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FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 401k Plan overview

Plan NameFIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN
Plan identification number 003

FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

FIRST TECH FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:FIRST TECH FEDERAL CREDIT UNION
Employer identification number (EIN):237062675
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01PHILIPP BURACTAON2023-07-31
0032021-01-01PHILIPP BURACTAON2022-08-15
0032020-01-01PHILIPP BURACTAON2021-07-29
0032019-01-01
0032018-01-01MONIQUE LITTLE2019-07-30 MONIQUE LITTLE2019-07-30
0032017-01-01
0032016-01-01MONIQUE LITTLE
0032015-01-01MONIQUE LITTLE
0032014-01-01MONIQUE LITTLE
0032013-01-01MONIQUE LITTLE
0032012-01-01JEROLD OLSON

Plan Statistics for FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN

401k plan membership statisitcs for FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN

Measure Date Value
2022: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,206
Total number of active participants reported on line 7a of the Form 55002022-01-011,652
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-01683
Total of all active and inactive participants2022-01-012,339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-012,340
Number of participants with account balances2022-01-012,320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01262
2021: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,110
Total number of active participants reported on line 7a of the Form 55002021-01-011,511
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01656
Total of all active and inactive participants2021-01-012,169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-012,169
Number of participants with account balances2021-01-012,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01186
2020: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,051
Total number of active participants reported on line 7a of the Form 55002020-01-011,508
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01584
Total of all active and inactive participants2020-01-012,094
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,094
Number of participants with account balances2020-01-012,091
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01142
2019: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,887
Total number of active participants reported on line 7a of the Form 55002019-01-011,494
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01533
Total of all active and inactive participants2019-01-012,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,029
Number of participants with account balances2019-01-012,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01242
2018: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,819
Total number of active participants reported on line 7a of the Form 55002018-01-011,402
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01462
Total of all active and inactive participants2018-01-011,866
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,866
Number of participants with account balances2018-01-011,846
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01251
2017: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,621
Total number of active participants reported on line 7a of the Form 55002017-01-011,376
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01411
Total of all active and inactive participants2017-01-011,787
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,788
Number of participants with account balances2017-01-011,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01182
2016: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,470
Total number of active participants reported on line 7a of the Form 55002016-01-011,196
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01397
Total of all active and inactive participants2016-01-011,593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-011,594
Number of participants with account balances2016-01-011,578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01206
2015: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,237
Total number of active participants reported on line 7a of the Form 55002015-01-011,063
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-01376
Total of all active and inactive participants2015-01-011,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,441
Number of participants with account balances2015-01-011,426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01154
2014: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,137
Total number of active participants reported on line 7a of the Form 55002014-01-01878
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01334
Total of all active and inactive participants2014-01-011,214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-011,214
Number of participants with account balances2014-01-011,197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01122
2013: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,052
Total number of active participants reported on line 7a of the Form 55002013-01-01832
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01290
Total of all active and inactive participants2013-01-011,124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-011,124
Number of participants with account balances2013-01-011,105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01107
2012: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01985
Total number of active participants reported on line 7a of the Form 55002012-01-01803
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-01234
Total of all active and inactive participants2012-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-011,039
Number of participants with account balances2012-01-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0181

Financial Data on FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN

Measure Date Value
2022 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$0
Total income from all sources (including contributions)2022-12-31$-15,747,900
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$9,612,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$9,570,208
Value of total corrective distributions2022-12-31$282
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$22,604,867
Value of total assets at end of year2022-12-31$183,948,189
Value of total assets at beginning of year2022-12-31$209,308,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$42,404
Total interest from all sources2022-12-31$640,269
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
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$12,000,000
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$12,852,459
Participant contributions at end of year2022-12-31$1,397,170
Participant contributions at beginning of year2022-12-31$1,440,816
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,734,391
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,369,843
Other income not declared elsewhere2022-12-31$17,159
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-25,360,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$183,948,189
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$209,308,983
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$161,526,731
Value of interest in pooled separate accounts at beginning of year2022-12-31$189,818,979
Interest on participant loans2022-12-31$56,332
Interest earned on other investments2022-12-31$583,937
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$19,289,897
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$18,049,188
Net investment gain/loss from pooled separate accounts2022-12-31$-39,010,195
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,382,565
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$9,570,208
Contract administrator fees2022-12-31$42,404
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 name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$48,974,765
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$17,743,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$17,664,339
Value of total corrective distributions2021-12-31$6,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$22,194,932
Value of total assets at end of year2021-12-31$209,308,983
Value of total assets at beginning of year2021-12-31$178,077,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,141
Total interest from all sources2021-12-31$605,732
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
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$12,000,000
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$12,190,008
Participant contributions at end of year2021-12-31$1,440,816
Participant contributions at beginning of year2021-12-31$1,364,514
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,981,410
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$31,231,326
Value of net assets at end of year (total assets less liabilities)2021-12-31$209,308,983
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$178,077,657
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$189,818,979
Value of interest in pooled separate accounts at beginning of year2021-12-31$156,269,936
Interest on participant loans2021-12-31$54,709
Interest earned on other investments2021-12-31$551,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$18,049,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$20,443,207
Net investment gain/loss from pooled separate accounts2021-12-31$26,174,101
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$8,023,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$17,664,339
Contract administrator fees2021-12-31$72,141
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 name2021-12-31MOSS ADAMS, LLP
Accountancy firm EIN2021-12-31910189318
2020 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$47,449,713
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$11,117,134
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$11,056,439
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$20,256,879
Value of total assets at end of year2020-12-31$178,077,657
Value of total assets at beginning of year2020-12-31$141,745,078
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$60,695
Total interest from all sources2020-12-31$571,228
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$12,000,000
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$10,929,704
Participant contributions at end of year2020-12-31$1,364,514
Participant contributions at beginning of year2020-12-31$912,571
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$1,533,056
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$36,332,579
Value of net assets at end of year (total assets less liabilities)2020-12-31$178,077,657
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$141,745,078
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$156,269,936
Value of interest in pooled separate accounts at beginning of year2020-12-31$125,736,633
Interest on participant loans2020-12-31$50,013
Interest earned on other investments2020-12-31$521,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$20,443,207
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,095,874
Net investment gain/loss from pooled separate accounts2020-12-31$26,621,606
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$7,794,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$11,056,439
Contract administrator fees2020-12-31$60,695
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$43,085,772
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$8,112,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$8,045,782
Value of total corrective distributions2019-12-31$6,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$17,617,195
Value of total assets at end of year2019-12-31$141,745,078
Value of total assets at beginning of year2019-12-31$106,771,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,877
Total interest from all sources2019-12-31$482,548
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$12,000,000
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$9,341,552
Participant contributions at end of year2019-12-31$912,571
Participant contributions at beginning of year2019-12-31$979,108
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$1,455,300
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$34,973,483
Value of net assets at end of year (total assets less liabilities)2019-12-31$141,745,078
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$106,771,595
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$125,736,633
Value of interest in pooled separate accounts at beginning of year2019-12-31$91,861,609
Interest on participant loans2019-12-31$41,777
Interest earned on other investments2019-12-31$440,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,095,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$13,930,878
Net investment gain/loss from pooled separate accounts2019-12-31$24,986,029
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$6,820,343
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$8,045,782
Contract administrator fees2019-12-31$59,877
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 name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$10,578,396
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$10,236,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$10,187,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$15,963,623
Value of total assets at end of year2018-12-31$106,771,595
Value of total assets at beginning of year2018-12-31$106,429,720
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$49,249
Total interest from all sources2018-12-31$433,432
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$12,000,000
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$8,336,963
Participant contributions at end of year2018-12-31$979,108
Participant contributions at beginning of year2018-12-31$1,026,979
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$762,882
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$341,875
Value of net assets at end of year (total assets less liabilities)2018-12-31$106,771,595
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$106,429,720
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$91,861,609
Value of interest in pooled separate accounts at beginning of year2018-12-31$94,074,444
Interest on participant loans2018-12-31$40,144
Interest earned on other investments2018-12-31$393,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$13,930,878
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$11,328,297
Net investment gain/loss from pooled separate accounts2018-12-31$-5,818,659
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$6,863,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$10,187,272
Contract administrator fees2018-12-31$49,249
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 name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$30,947,385
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,774,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,727,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$14,484,785
Value of total assets at end of year2017-12-31$106,429,720
Value of total assets at beginning of year2017-12-31$83,256,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$46,362
Total interest from all sources2017-12-31$368,450
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$12,000,000
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$6,947,832
Participant contributions at end of year2017-12-31$1,026,979
Participant contributions at beginning of year2017-12-31$1,287,020
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,400,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$23,173,206
Value of net assets at end of year (total assets less liabilities)2017-12-31$106,429,720
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$83,256,514
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$94,074,444
Value of interest in pooled separate accounts at beginning of year2017-12-31$70,160,396
Interest on participant loans2017-12-31$39,558
Interest earned on other investments2017-12-31$328,892
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$11,328,297
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,809,098
Net investment gain/loss from pooled separate accounts2017-12-31$16,094,150
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at beginning of year2017-12-31$0
Assets. Value of employer real property at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$5,136,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,727,817
Contract administrator fees2017-12-31$46,362
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2017-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$16,845,668
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$8,023,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,966,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$12,069,035
Value of total assets at end of year2016-12-31$83,256,514
Value of total assets at beginning of year2016-12-31$74,434,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$56,688
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$465,611
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
Assets. Real estate other than employer real property at end of year2016-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$12,000,000
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$5,740,153
Participant contributions at end of year2016-12-31$1,287,020
Participant contributions at beginning of year2016-12-31$1,682,697
Participant contributions at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,840,802
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Assets. Loans (other than to participants) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$8,822,349
Value of net assets at end of year (total assets less liabilities)2016-12-31$83,256,514
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$74,434,165
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
Assets. partnership/joint venture interests at end of year2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$70,160,396
Value of interest in pooled separate accounts at beginning of year2016-12-31$59,286,837
Interest on participant loans2016-12-31$46,013
Interest earned on other investments2016-12-31$419,598
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,809,098
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$13,464,631
Asset value of US Government securities at end of year2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$4,311,022
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Value of employer real property at end of year2016-12-31$0
Contributions received in cash from employer2016-12-31$4,488,080
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,966,631
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Contract administrator fees2016-12-31$56,688
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2016-12-31$0
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
Liabilities. Value of acquisition indebtedness at end of year2016-12-31$0
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 name2016-12-31MOSS ADAMS, LLP
Accountancy firm EIN2016-12-31910189318
2015 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$11,411,788
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,530,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,472,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$10,958,049
Value of total assets at end of year2015-12-31$74,434,165
Value of total assets at beginning of year2015-12-31$68,552,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$57,751
Total interest from all sources2015-12-31$417,076
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$12,000,000
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$5,070,716
Participant contributions at end of year2015-12-31$1,682,697
Participant contributions at beginning of year2015-12-31$1,657,416
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,077,552
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$5,881,533
Value of net assets at end of year (total assets less liabilities)2015-12-31$74,434,165
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$68,552,632
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$59,286,837
Value of interest in pooled separate accounts at beginning of year2015-12-31$55,275,159
Interest on participant loans2015-12-31$52,812
Interest earned on other investments2015-12-31$364,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$13,464,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,620,057
Net investment gain/loss from pooled separate accounts2015-12-31$36,663
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$3,809,781
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,472,504
Contract administrator fees2015-12-31$57,751
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 name2015-12-31MOSS ADAMS, LLP
Accountancy firm EIN2015-12-31910189318
2014 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$12,972,719
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,735,734
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,666,723
Expenses. Certain deemed distributions of participant loans2014-12-31$-4,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,214,050
Value of total assets at end of year2014-12-31$68,552,632
Value of total assets at beginning of year2014-12-31$61,315,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,315
Total interest from all sources2014-12-31$382,382
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$12,000,000
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$4,064,621
Participant contributions at end of year2014-12-31$1,657,416
Participant contributions at beginning of year2014-12-31$1,431,418
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$986,947
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$7,236,985
Value of net assets at end of year (total assets less liabilities)2014-12-31$68,552,632
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$61,315,647
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$55,275,159
Value of interest in pooled separate accounts at beginning of year2014-12-31$49,091,732
Interest on participant loans2014-12-31$47,982
Interest earned on other investments2014-12-31$334,400
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,620,057
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$10,792,497
Net investment gain/loss from pooled separate accounts2014-12-31$4,376,287
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$3,162,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,666,723
Contract administrator fees2014-12-31$73,315
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$17,850,827
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,349,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,265,702
Expenses. Certain deemed distributions of participant loans2013-12-31$4,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,698,162
Value of total assets at end of year2013-12-31$61,315,647
Value of total assets at beginning of year2013-12-31$47,813,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$79,058
Total interest from all sources2013-12-31$344,250
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$12,000,000
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$3,515,944
Participant contributions at end of year2013-12-31$1,431,418
Participant contributions at beginning of year2013-12-31$1,336,697
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,401,447
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$13,501,763
Value of net assets at end of year (total assets less liabilities)2013-12-31$61,315,647
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$47,813,884
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$49,091,732
Value of interest in pooled separate accounts at beginning of year2013-12-31$37,445,094
Interest on participant loans2013-12-31$42,851
Interest earned on other investments2013-12-31$301,399
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$10,792,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$9,032,093
Net investment gain/loss from pooled separate accounts2013-12-31$9,808,415
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,780,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,265,702
Contract administrator fees2013-12-31$79,058
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 name2013-12-31ORTH, CHAKLER, MURNANE & COMPANY
Accountancy firm EIN2013-12-31650662923
2012 : FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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$11,271,292
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,349,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,284,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$6,114,324
Value of total assets at end of year2012-12-31$47,813,884
Value of total assets at beginning of year2012-12-31$39,891,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$64,735
Total interest from all sources2012-12-31$302,701
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$12,000,000
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$3,169,116
Participant contributions at end of year2012-12-31$1,336,697
Participant contributions at beginning of year2012-12-31$1,002,728
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$393,387
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$7,922,175
Value of net assets at end of year (total assets less liabilities)2012-12-31$47,813,884
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,891,709
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$37,445,094
Value of interest in pooled separate accounts at beginning of year2012-12-31$30,634,695
Interest on participant loans2012-12-31$40,658
Interest earned on other investments2012-12-31$262,043
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$9,032,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$8,254,286
Net investment gain/loss from pooled separate accounts2012-12-31$4,854,267
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 contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,551,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,284,382
Contract administrator fees2012-12-31$64,735
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 name2012-12-31ORTH, CHAKLER, MURNANE & COMPANY
Accountancy firm EIN2012-12-31650662923

Form 5500 Responses for FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS PLAN

2022: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST TECH FEDERAL CREDIT UNION EMPLOYEES QUALIFIED SAVINGS 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered2340
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered2169
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered2094
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered2029
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered1866
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered1788
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered1426
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered1214
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered1124
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number497993
Policy instance 1
Insurance contract or identification number497993
Number of Individuals Covered1039
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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

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