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PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 401k Plan overview

Plan NamePACIFIC MARINE CREDIT UNION RETIREMENT PLAN
Plan identification number 002

PACIFIC MARINE CREDIT UNION RETIREMENT PLAN Benefits

401k Plan TypeDefined 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.
  • 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

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

Company Name:FRONTWAVE CREDIT UNION
Employer identification number (EIN):951820763
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about FRONTWAVE CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C2286434

More information about FRONTWAVE CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PACIFIC MARINE CREDIT UNION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01SARAI RODGERS2024-10-14
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01WILLIAM BIRNIE
0022016-01-01BILL BIRNIE
0022015-01-01BRADLEY SMITH
0022014-01-01BRADLEY A. SMITH BRADLEY A. SMITH2015-07-16
0022013-01-01DAVID L. DAVIS DAVID L. DAVIS2014-07-09
0022012-01-01DAVID L. DAVIS DAVID L. DAVIS2013-07-26
0022011-01-01DAVID L. DAVIS
0022010-01-01DAVID L. DAVIS
0022009-01-01DAVID L DAVIS DAVID L DAVIS2010-08-05

Plan Statistics for PACIFIC MARINE CREDIT UNION RETIREMENT PLAN

401k plan membership statisitcs for PACIFIC MARINE CREDIT UNION RETIREMENT PLAN

Measure Date Value
2023: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01411
Total number of active participants reported on line 7a of the Form 55002023-01-01255
Number of retired or separated participants receiving benefits2023-01-012
Number of other retired or separated participants entitled to future benefits2023-01-01142
Total of all active and inactive participants2023-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01399
Number of participants with account balances2023-01-01391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0146
2022: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01409
Total number of active participants reported on line 7a of the Form 55002022-01-01252
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-01153
Total of all active and inactive participants2022-01-01408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01408
Number of participants with account balances2022-01-01408
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0148
2021: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01365
Total number of active participants reported on line 7a of the Form 55002021-01-01258
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-01138
Total of all active and inactive participants2021-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01399
Number of participants with account balances2021-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0142
2020: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01389
Total number of active participants reported on line 7a of the Form 55002020-01-01237
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01359
Number of participants with account balances2020-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01393
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-01133
Total of all active and inactive participants2019-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01384
Number of participants with account balances2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0140
2018: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01346
Total number of active participants reported on line 7a of the Form 55002018-01-01227
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-01115
Total of all active and inactive participants2018-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01345
Number of participants with account balances2018-01-01312
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01328
Total number of active participants reported on line 7a of the Form 55002017-01-01210
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01119
Total of all active and inactive participants2017-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01331
Number of participants with account balances2017-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01369
Total number of active participants reported on line 7a of the Form 55002016-01-01192
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01320
Number of participants with account balances2016-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01367
Total number of active participants reported on line 7a of the Form 55002015-01-01201
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01156
Total of all active and inactive participants2015-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01357
Number of participants with account balances2015-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0140
2014: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01345
Total number of active participants reported on line 7a of the Form 55002014-01-01218
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01138
Total of all active and inactive participants2014-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01356
Number of participants with account balances2014-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01330
Total number of active participants reported on line 7a of the Form 55002013-01-01197
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01335
Number of participants with account balances2013-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0134
2012: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01311
Total number of active participants reported on line 7a of the Form 55002012-01-01210
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01104
Total of all active and inactive participants2012-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01314
Number of participants with account balances2012-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0149
2011: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01304
Total number of active participants reported on line 7a of the Form 55002011-01-01194
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01116
Total of all active and inactive participants2011-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01310
Number of participants with account balances2011-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0135
2010: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01301
Total number of active participants reported on line 7a of the Form 55002010-01-01183
Number of other retired or separated participants entitled to future benefits2010-01-01113
Total of all active and inactive participants2010-01-01296
Total participants2010-01-01296
Number of participants with account balances2010-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0149
2009: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0196
Total of all active and inactive participants2009-01-01285
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01286
Number of participants with account balances2009-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0138

Financial Data on PACIFIC MARINE CREDIT UNION RETIREMENT PLAN

Measure Date Value
2023 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$6,763,091
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,388,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,360,888
Expenses. Certain deemed distributions of participant loans2023-12-31$5,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$2,711,357
Value of total assets at end of year2023-12-31$27,676,925
Value of total assets at beginning of year2023-12-31$23,302,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$22,744
Total interest from all sources2023-12-31$68,158
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,343,980
Participant contributions at end of year2023-12-31$423,210
Participant contributions at beginning of year2023-12-31$387,845
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$357,659
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$4,374,197
Value of net assets at end of year (total assets less liabilities)2023-12-31$27,676,925
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$23,302,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in pooled separate accounts at end of year2023-12-31$25,651,324
Value of interest in pooled separate accounts at beginning of year2023-12-31$21,219,313
Interest on participant loans2023-12-31$23,262
Interest earned on other investments2023-12-31$44,896
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,602,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,695,570
Net investment gain/loss from pooled separate accounts2023-12-31$3,983,576
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$1,009,718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,360,888
Contract administrator fees2023-12-31$22,744
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2023-12-31954083485
2022 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,760,897
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,958,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,937,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,463,431
Value of total assets at end of year2022-12-31$23,302,728
Value of total assets at beginning of year2022-12-31$27,021,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,620
Total interest from all sources2022-12-31$68,094
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$20,620
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,263,704
Participant contributions at end of year2022-12-31$387,845
Participant contributions at beginning of year2022-12-31$450,275
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$14,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,718,956
Value of net assets at end of year (total assets less liabilities)2022-12-31$23,302,728
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,021,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$21,219,313
Value of interest in pooled separate accounts at beginning of year2022-12-31$24,696,447
Interest on participant loans2022-12-31$19,390
Interest earned on other investments2022-12-31$48,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,695,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,874,962
Net investment gain/loss from pooled separate accounts2022-12-31$-4,292,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,185,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,937,439
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2022-12-31954083485
2021 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,866,752
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,390,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,371,747
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,529,808
Value of total assets at end of year2021-12-31$27,021,684
Value of total assets at beginning of year2021-12-31$22,545,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,171
Total interest from all sources2021-12-31$72,783
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$19,171
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,215,043
Participant contributions at end of year2021-12-31$450,275
Participant contributions at beginning of year2021-12-31$448,100
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$266,469
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,475,834
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,021,684
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$22,545,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$24,696,447
Value of interest in pooled separate accounts at beginning of year2021-12-31$20,323,354
Interest on participant loans2021-12-31$22,184
Interest earned on other investments2021-12-31$50,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,874,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,774,396
Net investment gain/loss from pooled separate accounts2021-12-31$3,264,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,048,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,371,747
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2021-12-31954083485
2020 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,329,230
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,724,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,704,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,493,335
Value of total assets at end of year2020-12-31$22,545,850
Value of total assets at beginning of year2020-12-31$19,940,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$19,864
Total interest from all sources2020-12-31$79,533
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$994,321
Participant contributions at end of year2020-12-31$448,100
Participant contributions at beginning of year2020-12-31$491,074
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$80,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,605,110
Value of net assets at end of year (total assets less liabilities)2020-12-31$22,545,850
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,940,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$20,323,354
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,532,533
Interest on participant loans2020-12-31$25,975
Interest earned on other investments2020-12-31$53,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,774,396
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,917,133
Net investment gain/loss from pooled separate accounts2020-12-31$2,756,362
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$418,619
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,704,256
Contract administrator fees2020-12-31$19,864
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2020-12-31954083485
2019 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,377,008
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,211,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,178,279
Expenses. Certain deemed distributions of participant loans2019-12-31$18,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,803,612
Value of total assets at end of year2019-12-31$19,940,740
Value of total assets at beginning of year2019-12-31$15,775,353
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,842
Total interest from all sources2019-12-31$89,653
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$14,842
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$995,003
Participant contributions at end of year2019-12-31$491,074
Participant contributions at beginning of year2019-12-31$421,461
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$155,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,165,387
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,940,740
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,775,353
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$17,532,533
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,137,866
Interest on participant loans2019-12-31$23,802
Interest earned on other investments2019-12-31$65,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,917,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,216,026
Net investment gain/loss from pooled separate accounts2019-12-31$3,483,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$653,008
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,178,279
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2019-12-31954003485
2018 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$782,041
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$913,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$891,263
Expenses. Certain deemed distributions of participant loans2018-12-31$7,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,439,991
Value of total assets at end of year2018-12-31$15,775,353
Value of total assets at beginning of year2018-12-31$15,907,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,631
Total interest from all sources2018-12-31$91,597
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$872,005
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$200,649
Assets. Loans (other than to participants) at end of year2018-12-31$421,461
Assets. Loans (other than to participants) at beginning of year2018-12-31$454,477
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-131,845
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,775,353
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,907,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$13,137,866
Value of interest in pooled separate accounts at beginning of year2018-12-31$13,245,932
Interest on participant loans2018-12-31$22,150
Interest earned on other investments2018-12-31$69,447
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,216,026
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,206,789
Net investment gain/loss from pooled separate accounts2018-12-31$-749,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$367,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$891,263
Contract administrator fees2018-12-31$14,631
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2018-12-31954083485
2017 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,525,346
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,171,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,161,516
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,393,898
Value of total assets at end of year2017-12-31$15,907,198
Value of total assets at beginning of year2017-12-31$14,553,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,104
Total interest from all sources2017-12-31$90,566
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$819,713
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$43,693
Assets. Loans (other than to participants) at end of year2017-12-31$454,477
Assets. Loans (other than to participants) at beginning of year2017-12-31$568,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,353,726
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,907,198
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,553,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$13,245,932
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,897,184
Interest on participant loans2017-12-31$22,287
Interest earned on other investments2017-12-31$68,279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,206,789
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,088,132
Net investment gain/loss from pooled separate accounts2017-12-31$2,040,882
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$530,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,161,516
Contract administrator fees2017-12-31$10,104
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2017-12-31954083485
2016 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,135,206
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,244,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,209,889
Expenses. Certain deemed distributions of participant loans2016-12-31$18,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,370,913
Value of total assets at end of year2016-12-31$14,553,472
Value of total assets at beginning of year2016-12-31$13,663,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,416
Total interest from all sources2016-12-31$82,002
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$683,375
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$217,152
Assets. Loans (other than to participants) at end of year2016-12-31$568,156
Assets. Loans (other than to participants) at beginning of year2016-12-31$534,802
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$890,398
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,553,472
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,663,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$11,897,184
Value of interest in pooled separate accounts at beginning of year2016-12-31$11,635,085
Interest on participant loans2016-12-31$23,097
Interest earned on other investments2016-12-31$58,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,088,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,493,187
Net investment gain/loss from pooled separate accounts2016-12-31$682,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$470,386
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,209,889
Contract administrator fees2016-12-31$16,416
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2016-12-31954083485
2015 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,173,942
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$661,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$645,221
Expenses. Certain deemed distributions of participant loans2015-12-31$4,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,126,149
Value of total assets at end of year2015-12-31$13,663,074
Value of total assets at beginning of year2015-12-31$13,150,282
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,521
Total interest from all sources2015-12-31$74,341
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$646,589
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$111,200
Assets. Loans (other than to participants) at end of year2015-12-31$534,802
Assets. Loans (other than to participants) at beginning of year2015-12-31$510,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$512,792
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,663,074
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,150,282
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$11,635,085
Value of interest in pooled separate accounts at beginning of year2015-12-31$11,284,443
Interest on participant loans2015-12-31$23,332
Interest earned on other investments2015-12-31$51,009
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,493,187
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,355,133
Net investment gain/loss from pooled separate accounts2015-12-31$-26,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$368,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$645,221
Contract administrator fees2015-12-31$11,521
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2015-12-31954083485
2014 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$2,158,651
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$680,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$667,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,309,274
Value of total assets at end of year2014-12-31$13,150,282
Value of total assets at beginning of year2014-12-31$11,671,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,892
Total interest from all sources2014-12-31$62,888
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$631,289
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$124,807
Assets. Loans (other than to participants) at end of year2014-12-31$510,706
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,478,349
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,150,282
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,671,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$11,284,443
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,444,349
Interest on participant loans2014-12-31$15,251
Interest earned on other investments2014-12-31$47,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,355,133
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,227,584
Net investment gain/loss from pooled separate accounts2014-12-31$786,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$553,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$667,410
Contract administrator fees2014-12-31$12,892
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2014-12-31954083485
2013 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$2,957,950
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$957,706
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$944,676
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,036,849
Value of total assets at end of year2013-12-31$11,671,933
Value of total assets at beginning of year2013-12-31$9,671,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,030
Total interest from all sources2013-12-31$47,542
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$539,011
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$69,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,000,244
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,671,933
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,671,689
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$10,444,349
Value of interest in pooled separate accounts at beginning of year2013-12-31$8,414,048
Interest earned on other investments2013-12-31$47,542
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,227,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,257,641
Net investment gain/loss from pooled separate accounts2013-12-31$1,873,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$428,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$944,676
Contract administrator fees2013-12-31$13,030
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2013-12-31954083485
2012 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$2,084,084
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,111,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,098,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$947,760
Value of total assets at end of year2012-12-31$9,671,689
Value of total assets at beginning of year2012-12-31$8,698,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,544
Total interest from all sources2012-12-31$48,178
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$521,326
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$13,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$972,904
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,671,689
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,698,785
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$8,414,048
Value of interest in pooled separate accounts at beginning of year2012-12-31$7,469,658
Interest earned on other investments2012-12-31$48,178
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,257,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,229,127
Net investment gain/loss from pooled separate accounts2012-12-31$1,088,146
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$413,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,098,636
Contract administrator fees2012-12-31$12,544
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TURNER, WARREN, HWANG & CONRAD AC
Accountancy firm EIN2012-12-31954083485
2011 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$451,153
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$854,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$840,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$811,616
Value of total assets at end of year2011-12-31$8,698,785
Value of total assets at beginning of year2011-12-31$9,101,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,165
Total interest from all sources2011-12-31$48,630
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$510,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-403,189
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,698,785
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,101,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$7,469,658
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,891,980
Interest earned on other investments2011-12-31$48,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,229,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,209,994
Net investment gain/loss from pooled separate accounts2011-12-31$-409,093
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$301,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$840,177
Contract administrator fees2011-12-31$14,165
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31RICHARDS & ASSOCIATES
Accountancy firm EIN2011-12-31680109288
2010 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,801,567
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$432,870
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$419,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$895,939
Value of total assets at end of year2010-12-31$9,101,974
Value of total assets at beginning of year2010-12-31$7,733,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,244
Total interest from all sources2010-12-31$50,637
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$458,992
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,642
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,368,697
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,101,974
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,733,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,891,980
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,579,379
Interest earned on other investments2010-12-31$50,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,209,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,153,898
Net investment gain/loss from pooled separate accounts2010-12-31$854,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$435,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$419,626
Contract administrator fees2010-12-31$13,244
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31RICHARDS & ASSOCIATES
Accountancy firm EIN2010-12-31680109288
2009 : PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PACIFIC MARINE CREDIT UNION RETIREMENT PLAN

2023: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: PACIFIC MARINE CREDIT UNION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered399
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered399
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered359
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered384
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered345
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered331
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered357
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered356
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered335
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered314
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered310
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number63018
Policy instance 1
Insurance contract or identification number63018
Number of Individuals Covered296
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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