401k Plan data: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN plan

ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN
Plan identification number	002

ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: ABOUND FEDERAL CREDIT UNION

Employer identification number (EIN): 610549068

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JILL KRIMM RAY SPRINGSTEEN 2018-08-21
002 2016-01-01 JILL KRIMM RAY SPRINGSTEEN 2017-07-26
002 2015-01-01 KENNETH JOHNSTON RAYMOND SPRINGSTEEN 2016-07-20
002 2014-01-01 KENNETH JOHNSTON RAYMOND SPRINGSTEEN 2015-07-24
002 2013-01-01 KENNETH JOHNSTON RAYMOND SPRINGSTEEN 2014-07-17
002 2012-01-01 KENNETH JOHNSTON RAYMOND SPRINGSTEEN 2013-07-25
002 2011-01-01 KENNETH JOHNSTON CAROLYN DRAKE 2012-07-30
002 2009-01-01 KENNETH JOHNSTON

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	JILL KRIMM	RAY SPRINGSTEEN	2018-08-21
002	2016-01-01	JILL KRIMM	RAY SPRINGSTEEN	2017-07-26
002	2015-01-01	KENNETH JOHNSTON	RAYMOND SPRINGSTEEN	2016-07-20
002	2014-01-01	KENNETH JOHNSTON	RAYMOND SPRINGSTEEN	2015-07-24
002	2013-01-01	KENNETH JOHNSTON	RAYMOND SPRINGSTEEN	2014-07-17
002	2012-01-01	KENNETH JOHNSTON	RAYMOND SPRINGSTEEN	2013-07-25
002	2011-01-01	KENNETH JOHNSTON	CAROLYN DRAKE	2012-07-30
002	2009-01-01	KENNETH JOHNSTON

Plan Statistics for ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

Measure Date Value
2022: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 368
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 319
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 67
Total of all active and inactive participants 2022-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 386
Number of participants with account balances 2022-01-01 352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 6
2021: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 284
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 70
Total of all active and inactive participants 2021-01-01 354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 355
Number of participants with account balances 2021-01-01 341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 321
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 260
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 58
Total of all active and inactive participants 2020-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 319
Number of participants with account balances 2020-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 302
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 251
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 60
Total of all active and inactive participants 2019-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 312
Number of participants with account balances 2019-01-01 262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 224
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 57
Total of all active and inactive participants 2018-01-01 281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 282
Number of participants with account balances 2018-01-01 240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 2
2017: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 205
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 56
Total of all active and inactive participants 2017-01-01 261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 262
Number of participants with account balances 2017-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 238
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 198
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 39
Total of all active and inactive participants 2016-01-01 237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 238
Number of participants with account balances 2016-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 195
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 34
Total of all active and inactive participants 2015-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 230
Number of participants with account balances 2015-01-01 186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 176
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 22
Total of all active and inactive participants 2014-01-01 198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 199
Number of participants with account balances 2014-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 186
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 18
Total of all active and inactive participants 2013-01-01 204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 204
Number of participants with account balances 2013-01-01 165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 197
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 10
Total of all active and inactive participants 2012-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 207
Number of participants with account balances 2012-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 201
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 7
Total of all active and inactive participants 2011-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 209
Number of participants with account balances 2011-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 153
Number of retired or separated participants receiving benefits 2009-01-01 5
Number of other retired or separated participants entitled to future benefits 2009-01-01 1
Total of all active and inactive participants 2009-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 159
Number of participants with account balances 2009-01-01 153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	368
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	319
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	67
Total of all active and inactive participants	2022-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	386
Number of participants with account balances	2022-01-01	352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	6
2021: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	284
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	70
Total of all active and inactive participants	2021-01-01	354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	355
Number of participants with account balances	2021-01-01	341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	321
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	260
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	58
Total of all active and inactive participants	2020-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	319
Number of participants with account balances	2020-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	302
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	251
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	60
Total of all active and inactive participants	2019-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	312
Number of participants with account balances	2019-01-01	262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	224
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	57
Total of all active and inactive participants	2018-01-01	281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	282
Number of participants with account balances	2018-01-01	240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	2
2017: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	205
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	56
Total of all active and inactive participants	2017-01-01	261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	262
Number of participants with account balances	2017-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	238
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	198
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	39
Total of all active and inactive participants	2016-01-01	237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	238
Number of participants with account balances	2016-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	195
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	34
Total of all active and inactive participants	2015-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	230
Number of participants with account balances	2015-01-01	186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	176
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	22
Total of all active and inactive participants	2014-01-01	198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	199
Number of participants with account balances	2014-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	186
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	18
Total of all active and inactive participants	2013-01-01	204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	204
Number of participants with account balances	2013-01-01	165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	197
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	10
Total of all active and inactive participants	2012-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	207
Number of participants with account balances	2012-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	201
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	7
Total of all active and inactive participants	2011-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	209
Number of participants with account balances	2011-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	153
Number of retired or separated participants receiving benefits	2009-01-01	5
Number of other retired or separated participants entitled to future benefits	2009-01-01	1
Total of all active and inactive participants	2009-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	159
Number of participants with account balances	2009-01-01	153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$2,494,727
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,542,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,514,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$3,917,999
Value of total assets at end of year	2022-12-31	$10,013,684
Value of total assets at beginning of year	2022-12-31	$9,060,968
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$27,975
Total interest from all sources	2022-12-31	$38,305
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$158,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$158,156
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$911,470
Participant contributions at end of year	2022-12-31	$55,816
Participant contributions at beginning of year	2022-12-31	$70,153
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$94
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,849,178
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	$952,716
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,013,684
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,060,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$7,125
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,167,263
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$8,320,601
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$2,588
Interest earned on other investments	2022-12-31	$35,716
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$38,782
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$34,211
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$34,211
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,751,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$635,460
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,619,733
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	$157,351
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$449
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,514,036
Contract administrator fees	2022-12-31	$20,850
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	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2022-12-31	611064249
2021 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$11,811
Total income from all sources (including contributions)	2021-12-31	$2,180,676
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,280,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,254,236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$972,022
Value of total assets at end of year	2021-12-31	$9,060,968
Value of total assets at beginning of year	2021-12-31	$8,172,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$26,198
Total interest from all sources	2021-12-31	$12,120
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$166,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$166,224
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	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$828,788
Participant contributions at end of year	2021-12-31	$70,153
Participant contributions at beginning of year	2021-12-31	$76,127
Participant contributions at end of year	2021-12-31	$94
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	$900,242
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,060,968
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$8,160,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$7,906
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$8,320,601
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,372,386
Interest on participant loans	2021-12-31	$2,812
Interest earned on other investments	2021-12-31	$9,308
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$34,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$635,460
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$609,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$883,214
Net investment gain/loss from pooled separate accounts	2021-12-31	$147,096
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	$143,234
Employer contributions (assets) at end of year	2021-12-31	$449
Employer contributions (assets) at beginning of year	2021-12-31	$114,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,254,236
Contract administrator fees	2021-12-31	$18,292
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$11,811
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	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2021-12-31	611064249
2020 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$11,811
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$2,616
Total income from all sources (including contributions)	2020-12-31	$1,864,985
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$971,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$967,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$819,210
Value of total assets at end of year	2020-12-31	$8,172,537
Value of total assets at beginning of year	2020-12-31	$7,269,935
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,309
Total interest from all sources	2020-12-31	$14,229
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$686,161
Participant contributions at end of year	2020-12-31	$76,127
Participant contributions at beginning of year	2020-12-31	$101,237
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,802
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	$893,407
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$8,160,726
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$7,267,319
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$7,372,386
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$6,550,684
Interest on participant loans	2020-12-31	$4,630
Interest earned on other investments	2020-12-31	$9,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$609,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$518,138
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,031,546
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	$119,247
Employer contributions (assets) at end of year	2020-12-31	$114,567
Employer contributions (assets) at beginning of year	2020-12-31	$99,876
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$967,269
Contract administrator fees	2020-12-31	$4,309
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$11,811
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$2,616
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2020-12-31	611064249
2019 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$2,262
Total income from all sources (including contributions)	2019-12-31	$1,913,602
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$514,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$511,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$739,006
Value of total assets at end of year	2019-12-31	$7,269,935
Value of total assets at beginning of year	2019-12-31	$5,870,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,670
Total interest from all sources	2019-12-31	$14,549
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$615,657
Participant contributions at end of year	2019-12-31	$101,237
Participant contributions at beginning of year	2019-12-31	$78,790
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$23,473
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	$1,398,658
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$7,267,319
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$5,868,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$6,550,684
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$5,121,940
Interest on participant loans	2019-12-31	$5,765
Interest earned on other investments	2019-12-31	$8,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$518,138
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$582,008
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,160,047
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	$99,876
Employer contributions (assets) at end of year	2019-12-31	$99,876
Employer contributions (assets) at beginning of year	2019-12-31	$88,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$511,274
Contract administrator fees	2019-12-31	$3,670
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$2,616
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$2,262
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	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2019-12-31	611064249
2018 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$3,536
Expenses. Interest paid	2018-12-31	$3,190
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2018-12-31	$3,190
Total income from all sources (including contributions)	2018-12-31	$383,108
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$867,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$864,151
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$666,562
Value of total assets at end of year	2018-12-31	$5,870,923
Value of total assets at beginning of year	2018-12-31	$6,356,430
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$14,336
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$517,018
Participant contributions at end of year	2018-12-31	$78,790
Participant contributions at beginning of year	2018-12-31	$132,037
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$61,359
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	$-484,233
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$5,868,661
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,352,894
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 pooled separate accounts at end of year	2018-12-31	$5,121,940
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$5,462,353
Interest on participant loans	2018-12-31	$5,856
Interest earned on other investments	2018-12-31	$8,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$582,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$689,161
Net investment gain/loss from pooled separate accounts	2018-12-31	$-297,790
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	$88,185
Employer contributions (assets) at end of year	2018-12-31	$88,185
Employer contributions (assets) at beginning of year	2018-12-31	$72,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$864,151
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$2,262
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$3,536
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	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2018-12-31	611064249
2017 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$3,536
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	$1,315,967
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$895,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$892,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$547,380
Value of total assets at end of year	2017-12-31	$6,356,430
Value of total assets at beginning of year	2017-12-31	$5,932,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,533
Total interest from all sources	2017-12-31	$16,487
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$430,791
Participant contributions at end of year	2017-12-31	$132,037
Participant contributions at beginning of year	2017-12-31	$79,624
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$43,710
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	$420,845
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,352,894
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,932,049
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 pooled separate accounts at end of year	2017-12-31	$5,462,353
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,028,110
Interest on participant loans	2017-12-31	$4,214
Interest earned on other investments	2017-12-31	$12,273
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$689,161
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$749,749
Net investment gain/loss from pooled separate accounts	2017-12-31	$752,100
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	$72,879
Employer contributions (assets) at end of year	2017-12-31	$72,879
Employer contributions (assets) at beginning of year	2017-12-31	$74,566
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$892,589
Contract administrator fees	2017-12-31	$2,533
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$3,536
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	DEMING, MALONE, LIVESAY & OSTROF
Accountancy firm EIN	2017-12-31	611064249
2016 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$880,248
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$334,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$332,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$500,335
Value of total assets at end of year	2016-12-31	$5,932,049
Value of total assets at beginning of year	2016-12-31	$5,386,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,603
Total interest from all sources	2016-12-31	$15,579
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
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	$412,005
Participant contributions at end of year	2016-12-31	$79,624
Participant contributions at beginning of year	2016-12-31	$118,097
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$13,764
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	$546,024
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,932,049
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,386,025
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 pooled separate accounts at end of year	2016-12-31	$5,028,110
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,544,158
Interest on participant loans	2016-12-31	$4,437
Interest earned on other investments	2016-12-31	$11,142
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$749,749
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$660,875
Net investment gain/loss from pooled separate accounts	2016-12-31	$364,334
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	$74,566
Employer contributions (assets) at end of year	2016-12-31	$74,566
Employer contributions (assets) at beginning of year	2016-12-31	$62,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$332,621
Contract administrator fees	2016-12-31	$1,603
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	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2016-12-31	611064249
2015 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$495,272
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$335,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$333,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$504,055
Value of total assets at end of year	2015-12-31	$5,386,025
Value of total assets at beginning of year	2015-12-31	$5,226,049
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,600
Total interest from all sources	2015-12-31	$15,267
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
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$403,881
Participant contributions at end of year	2015-12-31	$118,097
Participant contributions at beginning of year	2015-12-31	$109,165
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$37,279
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	$159,976
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,386,025
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,226,049
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 pooled separate accounts at end of year	2015-12-31	$4,544,158
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,440,902
Interest on participant loans	2015-12-31	$4,854
Interest earned on other investments	2015-12-31	$10,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$660,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$616,833
Net investment gain/loss from pooled separate accounts	2015-12-31	$-24,050
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	$62,895
Employer contributions (assets) at end of year	2015-12-31	$62,895
Employer contributions (assets) at beginning of year	2015-12-31	$59,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$333,696
Contract administrator fees	2015-12-31	$1,600
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	DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN	2015-12-31	611064249
2014 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$824,713
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$425,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$423,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$502,875
Value of total assets at end of year	2014-12-31	$5,226,049
Value of total assets at beginning of year	2014-12-31	$4,826,462
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$1,724
Total interest from all sources	2014-12-31	$14,330
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
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$400,933
Participant contributions at end of year	2014-12-31	$109,165
Participant contributions at beginning of year	2014-12-31	$88,347
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$42,793
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$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	2014-12-31	No
Value of net income/loss	2014-12-31	$399,587
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,226,049
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,826,462
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 pooled separate accounts at end of year	2014-12-31	$4,440,902
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$4,201,115
Interest on participant loans	2014-12-31	$4,364
Interest earned on other investments	2014-12-31	$9,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$616,833
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$477,913
Net investment gain/loss from pooled separate accounts	2014-12-31	$307,508
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	$59,149
Employer contributions (assets) at end of year	2014-12-31	$59,149
Employer contributions (assets) at beginning of year	2014-12-31	$59,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$423,402
Contract administrator fees	2014-12-31	$1,724
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	DEMING MALONE LIEVSAY & OSTROFF
Accountancy firm EIN	2014-12-31	611064249
2013 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$1,425
Total income from all sources (including contributions)	2013-12-31	$1,113,636
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$131,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$121,657
Expenses. Certain deemed distributions of participant loans	2013-12-31	$9,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$408,634
Value of total assets at end of year	2013-12-31	$4,826,462
Value of total assets at beginning of year	2013-12-31	$3,846,017
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$1,060
Total interest from all sources	2013-12-31	$13,065
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
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	$349,572
Participant contributions at end of year	2013-12-31	$88,347
Participant contributions at beginning of year	2013-12-31	$83,807
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$12,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$1,425
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	$981,870
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,826,462
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,844,592
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 pooled separate accounts at end of year	2013-12-31	$4,201,115
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$3,286,822
Interest on participant loans	2013-12-31	$3,411
Interest earned on other investments	2013-12-31	$9,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$477,913
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$405,123
Net investment gain/loss from pooled separate accounts	2013-12-31	$691,937
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	$59,062
Employer contributions (assets) at end of year	2013-12-31	$59,087
Employer contributions (assets) at beginning of year	2013-12-31	$57,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$121,657
Contract administrator fees	2013-12-31	$1,060
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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	DEMING MALONE LIEVSAY & OSTROFF
Accountancy firm EIN	2013-12-31	611064249
2012 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$1,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$3,156
Total income from all sources (including contributions)	2012-12-31	$1,038,148
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$309,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$268,379
Expenses. Certain deemed distributions of participant loans	2012-12-31	$29,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$614,259
Value of total assets at end of year	2012-12-31	$3,846,017
Value of total assets at beginning of year	2012-12-31	$3,118,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$11,645
Total interest from all sources	2012-12-31	$10,331
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$10,000,000
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	$351,191
Participant contributions at end of year	2012-12-31	$83,807
Participant contributions at beginning of year	2012-12-31	$97,062
Participant contributions at end of year	2012-12-31	$12,739
Participant contributions at beginning of year	2012-12-31	$12,894
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$205,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$1,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$3,156
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	$728,856
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,844,592
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$3,115,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$11,268
Value of interest in pooled separate accounts at end of year	2012-12-31	$3,286,822
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,788,420
Interest on participant loans	2012-12-31	$4,096
Interest earned on other investments	2012-12-31	$6,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$405,123
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$170,002
Net investment gain/loss from pooled separate accounts	2012-12-31	$413,558
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	$57,376
Employer contributions (assets) at end of year	2012-12-31	$57,526
Employer contributions (assets) at beginning of year	2012-12-31	$50,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$268,379
Contract administrator fees	2012-12-31	$377
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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	DEMING MALONE LIEVSAY & OSTROFF
Accountancy firm EIN	2012-12-31	611064249
2011 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$3,156
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	$385,232
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$90,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$66,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$498,010
Value of total assets at end of year	2011-12-31	$3,118,892
Value of total assets at beginning of year	2011-12-31	$2,820,837
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$24,236
Total interest from all sources	2011-12-31	$9,322
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
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$318,487
Participant contributions at end of year	2011-12-31	$97,062
Participant contributions at beginning of year	2011-12-31	$109,694
Participant contributions at end of year	2011-12-31	$12,894
Participant contributions at beginning of year	2011-12-31	$9,938
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$128,841
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$3,156
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	$294,899
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$3,115,736
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,820,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$24,236
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,788,420
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,491,579
Interest on participant loans	2011-12-31	$5,418
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$3,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$170,002
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$161,929
Net investment gain/loss from pooled separate accounts	2011-12-31	$-122,100
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	$50,682
Employer contributions (assets) at end of year	2011-12-31	$50,514
Employer contributions (assets) at beginning of year	2011-12-31	$47,697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$66,097
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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	DEMING MALONE LIEVSAY & OSTROFF
Accountancy firm EIN	2011-12-31	611064249
2010 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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	$597,962
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$88,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$67,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$339,031
Value of total assets at end of year	2010-12-31	$2,820,837
Value of total assets at beginning of year	2010-12-31	$2,311,130
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$21,016
Total interest from all sources	2010-12-31	$8,561
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
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$291,334
Participant contributions at end of year	2010-12-31	$109,694
Participant contributions at beginning of year	2010-12-31	$70,480
Participant contributions at end of year	2010-12-31	$9,938
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$101
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	$509,707
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,820,837
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,311,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$21,016
Value of interest in pooled separate accounts at end of year	2010-12-31	$2,491,579
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$2,199,246
Interest on participant loans	2010-12-31	$3,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$4,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$161,929
Net investment gain/loss from pooled separate accounts	2010-12-31	$250,370
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	Yes
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	$47,697
Employer contributions (assets) at end of year	2010-12-31	$47,697
Employer contributions (assets) at beginning of year	2010-12-31	$41,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$67,239
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	DEMING MALONE LIVESAY & OSTROFF
Accountancy firm EIN	2010-12-31	611064249
2009 : ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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 ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN

2022: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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
2009: ABOUND FEDERAL CREDIT UNION EMPLOYEES RETIREMENT SAVINGS 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

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

Policy contract number

016-0128-8

Policy instance

Insurance contract or identification number	016-0128-8
Number of Individuals Covered	386
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

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

Policy contract number

016-0128-8

Policy instance

Insurance contract or identification number	016-0128-8
Number of Individuals Covered	355
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	319
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	311
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	281
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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
Insurance broker organization code?	3

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	262
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	230
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	199
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	204
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

067942

Policy instance

Insurance contract or identification number	067942
Number of Individuals Covered	207
Insurance policy start date	2012-06-02
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP-65723

Policy instance

Insurance contract or identification number	GP-65723
Number of Individuals Covered	0
Insurance policy start date	2012-01-01
Insurance policy end date	2012-06-01
Total amount of commissions paid to insurance broker	USD $5,375
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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
Commission paid to Insurance Broker	USD $5,375
Insurance broker organization code?	4
Insurance broker name	JJB HILLIARD WL LYONS LLC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP-65723

Policy instance

Insurance contract or identification number	GP-65723
Number of Individuals Covered	144
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,935
Total amount of fees paid to insurance company	USD $115
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP-65723

Policy instance

Insurance contract or identification number	GP-65723
Number of Individuals Covered	156
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $10,163
Total amount of fees paid to insurance company	USD $2,323
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $6,012
Insurance broker organization code?	4
Amount paid for insurance broker fees	2323
Additional information about fees paid to insurance broker	MARKETING ALLOWANCE
Insurance broker name	EMPLOYERS SELECT PLAN AGENCY

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Company Name:	ABOUND FEDERAL CREDIT UNION
Employer identification number (EIN):	610549068
NAIC Classification:	522130
NAIC Description:	Credit Unions