401k Plan data: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN plan

MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: MID AMERICAN CREDIT UNION

Employer identification number (EIN): 480542669

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2016-01-01 RODNEY CALHOUN
033 2015-01-01 KRISTEN SPEAR 2016-08-22
033 2014-01-01 KRISTEN SPEAR 2015-06-01
033 2013-01-01 RODNEY A CALHOUN 2014-07-11
033 2012-01-01 RODNEY A CALHOUN 2013-07-26
033 2011-01-01 KRISTEN SPEAR 2012-06-06
033 2010-01-01 ROD CALHOUN 2011-06-28
033 2009-01-01 KRISTEN SPEAR KRISTEN SPEAR 2010-07-02

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
033	2016-01-01	RODNEY CALHOUN
033	2015-01-01	KRISTEN SPEAR	2016-08-22
033	2014-01-01	KRISTEN SPEAR	2015-06-01
033	2013-01-01	RODNEY A CALHOUN	2014-07-11
033	2012-01-01	RODNEY A CALHOUN	2013-07-26
033	2011-01-01	KRISTEN SPEAR	2012-06-06
033	2010-01-01	ROD CALHOUN	2011-06-28
033	2009-01-01	KRISTEN SPEAR		KRISTEN SPEAR	2010-07-02

Plan Statistics for MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2016: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 127
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2009: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 71
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 60
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 80
Number of participants with account balances 2009-01-01 72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2016: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	127
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2009: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	71
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	60
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	80
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	80
Number of participants with account balances	2009-01-01	72
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2016 : MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	2016-12-31	$59,150
Total transfer of assets from this plan	2016-12-31	$7,642,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,029,825
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,175,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,118,189
Value of total corrective distributions	2016-12-31	$7,002
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$514,256
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$7,728,154
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$49,829
Total interest from all sources	2016-12-31	$12,216
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$80,984
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$80,984
Administrative expenses professional fees incurred	2016-12-31	$49,829
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	$284,425
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$24,866
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$22,500
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	$-145,195
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,728,154
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,031,938
Interest on participant loans	2016-12-31	$629
Interest earned on other investments	2016-12-31	$11,587
Value of interest in common/collective trusts at end of year	2016-12-31	$0
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$671,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$289,074
Net investment gain or loss from common/collective trusts	2016-12-31	$133,295
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	$207,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,118,189
Did the plan have assets held for investment	2016-12-31	No
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	Yes
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	J. TENBRINK & ASSOCIATES
Accountancy firm EIN	2016-12-31	810781371

Form 5500 Responses for MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN

2016: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2009: MID AMERICAN CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	MID AMERICAN CREDIT UNION
Employer identification number (EIN):	480542669
NAIC Classification:	522130
NAIC Description:	Credit Unions