401k Plan data: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN plan

WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: WESTCONSIN CREDIT UNION

Employer identification number (EIN): 390823125

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2022-01-01
033 2021-01-01
033 2020-01-01
033 2019-01-01
033 2018-01-01
033 2017-01-01 PATRICIA L CHAMBERS
033 2016-01-01 PATRICIA L CHAMBERS
033 2015-01-01 PATRICIA L CHAMBERS
033 2014-01-01 PATRICIA L CHAMBERS
033 2013-01-01 PATRICIA L CHAMBERS
033 2012-01-01 PATRICIA L CHAMBERS
033 2011-01-01 NIKI YARRINGTON NIKI YARRINGTON 2012-10-15
033 2010-01-01 NIKI YARRINGTON NIKI YARRINGTON 2011-09-30
033 2009-01-01 NIKI YARRINGTON

Plan Statistics for WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 530
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 422
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 123
Total of all active and inactive participants 2022-01-01 545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 545
Number of participants with account balances 2022-01-01 545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 529
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 420
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 110
Total of all active and inactive participants 2021-01-01 530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 530
Number of participants with account balances 2021-01-01 530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 500
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 405
Number of retired or separated participants receiving benefits 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 109
Total of all active and inactive participants 2020-01-01 529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 529
Number of participants with account balances 2020-01-01 529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 43
2019: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 468
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 397
Number of retired or separated participants receiving benefits 2019-01-01 19
Number of other retired or separated participants entitled to future benefits 2019-01-01 85
Total of all active and inactive participants 2019-01-01 501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 501
Number of participants with account balances 2019-01-01 501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 52
2018: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 459
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 384
Number of retired or separated participants receiving benefits 2018-01-01 13
Number of other retired or separated participants entitled to future benefits 2018-01-01 76
Total of all active and inactive participants 2018-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 473
Number of participants with account balances 2018-01-01 467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 43
2017: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 378
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 67
Total of all active and inactive participants 2017-01-01 459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 459
Number of participants with account balances 2017-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 28
2016: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 469
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 353
Number of retired or separated participants receiving benefits 2016-01-01 18
Number of other retired or separated participants entitled to future benefits 2016-01-01 94
Total of all active and inactive participants 2016-01-01 465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 465
Number of participants with account balances 2016-01-01 465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 58
2015: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 459
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 349
Number of retired or separated participants receiving benefits 2015-01-01 17
Number of other retired or separated participants entitled to future benefits 2015-01-01 107
Total of all active and inactive participants 2015-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 473
Number of participants with account balances 2015-01-01 473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 49
2014: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 425
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 332
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 120
Total of all active and inactive participants 2014-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 455
Number of participants with account balances 2014-01-01 451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 53
2013: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 328
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 69
Total of all active and inactive participants 2013-01-01 399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 399
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 39
2012: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 339
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 309
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 68
Total of all active and inactive participants 2012-01-01 380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 380
Number of participants with account balances 2012-01-01 380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 33
2011: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 282
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 57
Total of all active and inactive participants 2011-01-01 339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 339
Number of participants with account balances 2011-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 21
2010: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 305
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 274
Number of retired or separated participants receiving benefits 2010-01-01 1
Number of other retired or separated participants entitled to future benefits 2010-01-01 50
Total of all active and inactive participants 2010-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 325
Number of participants with account balances 2010-01-01 323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 26
2009: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 312
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 255
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 49
Total of all active and inactive participants 2009-01-01 305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 305
Number of participants with account balances 2009-01-01 305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 16

Measure	Date	Value
2022: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	530
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	422
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	123
Total of all active and inactive participants	2022-01-01	545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	545
Number of participants with account balances	2022-01-01	545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	529
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	420
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	110
Total of all active and inactive participants	2021-01-01	530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	530
Number of participants with account balances	2021-01-01	530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	500
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	405
Number of retired or separated participants receiving benefits	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	109
Total of all active and inactive participants	2020-01-01	529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	529
Number of participants with account balances	2020-01-01	529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	43
2019: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	468
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	397
Number of retired or separated participants receiving benefits	2019-01-01	19
Number of other retired or separated participants entitled to future benefits	2019-01-01	85
Total of all active and inactive participants	2019-01-01	501
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	501
Number of participants with account balances	2019-01-01	501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	52
2018: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	459
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	384
Number of retired or separated participants receiving benefits	2018-01-01	13
Number of other retired or separated participants entitled to future benefits	2018-01-01	76
Total of all active and inactive participants	2018-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	473
Number of participants with account balances	2018-01-01	467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	43
2017: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	378
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	67
Total of all active and inactive participants	2017-01-01	459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	459
Number of participants with account balances	2017-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	28
2016: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	469
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	353
Number of retired or separated participants receiving benefits	2016-01-01	18
Number of other retired or separated participants entitled to future benefits	2016-01-01	94
Total of all active and inactive participants	2016-01-01	465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	465
Number of participants with account balances	2016-01-01	465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	58
2015: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	459
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	349
Number of retired or separated participants receiving benefits	2015-01-01	17
Number of other retired or separated participants entitled to future benefits	2015-01-01	107
Total of all active and inactive participants	2015-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	473
Number of participants with account balances	2015-01-01	473
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	49
2014: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	425
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	332
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	120
Total of all active and inactive participants	2014-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	455
Number of participants with account balances	2014-01-01	451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	53
2013: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	328
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	69
Total of all active and inactive participants	2013-01-01	399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	399
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	39
2012: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	339
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	309
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	68
Total of all active and inactive participants	2012-01-01	380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	380
Number of participants with account balances	2012-01-01	380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	33
2011: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	282
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	57
Total of all active and inactive participants	2011-01-01	339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	339
Number of participants with account balances	2011-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	21
2010: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	305
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	274
Number of retired or separated participants receiving benefits	2010-01-01	1
Number of other retired or separated participants entitled to future benefits	2010-01-01	50
Total of all active and inactive participants	2010-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	325
Number of participants with account balances	2010-01-01	323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	26
2009: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	312
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	255
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	49
Total of all active and inactive participants	2009-01-01	305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	305
Number of participants with account balances	2009-01-01	305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	16

Financial Data on WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2022 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-4,768,918
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,237,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,076,305
Value of total corrective distributions	2022-12-31	$1,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$5,054,083
Value of total assets at end of year	2022-12-31	$54,896,056
Value of total assets at beginning of year	2022-12-31	$62,902,239
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$159,000
Total interest from all sources	2022-12-31	$102,436
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,145,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,145,833
Administrative expenses professional fees incurred	2022-12-31	$6,668
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,863,063
Participant contributions at end of year	2022-12-31	$404,894
Participant contributions at beginning of year	2022-12-31	$368,520
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$89,576
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-8,006,183
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$54,896,056
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$62,902,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$39,123,425
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$45,298,644
Interest on participant loans	2022-12-31	$18,021
Interest earned on other investments	2022-12-31	$84,415
Value of interest in common/collective trusts at end of year	2022-12-31	$9,943,227
Value of interest in common/collective trusts at beginning of year	2022-12-31	$11,191,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$5,424,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$6,043,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-9,401,873
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,669,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$3,101,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,076,305
Contract administrator fees	2022-12-31	$152,332
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLP
Accountancy firm EIN	2022-12-31	390758449
2021 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$12,375,511
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,786,398
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,566,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$4,716,808
Value of total assets at end of year	2021-12-31	$62,902,239
Value of total assets at beginning of year	2021-12-31	$55,313,126
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$220,017
Total interest from all sources	2021-12-31	$97,060
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$874,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$874,148
Administrative expenses professional fees incurred	2021-12-31	$4,490
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,769,713
Participant contributions at end of year	2021-12-31	$368,520
Participant contributions at beginning of year	2021-12-31	$285,370
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$102,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,589,113
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$62,902,239
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$55,313,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$45,298,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$37,926,316
Interest on participant loans	2021-12-31	$14,926
Interest earned on other investments	2021-12-31	$82,134
Value of interest in common/collective trusts at end of year	2021-12-31	$11,191,510
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,678,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$6,043,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,423,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$5,546,877
Net investment gain or loss from common/collective trusts	2021-12-31	$1,140,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,844,489
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,566,381
Contract administrator fees	2021-12-31	$215,527
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLP
Accountancy firm EIN	2021-12-31	390758449
2020 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$11,618,995
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,788,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,621,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$4,556,838
Value of total assets at end of year	2020-12-31	$55,313,126
Value of total assets at beginning of year	2020-12-31	$47,482,592
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$166,656
Total interest from all sources	2020-12-31	$18,746
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$797,511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$797,511
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,651,315
Participant contributions at end of year	2020-12-31	$285,370
Participant contributions at beginning of year	2020-12-31	$363,095
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$82,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$7,830,534
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$55,313,126
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$47,482,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$37,926,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$32,067,620
Interest on participant loans	2020-12-31	$18,746
Value of interest in common/collective trusts at end of year	2020-12-31	$10,678,072
Value of interest in common/collective trusts at beginning of year	2020-12-31	$11,480,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,423,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,571,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,909,038
Net investment gain or loss from common/collective trusts	2020-12-31	$1,336,862
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,822,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,621,805
Contract administrator fees	2020-12-31	$166,656
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI LLP
Accountancy firm EIN	2020-12-31	390758449
2019 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$11,983,205
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,474,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,318,343
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,081,825
Value of total assets at end of year	2019-12-31	$47,482,592
Value of total assets at beginning of year	2019-12-31	$38,973,582
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$155,852
Total interest from all sources	2019-12-31	$92,027
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$687,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$687,681
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,347,469
Participant contributions at end of year	2019-12-31	$363,095
Participant contributions at beginning of year	2019-12-31	$399,004
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$323,746
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$8,509,010
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$47,482,592
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,973,582
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$32,067,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$25,031,377
Interest on participant loans	2019-12-31	$20,220
Interest earned on other investments	2019-12-31	$71,807
Value of interest in common/collective trusts at end of year	2019-12-31	$11,480,334
Value of interest in common/collective trusts at beginning of year	2019-12-31	$9,810,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,571,543
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,732,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$5,364,832
Net investment gain or loss from common/collective trusts	2019-12-31	$1,756,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,410,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,318,343
Contract administrator fees	2019-12-31	$155,852
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLP
Accountancy firm EIN	2019-12-31	390758449
2018 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$1,650,998
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,308,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,152,857
Value of total corrective distributions	2018-12-31	$203
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,533,413
Value of total assets at end of year	2018-12-31	$38,973,582
Value of total assets at beginning of year	2018-12-31	$40,631,488
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$155,844
Total interest from all sources	2018-12-31	$81,018
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$629,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$629,181
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,241,864
Participant contributions at end of year	2018-12-31	$399,004
Participant contributions at beginning of year	2018-12-31	$471,021
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$208,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,657,906
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$38,973,582
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$40,631,488
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$25,031,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$27,160,910
Interest on participant loans	2018-12-31	$20,693
Interest earned on other investments	2018-12-31	$60,325
Value of interest in common/collective trusts at end of year	2018-12-31	$9,810,424
Value of interest in common/collective trusts at beginning of year	2018-12-31	$9,314,518
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,732,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,685,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-2,104,437
Net investment gain or loss from common/collective trusts	2018-12-31	$-488,177
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,083,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$3,152,857
Contract administrator fees	2018-12-31	$155,844
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLP
Accountancy firm EIN	2018-12-31	390758449
2017 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$8,630,055
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,724,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,584,411
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,308,286
Value of total assets at end of year	2017-12-31	$40,631,488
Value of total assets at beginning of year	2017-12-31	$34,725,873
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$140,029
Total interest from all sources	2017-12-31	$70,386
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$567,635
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$567,635
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,223,697
Participant contributions at end of year	2017-12-31	$471,021
Participant contributions at beginning of year	2017-12-31	$339,155
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$143,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,905,615
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$40,631,488
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$34,725,873
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$27,160,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$22,281,167
Interest on participant loans	2017-12-31	$16,655
Interest earned on other investments	2017-12-31	$53,731
Value of interest in common/collective trusts at end of year	2017-12-31	$9,314,518
Value of interest in common/collective trusts at beginning of year	2017-12-31	$8,367,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,685,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,738,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,488,436
Net investment gain or loss from common/collective trusts	2017-12-31	$1,195,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,941,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,584,411
Contract administrator fees	2017-12-31	$140,029
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
2016 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,790,953
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,881,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,751,642
Value of total corrective distributions	2016-12-31	$5,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,360,230
Value of total assets at end of year	2016-12-31	$34,725,873
Value of total assets at beginning of year	2016-12-31	$31,816,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$124,356
Total interest from all sources	2016-12-31	$68,839
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$406,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$406,583
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,114,654
Participant contributions at end of year	2016-12-31	$339,155
Participant contributions at beginning of year	2016-12-31	$436,755
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$387,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$2,909,443
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$34,725,873
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$31,816,430
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$22,281,167
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$20,155,317
Interest on participant loans	2016-12-31	$16,887
Interest earned on other investments	2016-12-31	$51,952
Value of interest in common/collective trusts at end of year	2016-12-31	$8,367,288
Value of interest in common/collective trusts at beginning of year	2016-12-31	$7,991,503
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,738,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,232,855
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$255,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,955,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,858,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,496,123
Contract administrator fees	2016-12-31	$124,356
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WIPFLI LLP
Accountancy firm EIN	2016-12-31	390758449
2015 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$891,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$2,677,997
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,888,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,759,631
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,802,533
Value of total assets at end of year	2015-12-31	$31,816,430
Value of total assets at beginning of year	2015-12-31	$31,134,838
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$128,653
Total interest from all sources	2015-12-31	$66,505
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$570,910
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$570,910
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,018,011
Participant contributions at end of year	2015-12-31	$436,755
Participant contributions at beginning of year	2015-12-31	$442,105
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$11,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-210,287
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$31,816,430
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$31,134,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$20,155,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,532,234
Interest on participant loans	2015-12-31	$19,217
Interest earned on other investments	2015-12-31	$47,288
Value of interest in common/collective trusts at end of year	2015-12-31	$7,991,503
Value of interest in common/collective trusts at beginning of year	2015-12-31	$8,616,282
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,232,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,544,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-599,974
Net investment gain or loss from common/collective trusts	2015-12-31	$-161,977
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,773,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,759,631
Contract administrator fees	2015-12-31	$128,653
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WIPFLI LLP
Accountancy firm EIN	2015-12-31	390758449
2014 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$4,444,652
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,471,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,362,687
Value of total corrective distributions	2014-12-31	$396
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,592,988
Value of total assets at end of year	2014-12-31	$31,134,838
Value of total assets at beginning of year	2014-12-31	$29,161,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$108,058
Total interest from all sources	2014-12-31	$77,404
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$423,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$423,956
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$870,815
Participant contributions at end of year	2014-12-31	$442,105
Participant contributions at beginning of year	2014-12-31	$309,825
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$69,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,973,511
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$31,134,838
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$29,161,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$19,532,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,541,162
Interest on participant loans	2014-12-31	$16,398
Interest earned on other investments	2014-12-31	$61,006
Value of interest in common/collective trusts at end of year	2014-12-31	$8,616,282
Value of interest in common/collective trusts at beginning of year	2014-12-31	$9,745,358
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,544,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,564,982
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$989,434
Net investment gain or loss from common/collective trusts	2014-12-31	$360,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,652,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,362,687
Contract administrator fees	2014-12-31	$108,058
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WIPFLI LLP
Accountancy firm EIN	2014-12-31	390758449
2013 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$6,560,227
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,255,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,134,124
Value of total corrective distributions	2013-12-31	$41
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,495,230
Value of total assets at end of year	2013-12-31	$29,161,327
Value of total assets at beginning of year	2013-12-31	$23,856,679
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$121,414
Total interest from all sources	2013-12-31	$59,871
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$281,239
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$281,239
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$799,858
Participant contributions at end of year	2013-12-31	$309,825
Participant contributions at beginning of year	2013-12-31	$278,919
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$139,122
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$112,688
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$5,304,648
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$29,161,327
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$23,856,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,541,162
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$13,140,826
Interest on participant loans	2013-12-31	$12,373
Interest earned on other investments	2013-12-31	$47,498
Value of interest in common/collective trusts at end of year	2013-12-31	$9,745,358
Value of interest in common/collective trusts at beginning of year	2013-12-31	$8,747,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,564,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,576,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,681,235
Net investment gain or loss from common/collective trusts	2013-12-31	$1,042,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,556,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,134,124
Contract administrator fees	2013-12-31	$121,414
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WIPFLI LLP
Accountancy firm EIN	2013-12-31	390758449
2012 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$4,720,476
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,101,253
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$992,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,224,986
Value of total assets at end of year	2012-12-31	$23,856,679
Value of total assets at beginning of year	2012-12-31	$20,237,456
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$109,130
Total interest from all sources	2012-12-31	$54,654
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$298,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$298,610
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$729,043
Participant contributions at end of year	2012-12-31	$278,919
Participant contributions at beginning of year	2012-12-31	$292,343
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$4,269
Total non interest bearing cash at end of year	2012-12-31	$112,688
Total non interest bearing cash at beginning of year	2012-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,619,223
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$23,856,679
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$20,237,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$13,140,826
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$10,562,842
Interest on participant loans	2012-12-31	$12,591
Interest earned on other investments	2012-12-31	$42,063
Value of interest in common/collective trusts at end of year	2012-12-31	$8,747,384
Value of interest in common/collective trusts at beginning of year	2012-12-31	$7,746,869
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,576,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,635,402
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,273,433
Net investment gain or loss from common/collective trusts	2012-12-31	$868,793
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,491,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$992,123
Contract administrator fees	2012-12-31	$109,130
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WIPFLI LLP
Accountancy firm EIN	2012-12-31	390758449
2011 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$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	$3,969
Total income from all sources (including contributions)	2011-12-31	$1,833,594
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,586,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,479,774
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,756,461
Value of total assets at end of year	2011-12-31	$20,237,456
Value of total assets at beginning of year	2011-12-31	$19,994,079
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$106,474
Total interest from all sources	2011-12-31	$27,316
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$226,523
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$226,523
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$387,749
Participant contributions at end of year	2011-12-31	$292,343
Participant contributions at beginning of year	2011-12-31	$289,902
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$721
Liabilities. Value of operating payables at end of year	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$3,969
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$247,346
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$20,237,456
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$19,990,110
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$10,562,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$10,538,833
Interest on participant loans	2011-12-31	$11,701
Interest earned on other investments	2011-12-31	$15,615
Value of interest in common/collective trusts at end of year	2011-12-31	$7,746,869
Value of interest in common/collective trusts at beginning of year	2011-12-31	$7,938,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,635,402
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,226,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-990,317
Net investment gain or loss from common/collective trusts	2011-12-31	$813,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,367,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,479,774
Contract administrator fees	2011-12-31	$106,474
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WIPFLI LLP
Accountancy firm EIN	2011-12-31	390758449
2010 : WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$3,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$1,113
Total income from all sources (including contributions)	2010-12-31	$3,852,955
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,169,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,060,782
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,641,114
Value of total assets at end of year	2010-12-31	$19,994,079
Value of total assets at beginning of year	2010-12-31	$17,307,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$108,799
Total interest from all sources	2010-12-31	$14,758
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$221,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$221,214
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$371,727
Participant contributions at end of year	2010-12-31	$289,902
Participant contributions at beginning of year	2010-12-31	$266,964
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$26,626
Other income not declared elsewhere	2010-12-31	$49,350
Liabilities. Value of operating payables at end of year	2010-12-31	$3,969
Liabilities. Value of operating payables at beginning of year	2010-12-31	$1,113
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$2,683,374
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$19,990,110
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$17,306,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$10,538,833
Interest on participant loans	2010-12-31	$14,758
Value of interest in common/collective trusts at end of year	2010-12-31	$7,938,878
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$17,040,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,226,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,173,712
Net investment gain or loss from common/collective trusts	2010-12-31	$752,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,242,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,060,782
Contract administrator fees	2010-12-31	$108,799
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WIPFLI LLP
Accountancy firm EIN	2010-12-31	390758449

Form 5500 Responses for WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN

2022: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WESTCONSIN CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	530
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	529
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	501
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	473
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	459
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	473
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	455
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	416
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	380
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	339
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0249-5

Policy instance

Insurance contract or identification number	048-0249-5
Number of Individuals Covered	323
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	WESTCONSIN CREDIT UNION
Employer identification number (EIN):	390823125
NAIC Classification:	522130
NAIC Description:	Credit Unions