401k Plan data: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN plan

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 401k Plan overview

Plan Name	PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN
Plan identification number	001

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily flat dollar (includes dollars per year of service)
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

PENNSYLVANIA STATE EMPLOYEES CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION

Employer identification number (EIN): 230961140

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about PENNSYLVANIA STATE EMPLOYEES CREDIT UNION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE

Incorporation Date:

Company Identification Number: 274385

More information about PENNSYLVANIA STATE EMPLOYEES CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 CATHY TAMA-TROUTMAN 2015-06-19
001 2013-01-01 JEAN DEMICHELE 2014-06-20
001 2012-01-01 JEAN DEMICHELE 2013-07-11
001 2011-01-01 CATHY TAMA-TROUTMAN 2012-06-29
001 2010-01-01 CATHY TAMA-TROUTMAN 2011-10-06

Plan Statistics for PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN

401k plan membership statisitcs for PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN

Measure Date Value
2022: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2022 401k membership
Market value of plan assets 2022-12-31 5,780,608
Acturial value of plan assets 2022-12-31 5,780,608
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 3,121,003
Number of terminated vested participants 2022-12-31 2
Fundng target for terminated vested participants 2022-12-31 31,825
Active participant vested funding target 2022-12-31 2,801,574
Number of active participants 2022-12-31 13
Total funding liabilities for active participants 2022-12-31 2,801,574
Total participant count 2022-12-31 32
Total funding target for all participants 2022-12-31 5,954,402
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 114,439
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 114,439
Present value of excess contributions 2022-12-31 55,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 58,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 58,708
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 183,046
Total employer contributions 2022-12-31 652,411
Total employee contributions 2022-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 603,825
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 124,381
Net shortfall amortization installment of oustanding balance 2022-12-31 356,840
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 158,810
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 0
Additional cash requirement 2022-12-31 158,810
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 603,825
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
2021: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2021 401k membership
Market value of plan assets 2021-12-31 6,339,683
Acturial value of plan assets 2021-12-31 6,339,683
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 2,681,239
Number of terminated vested participants 2021-12-31 2
Fundng target for terminated vested participants 2021-12-31 29,028
Active participant vested funding target 2021-12-31 3,595,456
Number of active participants 2021-12-31 18
Total funding liabilities for active participants 2021-12-31 3,595,456
Total participant count 2021-12-31 35
Total funding target for all participants 2021-12-31 6,305,723
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 2,984
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 0
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 2,984
Present value of excess contributions 2021-12-31 105,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 111,103
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 111,103
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 114,439
Total employer contributions 2021-12-31 228,642
Total employee contributions 2021-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 218,753
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 154,630
Net shortfall amortization installment of oustanding balance 2021-12-31 80,479
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 163,132
Carryover balance elected to use to offset funding requirement 2021-12-31 0
Prefunding balance elected to use to offset funding requirement 2021-12-31 0
Additional cash requirement 2021-12-31 163,132
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 218,753
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
2020: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2020 401k membership
Market value of plan assets 2020-12-31 5,636,701
Acturial value of plan assets 2020-12-31 5,636,701
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 1,900,117
Number of terminated vested participants 2020-12-31 3
Fundng target for terminated vested participants 2020-12-31 308,483
Active participant vested funding target 2020-12-31 3,661,831
Number of active participants 2020-12-31 20
Total funding liabilities for active participants 2020-12-31 3,661,831
Total participant count 2020-12-31 35
Total funding target for all participants 2020-12-31 5,870,431
Balance at beginning of prior year after applicable adjustments 2020-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2020-12-31 29,431
Carryover balanced portion elected for use to offset prior years funding requirement 2020-12-31 0
Prefunding balanced used to offset prior years funding requirement 2020-12-31 26,873
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 2,558
Present value of excess contributions 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Reductions in caryover balances due to elections or deemed elections 2020-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 2,984
Total employer contributions 2020-12-31 284,068
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 275,944
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 148,608
Net shortfall amortization installment of oustanding balance 2020-12-31 236,714
Waiver amortization installment 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 170,832
Carryover balance elected to use to offset funding requirement 2020-12-31 0
Prefunding balance elected to use to offset funding requirement 2020-12-31 0
Additional cash requirement 2020-12-31 170,832
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 275,944
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
2019: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2019 401k membership
Market value of plan assets 2019-12-31 4,586,555
Acturial value of plan assets 2019-12-31 4,586,555
Funding target for retired participants and beneficiaries receiving payment 2019-12-31 1,958,574
Number of terminated vested participants 2019-12-31 4
Fundng target for terminated vested participants 2019-12-31 335,293
Active participant vested funding target 2019-12-31 3,402,538
Number of active participants 2019-12-31 20
Total funding liabilities for active participants 2019-12-31 3,402,538
Total participant count 2019-12-31 35
Total funding target for all participants 2019-12-31 5,696,405
Balance at beginning of prior year after applicable adjustments 2019-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-12-31 33,538
Carryover balanced portion elected for use to offset prior years funding requirement 2019-12-31 0
Prefunding balanced used to offset prior years funding requirement 2019-12-31 0
Amount remaining of carryover balance 2019-12-31 0
Amount remaining of prefunding balance 2019-12-31 33,538
Present value of excess contributions 2019-12-31 52,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-12-31 55,258
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-12-31 0
Reductions in caryover balances due to elections or deemed elections 2019-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-12-31 2,608
Balance of carryovers at beginning of current year 2019-12-31 0
Balance of prefunding at beginning of current year 2019-12-31 29,431
Total employer contributions 2019-12-31 455,180
Total employee contributions 2019-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-12-31 441,108
Unpaid minimum required contributions for all prior years 2019-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-12-31 0
Remaining amount of unpaid minimum required contributions 2019-12-31 0
Minimum required contributions for current year target normal cost 2019-12-31 163,870
Net shortfall amortization installment of oustanding balance 2019-12-31 1,139,281
Waiver amortization installment 2019-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-12-31 467,981
Carryover balance elected to use to offset funding requirement 2019-12-31 0
Prefunding balance elected to use to offset funding requirement 2019-12-31 26,873
Additional cash requirement 2019-12-31 441,108
Contributions allocatedtoward minimum required contributions for current year 2019-12-31 441,108
Unpaid minimum required contributions for current year 2019-12-31 0
Unpaid minimum required contributions for all years 2019-12-31 0
2018: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 4,908,919
Acturial value of plan assets 2018-12-31 4,908,919
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 1,516,796
Number of terminated vested participants 2018-12-31 4
Fundng target for terminated vested participants 2018-12-31 309,826
Active participant vested funding target 2018-12-31 3,597,180
Number of active participants 2018-12-31 23
Total funding liabilities for active participants 2018-12-31 3,597,180
Total participant count 2018-12-31 36
Total funding target for all participants 2018-12-31 5,423,802
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 29,489
Carryover balanced portion elected for use to offset prior years funding requirement 2018-12-31 0
Prefunding balanced used to offset prior years funding requirement 2018-12-31 0
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 29,489
Present value of excess contributions 2018-12-31 1,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 1,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 0
Reductions in caryover balances due to elections or deemed elections 2018-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 33,538
Total employer contributions 2018-12-31 300,000
Total employee contributions 2018-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 290,627
Unpaid minimum required contributions for all prior years 2018-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-12-31 0
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 129,218
Net shortfall amortization installment of oustanding balance 2018-12-31 548,421
Waiver amortization installment 2018-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 238,349
Carryover balance elected to use to offset funding requirement 2018-12-31 0
Prefunding balance elected to use to offset funding requirement 2018-12-31 0
Additional cash requirement 2018-12-31 238,349
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 290,627
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 4,355,151
Acturial value of plan assets 2017-12-31 4,355,151
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 1,530,241
Number of terminated vested participants 2017-12-31 4
Fundng target for terminated vested participants 2017-12-31 280,140
Active participant vested funding target 2017-12-31 3,277,175
Number of active participants 2017-12-31 24
Total funding liabilities for active participants 2017-12-31 3,277,175
Total participant count 2017-12-31 37
Total funding target for all participants 2017-12-31 5,087,556
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 0
Present value of excess contributions 2017-12-31 27,791
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 29,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 29,489
Reductions in caryover balances due to elections or deemed elections 2017-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 0
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 29,489
Total employer contributions 2017-12-31 301,076
Total employee contributions 2017-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 291,395
Unpaid minimum required contributions for all prior years 2017-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-12-31 0
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 131,406
Net shortfall amortization installment of oustanding balance 2017-12-31 761,894
Waiver amortization installment 2017-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 289,901
Carryover balance elected to use to offset funding requirement 2017-12-31 0
Prefunding balance elected to use to offset funding requirement 2017-12-31 0
Additional cash requirement 2017-12-31 289,901
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 291,395
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 4,068,899
Acturial value of plan assets 2016-12-31 4,068,899
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 950,309
Number of terminated vested participants 2016-12-31 4
Fundng target for terminated vested participants 2016-12-31 256,667
Active participant vested funding target 2016-12-31 3,564,555
Number of active participants 2016-12-31 28
Total funding liabilities for active participants 2016-12-31 3,564,556
Total participant count 2016-12-31 38
Total funding target for all participants 2016-12-31 4,771,532
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 0
Present value of excess contributions 2016-12-31 2,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 2,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 0
Total employer contributions 2016-12-31 344,772
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 333,754
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 141,998
Net shortfall amortization installment of oustanding balance 2016-12-31 702,633
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 305,963
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 305,963
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 333,754
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2022: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2022 401k membership
Market value of plan assets	2022-12-31	5,780,608
Acturial value of plan assets	2022-12-31	5,780,608
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	3,121,003
Number of terminated vested participants	2022-12-31	2
Fundng target for terminated vested participants	2022-12-31	31,825
Active participant vested funding target	2022-12-31	2,801,574
Number of active participants	2022-12-31	13
Total funding liabilities for active participants	2022-12-31	2,801,574
Total participant count	2022-12-31	32
Total funding target for all participants	2022-12-31	5,954,402
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	114,439
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	114,439
Present value of excess contributions	2022-12-31	55,621
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	58,708
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	58,708
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	183,046
Total employer contributions	2022-12-31	652,411
Total employee contributions	2022-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	603,825
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	124,381
Net shortfall amortization installment of oustanding balance	2022-12-31	356,840
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	158,810
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	0
Additional cash requirement	2022-12-31	158,810
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	603,825
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
2021: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2021 401k membership
Market value of plan assets	2021-12-31	6,339,683
Acturial value of plan assets	2021-12-31	6,339,683
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	2,681,239
Number of terminated vested participants	2021-12-31	2
Fundng target for terminated vested participants	2021-12-31	29,028
Active participant vested funding target	2021-12-31	3,595,456
Number of active participants	2021-12-31	18
Total funding liabilities for active participants	2021-12-31	3,595,456
Total participant count	2021-12-31	35
Total funding target for all participants	2021-12-31	6,305,723
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	2,984
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	0
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	2,984
Present value of excess contributions	2021-12-31	105,112
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	111,103
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	111,103
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	114,439
Total employer contributions	2021-12-31	228,642
Total employee contributions	2021-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	218,753
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	154,630
Net shortfall amortization installment of oustanding balance	2021-12-31	80,479
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	163,132
Carryover balance elected to use to offset funding requirement	2021-12-31	0
Prefunding balance elected to use to offset funding requirement	2021-12-31	0
Additional cash requirement	2021-12-31	163,132
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	218,753
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
2020: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2020 401k membership
Market value of plan assets	2020-12-31	5,636,701
Acturial value of plan assets	2020-12-31	5,636,701
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	1,900,117
Number of terminated vested participants	2020-12-31	3
Fundng target for terminated vested participants	2020-12-31	308,483
Active participant vested funding target	2020-12-31	3,661,831
Number of active participants	2020-12-31	20
Total funding liabilities for active participants	2020-12-31	3,661,831
Total participant count	2020-12-31	35
Total funding target for all participants	2020-12-31	5,870,431
Balance at beginning of prior year after applicable adjustments	2020-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2020-12-31	29,431
Carryover balanced portion elected for use to offset prior years funding requirement	2020-12-31	0
Prefunding balanced used to offset prior years funding requirement	2020-12-31	26,873
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	2,558
Present value of excess contributions	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Reductions in caryover balances due to elections or deemed elections	2020-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	2,984
Total employer contributions	2020-12-31	284,068
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	275,944
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	148,608
Net shortfall amortization installment of oustanding balance	2020-12-31	236,714
Waiver amortization installment	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	170,832
Carryover balance elected to use to offset funding requirement	2020-12-31	0
Prefunding balance elected to use to offset funding requirement	2020-12-31	0
Additional cash requirement	2020-12-31	170,832
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	275,944
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
2019: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2019 401k membership
Market value of plan assets	2019-12-31	4,586,555
Acturial value of plan assets	2019-12-31	4,586,555
Funding target for retired participants and beneficiaries receiving payment	2019-12-31	1,958,574
Number of terminated vested participants	2019-12-31	4
Fundng target for terminated vested participants	2019-12-31	335,293
Active participant vested funding target	2019-12-31	3,402,538
Number of active participants	2019-12-31	20
Total funding liabilities for active participants	2019-12-31	3,402,538
Total participant count	2019-12-31	35
Total funding target for all participants	2019-12-31	5,696,405
Balance at beginning of prior year after applicable adjustments	2019-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-12-31	33,538
Carryover balanced portion elected for use to offset prior years funding requirement	2019-12-31	0
Prefunding balanced used to offset prior years funding requirement	2019-12-31	0
Amount remaining of carryover balance	2019-12-31	0
Amount remaining of prefunding balance	2019-12-31	33,538
Present value of excess contributions	2019-12-31	52,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-12-31	55,258
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-12-31	0
Reductions in caryover balances due to elections or deemed elections	2019-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-12-31	2,608
Balance of carryovers at beginning of current year	2019-12-31	0
Balance of prefunding at beginning of current year	2019-12-31	29,431
Total employer contributions	2019-12-31	455,180
Total employee contributions	2019-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-12-31	441,108
Unpaid minimum required contributions for all prior years	2019-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-12-31	0
Remaining amount of unpaid minimum required contributions	2019-12-31	0
Minimum required contributions for current year target normal cost	2019-12-31	163,870
Net shortfall amortization installment of oustanding balance	2019-12-31	1,139,281
Waiver amortization installment	2019-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-12-31	467,981
Carryover balance elected to use to offset funding requirement	2019-12-31	0
Prefunding balance elected to use to offset funding requirement	2019-12-31	26,873
Additional cash requirement	2019-12-31	441,108
Contributions allocatedtoward minimum required contributions for current year	2019-12-31	441,108
Unpaid minimum required contributions for current year	2019-12-31	0
Unpaid minimum required contributions for all years	2019-12-31	0
2018: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	4,908,919
Acturial value of plan assets	2018-12-31	4,908,919
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	1,516,796
Number of terminated vested participants	2018-12-31	4
Fundng target for terminated vested participants	2018-12-31	309,826
Active participant vested funding target	2018-12-31	3,597,180
Number of active participants	2018-12-31	23
Total funding liabilities for active participants	2018-12-31	3,597,180
Total participant count	2018-12-31	36
Total funding target for all participants	2018-12-31	5,423,802
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	29,489
Carryover balanced portion elected for use to offset prior years funding requirement	2018-12-31	0
Prefunding balanced used to offset prior years funding requirement	2018-12-31	0
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	29,489
Present value of excess contributions	2018-12-31	1,494
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	1,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	0
Reductions in caryover balances due to elections or deemed elections	2018-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	33,538
Total employer contributions	2018-12-31	300,000
Total employee contributions	2018-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	290,627
Unpaid minimum required contributions for all prior years	2018-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-12-31	0
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	129,218
Net shortfall amortization installment of oustanding balance	2018-12-31	548,421
Waiver amortization installment	2018-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	238,349
Carryover balance elected to use to offset funding requirement	2018-12-31	0
Prefunding balance elected to use to offset funding requirement	2018-12-31	0
Additional cash requirement	2018-12-31	238,349
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	290,627
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	4,355,151
Acturial value of plan assets	2017-12-31	4,355,151
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	1,530,241
Number of terminated vested participants	2017-12-31	4
Fundng target for terminated vested participants	2017-12-31	280,140
Active participant vested funding target	2017-12-31	3,277,175
Number of active participants	2017-12-31	24
Total funding liabilities for active participants	2017-12-31	3,277,175
Total participant count	2017-12-31	37
Total funding target for all participants	2017-12-31	5,087,556
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	0
Present value of excess contributions	2017-12-31	27,791
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	29,489
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	29,489
Reductions in caryover balances due to elections or deemed elections	2017-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	0
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	29,489
Total employer contributions	2017-12-31	301,076
Total employee contributions	2017-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	291,395
Unpaid minimum required contributions for all prior years	2017-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-12-31	0
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	131,406
Net shortfall amortization installment of oustanding balance	2017-12-31	761,894
Waiver amortization installment	2017-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	289,901
Carryover balance elected to use to offset funding requirement	2017-12-31	0
Prefunding balance elected to use to offset funding requirement	2017-12-31	0
Additional cash requirement	2017-12-31	289,901
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	291,395
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: PENNSYLVANIA STATE EMPLOYEES CREDIT UNION RETIREMENT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	4,068,899
Acturial value of plan assets	2016-12-31	4,068,899
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	950,309
Number of terminated vested participants	2016-12-31	4
Fundng target for terminated vested participants	2016-12-31	256,667
Active participant vested funding target	2016-12-31	3,564,555
Number of active participants	2016-12-31	28
Total funding liabilities for active participants	2016-12-31	3,564,556
Total participant count	2016-12-31	38
Total funding target for all participants	2016-12-31	4,771,532
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	0
Present value of excess contributions	2016-12-31	2,584
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	2,747
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	0
Total employer contributions	2016-12-31	344,772
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	333,754
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	141,998
Net shortfall amortization installment of oustanding balance	2016-12-31	702,633
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	305,963
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	305,963
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	333,754
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	PENNSYLVANIA STATE EMPLOYEES CREDIT UNION
Employer identification number (EIN):	230961140
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number:	274385

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	CATHY TAMA-TROUTMAN	2015-06-19
001	2013-01-01	JEAN DEMICHELE	2014-06-20
001	2012-01-01	JEAN DEMICHELE	2013-07-11
001	2011-01-01	CATHY TAMA-TROUTMAN	2012-06-29
001	2010-01-01	CATHY TAMA-TROUTMAN	2011-10-06