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UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 401k Plan overview

Plan NameUTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN
Plan identification number 001

UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)

401k Sponsoring company profile

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

Company Name:UTILITY EMPLOYEES CREDIT UNION
Employer identification number (EIN):370560807
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01KARA JOHNSTON2022-06-29 KARA JOHNSTON2022-06-29
0012020-01-01KARA JOHNSTON2021-07-09 KARA JOHNSTON2021-07-09
0012019-01-01KARA JOHNSTON2020-07-13 KARA JOHNSTON2020-07-13
0012018-01-01KARA JOHNSTON2019-07-02 KARA JOHNSTON2019-07-02
0012017-01-01KARA JOHNSTON2018-05-22
0012016-01-01KARA JOHNSTON2017-06-19 KARA JOHNSTON2017-06-19
0012015-01-01KARA JOHNSTON2016-06-21 KARA JOHNSTON2016-06-21
0012014-01-01DAYNA GILMAN2015-05-13
0012013-01-01KARA JOHNSTON2014-07-30 KARA JOHNSTON2014-07-30
0012012-01-01KARA JOHNSTON KARA JOHNSTON2013-10-14
0012011-01-01GAIL DAHLEM
0012010-01-01GARY WALMSLEY
0012009-01-01GARY WALMSLEY

Plan Statistics for UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN

401k plan membership statisitcs for UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN

Measure Date Value
2012: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-016
Total number of active participants reported on line 7a of the Form 55002012-01-016
Total of all active and inactive participants2012-01-016
Total participants2012-01-016
2011: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-016
Total number of active participants reported on line 7a of the Form 55002011-01-016
Total of all active and inactive participants2011-01-016
Total participants2011-01-016
2010: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-016
Total number of active participants reported on line 7a of the Form 55002010-01-016
Total of all active and inactive participants2010-01-016
Total participants2010-01-016
2009: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-016
Total number of active participants reported on line 7a of the Form 55002009-01-016
Total of all active and inactive participants2009-01-016
Total participants2009-01-016

Financial Data on UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN

Measure Date Value
2012 : UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2012 401k financial data
Total income from all sources2012-12-31$3,572
Total plan assets at end of year2012-12-31$105,338
Total plan assets at beginning of year2012-12-31$101,766
Other income received2012-12-31$3,572
Net income (gross income less expenses)2012-12-31$3,572
Net plan assets at end of year (total assets less liabilities)2012-12-31$105,338
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$101,766
2011 : UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2011 401k financial data
Total income from all sources2011-12-31$3,441
Total plan assets at end of year2011-12-31$101,766
Total plan assets at beginning of year2011-12-31$98,325
Other income received2011-12-31$3,441
Net income (gross income less expenses)2011-12-31$3,441
Net plan assets at end of year (total assets less liabilities)2011-12-31$101,766
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$98,325
2010 : UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2010 401k financial data
Total income from all sources2010-12-31$3,325
Total plan assets at end of year2010-12-31$98,325
Total plan assets at beginning of year2010-12-31$95,000
Other income received2010-12-31$3,325
Net income (gross income less expenses)2010-12-31$3,325
Net plan assets at end of year (total assets less liabilities)2010-12-31$98,325
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$95,000

Form 5500 Responses for UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN

2012: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 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: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 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: UTILITY EMPLOYEES CREDIT UNION MONEY PURCHASE PLAN 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

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number09010466001
Policy instance 1
Insurance contract or identification number09010466001
Number of Individuals Covered6
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number09010466001
Policy instance 1
Insurance contract or identification number09010466001
Number of Individuals Covered6
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 group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number09010466001
Policy instance 1
Insurance contract or identification number09010466001
Number of Individuals Covered6
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 group deferred annuity?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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