INDIANA MEMBERS CREDIT UNION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan INDIANA MEMBERS CREDIT UNION PENSION PLAN
| Measure | Date | Value |
|---|
| 2023 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $10,967,114 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $2,673,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $2,618,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,913,662 |
| Value of total assets at end of year | 2023-12-31 | $56,590,626 |
| Value of total assets at beginning of year | 2023-12-31 | $48,296,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $54,970 |
| Total interest from all sources | 2023-12-31 | $533,518 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Participant contributions at end of year | 2023-12-31 | $491,687 |
| Participant contributions at beginning of year | 2023-12-31 | $336,807 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $2,261 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $8,293,709 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $56,590,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $48,296,917 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $36,655,558 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $28,596,150 |
| Interest on participant loans | 2023-12-31 | $29,721 |
| Interest earned on other investments | 2023-12-31 | $503,797 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $19,443,381 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $19,363,960 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $7,519,934 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $2,911,401 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $2,618,435 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | FORVIS MAZARS LLP |
| Accountancy firm EIN | 2023-12-31 | 440160260 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $10,967,114 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $2,673,405 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $2,618,435 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,913,662 |
| Value of total assets at end of year | 2023-01-01 | $56,590,626 |
| Value of total assets at beginning of year | 2023-01-01 | $48,296,917 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $54,970 |
| Total interest from all sources | 2023-01-01 | $533,518 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Participant contributions at end of year | 2023-01-01 | $491,687 |
| Participant contributions at beginning of year | 2023-01-01 | $336,807 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $2,261 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $8,293,709 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $56,590,626 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $48,296,917 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $36,655,558 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $28,596,150 |
| Interest on participant loans | 2023-01-01 | $29,721 |
| Interest earned on other investments | 2023-01-01 | $503,797 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $19,443,381 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $19,363,960 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $7,519,934 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $2,911,401 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $2,618,435 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | FORVIS MAZARS LLP |
| Accountancy firm EIN | 2023-01-01 | 440160260 |
| 2022 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-3,740,367 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $3,772,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $3,713,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $3,095,302 |
| Value of total assets at end of year | 2022-12-31 | $48,296,917 |
| Value of total assets at beginning of year | 2022-12-31 | $55,810,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $59,302 |
| Total interest from all sources | 2022-12-31 | $416,053 |
| 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 year | 2022-12-31 | No |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Participant contributions at end of year | 2022-12-31 | $336,807 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $275,302 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-7,513,237 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $48,296,917 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $55,810,154 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $28,596,150 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $36,229,578 |
| Interest on participant loans | 2022-12-31 | $7,380 |
| Interest earned on other investments | 2022-12-31 | $408,673 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $19,363,960 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $19,580,576 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-7,251,722 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $2,820,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $3,713,568 |
| Contract administrator fees | 2022-12-31 | $59,302 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | FORVIS LLP |
| Accountancy firm EIN | 2022-12-31 | 440160260 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-3,740,367 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $3,772,870 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $3,713,568 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $3,095,302 |
| Value of total assets at end of year | 2022-01-01 | $48,296,917 |
| Value of total assets at beginning of year | 2022-01-01 | $55,810,154 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $59,302 |
| Total interest from all sources | 2022-01-01 | $416,053 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Participant contributions at end of year | 2022-01-01 | $336,807 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $275,302 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-7,513,237 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $48,296,917 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $55,810,154 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $28,596,150 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $36,229,578 |
| Interest on participant loans | 2022-01-01 | $7,380 |
| Interest earned on other investments | 2022-01-01 | $408,673 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $19,363,960 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $19,580,576 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-7,251,722 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $2,820,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $3,713,568 |
| Contract administrator fees | 2022-01-01 | $59,302 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | FORVIS LLP |
| Accountancy firm EIN | 2022-01-01 | 440160260 |
| 2021 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 | $9,372,766 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,622,023 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,570,055 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
| Value of total corrective distributions | 2021-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,795,021 |
| Value of total assets at end of year | 2021-12-31 | $55,810,154 |
| Value of total assets at beginning of year | 2021-12-31 | $48,059,411 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $51,968 |
| Total interest from all sources | 2021-12-31 | $502,066 |
| 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 year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2021-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2021-12-31 | $2,659,152 |
| Amount contributed by the employer to the plan for this plan year | 2021-12-31 | $2,659,152 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $41,056 |
| Other income not declared elsewhere | 2021-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $7,750,743 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $55,810,154 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $48,059,411 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $36,229,578 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $30,401,912 |
| Interest on participant loans | 2021-12-31 | $0 |
| Interest earned on other investments | 2021-12-31 | $502,066 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $19,580,576 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $17,657,499 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $6,075,679 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $2,753,965 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,570,055 |
| Contract administrator fees | 2021-12-31 | $51,968 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | FORVIS LLP |
| Accountancy firm EIN | 2021-12-31 | 440160260 |
| 2020 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $5,303,224 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $1,786,174 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,737,499 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $23,310 |
| Value of total assets at end of year | 2020-12-31 | $48,059,411 |
| Value of total assets at beginning of year | 2020-12-31 | $44,542,361 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $48,675 |
| Total interest from all sources | 2020-12-31 | $486,920 |
| 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 year | 2020-12-31 | No |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2020-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2020-12-31 | $2,325,621 |
| Amount contributed by the employer to the plan for this plan year | 2020-12-31 | $2,325,621 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $23,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $3,517,050 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $48,059,411 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $44,542,361 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $30,401,912 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $26,220,475 |
| Interest earned on other investments | 2020-12-31 | $486,920 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $17,657,499 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $18,321,886 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $4,792,994 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,737,499 |
| Contract administrator fees | 2020-12-31 | $48,675 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | BKD, LLP |
| Accountancy firm EIN | 2020-12-31 | 440160260 |
| 2019 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $10,777,837 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $961,815 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $916,372 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $4,130,400 |
| Value of total assets at end of year | 2019-12-31 | $44,542,361 |
| Value of total assets at beginning of year | 2019-12-31 | $34,726,339 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $45,443 |
| Total interest from all sources | 2019-12-31 | $475,349 |
| 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 year | 2019-12-31 | No |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2019-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2019-12-31 | $1,971,499 |
| Amount contributed by the employer to the plan for this plan year | 2019-12-31 | $1,971,499 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $9,816,022 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $44,542,361 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $34,726,339 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $26,220,475 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $20,095,929 |
| Interest earned on other investments | 2019-12-31 | $475,349 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $18,321,886 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $14,630,410 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $6,172,088 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $4,130,400 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $916,372 |
| Contract administrator fees | 2019-12-31 | $45,443 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BKD, LLC |
| Accountancy firm EIN | 2019-12-31 | 440160260 |
| 2018 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $1,354,665 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $1,722,090 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,676,769 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,908,000 |
| Value of total assets at end of year | 2018-12-31 | $34,726,340 |
| Value of total assets at beginning of year | 2018-12-31 | $35,093,765 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $45,321 |
| Total interest from all sources | 2018-12-31 | $433,046 |
| 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 year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2018-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2018-12-31 | $1,809,903 |
| Amount contributed by the employer to the plan for this plan year | 2018-12-31 | $1,809,903 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-367,425 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $34,726,340 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $35,093,765 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $20,095,929 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $21,416,737 |
| Interest earned on other investments | 2018-12-31 | $433,046 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $14,630,411 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $13,677,028 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-986,381 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,908,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,676,769 |
| Contract administrator fees | 2018-12-31 | $45,321 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BKD, LLC |
| Accountancy firm EIN | 2018-12-31 | 440160260 |
| 2017 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $5,702,815 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $1,268,943 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,227,226 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,632,000 |
| Value of total assets at end of year | 2017-12-31 | $35,093,765 |
| Value of total assets at beginning of year | 2017-12-31 | $30,659,893 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $41,717 |
| Total interest from all sources | 2017-12-31 | $425,810 |
| 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 year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2017-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2017-12-31 | $1,686,858 |
| Amount contributed by the employer to the plan for this plan year | 2017-12-31 | $1,686,858 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $4,433,872 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $35,093,765 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $30,659,893 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $21,416,737 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $17,114,556 |
| Interest earned on other investments | 2017-12-31 | $425,810 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $13,677,028 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $13,545,337 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $3,645,005 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,632,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,227,226 |
| Contract administrator fees | 2017-12-31 | $41,717 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BKD, LLP |
| Accountancy firm EIN | 2017-12-31 | 440160260 |
| 2016 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $3,304,395 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $1,003,325 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $961,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,548,000 |
| Value of total assets at end of year | 2016-12-31 | $30,659,893 |
| Value of total assets at beginning of year | 2016-12-31 | $28,358,823 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $42,025 |
| Total interest from all sources | 2016-12-31 | $427,181 |
| 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 year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2016-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2016-12-31 | $1,548,000 |
| Amount contributed by the employer to the plan for this plan year | 2016-12-31 | $1,548,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Other income not declared elsewhere | 2016-12-31 | $-6 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $2,301,070 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $30,659,893 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $28,358,823 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $17,114,556 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $15,450,389 |
| Interest earned on other investments | 2016-12-31 | $427,181 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $13,545,337 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $12,908,434 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $1,329,220 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $1,548,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $961,300 |
| Contract administrator fees | 2016-12-31 | $42,025 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BKD, LLP |
| Accountancy firm EIN | 2016-12-31 | 440160260 |
| 2015 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $1,922,834 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,190,751 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,147,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,500,000 |
| Value of total assets at end of year | 2015-12-31 | $28,358,823 |
| Value of total assets at beginning of year | 2015-12-31 | $28,626,740 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $42,857 |
| Total interest from all sources | 2015-12-31 | $449,513 |
| 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 year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2015-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2015-12-31 | $1,501,097 |
| Amount contributed by the employer to the plan for this plan year | 2015-12-31 | $1,501,097 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-267,917 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $28,358,823 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $28,626,740 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $15,450,389 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $15,598,825 |
| Interest earned on other investments | 2015-12-31 | $449,513 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $12,908,434 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $13,027,915 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-26,679 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,500,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,147,894 |
| Contract administrator fees | 2015-12-31 | $42,857 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BKD, LLP |
| Accountancy firm EIN | 2015-12-31 | 440160260 |
| 2014 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $3,217,308 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $2,660,616 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $2,620,253 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,440,000 |
| Value of total assets at end of year | 2014-12-31 | $28,626,740 |
| Value of total assets at beginning of year | 2014-12-31 | $28,070,048 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,363 |
| Total interest from all sources | 2014-12-31 | $448,788 |
| 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 year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Funding deficiency by the employer to the plan for this plan year | 2014-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2014-12-31 | $141,742,255 |
| Amount contributed by the employer to the plan for this plan year | 2014-12-31 | $141,742,255 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $556,692 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $28,626,740 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $28,070,048 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $15,598,825 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $15,414,642 |
| Interest earned on other investments | 2014-12-31 | $448,788 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $13,027,915 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $12,655,406 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $1,328,520 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,440,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $2,620,253 |
| Contract administrator fees | 2014-12-31 | $40,363 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BKD, LLP |
| Accountancy firm EIN | 2014-12-31 | 440160260 |
| 2013 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $5,119,583 |
| Total of all expenses incurred | 2013-12-31 | $2,593,663 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,554,040 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,404,000 |
| Value of total assets at end of year | 2013-12-31 | $28,070,049 |
| Value of total assets at beginning of year | 2013-12-31 | $25,544,129 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $39,623 |
| Total interest from all sources | 2013-12-31 | $486,666 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $9,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2013-12-31 | 0 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2013-12-31 | $1,301,783 |
| Amount contributed by the employer to the plan for this plan year | 2013-12-31 | $1,301,783 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,525,920 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $28,070,049 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,544,129 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2013-12-31 | $15,414,642 |
| Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $12,403,692 |
| Interest earned on other investments | 2013-12-31 | $486,666 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $12,655,407 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $13,140,437 |
| Net investment gain/loss from pooled separate accounts | 2013-12-31 | $3,228,917 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,404,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,554,040 |
| Contract administrator fees | 2013-12-31 | $39,623 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BKD, LLP |
| Accountancy firm EIN | 2013-12-31 | 440160260 |
| 2012 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $3,356,667 |
| Total of all expenses incurred | 2012-12-31 | $1,194,265 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,156,247 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,140,000 |
| Value of total assets at end of year | 2012-12-31 | $25,544,129 |
| Value of total assets at beginning of year | 2012-12-31 | $23,381,727 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $38,018 |
| Total interest from all sources | 2012-12-31 | $541,441 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers | 2012-12-31 | 0 |
| Minimum employer required contribution for this plan year | 2012-12-31 | $1,290,738 |
| Amount contributed by the employer to the plan for this plan year | 2012-12-31 | $1,290,738 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,162,402 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,544,129 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $23,381,727 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2012-12-31 | $12,403,692 |
| Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $10,539,333 |
| Interest earned on other investments | 2012-12-31 | $541,441 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $13,140,437 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $12,842,394 |
| Net investment gain/loss from pooled separate accounts | 2012-12-31 | $1,675,226 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $1,140,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,156,247 |
| Contract administrator fees | 2012-12-31 | $38,018 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BKD, LLP |
| Accountancy firm EIN | 2012-12-31 | 440160260 |
| 2011 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $1,072,324 |
| Total of all expenses incurred | 2011-12-31 | $1,344,135 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,305,377 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,200,000 |
| Value of total assets at end of year | 2011-12-31 | $23,381,727 |
| Value of total assets at beginning of year | 2011-12-31 | $23,653,538 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $38,758 |
| Total interest from all sources | 2011-12-31 | $558,242 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $38,758 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2011-12-31 | $1,092,126 |
| Amount contributed by the employer to the plan for this plan year | 2011-12-31 | $1,092,126 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-271,811 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $23,381,727 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $23,653,538 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2011-12-31 | $10,539,333 |
| Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $10,727,979 |
| Interest earned on other investments | 2011-12-31 | $558,242 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $12,842,394 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $12,925,559 |
| Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-685,918 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,305,377 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | BKD, LLP |
| Accountancy firm EIN | 2011-12-31 | 440160260 |
| 2010 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2010 401k financial data |
|---|
| Total income from all sources (including contributions) | 2010-12-31 | $3,467,632 |
| Total of all expenses incurred | 2010-12-31 | $504,364 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $468,486 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,440,000 |
| Value of total assets at end of year | 2010-12-31 | $23,653,538 |
| Value of total assets at beginning of year | 2010-12-31 | $20,690,270 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $35,878 |
| Total interest from all sources | 2010-12-31 | $583,404 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Minimum employer required contribution for this plan year | 2010-12-31 | $1,508,470 |
| Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $1,508,470 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $2,963,268 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $23,653,538 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $20,690,270 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2010-12-31 | $10,727,979 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $8,625,292 |
| Interest earned on other investments | 2010-12-31 | $583,404 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $12,925,559 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $12,064,978 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $1,444,228 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $1,440,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $468,486 |
| Contract administrator fees | 2010-12-31 | $35,878 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | BKD, LLP |
| Accountancy firm EIN | 2010-12-31 | 440160260 |
| 2009 : INDIANA MEMBERS CREDIT UNION PENSION PLAN 2009 401k financial data |
|---|
| Minimum employer required contribution for this plan year | 2009-12-31 | $14,457,722 |
| Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $14,457,722 |
