401k Plan data: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN plan

CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number	002

CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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

CALIFORNIA COAST CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA COAST CREDIT UNION

Employer identification number (EIN): 951185803

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about CALIFORNIA COAST CREDIT UNION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0133544

More information about CALIFORNIA COAST CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01 KIM WEBSTER
002 2016-01-01 KIM WEBSTER
002 2015-01-01 KATHRYN SILVERSTEIN
002 2014-01-01 KATHRYN SILVERSTEIN
002 2013-01-01 KATHRYN SILVERSTEIN
002 2012-01-01 KATHRYN SILVERSTEIN
002 2011-01-01 KATHRYN SILVERSTEIN
002 2010-01-01 KATHRYN SILVERSTEIN
002 2009-01-01 KENNETH HORTON

Plan id#	Filing Submission Date	Name of Administrator
002	2017-01-01	KIM WEBSTER
002	2016-01-01	KIM WEBSTER
002	2015-01-01	KATHRYN SILVERSTEIN
002	2014-01-01	KATHRYN SILVERSTEIN
002	2013-01-01	KATHRYN SILVERSTEIN
002	2012-01-01	KATHRYN SILVERSTEIN
002	2011-01-01	KATHRYN SILVERSTEIN
002	2010-01-01	KATHRYN SILVERSTEIN
002	2009-01-01	KENNETH HORTON

Plan Statistics for CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2017: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 592
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 41
2016: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 419
Number of retired or separated participants receiving benefits 2016-01-01 14
Number of other retired or separated participants entitled to future benefits 2016-01-01 157
Total of all active and inactive participants 2016-01-01 590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 590
Number of participants with account balances 2016-01-01 562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 23
2015: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 546
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 411
Number of retired or separated participants receiving benefits 2015-01-01 17
Number of other retired or separated participants entitled to future benefits 2015-01-01 135
Total of all active and inactive participants 2015-01-01 563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 563
Number of participants with account balances 2015-01-01 538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 34
2014: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 559
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 408
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 134
Total of all active and inactive participants 2014-01-01 547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 547
Number of participants with account balances 2014-01-01 499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 417
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 126
Total of all active and inactive participants 2013-01-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 545
Number of participants with account balances 2013-01-01 488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 545
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 401
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 119
Total of all active and inactive participants 2012-01-01 523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 523
Number of participants with account balances 2012-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 516
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 399
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 142
Total of all active and inactive participants 2011-01-01 541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 541
Number of participants with account balances 2011-01-01 493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2010: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 224
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 402
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 109
Total of all active and inactive participants 2010-01-01 511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 511
Number of participants with account balances 2010-01-01 511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 24
2009: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 224
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 224
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 20

Measure	Date	Value
2017: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	592
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	41
2016: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	419
Number of retired or separated participants receiving benefits	2016-01-01	14
Number of other retired or separated participants entitled to future benefits	2016-01-01	157
Total of all active and inactive participants	2016-01-01	590
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	590
Number of participants with account balances	2016-01-01	562
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	23
2015: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	546
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	411
Number of retired or separated participants receiving benefits	2015-01-01	17
Number of other retired or separated participants entitled to future benefits	2015-01-01	135
Total of all active and inactive participants	2015-01-01	563
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	563
Number of participants with account balances	2015-01-01	538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	34
2014: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	559
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	408
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	134
Total of all active and inactive participants	2014-01-01	547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	547
Number of participants with account balances	2014-01-01	499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	417
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	126
Total of all active and inactive participants	2013-01-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	545
Number of participants with account balances	2013-01-01	488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	545
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	401
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	119
Total of all active and inactive participants	2012-01-01	523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	523
Number of participants with account balances	2012-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	516
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	399
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	142
Total of all active and inactive participants	2011-01-01	541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	541
Number of participants with account balances	2011-01-01	493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2010: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	224
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	402
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	109
Total of all active and inactive participants	2010-01-01	511
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	511
Number of participants with account balances	2010-01-01	511
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	24
2009: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	224
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	224
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	20

Financial Data on CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

Measure	Date	Value
2017 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$37,837,832
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	$6,864,516
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,186,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,079,124
Expenses. Certain deemed distributions of participant loans	2017-12-31	$16,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,462,896
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$33,160,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$90,744
Total interest from all sources	2017-12-31	$140,674
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$405,785
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$405,785
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
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	$1,664,815
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$807,015
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$173,994
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	$4,677,754
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$33,160,078
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,806,533
Interest on participant loans	2017-12-31	$32,143
Interest earned on other investments	2017-12-31	$108,531
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$7,143,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$7,403,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,857,766
Net investment gain or loss from common/collective trusts	2017-12-31	$997,395
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	No
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	$624,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,079,124
Contract administrator fees	2017-12-31	$90,744
Did the plan have assets held for investment	2017-12-31	No
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	Yes
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	SQUAR MILNER LLP
Accountancy firm EIN	2017-12-31	330835986
2016 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	$4,613,697
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$5,080,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,983,582
Value of total corrective distributions	2016-12-31	$9,556
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,523,512
Value of total assets at end of year	2016-12-31	$33,160,078
Value of total assets at beginning of year	2016-12-31	$33,626,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$86,909
Total interest from all sources	2016-12-31	$148,422
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$328,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$328,630
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
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	$1,648,903
Participant contributions at end of year	2016-12-31	$807,015
Participant contributions at beginning of year	2016-12-31	$869,876
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$255,650
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
Value of net income/loss	2016-12-31	$-466,350
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$33,160,078
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$33,626,428
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$17,806,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$17,965,324
Interest on participant loans	2016-12-31	$36,036
Interest earned on other investments	2016-12-31	$112,386
Value of interest in common/collective trusts at end of year	2016-12-31	$7,143,361
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,990,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$7,403,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$7,800,795
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,613,133
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	No
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	$618,959
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,983,582
Contract administrator fees	2016-12-31	$86,909
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	SQUAR MILNER LLP
Accountancy firm EIN	2016-12-31	330835986
2015 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	$2,611,474
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,171,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,071,764
Value of total corrective distributions	2015-12-31	$9,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,510,721
Value of total assets at end of year	2015-12-31	$33,626,428
Value of total assets at beginning of year	2015-12-31	$33,186,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$90,259
Total interest from all sources	2015-12-31	$159,348
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$554,209
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$554,209
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
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	$1,631,757
Participant contributions at end of year	2015-12-31	$869,876
Participant contributions at beginning of year	2015-12-31	$806,765
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$293,394
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
Value of net income/loss	2015-12-31	$439,526
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$33,626,428
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$33,186,902
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 registered invesment companies (eg mutual funds) at end of year	2015-12-31	$17,965,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$17,032,448
Interest on participant loans	2015-12-31	$33,948
Interest earned on other investments	2015-12-31	$125,400
Value of interest in common/collective trusts at end of year	2015-12-31	$6,990,433
Value of interest in common/collective trusts at beginning of year	2015-12-31	$8,163,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$7,800,795
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$7,183,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-495,187
Net investment gain or loss from common/collective trusts	2015-12-31	$-117,617
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	$585,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,071,764
Contract administrator fees	2015-12-31	$90,259
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	SQUAR MILNER LLP
Accountancy firm EIN	2015-12-31	330835986
2014 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	$3,731,007
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,005,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,916,683
Expenses. Certain deemed distributions of participant loans	2014-12-31	$7,922
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,005,212
Value of total assets at end of year	2014-12-31	$33,186,902
Value of total assets at beginning of year	2014-12-31	$31,461,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$80,743
Total interest from all sources	2014-12-31	$160,128
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$418,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$418,907
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
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	$1,444,157
Participant contributions at end of year	2014-12-31	$806,765
Participant contributions at beginning of year	2014-12-31	$644,750
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$123,375
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$45,516
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	$1,725,659
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$33,186,902
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$31,461,243
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 registered invesment companies (eg mutual funds) at end of year	2014-12-31	$17,032,448
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$15,546,681
Interest on participant loans	2014-12-31	$29,423
Interest earned on other investments	2014-12-31	$130,705
Value of interest in common/collective trusts at end of year	2014-12-31	$8,163,837
Value of interest in common/collective trusts at beginning of year	2014-12-31	$7,526,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$7,183,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$7,697,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$809,499
Net investment gain or loss from common/collective trusts	2014-12-31	$337,261
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	$437,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,916,683
Contract administrator fees	2014-12-31	$80,743
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	SQUAR MILNER LLP
Accountancy firm EIN	2014-12-31	330835986
2013 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	$4,940,327
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$920,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$821,951
Value of total corrective distributions	2013-12-31	$12,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,726,723
Value of total assets at end of year	2013-12-31	$31,461,243
Value of total assets at beginning of year	2013-12-31	$27,441,599
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$86,618
Total interest from all sources	2013-12-31	$202,805
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$247,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$247,697
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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	$1,287,687
Participant contributions at end of year	2013-12-31	$644,750
Participant contributions at beginning of year	2013-12-31	$552,214
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$51,200
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$45,516
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$92,272
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	$4,019,644
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$31,461,243
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$27,441,599
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 registered invesment companies (eg mutual funds) at end of year	2013-12-31	$15,546,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,035,857
Interest on participant loans	2013-12-31	$24,391
Interest earned on other investments	2013-12-31	$178,414
Value of interest in common/collective trusts at end of year	2013-12-31	$7,526,510
Value of interest in common/collective trusts at beginning of year	2013-12-31	$6,471,680
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$7,697,786
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,289,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,054,814
Net investment gain or loss from common/collective trusts	2013-12-31	$708,288
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	$387,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$821,951
Contract administrator fees	2013-12-31	$86,618
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	SQUAR MILNER LLP
Accountancy firm EIN	2013-12-31	330835986
2012 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	$3,978,660
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,526,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,441,321
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,650,554
Value of total assets at end of year	2012-12-31	$27,441,599
Value of total assets at beginning of year	2012-12-31	$24,989,243
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$84,983
Total interest from all sources	2012-12-31	$210,970
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$291,992
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$291,992
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
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	$1,171,883
Participant contributions at end of year	2012-12-31	$552,214
Participant contributions at beginning of year	2012-12-31	$668,293
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$128,972
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$92,272
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$309,734
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	$2,452,356
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$27,441,599
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$24,989,243
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,035,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,950,612
Interest on participant loans	2012-12-31	$24,820
Interest earned on other investments	2012-12-31	$186,150
Value of interest in common/collective trusts at end of year	2012-12-31	$6,471,680
Value of interest in common/collective trusts at beginning of year	2012-12-31	$6,057,415
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,289,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,003,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,189,227
Net investment gain or loss from common/collective trusts	2012-12-31	$635,917
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	$349,699
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,441,321
Contract administrator fees	2012-12-31	$84,983
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	SQUAR MILNER LLP
Accountancy firm EIN	2012-12-31	330835986
2011 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	$19,650
Total income from all sources (including contributions)	2011-12-31	$1,830,911
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,309,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,223,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,526,290
Value of total assets at end of year	2011-12-31	$24,989,243
Value of total assets at beginning of year	2011-12-31	$24,487,329
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$85,562
Total interest from all sources	2011-12-31	$218,410
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$263,335
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$263,335
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
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	$1,140,976
Participant contributions at end of year	2011-12-31	$668,293
Participant contributions at beginning of year	2011-12-31	$585,872
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$77,015
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$309,734
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$507,202
Other income not declared elsewhere	2011-12-31	$19,650
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$19,650
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	$521,564
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$24,989,243
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$24,467,679
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,950,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,987,523
Interest on participant loans	2011-12-31	$28,385
Interest earned on other investments	2011-12-31	$190,025
Value of interest in common/collective trusts at end of year	2011-12-31	$6,057,415
Value of interest in common/collective trusts at beginning of year	2011-12-31	$6,595,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$7,003,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$5,811,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-329,109
Net investment gain or loss from common/collective trusts	2011-12-31	$132,335
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	$308,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,223,785
Contract administrator fees	2011-12-31	$85,562
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
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	SQUAR MILNER LLP
Accountancy firm EIN	2011-12-31	330835986
2010 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$10,539,195
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$19,650
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	$3,242,284
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,853,614
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,749,091
Value of total corrective distributions	2010-12-31	$17,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,289,342
Value of total assets at end of year	2010-12-31	$24,487,329
Value of total assets at beginning of year	2010-12-31	$12,539,814
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$87,282
Total interest from all sources	2010-12-31	$22,350
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$291,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$291,805
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,137,789
Participant contributions at end of year	2010-12-31	$585,872
Participant contributions at beginning of year	2010-12-31	$249,385
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$12,290,429
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$15,761
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$507,202
Other income not declared elsewhere	2010-12-31	$146
Liabilities. Value of operating payables at end of year	2010-12-31	$19,650
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	$1,388,670
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$24,467,679
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$12,539,814
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,987,523
Interest on participant loans	2010-12-31	$22,350
Value of interest in common/collective trusts at end of year	2010-12-31	$6,595,646
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$5,811,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,088,936
Net investment gain or loss from common/collective trusts	2010-12-31	$549,705
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	Yes
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	$135,792
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,749,091
Contract administrator fees	2010-12-31	$87,282
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	Yes
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	RICHARDS & ASSOCIATES
Accountancy firm EIN	2010-12-31	680109288
2009 : CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

2017: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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	Yes
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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS 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
2009: CALIFORNIA COAST CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	563
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	547
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	545
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	523
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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?	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

373404

Policy instance

Insurance contract or identification number	373404
Number of Individuals Covered	8
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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	0
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?	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

455242

Policy instance

Insurance contract or identification number	455242
Number of Individuals Covered	3
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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	0
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?	Yes
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	541
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

455242

Policy instance

Insurance contract or identification number	455242
Number of Individuals Covered	7
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
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	0
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?	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

373404

Policy instance

Insurance contract or identification number	373404
Number of Individuals Covered	45
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
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	0
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?	Yes
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

455242

Policy instance

Insurance contract or identification number	455242
Number of Individuals Covered	0
Insurance policy start date	2010-11-05
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
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	0
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2890-2

Policy instance

Insurance contract or identification number	104-2890-2
Number of Individuals Covered	511
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
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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The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
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Company Name:	CALIFORNIA COAST CREDIT UNION
Employer identification number (EIN):	951185803
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0133544