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CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

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

Company Name:CONSUMERS COOPERATIVE CREDIT UNION
Employer identification number (EIN):361936022
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01JOHN F PAWLOWSKI
0022016-01-01JOHN F PAWLOWSKI
0022015-01-01JOHN F PAWLOWSKI
0022014-01-01JOHN F PAWLOWSKI
0022013-01-01JOHN F PAWLOWSKI
0022012-01-01JOHN F PAWLOWSKI
0022011-01-01JOHN PAWLOWSKI
0022010-01-01JOHN PAWLOWSKI
0022009-01-01JOHN PAWLOWSKI

Plan Statistics for CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01592
Total number of active participants reported on line 7a of the Form 55002023-01-01505
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01123
Total of all active and inactive participants2023-01-01628
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-013
Total participants2023-01-01631
Number of participants with account balances2023-01-01583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0134
2022: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01589
Total number of active participants reported on line 7a of the Form 55002022-01-01474
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01119
Total of all active and inactive participants2022-01-01593
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01594
Number of participants with account balances2022-01-01561
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0126
2021: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01580
Total number of active participants reported on line 7a of the Form 55002021-01-01484
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01110
Total of all active and inactive participants2021-01-01594
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01594
Number of participants with account balances2021-01-01555
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0130
2020: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01448
Total number of active participants reported on line 7a of the Form 55002020-01-01377
Number of retired or separated participants receiving benefits2020-01-0114
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01473
Number of participants with account balances2020-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0124
2019: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01415
Total number of active participants reported on line 7a of the Form 55002019-01-01349
Number of retired or separated participants receiving benefits2019-01-0110
Number of other retired or separated participants entitled to future benefits2019-01-0168
Total of all active and inactive participants2019-01-01427
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01427
Number of participants with account balances2019-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01378
Total number of active participants reported on line 7a of the Form 55002018-01-01297
Number of retired or separated participants receiving benefits2018-01-0113
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01363
Number of participants with account balances2018-01-01337
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0144
2017: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01322
Total number of active participants reported on line 7a of the Form 55002017-01-01265
Number of retired or separated participants receiving benefits2017-01-0110
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01312
Number of participants with account balances2017-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01240
Total number of active participants reported on line 7a of the Form 55002016-01-01241
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01280
Number of participants with account balances2016-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0124
2015: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01224
Total number of active participants reported on line 7a of the Form 55002015-01-01190
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0121
2014: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01188
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01207
Number of participants with account balances2014-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01184
Total number of active participants reported on line 7a of the Form 55002013-01-01171
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01186
Number of participants with account balances2013-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01176
Total number of active participants reported on line 7a of the Form 55002012-01-01158
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01172
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01180
Total number of active participants reported on line 7a of the Form 55002011-01-01148
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01165
Number of participants with account balances2011-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01151
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01169
Number of participants with account balances2010-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0113
2009: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01177
Total number of active participants reported on line 7a of the Form 55002009-01-01153
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01167
Number of participants with account balances2009-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,334,961
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$5,601,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$5,478,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,924,004
Value of total assets at end of year2023-12-31$38,871,898
Value of total assets at beginning of year2023-12-31$35,138,803
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$123,494
Total interest from all sources2023-12-31$130,283
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$781,348
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$781,348
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,659,008
Participant contributions at end of year2023-12-31$865,585
Participant contributions at beginning of year2023-12-31$784,957
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$435,783
Other income not declared elsewhere2023-12-31$10,118
Total non interest bearing cash at end of year2023-12-31$10,118
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,733,095
Value of net assets at end of year (total assets less liabilities)2023-12-31$38,871,898
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$35,138,803
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$19,093
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$34,050,833
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$30,212,794
Interest on participant loans2023-12-31$47,698
Interest earned on other investments2023-12-31$82,585
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,945,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$4,129,613
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$4,489,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$829,213
Employer contributions (assets) at beginning of year2023-12-31$11,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$5,478,372
Contract administrator fees2023-12-31$85,476
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31WIPFLI LLP
Accountancy firm EIN2023-12-31390758449
2022 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,580,497
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,236,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,115,246
Value of total corrective distributions2022-12-31$1,277
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,604,556
Value of total assets at end of year2022-12-31$35,138,803
Value of total assets at beginning of year2022-12-31$40,955,472
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$119,649
Total interest from all sources2022-12-31$90,766
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,059,401
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,059,401
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,379,757
Participant contributions at end of year2022-12-31$784,957
Participant contributions at beginning of year2022-12-31$764,264
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$460,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,816,669
Value of net assets at end of year (total assets less liabilities)2022-12-31$35,138,803
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$40,955,472
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$18,537
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,212,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,617,993
Interest on participant loans2022-12-31$37,302
Interest earned on other investments2022-12-31$53,464
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,129,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,573,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,335,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$764,335
Employer contributions (assets) at end of year2022-12-31$11,439
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,115,246
Contract administrator fees2022-12-31$101,112
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$17,577,059
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$7,682,452
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,953,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,821,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,340,761
Value of total assets at end of year2021-12-31$40,955,472
Value of total assets at beginning of year2021-12-31$20,649,441
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$131,667
Total interest from all sources2021-12-31$70,267
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$800,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$800,697
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,310,229
Participant contributions at end of year2021-12-31$764,264
Participant contributions at beginning of year2021-12-31$421,443
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$285,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,728,972
Value of net assets at end of year (total assets less liabilities)2021-12-31$40,955,472
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,649,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$31,884
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,617,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$17,976,937
Interest on participant loans2021-12-31$35,997
Interest earned on other investments2021-12-31$34,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,573,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,251,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,470,727
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$744,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,821,813
Contract administrator fees2021-12-31$99,783
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,816,123
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$680,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$617,514
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,490,023
Value of total assets at end of year2020-12-31$20,649,441
Value of total assets at beginning of year2020-12-31$16,513,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,946
Total interest from all sources2020-12-31$21,133
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$462,438
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$462,438
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,384,888
Participant contributions at end of year2020-12-31$421,443
Participant contributions at beginning of year2020-12-31$363,358
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$611,744
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,135,663
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,649,441
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,513,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,976,937
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,961,811
Interest on participant loans2020-12-31$21,133
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,251,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,186,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,842,529
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$493,391
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$617,514
Contract administrator fees2020-12-31$62,946
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,467,761
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,172,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,112,948
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,650,896
Value of total assets at end of year2019-12-31$16,513,778
Value of total assets at beginning of year2019-12-31$13,218,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,376
Total interest from all sources2019-12-31$39,491
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$383,145
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$383,145
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,114,377
Participant contributions at end of year2019-12-31$363,358
Participant contributions at beginning of year2019-12-31$426,175
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$105,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,295,437
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,513,778
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,218,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,961,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,940,047
Interest on participant loans2019-12-31$21,003
Interest earned on other investments2019-12-31$18,488
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,186,653
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$852,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,394,229
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$431,463
Employer contributions (assets) at end of year2019-12-31$1,956
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,112,948
Contract administrator fees2019-12-31$59,376
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$4,207,133
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$923,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,560,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,505,408
Value of total corrective distributions2018-12-31$47
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,693,784
Value of total assets at end of year2018-12-31$13,218,341
Value of total assets at beginning of year2018-12-31$9,647,983
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$54,836
Total interest from all sources2018-12-31$33,811
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$468,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$468,522
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$987,340
Participant contributions at end of year2018-12-31$426,175
Participant contributions at beginning of year2018-12-31$250,584
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$24,589
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$351,114
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-636,775
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,218,341
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,647,983
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,940,047
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,724,325
Interest on participant loans2018-12-31$19,669
Interest earned on other investments2018-12-31$14,142
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$852,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$618,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,272,601
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$355,330
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,505,408
Contract administrator fees2018-12-31$54,836
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$291,083
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$2,868,204
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$966,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$923,204
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,629,481
Value of total assets at end of year2017-12-31$9,647,983
Value of total assets at beginning of year2017-12-31$7,455,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$43,794
Total interest from all sources2017-12-31$17,695
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$192,819
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$192,819
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
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$956,818
Participant contributions at end of year2017-12-31$250,584
Participant contributions at beginning of year2017-12-31$284,378
Participant contributions at end of year2017-12-31$24,589
Participant contributions at beginning of year2017-12-31$22,071
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$333,947
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,901,206
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,647,983
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,455,694
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$8,724,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,697,123
Interest on participant loans2017-12-31$11,412
Interest earned on other investments2017-12-31$6,283
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$618,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$443,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,028,209
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$338,716
Employer contributions (assets) at end of year2017-12-31$30,309
Employer contributions (assets) at beginning of year2017-12-31$8,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$923,204
Contract administrator fees2017-12-31$43,794
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 name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$1,884,093
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$1,407,225
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$422,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$393,900
Value of total corrective distributions2016-12-31$1,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$996,754
Value of total assets at end of year2016-12-31$7,455,694
Value of total assets at beginning of year2016-12-31$4,587,370
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,304
Total interest from all sources2016-12-31$12,317
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$95,830
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$95,830
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
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$605,131
Participant contributions at end of year2016-12-31$284,378
Participant contributions at beginning of year2016-12-31$197,049
Participant contributions at end of year2016-12-31$22,071
Participant contributions at beginning of year2016-12-31$16,150
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$164,050
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$3,109
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$984,231
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,455,694
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,587,370
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$6,697,123
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,172,300
Interest on participant loans2016-12-31$8,763
Interest earned on other investments2016-12-31$3,554
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$443,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$195,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$302,324
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$227,573
Employer contributions (assets) at end of year2016-12-31$8,578
Employer contributions (assets) at beginning of year2016-12-31$6,192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$390,791
Contract administrator fees2016-12-31$27,304
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 name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$788,456
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$681,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$654,175
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$826,516
Value of total assets at end of year2015-12-31$4,587,370
Value of total assets at beginning of year2015-12-31$4,480,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$27,119
Total interest from all sources2015-12-31$194,269
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
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$552,712
Participant contributions at end of year2015-12-31$197,049
Participant contributions at beginning of year2015-12-31$151,060
Participant contributions at end of year2015-12-31$16,150
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$67,633
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$107,162
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,587,370
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,480,208
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$4,172,300
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,127,487
Interest on participant loans2015-12-31$7,155
Interest earned on other investments2015-12-31$187,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$195,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$201,661
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-232,329
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$206,171
Employer contributions (assets) at end of year2015-12-31$6,192
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$654,175
Contract administrator fees2015-12-31$27,119
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 name2015-12-31WIPFLI LLP
Accountancy firm EIN2015-12-31390758449
2014 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$841,379
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$318,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$316,019
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$575,852
Value of total assets at end of year2014-12-31$4,480,208
Value of total assets at beginning of year2014-12-31$3,957,398
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,550
Total interest from all sources2014-12-31$6,547
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,338
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$436,820
Participant contributions at end of year2014-12-31$151,060
Participant contributions at beginning of year2014-12-31$173,983
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$55,579
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$522,810
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,480,208
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,957,398
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$4,127,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,539,949
Interest on participant loans2014-12-31$6,547
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$201,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$243,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$229,642
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$83,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$316,019
Contract administrator fees2014-12-31$2,550
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31WIPFLI LLP
Accountancy firm EIN2014-12-31390758449
2013 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$0
Total income from all sources (including contributions)2013-12-31$1,011,066
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$338,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$335,620
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$442,531
Value of total assets at end of year2013-12-31$3,957,398
Value of total assets at beginning of year2013-12-31$3,285,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,175
Total interest from all sources2013-12-31$12,092
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$362,112
Participant contributions at end of year2013-12-31$173,983
Participant contributions at beginning of year2013-12-31$173,573
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,141
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$672,271
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,957,398
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,285,127
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$3,539,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,748,896
Interest on participant loans2013-12-31$7,209
Interest earned on other investments2013-12-31$4,883
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$243,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$362,658
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$556,443
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$70,278
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$335,620
Contract administrator fees2013-12-31$3,175
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 name2013-12-31WIPFLI LLP
Accountancy firm EIN2013-12-31390758449
2012 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$693,123
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$105,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$102,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$393,274
Value of total assets at end of year2012-12-31$3,285,127
Value of total assets at beginning of year2012-12-31$2,697,892
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,600
Total interest from all sources2012-12-31$14,588
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$331,252
Participant contributions at end of year2012-12-31$173,573
Participant contributions at beginning of year2012-12-31$135,063
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$587,235
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,285,127
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,697,892
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$2,748,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,244,726
Interest on participant loans2012-12-31$6,532
Interest earned on other investments2012-12-31$8,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$362,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$318,103
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$285,261
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$62,022
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$102,288
Contract administrator fees2012-12-31$3,600
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 name2012-12-31WIPFLI LLP
Accountancy firm EIN2012-12-31390758449
2011 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$395,094
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$297,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$292,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$365,642
Value of total assets at end of year2011-12-31$2,697,892
Value of total assets at beginning of year2011-12-31$2,599,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,709
Total interest from all sources2011-12-31$12,884
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$307,304
Participant contributions at end of year2011-12-31$135,063
Participant contributions at beginning of year2011-12-31$111,468
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$7
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$98,018
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,697,892
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,599,874
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$2,244,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,214,602
Interest on participant loans2011-12-31$4,456
Interest earned on other investments2011-12-31$8,428
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$318,103
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$273,409
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$16,568
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$58,338
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$388
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$292,367
Contract administrator fees2011-12-31$4,709
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 name2011-12-31WIPFLI LLP
Accountancy firm EIN2011-12-31390758449
2010 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$596,068
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$87,958
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$83,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$358,123
Value of total assets at end of year2010-12-31$2,599,874
Value of total assets at beginning of year2010-12-31$2,091,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,000
Total interest from all sources2010-12-31$11,562
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$6,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$295,067
Participant contributions at end of year2010-12-31$111,468
Participant contributions at beginning of year2010-12-31$69,386
Participant contributions at end of year2010-12-31$7
Participant contributions at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$508,110
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,599,874
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,091,764
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$2,214,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,772,315
Interest on participant loans2010-12-31$3,630
Interest earned on other investments2010-12-31$7,932
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$273,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$248,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$226,383
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$63,056
Employer contributions (assets) at end of year2010-12-31$388
Employer contributions (assets) at beginning of year2010-12-31$1,155
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$83,958
Contract administrator fees2010-12-31$4,000
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 name2010-12-31WIPFLI LLP
Accountancy firm EIN2010-12-31390758449
2009 : CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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 CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST

2023: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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 – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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 – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: CONSUMERS COOPERATIVE CREDIT UNION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: CONSUMERS COOPERATIVE CREDIT UNION 401(K) 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered631
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered594
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered594
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered473
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered427
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered363
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered312
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered210
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered207
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered186
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered172
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered165
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number012-1456-5
Policy instance 1
Insurance contract or identification number012-1456-5
Number of Individuals Covered169
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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