401k Plan data: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION plan

UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 401k Plan overview

Plan Name	UNIVERSITY OF IOWA COMMUNITY CREDIT UNION
Plan identification number	001

UNIVERSITY OF IOWA COMMUNITY CREDIT UNION Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

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

Company Name: GREENSTATE CREDIT UNION

Employer identification number (EIN): 420804594

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2024-01-01 GRETCHEN FORRISTALL
001 2023-01-01
001 2023-01-01 ELIZABETH KLOSER
001 2022-01-01
001 2022-01-01 PAMELA BECKNER
001 2021-01-01
001 2021-01-01 PAM BECKNER
001 2020-01-01
001 2019-01-01
001 2017-01-01 SUSAN FREEMAN
001 2016-01-01 SUSAN FREEMAN
001 2015-01-01 SUSAN FREEMAN
001 2012-01-01 SUSAN K. FREEMAN
001 2011-06-01 SUSAN K. FREEMAN 2012-09-24
001 2011-01-01 SUSAN K. FREEMAN
001 2010-01-01 SUSAN K. FREEMAN
001 2009-01-01 SUSAN K. FREEMAN

Plan Statistics for UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

401k plan membership statisitcs for UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

Measure Date Value
2023: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2023 401k membership
Total participants, beginning-of-year 2023-01-01 1,159
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 874
Number of retired or separated participants receiving benefits 2023-01-01 1
Number of other retired or separated participants entitled to future benefits 2023-01-01 154
Total of all active and inactive participants 2023-01-01 1,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 1,029
Number of participants with account balances 2023-01-01 1,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 68
2022: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,112
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 928
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 194
Total of all active and inactive participants 2022-01-01 1,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 1,124
Number of participants with account balances 2022-01-01 1,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 94
2021: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2021 401k membership
Total participants, beginning-of-year 2021-01-01 722
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 681
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 116
Total of all active and inactive participants 2021-01-01 798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 798
Number of participants with account balances 2021-01-01 779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 36
2020: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2020 401k membership
Total participants, beginning-of-year 2020-01-01 689
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 605
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 121
Total of all active and inactive participants 2020-01-01 733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 734
Number of participants with account balances 2020-01-01 723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 53
2019: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2019 401k membership
Total participants, beginning-of-year 2019-01-01 574
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 487
Number of retired or separated participants receiving benefits 2019-01-01 12
Number of other retired or separated participants entitled to future benefits 2019-01-01 114
Total of all active and inactive participants 2019-01-01 613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 614
Number of participants with account balances 2019-01-01 587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 51
2017: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2017 401k membership
Total participants, beginning-of-year 2017-01-01 471
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 414
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 76
Total of all active and inactive participants 2017-01-01 493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 493
Number of participants with account balances 2017-01-01 483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 59
2016: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2016 401k membership
Total participants, beginning-of-year 2016-01-01 419
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 403
Number of retired or separated participants receiving benefits 2016-01-01 2
Number of other retired or separated participants entitled to future benefits 2016-01-01 66
Total of all active and inactive participants 2016-01-01 471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 471
Number of participants with account balances 2016-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 53
2015: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2015 401k membership
Total participants, beginning-of-year 2015-01-01 354
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 360
Number of retired or separated participants receiving benefits 2015-01-01 5
Number of other retired or separated participants entitled to future benefits 2015-01-01 54
Total of all active and inactive participants 2015-01-01 419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 419
Number of participants with account balances 2015-01-01 405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 26
2012: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2012 401k membership
Total participants, beginning-of-year 2012-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 253
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 30
Total of all active and inactive participants 2012-01-01 283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 283
Number of participants with account balances 2012-01-01 283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 21
2011: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 227
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 31
Total of all active and inactive participants 2011-01-01 258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 258
Number of participants with account balances 2011-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 16
2010: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2010 401k membership
Total participants, beginning-of-year 2010-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 189
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 33
Total of all active and inactive participants 2010-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 222
Number of participants with account balances 2010-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 19
2009: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 175
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 32
Total of all active and inactive participants 2009-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 207
Number of participants with account balances 2009-01-01 207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2023: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2023 401k membership
Total participants, beginning-of-year	2023-01-01	1,159
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	874
Number of retired or separated participants receiving benefits	2023-01-01	1
Number of other retired or separated participants entitled to future benefits	2023-01-01	154
Total of all active and inactive participants	2023-01-01	1,029
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	1,029
Number of participants with account balances	2023-01-01	1,021
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	68
2022: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,112
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	928
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	194
Total of all active and inactive participants	2022-01-01	1,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	1,124
Number of participants with account balances	2022-01-01	1,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	94
2021: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2021 401k membership
Total participants, beginning-of-year	2021-01-01	722
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	681
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	116
Total of all active and inactive participants	2021-01-01	798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	798
Number of participants with account balances	2021-01-01	779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	36
2020: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2020 401k membership
Total participants, beginning-of-year	2020-01-01	689
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	605
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	121
Total of all active and inactive participants	2020-01-01	733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	734
Number of participants with account balances	2020-01-01	723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	53
2019: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2019 401k membership
Total participants, beginning-of-year	2019-01-01	574
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	487
Number of retired or separated participants receiving benefits	2019-01-01	12
Number of other retired or separated participants entitled to future benefits	2019-01-01	114
Total of all active and inactive participants	2019-01-01	613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	614
Number of participants with account balances	2019-01-01	587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	51
2017: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2017 401k membership
Total participants, beginning-of-year	2017-01-01	471
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	414
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	76
Total of all active and inactive participants	2017-01-01	493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	493
Number of participants with account balances	2017-01-01	483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	59
2016: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2016 401k membership
Total participants, beginning-of-year	2016-01-01	419
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	403
Number of retired or separated participants receiving benefits	2016-01-01	2
Number of other retired or separated participants entitled to future benefits	2016-01-01	66
Total of all active and inactive participants	2016-01-01	471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	471
Number of participants with account balances	2016-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	53
2015: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2015 401k membership
Total participants, beginning-of-year	2015-01-01	354
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	360
Number of retired or separated participants receiving benefits	2015-01-01	5
Number of other retired or separated participants entitled to future benefits	2015-01-01	54
Total of all active and inactive participants	2015-01-01	419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	419
Number of participants with account balances	2015-01-01	405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	26
2012: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2012 401k membership
Total participants, beginning-of-year	2012-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	253
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	30
Total of all active and inactive participants	2012-01-01	283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	283
Number of participants with account balances	2012-01-01	283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	21
2011: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	227
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	31
Total of all active and inactive participants	2011-01-01	258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	258
Number of participants with account balances	2011-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	16
2010: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2010 401k membership
Total participants, beginning-of-year	2010-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	189
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	33
Total of all active and inactive participants	2010-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	222
Number of participants with account balances	2010-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	19
2009: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	175
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	32
Total of all active and inactive participants	2009-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	207
Number of participants with account balances	2009-01-01	207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

Measure	Date	Value
2023 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$31,164,720
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$11,780,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$11,611,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$15,434,438
Value of total assets at end of year	2023-12-31	$102,041,201
Value of total assets at beginning of year	2023-12-31	$82,656,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$169,098
Total interest from all sources	2023-12-31	$78,191
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$1,991,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$1,991,100
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$6,989,235
Participant contributions at end of year	2023-12-31	$1,364,047
Participant contributions at beginning of year	2023-12-31	$1,014,062
Participant contributions at end of year	2023-12-31	$251,386
Participant contributions at beginning of year	2023-12-31	$248,547
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,472,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-12-31	$70,006
Other income not declared elsewhere	2023-12-31	$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$19,384,443
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$102,041,201
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$82,656,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$60,381
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$95,881,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$77,600,205
Value of interest in pooled separate accounts at end of year	2023-12-31	$1,169,906
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$1,047,637
Interest on participant loans	2023-12-31	$78,191
Value of interest in common/collective trusts at end of year	2023-12-31	$3,116,298
Value of interest in common/collective trusts at beginning of year	2023-12-31	$2,478,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$13,416,966
Net investment gain/loss from pooled separate accounts	2023-12-31	$175,443
Net investment gain or loss from common/collective trusts	2023-12-31	$68,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$6,972,643
Employer contributions (assets) at end of year	2023-12-31	$257,721
Employer contributions (assets) at beginning of year	2023-12-31	$267,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$11,541,173
Contract administrator fees	2023-12-31	$108,717
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	CROWE LLP
Accountancy firm EIN	2023-12-31	350921680
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$31,164,720
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$11,780,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$11,611,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$15,434,438
Value of total assets at end of year	2023-01-01	$102,041,201
Value of total assets at beginning of year	2023-01-01	$82,656,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$169,098
Total interest from all sources	2023-01-01	$78,191
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$1,991,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$1,991,100
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$6,989,235
Participant contributions at end of year	2023-01-01	$1,364,047
Participant contributions at beginning of year	2023-01-01	$1,014,062
Participant contributions at end of year	2023-01-01	$251,386
Participant contributions at beginning of year	2023-01-01	$248,547
Income. Received or receivable in cash from other sources (including rollovers)	2023-01-01	$1,472,560
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2023-01-01	$70,006
Other income not declared elsewhere	2023-01-01	$31
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$19,384,443
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$102,041,201
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$82,656,758
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$60,381
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$95,881,843
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$77,600,205
Value of interest in pooled separate accounts at end of year	2023-01-01	$1,169,906
Value of interest in pooled separate accounts at beginning of year	2023-01-01	$1,047,637
Interest on participant loans	2023-01-01	$78,191
Value of interest in common/collective trusts at end of year	2023-01-01	$3,116,298
Value of interest in common/collective trusts at beginning of year	2023-01-01	$2,478,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$13,416,966
Net investment gain/loss from pooled separate accounts	2023-01-01	$175,443
Net investment gain or loss from common/collective trusts	2023-01-01	$68,551
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$6,972,643
Employer contributions (assets) at end of year	2023-01-01	$257,721
Employer contributions (assets) at beginning of year	2023-01-01	$267,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$11,541,173
Contract administrator fees	2023-01-01	$108,717
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	CROWE LLP
Accountancy firm EIN	2023-01-01	350921680
2022 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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	$12,171,187
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,796,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,633,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$26,936,520
Value of total assets at end of year	2022-12-31	$82,656,758
Value of total assets at beginning of year	2022-12-31	$75,281,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$162,935
Total interest from all sources	2022-12-31	$40,140
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,489,482
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	$1,489,482
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$6,686,560
Participant contributions at end of year	2022-12-31	$1,014,062
Participant contributions at beginning of year	2022-12-31	$725,877
Participant contributions at end of year	2022-12-31	$248,547
Participant contributions at beginning of year	2022-12-31	$163,897
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$13,493,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$7,375,010
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$82,656,758
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$75,281,748
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
Investment advisory and management fees	2022-12-31	$60,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$77,600,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$71,614,971
Value of interest in pooled separate accounts at end of year	2022-12-31	$1,047,637
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$1,059,511
Interest on participant loans	2022-12-31	$40,140
Value of interest in common/collective trusts at end of year	2022-12-31	$2,478,576
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,564,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-15,762,957
Net investment gain/loss from pooled separate accounts	2022-12-31	$-340,735
Net investment gain or loss from common/collective trusts	2022-12-31	$-191,263
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	$6,756,090
Employer contributions (assets) at end of year	2022-12-31	$267,731
Employer contributions (assets) at beginning of year	2022-12-31	$153,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,633,242
Contract administrator fees	2022-12-31	$102,498
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	CROWE LLP
Accountancy firm EIN	2022-12-31	350921680
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$12,171,187
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$4,796,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$4,633,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$26,936,520
Value of total assets at end of year	2022-01-01	$82,656,758
Value of total assets at beginning of year	2022-01-01	$75,281,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$162,935
Total interest from all sources	2022-01-01	$40,140
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$1,489,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$1,489,482
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$10,000,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$6,686,560
Participant contributions at end of year	2022-01-01	$1,014,062
Participant contributions at beginning of year	2022-01-01	$725,877
Participant contributions at end of year	2022-01-01	$248,547
Participant contributions at beginning of year	2022-01-01	$163,897
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$13,493,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$7,375,010
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$82,656,758
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$75,281,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$60,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$77,600,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$71,614,971
Value of interest in pooled separate accounts at end of year	2022-01-01	$1,047,637
Value of interest in pooled separate accounts at beginning of year	2022-01-01	$1,059,511
Interest on participant loans	2022-01-01	$40,140
Value of interest in common/collective trusts at end of year	2022-01-01	$2,478,576
Value of interest in common/collective trusts at beginning of year	2022-01-01	$1,564,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-15,762,957
Net investment gain/loss from pooled separate accounts	2022-01-01	$-340,735
Net investment gain or loss from common/collective trusts	2022-01-01	$-191,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	No
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$6,756,090
Employer contributions (assets) at end of year	2022-01-01	$267,731
Employer contributions (assets) at beginning of year	2022-01-01	$153,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$4,633,242
Contract administrator fees	2022-01-01	$102,498
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	CROWE LLP
Accountancy firm EIN	2022-01-01	350921680
2021 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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	$9,205
Total income from all sources (including contributions)	2021-12-31	$18,757,944
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,449,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,298,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$8,767,265
Value of total assets at end of year	2021-12-31	$75,281,748
Value of total assets at beginning of year	2021-12-31	$60,982,703
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$151,492
Total interest from all sources	2021-12-31	$35,786
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$953,957
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	$953,957
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
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	$4,165,173
Participant contributions at end of year	2021-12-31	$725,877
Participant contributions at beginning of year	2021-12-31	$629,457
Participant contributions at end of year	2021-12-31	$163,897
Participant contributions at beginning of year	2021-12-31	$170,095
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$391,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$9,205
Other income not declared elsewhere	2021-12-31	$973,440
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	$14,308,250
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$75,281,748
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$60,973,498
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
Investment advisory and management fees	2021-12-31	$15,112
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$71,614,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$30,268,918
Value of interest in pooled separate accounts at end of year	2021-12-31	$1,059,511
Interest on participant loans	2021-12-31	$35,786
Value of interest in common/collective trusts at end of year	2021-12-31	$1,564,101
Value of interest in common/collective trusts at beginning of year	2021-12-31	$29,755,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$8,049,392
Net investment gain/loss from pooled separate accounts	2021-12-31	$-60,632
Net investment gain or loss from common/collective trusts	2021-12-31	$38,736
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	$4,210,950
Employer contributions (assets) at end of year	2021-12-31	$153,391
Employer contributions (assets) at beginning of year	2021-12-31	$158,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,298,202
Contract administrator fees	2021-12-31	$136,380
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	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$51,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$9,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$7,994
Total income from all sources (including contributions)	2020-12-31	$18,901,835
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,301,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$3,188,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$11,191,355
Value of total assets at end of year	2020-12-31	$60,982,703
Value of total assets at beginning of year	2020-12-31	$45,329,617
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$113,050
Total interest from all sources	2020-12-31	$29,543
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$965,930
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	$965,930
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$3,672,298
Participant contributions at end of year	2020-12-31	$629,457
Participant contributions at beginning of year	2020-12-31	$500,864
Participant contributions at end of year	2020-12-31	$170,095
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$118
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,818,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$9,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$7,994
Administrative expenses (other) incurred	2020-12-31	$113,050
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	$15,600,418
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$60,973,498
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$45,321,623
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	$30,268,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$21,022,683
Interest on participant loans	2020-12-31	$29,543
Value of interest in common/collective trusts at end of year	2020-12-31	$29,755,480
Value of interest in common/collective trusts at beginning of year	2020-12-31	$23,805,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$3,484,064
Net investment gain or loss from common/collective trusts	2020-12-31	$3,230,943
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$3,700,058
Employer contributions (assets) at end of year	2020-12-31	$158,753
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$3,188,367
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	Disclaimer
Accountancy firm name	2020-12-31	RSM US LLP
Accountancy firm EIN	2020-12-31	420714325
2019 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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	$7,994
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	$14,590,548
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$7,552,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$7,441,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,286,098
Value of total assets at end of year	2019-12-31	$45,329,617
Value of total assets at beginning of year	2019-12-31	$38,283,458
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$111,042
Total interest from all sources	2019-12-31	$33,300
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$665,812
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	$665,812
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
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	$2,629,910
Participant contributions at end of year	2019-12-31	$500,864
Participant contributions at beginning of year	2019-12-31	$652,654
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$118
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$925,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$7,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$64,343
Administrative expenses (other) incurred	2019-12-31	$111,042
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	$7,038,165
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$45,321,623
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,283,458
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	$21,022,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$17,504,404
Interest on participant loans	2019-12-31	$33,300
Value of interest in common/collective trusts at end of year	2019-12-31	$23,805,952
Value of interest in common/collective trusts at beginning of year	2019-12-31	$20,126,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$3,479,635
Net investment gain or loss from common/collective trusts	2019-12-31	$4,061,360
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$2,730,603
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$7,441,341
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	RSM US LLP
Accountancy firm EIN	2019-12-31	420714325
2018 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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	$2,673,833
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,995,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,896,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$5,508,331
Value of total assets at end of year	2018-12-31	$38,283,458
Value of total assets at beginning of year	2018-12-31	$38,604,829
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$98,975
Total interest from all sources	2018-12-31	$30,318
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$655,485
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	$655,485
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
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	$2,415,440
Participant contributions at end of year	2018-12-31	$652,654
Participant contributions at beginning of year	2018-12-31	$548,874
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$488,302
Administrative expenses (other) incurred	2018-12-31	$98,975
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	$-321,371
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$38,283,458
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$38,604,829
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	$17,504,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$17,137,279
Interest on participant loans	2018-12-31	$30,318
Value of interest in common/collective trusts at end of year	2018-12-31	$20,126,400
Value of interest in common/collective trusts at beginning of year	2018-12-31	$20,918,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-1,891,669
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,628,632
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	$2,604,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,896,229
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	RSM US LLP
Accountancy firm EIN	2018-12-31	420714325
2017 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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	$9,932,079
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,653,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,558,691
Value of total corrective distributions	2017-12-31	$2,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,689,364
Value of total assets at end of year	2017-12-31	$38,604,829
Value of total assets at beginning of year	2017-12-31	$31,326,107
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$91,670
Total interest from all sources	2017-12-31	$26,456
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$578,804
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$578,804
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
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	$2,115,615
Participant contributions at end of year	2017-12-31	$548,874
Participant contributions at beginning of year	2017-12-31	$607,694
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$271,346
Administrative expenses (other) incurred	2017-12-31	$91,670
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	$7,278,722
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$38,604,829
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$31,326,107
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	$17,137,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$8,945,548
Interest on participant loans	2017-12-31	$26,456
Value of interest in common/collective trusts at end of year	2017-12-31	$20,918,676
Value of interest in common/collective trusts at beginning of year	2017-12-31	$21,772,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,638,249
Net investment gain or loss from common/collective trusts	2017-12-31	$2,999,206
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	$2,302,403
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,558,691
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	RSM US LLP
Accountancy firm EIN	2017-12-31	420714325
2016 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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	$5,988,449
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,113,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,028,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$4,443,375
Value of total assets at end of year	2016-12-31	$31,326,107
Value of total assets at beginning of year	2016-12-31	$27,450,855
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$84,288
Total interest from all sources	2016-12-31	$26,930
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$265,684
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$265,684
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
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	$1,929,385
Participant contributions at end of year	2016-12-31	$607,694
Participant contributions at beginning of year	2016-12-31	$518,064
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$392,869
Administrative expenses (other) incurred	2016-12-31	$84,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$3,875,252
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$31,326,107
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$27,450,855
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	$8,945,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,051,958
Interest on participant loans	2016-12-31	$26,930
Value of interest in common/collective trusts at end of year	2016-12-31	$21,772,865
Value of interest in common/collective trusts at beginning of year	2016-12-31	$7,880,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$451,936
Net investment gain or loss from common/collective trusts	2016-12-31	$800,524
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	$2,121,121
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,028,909
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	RSM US LLP
Accountancy firm EIN	2016-12-31	420714325
2015 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$3,561,476
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,604,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,473,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,923,200
Value of total assets at end of year	2015-12-31	$27,450,855
Value of total assets at beginning of year	2015-12-31	$26,494,199
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$130,902
Total interest from all sources	2015-12-31	$21,438
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,096,095
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	$1,096,095
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
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	$1,699,929
Participant contributions at end of year	2015-12-31	$518,064
Participant contributions at beginning of year	2015-12-31	$418,080
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$417,720
Administrative expenses (other) incurred	2015-12-31	$130,902
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	$956,656
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$27,450,855
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$26,494,199
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	$19,051,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,829,976
Interest on participant loans	2015-12-31	$21,438
Value of interest in common/collective trusts at end of year	2015-12-31	$7,880,833
Value of interest in common/collective trusts at beginning of year	2015-12-31	$7,246,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,476,858
Net investment gain or loss from common/collective trusts	2015-12-31	$-2,399
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	$1,805,551
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,473,918
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	RSM US LLP
Accountancy firm EIN	2015-12-31	420714325
2012 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$133,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$148
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	$4,768,596
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$861,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$783,621
Value of total corrective distributions	2012-12-31	$5,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,609,875
Value of total assets at end of year	2012-12-31	$17,727,539
Value of total assets at beginning of year	2012-12-31	$13,686,980
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$72,525
Total interest from all sources	2012-12-31	$14,134
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$559,603
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	$559,603
Administrative expenses professional fees incurred	2012-12-31	$4,352
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	Yes
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	$758,600
Participant contributions at end of year	2012-12-31	$290,651
Participant contributions at beginning of year	2012-12-31	$283,570
Participant contributions at end of year	2012-12-31	$33,302
Participant contributions at beginning of year	2012-12-31	$28,952
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$490,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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	$3,906,829
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$17,727,391
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$13,686,980
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
Investment advisory and management fees	2012-12-31	$68,173
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$16,276,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,791,737
Interest on participant loans	2012-12-31	$14,082
Value of interest in common/collective trusts at end of year	2012-12-31	$1,058,346
Value of interest in common/collective trusts at beginning of year	2012-12-31	$502,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$8,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,516,218
Net investment gain or loss from common/collective trusts	2012-12-31	$68,766
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	$1,360,315
Employer contributions (assets) at end of year	2012-12-31	$60,636
Employer contributions (assets) at beginning of year	2012-12-31	$79,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$783,621
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	2012-12-31	Yes
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	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2011 401k financial data
Total unrealized appreciation/depreciation of assets	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	$0
Total income from all sources (including contributions)	2011-12-31	$1,358,250
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,130,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,068,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,678,705
Value of total assets at end of year	2011-12-31	$13,686,980
Value of total assets at beginning of year	2011-12-31	$13,458,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$62,190
Total interest from all sources	2011-12-31	$10,932
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$348,383
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	$348,383
Administrative expenses professional fees incurred	2011-12-31	$5,410
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
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	$588,989
Participant contributions at end of year	2011-12-31	$283,570
Participant contributions at beginning of year	2011-12-31	$205,181
Participant contributions at end of year	2011-12-31	$28,952
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$50,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$227,992
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$13,686,980
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$13,458,988
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
Investment advisory and management fees	2011-12-31	$56,780
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$12,791,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,850,770
Interest on participant loans	2011-12-31	$10,931
Value of interest in common/collective trusts at end of year	2011-12-31	$502,954
Value of interest in common/collective trusts at beginning of year	2011-12-31	$343,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$59,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$59,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-709,732
Net investment gain or loss from common/collective trusts	2011-12-31	$29,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$1,039,441
Employer contributions (assets) at end of year	2011-12-31	$79,485
Employer contributions (assets) at beginning of year	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,068,068
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	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,868,089
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$514,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$450,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,295,036
Value of total assets at end of year	2010-12-31	$13,458,988
Value of total assets at beginning of year	2010-12-31	$11,105,226
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$63,845
Total interest from all sources	2010-12-31	$9,679
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$337,797
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	$337,797
Administrative expenses professional fees incurred	2010-12-31	$6,759
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$438,465
Participant contributions at end of year	2010-12-31	$205,181
Participant contributions at beginning of year	2010-12-31	$135,628
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$30,077
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	$2,353,762
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$13,458,988
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,105,226
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
Investment advisory and management fees	2010-12-31	$57,086
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$12,850,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$10,564,656
Interest on participant loans	2010-12-31	$9,664
Value of interest in common/collective trusts at end of year	2010-12-31	$343,060
Value of interest in common/collective trusts at beginning of year	2010-12-31	$351,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$59,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$53,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$53,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,198,669
Net investment gain or loss from common/collective trusts	2010-12-31	$26,908
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	$826,494
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$450,482
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	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

2023: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
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: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2012: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

821645

Policy instance

Insurance contract or identification number	821645
Number of Individuals Covered	1029
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

821645

Policy instance

Insurance contract or identification number	821645
Number of Individuals Covered	1124
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
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

821645

Policy instance

Potentially related plans

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Company Name:	GREENSTATE CREDIT UNION
Employer identification number (EIN):	420804594
NAIC Classification:	522130
NAIC Description:	Credit Unions

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2024-01-01	GRETCHEN FORRISTALL
001	2023-01-01
001	2023-01-01	ELIZABETH KLOSER
001	2022-01-01
001	2022-01-01	PAMELA BECKNER
001	2021-01-01
001	2021-01-01	PAM BECKNER
001	2020-01-01
001	2019-01-01
001	2017-01-01	SUSAN FREEMAN
001	2016-01-01	SUSAN FREEMAN
001	2015-01-01	SUSAN FREEMAN
001	2012-01-01	SUSAN K. FREEMAN
001	2011-06-01	SUSAN K. FREEMAN	2012-09-24
001	2011-01-01	SUSAN K. FREEMAN
001	2010-01-01	SUSAN K. FREEMAN
001	2009-01-01	SUSAN K. FREEMAN