401k Plan data: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN plan

UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN
Plan identification number	001

UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CREDIT UNIONS IN THE STATE OF has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNIONS IN THE STATE OF

Employer identification number (EIN): 951321381

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01 ANN BABICH 2016-10-05
001 2014-01-01 ANN BABICH 2015-10-09
001 2013-01-01 ANN BABICH 2014-10-07 ANN BABICH 2014-10-07
001 2012-01-01 ANN BABICH 2013-10-03
001 2011-01-01 ANN BABICH 2012-10-15
001 2010-01-01 ANN BABICH 2011-10-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01	ANN BABICH	2016-10-05
001	2014-01-01	ANN BABICH	2015-10-09
001	2013-01-01	ANN BABICH	2014-10-07	ANN BABICH	2014-10-07
001	2012-01-01	ANN BABICH	2013-10-03
001	2011-01-01	ANN BABICH	2012-10-15
001	2010-01-01	ANN BABICH	2011-10-11

Plan Statistics for UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2022: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 788,558
Acturial value of plan assets 2022-12-31 788,558
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 537,934
Number of terminated vested participants 2022-12-31 6
Fundng target for terminated vested participants 2022-12-31 55,629
Active participant vested funding target 2022-12-31 139,573
Number of active participants 2022-12-31 7
Total funding liabilities for active participants 2022-12-31 139,573
Total participant count 2022-12-31 16
Total funding target for all participants 2022-12-31 733,136
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 0
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 9,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 0
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 0
Net shortfall amortization installment of oustanding balance 2022-12-31 0
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 0
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 796,825
Acturial value of plan assets 2021-12-31 796,825
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 340,257
Number of terminated vested participants 2021-12-31 9
Fundng target for terminated vested participants 2021-12-31 173,767
Active participant vested funding target 2021-12-31 236,276
Number of active participants 2021-12-31 8
Total funding liabilities for active participants 2021-12-31 236,276
Total participant count 2021-12-31 18
Total funding target for all participants 2021-12-31 750,300
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 0
Present value of excess contributions 2021-12-31 144
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 0
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 0
Total employer contributions 2021-12-31 9,637
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 8,808
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 0
Net shortfall amortization installment of oustanding balance 2021-12-31 8,777
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 209
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 209
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 8,808
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 752,790
Acturial value of plan assets 2020-12-31 752,790
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 350,026
Number of terminated vested participants 2020-12-31 9
Fundng target for terminated vested participants 2020-12-31 168,802
Active participant vested funding target 2020-12-31 238,245
Number of active participants 2020-12-31 8
Total funding liabilities for active participants 2020-12-31 238,245
Total participant count 2020-12-31 18
Total funding target for all participants 2020-12-31 757,073
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 0
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Present value of excess contributions 2020-12-31 47,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 49,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 0
Total employer contributions 2020-12-31 48,346
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 44,331
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 0
Net shortfall amortization installment of oustanding balance 2020-12-31 4,283
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 44,187
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 44,187
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 44,331
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets 2019-12-31 720,644
Acturial value of plan assets 2019-12-31 720,644
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 351,395
Number of terminated vested participants 2019-12-31 9
Fundng target for terminated vested participants 2019-12-31 155,304
Active participant vested funding target 2019-12-31 299,036
Number of active participants 2019-12-31 8
Total funding liabilities for active participants 2019-12-31 229,036
Total participant count 2019-12-31 18
Total funding target for all participants 2019-12-31 735,735
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 0
Present value of excess contributions 2019-12-31 16,060
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 16,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 0
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 0
Total employer contributions 2019-12-31 90,525
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 82,845
Liquidity shortfalls end of Q1 2019-12-31 0
Liquidity shortfalls end of Q2 2019-12-31 0
Liquidity shortfalls end of Q3 2019-12-31 0
Liquidity shortfalls end of Q4 2019-12-31 0
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 0
Net shortfall amortization installment of oustanding balance 2019-12-31 15,091
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 35,488
Additional cash requirement 2019-12-31 35,488
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 82,845
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets 2018-12-31 840,786
Acturial value of plan assets 2018-12-31 840,786
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 604,334
Number of terminated vested participants 2018-12-31 9
Fundng target for terminated vested participants 2018-12-31 142,098
Active participant vested funding target 2018-12-31 220,563
Number of active participants 2018-12-31 8
Total funding liabilities for active participants 2018-12-31 220,563
Total participant count 2018-12-31 19
Total funding target for all participants 2018-12-31 966,995
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 0
Present value of excess contributions 2018-12-31 149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 0
Total employer contributions 2018-12-31 44,001
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 40,864
Liquidity shortfalls end of Q1 2018-12-31 0
Liquidity shortfalls end of Q2 2018-12-31 0
Liquidity shortfalls end of Q3 2018-12-31 0
Liquidity shortfalls end of Q4 2018-12-31 0
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 0
Net shortfall amortization installment of oustanding balance 2018-12-31 126,209
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 24,804
Additional cash requirement 2018-12-31 24,804
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 40,864
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-12-31 599,225
Acturial value of plan assets 2017-12-31 599,225
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 594,344
Number of terminated vested participants 2017-12-31 5
Fundng target for terminated vested participants 2017-12-31 111,026
Active participant vested funding target 2017-12-31 228,045
Number of active participants 2017-12-31 12
Total funding liabilities for active participants 2017-12-31 228,045
Total participant count 2017-12-31 19
Total funding target for all participants 2017-12-31 933,415
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 16,172
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 16,172
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 0
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 0
Total employer contributions 2017-12-31 97,044
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 88,189
Liquidity shortfalls end of Q1 2017-12-31 0
Liquidity shortfalls end of Q2 2017-12-31 0
Liquidity shortfalls end of Q3 2017-12-31 0
Liquidity shortfalls end of Q4 2017-12-31 0
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 0
Net shortfall amortization installment of oustanding balance 2017-12-31 334,190
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 88,040
Additional cash requirement 2017-12-31 88,040
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 88,189
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 640,634
Acturial value of plan assets 2016-12-31 640,634
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 596,642
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 100,894
Active participant vested funding target 2016-12-31 217,937
Number of active participants 2016-12-31 12
Total funding liabilities for active participants 2016-12-31 217,937
Total participant count 2016-12-31 19
Total funding target for all participants 2016-12-31 915,473
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 16,172
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 16,172
Present value of excess contributions 2016-12-31 54
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 57
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 16,172
Total employer contributions 2016-12-31 76,298
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 68,909
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 274,839
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 68,808
Additional cash requirement 2016-12-31 68,808
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 68,909
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	788,558
Acturial value of plan assets	2022-12-31	788,558
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	537,934
Number of terminated vested participants	2022-12-31	6
Fundng target for terminated vested participants	2022-12-31	55,629
Active participant vested funding target	2022-12-31	139,573
Number of active participants	2022-12-31	7
Total funding liabilities for active participants	2022-12-31	139,573
Total participant count	2022-12-31	16
Total funding target for all participants	2022-12-31	733,136
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	0
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	9,305
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	0
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	0
Net shortfall amortization installment of oustanding balance	2022-12-31	0
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	0
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	796,825
Acturial value of plan assets	2021-12-31	796,825
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	340,257
Number of terminated vested participants	2021-12-31	9
Fundng target for terminated vested participants	2021-12-31	173,767
Active participant vested funding target	2021-12-31	236,276
Number of active participants	2021-12-31	8
Total funding liabilities for active participants	2021-12-31	236,276
Total participant count	2021-12-31	18
Total funding target for all participants	2021-12-31	750,300
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	0
Present value of excess contributions	2021-12-31	144
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	152
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	0
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	0
Total employer contributions	2021-12-31	9,637
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	8,808
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	0
Net shortfall amortization installment of oustanding balance	2021-12-31	8,777
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	209
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	209
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	8,808
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	752,790
Acturial value of plan assets	2020-12-31	752,790
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	350,026
Number of terminated vested participants	2020-12-31	9
Fundng target for terminated vested participants	2020-12-31	168,802
Active participant vested funding target	2020-12-31	238,245
Number of active participants	2020-12-31	8
Total funding liabilities for active participants	2020-12-31	238,245
Total participant count	2020-12-31	18
Total funding target for all participants	2020-12-31	757,073
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	0
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Present value of excess contributions	2020-12-31	47,357
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	49,962
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	0
Total employer contributions	2020-12-31	48,346
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	44,331
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	0
Net shortfall amortization installment of oustanding balance	2020-12-31	4,283
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	44,187
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	44,187
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	44,331
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2019 401k membership
Market value of plan assets	2019-12-31	720,644
Acturial value of plan assets	2019-12-31	720,644
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	351,395
Number of terminated vested participants	2019-12-31	9
Fundng target for terminated vested participants	2019-12-31	155,304
Active participant vested funding target	2019-12-31	299,036
Number of active participants	2019-12-31	8
Total funding liabilities for active participants	2019-12-31	229,036
Total participant count	2019-12-31	18
Total funding target for all participants	2019-12-31	735,735
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	0
Present value of excess contributions	2019-12-31	16,060
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	16,972
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	0
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	0
Total employer contributions	2019-12-31	90,525
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	82,845
Liquidity shortfalls end of Q1	2019-12-31	0
Liquidity shortfalls end of Q2	2019-12-31	0
Liquidity shortfalls end of Q3	2019-12-31	0
Liquidity shortfalls end of Q4	2019-12-31	0
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	0
Net shortfall amortization installment of oustanding balance	2019-12-31	15,091
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	35,488
Additional cash requirement	2019-12-31	35,488
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	82,845
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2018 401k membership
Market value of plan assets	2018-12-31	840,786
Acturial value of plan assets	2018-12-31	840,786
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	604,334
Number of terminated vested participants	2018-12-31	9
Fundng target for terminated vested participants	2018-12-31	142,098
Active participant vested funding target	2018-12-31	220,563
Number of active participants	2018-12-31	8
Total funding liabilities for active participants	2018-12-31	220,563
Total participant count	2018-12-31	19
Total funding target for all participants	2018-12-31	966,995
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	0
Present value of excess contributions	2018-12-31	149
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	158
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	0
Total employer contributions	2018-12-31	44,001
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	40,864
Liquidity shortfalls end of Q1	2018-12-31	0
Liquidity shortfalls end of Q2	2018-12-31	0
Liquidity shortfalls end of Q3	2018-12-31	0
Liquidity shortfalls end of Q4	2018-12-31	0
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	0
Net shortfall amortization installment of oustanding balance	2018-12-31	126,209
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	24,804
Additional cash requirement	2018-12-31	24,804
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	40,864
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-12-31	599,225
Acturial value of plan assets	2017-12-31	599,225
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	594,344
Number of terminated vested participants	2017-12-31	5
Fundng target for terminated vested participants	2017-12-31	111,026
Active participant vested funding target	2017-12-31	228,045
Number of active participants	2017-12-31	12
Total funding liabilities for active participants	2017-12-31	228,045
Total participant count	2017-12-31	19
Total funding target for all participants	2017-12-31	933,415
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	16,172
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	16,172
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	101
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	107
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	0
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	0
Total employer contributions	2017-12-31	97,044
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	88,189
Liquidity shortfalls end of Q1	2017-12-31	0
Liquidity shortfalls end of Q2	2017-12-31	0
Liquidity shortfalls end of Q3	2017-12-31	0
Liquidity shortfalls end of Q4	2017-12-31	0
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	0
Net shortfall amortization installment of oustanding balance	2017-12-31	334,190
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	88,040
Additional cash requirement	2017-12-31	88,040
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	88,189
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: UNIVERSAL CITY STUDIOS CREDIT UNION DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	640,634
Acturial value of plan assets	2016-12-31	640,634
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	596,642
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	100,894
Active participant vested funding target	2016-12-31	217,937
Number of active participants	2016-12-31	12
Total funding liabilities for active participants	2016-12-31	217,937
Total participant count	2016-12-31	19
Total funding target for all participants	2016-12-31	915,473
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	16,172
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	16,172
Present value of excess contributions	2016-12-31	54
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	57
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	16,172
Total employer contributions	2016-12-31	76,298
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	68,909
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	274,839
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	68,808
Additional cash requirement	2016-12-31	68,808
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	68,909
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	CREDIT UNIONS IN THE STATE OF
Employer identification number (EIN):	951321381
NAIC Classification:	522130
NAIC Description:	Credit Unions