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TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 401k Plan overview

Plan NameTEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST
Plan identification number 003

TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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).
  • Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:TEACHERS CREDIT UNION
Employer identification number (EIN):350702986
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032017-01-01TOMMY L LEE
0032017-01-01
0032016-01-01TOMMY L LEE
0032015-01-01TOMMY L LEE
0032014-01-01TOMMY L LEE
0032013-01-01TOMMY L. LEE TOMMY L LEE2014-10-14
0032012-01-01TOMMY L. LEE AMY L. SINK2013-10-15
0032011-01-01TOMMY L. LEE AMY L. SINK2012-10-12
0032009-01-01TOMMY L. LEE AMY L. SINK2010-10-15

Plan Statistics for TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST

401k plan membership statisitcs for TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST

Measure Date Value
2017: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01587
Total number of active participants reported on line 7a of the Form 55002017-01-01526
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0181
Total of all active and inactive participants2017-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01618
Number of participants with account balances2017-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0136
2016: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01583
Total number of active participants reported on line 7a of the Form 55002016-01-01498
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01585
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01585
Number of participants with account balances2016-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0128
2015: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01586
Total number of active participants reported on line 7a of the Form 55002015-01-01506
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01579
Number of participants with account balances2015-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01628
Total number of active participants reported on line 7a of the Form 55002014-01-01520
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0158
Total of all active and inactive participants2014-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01579
Number of participants with account balances2014-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0118
2013: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01662
Total number of active participants reported on line 7a of the Form 55002013-01-01562
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0151
Total of all active and inactive participants2013-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01613
Number of participants with account balances2013-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0129
2012: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01593
Total number of active participants reported on line 7a of the Form 55002012-01-01605
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01661
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01662
Number of participants with account balances2012-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01587
Total number of active participants reported on line 7a of the Form 55002011-01-01562
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01593
Number of participants with account balances2011-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01574
Total number of active participants reported on line 7a of the Form 55002009-01-01606
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0128
Total of all active and inactive participants2009-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01634
Number of participants with account balances2009-01-01634
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST

Measure Date Value
2017 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$23,528,743
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$5,101,699
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,178,543
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,105,662
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,060,789
Value of total assets at end of year2017-12-31$23,528,743
Value of total assets at beginning of year2017-12-31$20,605,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$72,881
Total interest from all sources2017-12-31$31,720
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$515,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$515,981
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
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$0
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$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$2,923,156
Value of net assets at end of year (total assets less liabilities)2017-12-31$23,528,743
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,605,587
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 registered invesment companies (eg mutual funds) at end of year2017-12-31$21,597,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$18,382,536
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$31,720
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,930,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,223,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,493,209
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,060,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,105,662
Contract administrator fees2017-12-31$72,881
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$53,593
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$3,457,303
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,612,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,547,478
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,018,367
Value of total assets at end of year2016-12-31$20,605,587
Value of total assets at beginning of year2016-12-31$18,706,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$64,566
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$401,713
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$401,713
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
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$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$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$1,845,259
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,605,587
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,706,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$18,382,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,736,560
Interest on participant loans2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,223,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,970,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,037,223
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,018,367
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,547,478
Contract administrator fees2016-12-31$64,566
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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$2,065,894
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,204,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,128,693
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,058,674
Value of total assets at end of year2015-12-31$18,706,735
Value of total assets at beginning of year2015-12-31$19,845,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$75,571
Total interest from all sources2015-12-31$41,411
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$727,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$727,394
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
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$44,143
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,138,370
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,706,735
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,845,105
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$16,736,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,846,995
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$41,411
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,970,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,998,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-761,585
Net investment gain or loss from common/collective trusts2015-12-31$0
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$2,014,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,128,693
Contract administrator fees2015-12-31$75,571
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 name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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$3,035,586
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,699,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,630,217
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,098,977
Value of total assets at end of year2014-12-31$19,845,105
Value of total assets at beginning of year2014-12-31$18,508,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$68,789
Total interest from all sources2014-12-31$63,588
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$398,180
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$398,180
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$18,507,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,336,580
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,845,105
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,508,525
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$16,846,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$815
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$63,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,998,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$474,841
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$2,098,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,630,217
Contract administrator fees2014-12-31$68,789
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 name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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$75,428
Total income from all sources (including contributions)2013-12-31$4,515,836
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$977,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$973,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,151,265
Value of total assets at end of year2013-12-31$18,508,525
Value of total assets at beginning of year2013-12-31$15,045,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,950
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$165,716
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$165,716
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$18,507,708
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$75,428
Administrative expenses (other) incurred2013-12-31$3,950
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$3,538,656
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,508,525
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,969,869
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,441,830
Value of interest in common/collective trusts at end of year2013-12-31$2
Value of interest in common/collective trusts at beginning of year2013-12-31$6,525,608
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,755,581
Net investment gain or loss from common/collective trusts2013-12-31$443,274
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,151,265
Employer contributions (assets) at beginning of year2013-12-31$71,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$973,230
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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$75,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$69,528
Total income from all sources (including contributions)2012-12-31$3,778,052
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$732,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$730,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,246,889
Value of total assets at end of year2012-12-31$15,045,297
Value of total assets at beginning of year2012-12-31$11,993,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,500
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$149,261
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$149,261
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6,076
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$9,496
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$75,428
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$69,528
Administrative expenses (other) incurred2012-12-31$1,500
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$3,045,923
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,969,869
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,923,946
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$8,441,830
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,284,112
Value of interest in common/collective trusts at end of year2012-12-31$6,525,608
Value of interest in common/collective trusts at beginning of year2012-12-31$5,630,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$923,864
Net investment gain or loss from common/collective trusts2012-12-31$458,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,246,889
Employer contributions (assets) at end of year2012-12-31$71,783
Employer contributions (assets) at beginning of year2012-12-31$69,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$730,629
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 name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$69,528
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$77,185
Total income from all sources (including contributions)2011-12-31$1,880,152
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,135,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,133,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,090,076
Value of total assets at end of year2011-12-31$11,993,474
Value of total assets at beginning of year2011-12-31$11,256,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,050
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$131,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$131,777
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$9,496
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$9,479
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$69,528
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$77,185
Administrative expenses (other) incurred2011-12-31$2,050
Total non interest bearing cash at beginning of year2011-12-31$34
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$744,950
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,923,946
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,178,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,284,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,327,811
Value of interest in common/collective trusts at end of year2011-12-31$5,630,338
Value of interest in common/collective trusts at beginning of year2011-12-31$4,841,705
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-469,519
Net investment gain or loss from common/collective trusts2011-12-31$127,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,090,076
Employer contributions (assets) at end of year2011-12-31$69,528
Employer contributions (assets) at beginning of year2011-12-31$77,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,133,152
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$63,296
Total income from all sources (including contributions)2010-12-31$3,282,431
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$280,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$278,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,060,323
Value of total assets at end of year2010-12-31$11,256,181
Value of total assets at beginning of year2010-12-31$8,239,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,550
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$114,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$114,839
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$9,479
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$5,276
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$77,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$63,296
Administrative expenses (other) incurred2010-12-31$1,550
Total non interest bearing cash at end of year2010-12-31$34
Total non interest bearing cash at beginning of year2010-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,002,353
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,178,996
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,176,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,327,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,929,615
Value of interest in common/collective trusts at end of year2010-12-31$4,841,705
Value of interest in common/collective trusts at beginning of year2010-12-31$1,241,702
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$753,290
Net investment gain or loss from common/collective trusts2010-12-31$353,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,060,323
Employer contributions (assets) at end of year2010-12-31$77,152
Employer contributions (assets) at beginning of year2010-12-31$63,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$278,528
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST

2017: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: TEACHERS CREDIT UNION DEFINED CONTRIBUTION PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered618
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered585
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered579
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
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

Potentially related plans

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