMPLOYEES' THRIFT AND RETIREMENT 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 – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	180
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $7,284
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	245
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $6,797
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,797
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	179
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $7,779
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,779
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	178
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,066
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,066
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	194
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,236
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,236
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	214
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,716
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,716
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	174
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,896
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,447
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	153
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $7,792
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,792
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES INC

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	182
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $8,765
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,765
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES INC

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	144
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $6,897
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $6,897
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES, INC.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	140
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $5,345
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,345
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES, INC.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	124
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $4,998
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	1
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 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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502596

Policy instance

Insurance contract or identification number	502596
Number of Individuals Covered	113
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,321
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	1
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 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

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Company Name:	MEMBERS CHOICE CREDIT UNION
Employer identification number (EIN):	741886524
NAIC Classification:	522130
NAIC Description:	Credit Unions