401k Plan data: PEN AIR CREDIT UNION 401(K) PLAN plan

PEN AIR CREDIT UNION 401(K) PLAN 401k Plan overview

Plan Name	PEN AIR CREDIT UNION 401(K) PLAN
Plan identification number	001

PEN AIR CREDIT UNION 401(K) 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

PEN AIR CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN has sponsored the creation of one or more 401k plans.

Company Name: PEN AIR CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN

Employer identification number (EIN): 590642991

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEN AIR CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 DANA MULLINS 2020-10-13
001 2018-01-01 DANA MULLINS 2019-09-17
001 2017-01-01 DANA MULLINS
001 2016-01-01 DANA MULLINS
001 2015-01-01 DANA MULLINS
001 2014-01-01 DANA MULLINS DANA MULLINS 2015-07-22
001 2013-01-01 DANA MULLINS
001 2012-01-01 DANA MULLINS
001 2011-01-01 DANA MULLINS
001 2010-01-01 DANA MULLINS
001 2009-01-01 DAVID TUYO DAVID TUYO 2010-08-16

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	DANA MULLINS	2020-10-13
001	2018-01-01	DANA MULLINS	2019-09-17
001	2017-01-01	DANA MULLINS
001	2016-01-01	DANA MULLINS
001	2015-01-01	DANA MULLINS
001	2014-01-01	DANA MULLINS		DANA MULLINS	2015-07-22
001	2013-01-01	DANA MULLINS
001	2012-01-01	DANA MULLINS
001	2011-01-01	DANA MULLINS
001	2010-01-01	DANA MULLINS
001	2009-01-01	DAVID TUYO		DAVID TUYO	2010-08-16

Plan Statistics for PEN AIR CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for PEN AIR CREDIT UNION 401(K) PLAN

Measure Date Value
2022: PEN AIR CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 403
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 313
Number of retired or separated participants receiving benefits 2022-01-01 2
Number of other retired or separated participants entitled to future benefits 2022-01-01 119
Total of all active and inactive participants 2022-01-01 434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 434
Number of participants with account balances 2022-01-01 420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 25
2021: PEN AIR CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 396
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 314
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 86
Total of all active and inactive participants 2021-01-01 403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 403
Number of participants with account balances 2021-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 19
2020: PEN AIR CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 414
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 329
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 66
Total of all active and inactive participants 2020-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 396
Number of participants with account balances 2020-01-01 378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: PEN AIR CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 421
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 330
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 407
Number of participants with account balances 2019-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 19
2018: PEN AIR CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 336
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 81
Total of all active and inactive participants 2018-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 417
Number of participants with account balances 2018-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: PEN AIR CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 390
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 322
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 70
Total of all active and inactive participants 2017-01-01 392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 392
Number of participants with account balances 2017-01-01 364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 16
2016: PEN AIR CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 395
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 314
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 64
Total of all active and inactive participants 2016-01-01 383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 383
Number of participants with account balances 2016-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: PEN AIR CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 370
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 316
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 69
Total of all active and inactive participants 2015-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 386
Number of participants with account balances 2015-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 16
2014: PEN AIR CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 357
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 316
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 49
Total of all active and inactive participants 2014-01-01 365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 365
Number of participants with account balances 2014-01-01 342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 10
2013: PEN AIR CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 345
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 299
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 49
Total of all active and inactive participants 2013-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 348
Number of participants with account balances 2013-01-01 328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 15
2012: PEN AIR CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 304
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 39
Total of all active and inactive participants 2012-01-01 343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 343
Number of participants with account balances 2012-01-01 319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
2011: PEN AIR CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 315
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 283
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 37
Total of all active and inactive participants 2011-01-01 320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 320
Number of participants with account balances 2011-01-01 298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: PEN AIR CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 300
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 283
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 30
Total of all active and inactive participants 2010-01-01 313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 313
Number of participants with account balances 2010-01-01 294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: PEN AIR CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 271
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 22
Total of all active and inactive participants 2009-01-01 293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 293
Number of participants with account balances 2009-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 10

Measure	Date	Value
2022: PEN AIR CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	403
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	313
Number of retired or separated participants receiving benefits	2022-01-01	2
Number of other retired or separated participants entitled to future benefits	2022-01-01	119
Total of all active and inactive participants	2022-01-01	434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	434
Number of participants with account balances	2022-01-01	420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	25
2021: PEN AIR CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	396
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	314
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	86
Total of all active and inactive participants	2021-01-01	403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	403
Number of participants with account balances	2021-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	19
2020: PEN AIR CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	414
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	329
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	66
Total of all active and inactive participants	2020-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	396
Number of participants with account balances	2020-01-01	378
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: PEN AIR CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	421
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	330
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	407
Number of participants with account balances	2019-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	19
2018: PEN AIR CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	336
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	81
Total of all active and inactive participants	2018-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	417
Number of participants with account balances	2018-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: PEN AIR CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	390
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	322
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	70
Total of all active and inactive participants	2017-01-01	392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	392
Number of participants with account balances	2017-01-01	364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	16
2016: PEN AIR CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	395
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	314
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	64
Total of all active and inactive participants	2016-01-01	383
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	383
Number of participants with account balances	2016-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: PEN AIR CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	370
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	316
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	69
Total of all active and inactive participants	2015-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	386
Number of participants with account balances	2015-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	16
2014: PEN AIR CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	357
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	316
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	49
Total of all active and inactive participants	2014-01-01	365
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	365
Number of participants with account balances	2014-01-01	342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	10
2013: PEN AIR CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	345
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	299
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	49
Total of all active and inactive participants	2013-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	348
Number of participants with account balances	2013-01-01	328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	15
2012: PEN AIR CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	304
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	39
Total of all active and inactive participants	2012-01-01	343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	343
Number of participants with account balances	2012-01-01	319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
2011: PEN AIR CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	315
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	283
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	37
Total of all active and inactive participants	2011-01-01	320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	320
Number of participants with account balances	2011-01-01	298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: PEN AIR CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	300
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	283
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	30
Total of all active and inactive participants	2010-01-01	313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	313
Number of participants with account balances	2010-01-01	294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: PEN AIR CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	271
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	22
Total of all active and inactive participants	2009-01-01	293
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	293
Number of participants with account balances	2009-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	10

Financial Data on PEN AIR CREDIT UNION 401(K) PLAN

Measure	Date	Value
2022 : PEN AIR CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$14,853
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,762,771
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$2,578,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$2,407,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,802,573
Value of total assets at end of year	2022-12-31	$28,053,603
Value of total assets at beginning of year	2022-12-31	$33,379,713
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$170,544
Total interest from all sources	2022-12-31	$5,483
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,458,067
Participant contributions at end of year	2022-12-31	$125,022
Participant contributions at beginning of year	2022-12-31	$111,172
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$1,748,460
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$2,122,095
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$255,129
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$14,853
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$14,853
Total non interest bearing cash at beginning of year	2022-12-31	$3,949
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	$-5,340,963
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$28,038,750
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$33,379,713
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$26,159,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$31,142,497
Interest on participant loans	2022-12-31	$5,483
Net investment gain/loss from pooled separate accounts	2022-12-31	$-5,570,827
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	$1,089,377
Employer contributions (assets) at end of year	2022-12-31	$6,043
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$2,407,648
Contract administrator fees	2022-12-31	$170,544
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	WARREN AVERETT
Accountancy firm EIN	2022-12-31	454084437
2021 : PEN AIR CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$6,950,413
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,693,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,484,586
Expenses. Certain deemed distributions of participant loans	2021-12-31	$7,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,065,406
Value of total assets at end of year	2021-12-31	$33,379,713
Value of total assets at beginning of year	2021-12-31	$31,122,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$200,862
Total interest from all sources	2021-12-31	$6,048
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,638,073
Participant contributions at end of year	2021-12-31	$111,172
Participant contributions at beginning of year	2021-12-31	$110,999
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$2,122,095
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$4,331,268
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$55,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$3,949
Total non interest bearing cash at beginning of year	2021-12-31	$1,976
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	$2,257,139
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$33,379,713
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$31,122,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$31,142,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$26,678,331
Interest on participant loans	2021-12-31	$6,048
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,878,959
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	$1,372,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,484,586
Contract administrator fees	2021-12-31	$200,862
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	WARREN AVERETT
Accountancy firm EIN	2021-12-31	454084437
2020 : PEN AIR CREDIT UNION 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$7,049,797
Total of all expenses incurred	2020-12-31	$2,286,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,114,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,712,604
Value of total assets at end of year	2020-12-31	$31,122,574
Value of total assets at beginning of year	2020-12-31	$26,358,966
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$172,066
Total interest from all sources	2020-12-31	$4,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Administrative expenses professional fees incurred	2020-12-31	$10,679
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,453,208
Participant contributions at end of year	2020-12-31	$110,999
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$4,331,268
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$34,522
Assets. Loans (other than to participants) at beginning of year	2020-12-31	$78,977
Total non interest bearing cash at end of year	2020-12-31	$1,976
Total non interest bearing cash at beginning of year	2020-12-31	$5,293
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	$4,763,608
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$31,122,574
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,358,966
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
Investment advisory and management fees	2020-12-31	$729
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$26,678,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$762,988
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$25,511,708
Interest on participant loans	2020-12-31	$4,977
Net investment gain/loss from pooled separate accounts	2020-12-31	$4,332,216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,224,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,114,123
Contract administrator fees	2020-12-31	$160,658
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2020-12-31	592922169
2019 : PEN AIR CREDIT UNION 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$7,318,647
Total of all expenses incurred	2019-12-31	$2,185,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$2,030,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,758,952
Value of total assets at end of year	2019-12-31	$26,358,966
Value of total assets at beginning of year	2019-12-31	$21,225,657
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$154,864
Total interest from all sources	2019-12-31	$4,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$4,210
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,384,909
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$212,296
Assets. Loans (other than to participants) at end of year	2019-12-31	$78,977
Assets. Loans (other than to participants) at beginning of year	2019-12-31	$94,032
Total non interest bearing cash at end of year	2019-12-31	$5,293
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	$5,133,309
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,358,966
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$21,225,657
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
Investment advisory and management fees	2019-12-31	$1,930
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$762,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,530,811
Value of interest in pooled separate accounts at end of year	2019-12-31	$25,511,708
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$19,600,814
Interest on participant loans	2019-12-31	$4,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$25,399
Net investment gain/loss from pooled separate accounts	2019-12-31	$4,529,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,161,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$2,030,474
Contract administrator fees	2019-12-31	$148,724
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2019-12-31	592922169
2018 : PEN AIR CREDIT UNION 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,054,370
Total of all expenses incurred	2018-12-31	$2,249,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,114,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,344,939
Value of total assets at end of year	2018-12-31	$21,225,657
Value of total assets at beginning of year	2018-12-31	$22,420,860
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$135,446
Total interest from all sources	2018-12-31	$4,544
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$2,435
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,267,017
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$1,631,686
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$53,877
Assets. Loans (other than to participants) at end of year	2018-12-31	$94,032
Assets. Loans (other than to participants) at beginning of year	2018-12-31	$116,098
Other income not declared elsewhere	2018-12-31	$1,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,195,203
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$21,225,657
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$22,420,860
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	$1,530,811
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$20,673,076
Value of interest in pooled separate accounts at end of year	2018-12-31	$19,600,814
Interest on participant loans	2018-12-31	$4,544
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$23,608
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,319,869
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	$1,024,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,114,127
Contract administrator fees	2018-12-31	$133,011
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2018-12-31	592922169
2017 : PEN AIR CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$5,073,551
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,490,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,485,781
Value of total corrective distributions	2017-12-31	$892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,147,360
Value of total assets at end of year	2017-12-31	$22,420,860
Value of total assets at beginning of year	2017-12-31	$18,837,740
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,758
Total interest from all sources	2017-12-31	$5,498
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$1,645
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,152,007
Participant contributions at end of year	2017-12-31	$116,098
Participant contributions at beginning of year	2017-12-31	$112,718
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$1,631,686
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$1,561,683
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$47,437
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$3,583,120
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$22,420,860
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$18,837,740
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	$20,673,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$17,163,339
Interest on participant loans	2017-12-31	$5,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$2,920,693
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	$947,916
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	$1,485,781
Contract administrator fees	2017-12-31	$2,113
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2017-12-31	592922169
2016 : PEN AIR CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$3,274,246
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,130,125
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,118,907
Value of total corrective distributions	2016-12-31	$6,713
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,332,287
Value of total assets at end of year	2016-12-31	$18,837,740
Value of total assets at beginning of year	2016-12-31	$19,693,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,505
Total interest from all sources	2016-12-31	$4,858
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,010
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,118,828
Participant contributions at end of year	2016-12-31	$112,718
Participant contributions at beginning of year	2016-12-31	$93,904
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$1,561,683
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$287,169
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$-855,879
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$18,837,740
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$19,693,619
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	$17,163,339
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,597,203
Interest on participant loans	2016-12-31	$4,858
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	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$937,101
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	$926,290
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$2,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,118,907
Contract administrator fees	2016-12-31	$1,495
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	SALTMARSH, CLEAVELAND & GUND
Accountancy firm EIN	2016-12-31	592922169
2015 : PEN AIR CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	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	$2,062,212
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,685,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,665,295
Value of total corrective distributions	2015-12-31	$50
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,249,577
Value of total assets at end of year	2015-12-31	$19,693,619
Value of total assets at beginning of year	2015-12-31	$19,317,105
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$20,353
Total interest from all sources	2015-12-31	$3,806
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$14,633
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$1,140,950
Participant contributions at end of year	2015-12-31	$93,904
Participant contributions at beginning of year	2015-12-31	$86,230
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$158,299
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	$376,514
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$19,693,619
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,317,105
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	$19,597,203
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$18,674,370
Interest on participant loans	2015-12-31	$3,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$556,505
Net investment gain/loss from pooled separate accounts	2015-12-31	$-191,171
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	$950,328
Employer contributions (assets) at end of year	2015-12-31	$2,512
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	$1,665,295
Contract administrator fees	2015-12-31	$5,720
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	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : PEN AIR CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,753,025
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,339,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,286,734
Value of total corrective distributions	2014-12-31	$35,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,844,696
Value of total assets at end of year	2014-12-31	$19,317,105
Value of total assets at beginning of year	2014-12-31	$17,903,343
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,665
Total interest from all sources	2014-12-31	$4,021
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$11,457
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$980,628
Participant contributions at end of year	2014-12-31	$86,230
Participant contributions at beginning of year	2014-12-31	$95,918
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$45,939
Administrative expenses (other) incurred	2014-12-31	$5,208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,413,762
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,317,105
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,903,343
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$18,674,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,995,189
Interest on participant loans	2014-12-31	$4,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$556,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$811,471
Net investment gain/loss from pooled separate accounts	2014-12-31	$904,308
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$818,129
Employer contributions (assets) at beginning of year	2014-12-31	$765
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,286,734
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2014-12-31	593262654
2013 : PEN AIR CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,523,167
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,497,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,463,560
Value of total corrective distributions	2013-12-31	$15,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,841,547
Value of total assets at end of year	2013-12-31	$17,903,343
Value of total assets at beginning of year	2013-12-31	$15,877,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$18,580
Total interest from all sources	2013-12-31	$3,092
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$10,540
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$959,514
Participant contributions at end of year	2013-12-31	$95,918
Participant contributions at beginning of year	2013-12-31	$45,232
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$72,577
Administrative expenses (other) incurred	2013-12-31	$8,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,025,972
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,903,343
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$15,877,371
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,995,189
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$15,041,311
Interest on participant loans	2013-12-31	$3,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$811,471
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$790,631
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,678,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$809,456
Employer contributions (assets) at end of year	2013-12-31	$765
Employer contributions (assets) at beginning of year	2013-12-31	$197
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,463,560
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2013-12-31	593262654
2012 : PEN AIR CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$3,651,501
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,611,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,563,038
Value of total corrective distributions	2012-12-31	$4,175
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,819,735
Value of total assets at end of year	2012-12-31	$15,877,371
Value of total assets at beginning of year	2012-12-31	$14,837,028
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$43,945
Total interest from all sources	2012-12-31	$1,778
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$10,129
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$949,972
Participant contributions at end of year	2012-12-31	$45,232
Participant contributions at beginning of year	2012-12-31	$27,815
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$106,271
Administrative expenses (other) incurred	2012-12-31	$33,816
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	$1,040,343
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$15,877,371
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$14,837,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$15,041,311
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$13,432,442
Interest on participant loans	2012-12-31	$1,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$2,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$2,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$790,631
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,374,406
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,829,988
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	$763,492
Employer contributions (assets) at end of year	2012-12-31	$197
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,563,038
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	HUTTO & CARVER, P.A.
Accountancy firm EIN	2012-12-31	593262654
2011 : PEN AIR CREDIT UNION 401(K) PLAN 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	$1,852,036
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,459,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,349,864
Value of total corrective distributions	2011-12-31	$21,120
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,233,448
Value of total assets at end of year	2011-12-31	$14,837,028
Value of total assets at beginning of year	2011-12-31	$14,444,627
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$88,651
Total interest from all sources	2011-12-31	$3,874
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$10,089
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	No
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	$928,199
Participant contributions at end of year	2011-12-31	$27,815
Participant contributions at beginning of year	2011-12-31	$50,668
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$567,808
Administrative expenses (other) incurred	2011-12-31	$78,562
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	$392,401
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$14,837,028
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$14,444,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$13,432,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$13,966,560
Interest on participant loans	2011-12-31	$2,232
Interest earned on other investments	2011-12-31	$1,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$2,365
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,374,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$427,399
Net investment gain/loss from pooled separate accounts	2011-12-31	$-385,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$737,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,349,864
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	HUTTO & CARVER, P.A.
Accountancy firm EIN	2011-12-31	593262654
2010 : PEN AIR CREDIT UNION 401(K) PLAN 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	$3,126,368
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$429,189
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$332,888
Value of total corrective distributions	2010-12-31	$23,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,628,165
Value of total assets at end of year	2010-12-31	$14,444,627
Value of total assets at beginning of year	2010-12-31	$11,747,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$73,167
Total interest from all sources	2010-12-31	$3,797
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Administrative expenses professional fees incurred	2010-12-31	$9,486
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
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	$870,408
Participant contributions at end of year	2010-12-31	$50,668
Participant contributions at beginning of year	2010-12-31	$49,257
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$63,624
Administrative expenses (other) incurred	2010-12-31	$63,681
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	$2,697,179
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$14,444,627
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$11,747,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$13,966,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$11,372,610
Interest on participant loans	2010-12-31	$2,971
Interest earned on other investments	2010-12-31	$826
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$427,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$325,581
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,494,406
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	$694,133
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$332,888
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	HUTTO & CARVER, P.A.
Accountancy firm EIN	2010-12-31	593262654
2009 : PEN AIR CREDIT UNION 401(K) PLAN 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 PEN AIR CREDIT UNION 401(K) PLAN

2022: PEN AIR CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PEN AIR CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PEN AIR CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PEN AIR CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PEN AIR CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PEN AIR CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PEN AIR CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PEN AIR CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PEN AIR CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PEN AIR CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PEN AIR CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PEN AIR CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PEN AIR CREDIT UNION 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PEN AIR CREDIT UNION 401(K) 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	441
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $117,317
Total amount of fees paid to insurance company	USD $14,738
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $117,317
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	410
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $131,059
Total amount of fees paid to insurance company	USD $16,464
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $67,178
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	401
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $103,389
Total amount of fees paid to insurance company	USD $23,667
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $103,389
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3
Amount paid for insurance broker fees	15654

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	403
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $94,993
Total amount of fees paid to insurance company	USD $11,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $94,993
Insurance broker organization code?	3
Amount paid for insurance broker fees	11936
Additional information about fees paid to insurance broker	TPA FEES, COMPENSATION & OTHER ALLOWANCES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	410
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $94,457
Total amount of fees paid to insurance company	USD $13,875
Are there contracts with allocated funds for types other than group deferred annuity or individual?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Other information about contract	GROUP ANNUITY CONTRACT
Commission paid to Insurance Broker	USD $94,457
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	12941

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	384
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $99,863
Total amount of fees paid to insurance company	USD $13,500
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $99,863
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	QUALIFIED PLANS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	361
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $96,950
Total amount of fees paid to insurance company	USD $9,898
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $96,950
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Other welfare benefits provided	AD&D
Insurance broker name	QUALIFIED PLANS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	357
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $92,619
Total amount of fees paid to insurance company	USD $9,424
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $92,619
Insurance broker organization code?	3
Amount paid for insurance broker fees	4580
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	QUALIFIED PLANS, LLC

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	335
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $83,898
Total amount of fees paid to insurance company	USD $8,520
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $83,898
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Insurance broker name	BENEFITS ADMINISTRATION SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	324
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $86,224
Total amount of fees paid to insurance company	USD $7,763
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $86,224
Insurance broker organization code?	3
Amount paid for insurance broker fees	7748
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker name	BENEFITS ADMINISTRATION SERVICES

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	302
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $98,951
Total amount of fees paid to insurance company	USD $7,643
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

27794

Policy instance

Insurance contract or identification number	27794
Number of Individuals Covered	296
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $81,122
Total amount of fees paid to insurance company	USD $6,243
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $81,122
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	6228
Insurance broker name	BENEFITS ADMINISTRATION SERVICES

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	PEN AIR CREDIT UNION EMPLOYEE HEALTH BENEFIT PLAN
Employer identification number (EIN):	590642991
NAIC Classification:	522130
NAIC Description:	Credit Unions