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EASTMAN CREDIT UNION PENSION PLAN 401k Plan overview

Plan NameEASTMAN CREDIT UNION PENSION PLAN
Plan identification number 001

EASTMAN CREDIT UNION PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:EASTMAN CREDIT UNION
Employer identification number (EIN):626039479
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about EASTMAN CREDIT UNION

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1999-10-18
Company Identification Number: 0000002432
Legal Registered Office Address: PO BOX 1989

KINGSPORT
United States of America (USA)
37662

More information about EASTMAN CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EASTMAN CREDIT UNION PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01MARK MILLWOOD2024-09-27 MARK MILLWOOD2024-09-27
0012022-01-01MARK MILLWOOD2023-03-29 MARK MILLWOOD2023-03-29
0012021-01-01MARK MILLWOOD2022-10-11 MARK MILLWOOD2022-10-11
0012020-01-01MARK MILLWOOD2021-07-27 MARK MILLWOOD2021-07-27
0012019-01-01MARK MILLWOOD2020-06-08 MARK MILLWOOD2020-06-08
0012018-01-01MARK MILLWOOD2019-08-07
0012017-01-01CAROL S. CROSS2018-06-14
0012016-01-01CAROL S. CROSS
0012015-01-01CAROL S. CROSS
0012014-01-01CAROL S. CROSS EASTMAN CREDIT UNION2015-08-20
0012013-01-01CAROL S. CROSS EASTMAN CREDIT UNION2014-10-09
0012012-01-01CAROL S. CROSS CAROL S. CROSS2013-10-14
0012011-01-01CAROL S. CROSS
0012009-01-01CAROL S. CROSS

Plan Statistics for EASTMAN CREDIT UNION PENSION PLAN

401k plan membership statisitcs for EASTMAN CREDIT UNION PENSION PLAN

Measure Date Value
2022: EASTMAN CREDIT UNION PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3119,515,970
Acturial value of plan assets2022-12-3119,515,970
Funding target for retired participants and beneficiaries receiving payment2022-12-314,071,316
Number of terminated vested participants2022-12-312
Fundng target for terminated vested participants2022-12-31128,636
Active participant vested funding target2022-12-3111,472,371
Number of active participants2022-12-3124
Total funding liabilities for active participants2022-12-3111,479,901
Total participant count2022-12-3188
Total funding target for all participants2022-12-3115,679,853
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31255,500
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31165,229
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31533,149
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31165,229
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: EASTMAN CREDIT UNION PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3119,105,276
Acturial value of plan assets2021-12-3119,105,276
Funding target for retired participants and beneficiaries receiving payment2021-12-313,200,759
Number of terminated vested participants2021-12-312
Fundng target for terminated vested participants2021-12-31117,372
Active participant vested funding target2021-12-3112,174,352
Number of active participants2021-12-3168
Total funding liabilities for active participants2021-12-3112,195,715
Total participant count2021-12-3189
Total funding target for all participants2021-12-3115,513,846
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31694,810
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31729,412
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31514,211
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: EASTMAN CREDIT UNION PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3117,776,673
Acturial value of plan assets2020-12-3117,776,673
Funding target for retired participants and beneficiaries receiving payment2020-12-313,304,492
Number of terminated vested participants2020-12-312
Fundng target for terminated vested participants2020-12-31113,487
Active participant vested funding target2020-12-3112,120,211
Number of active participants2020-12-3172
Total funding liabilities for active participants2020-12-3112,154,942
Total participant count2020-12-3190
Total funding target for all participants2020-12-3115,572,921
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31304,464
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31304,464
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31748,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31694,810
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31629,904
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31694,810
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: EASTMAN CREDIT UNION PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3115,950,489
Acturial value of plan assets2019-12-3115,950,489
Funding target for retired participants and beneficiaries receiving payment2019-12-312,216,135
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-31180,710
Active participant vested funding target2019-12-3112,604,064
Number of active participants2019-12-3175
Total funding liabilities for active participants2019-12-3112,646,519
Total participant count2019-12-3192
Total funding target for all participants2019-12-3115,043,364
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-311,429,146
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-311,505,177
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31327,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31304,464
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31611,512
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31304,464
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: EASTMAN CREDIT UNION PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3115,905,353
Acturial value of plan assets2018-12-3115,905,353
Funding target for retired participants and beneficiaries receiving payment2018-12-311,911,621
Number of terminated vested participants2018-12-313
Fundng target for terminated vested participants2018-12-31157,292
Active participant vested funding target2018-12-3111,891,185
Number of active participants2018-12-3177
Total funding liabilities for active participants2018-12-3111,948,644
Total participant count2018-12-3193
Total funding target for all participants2018-12-3114,017,557
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31111,111
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31117,267
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-311,525,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-311,429,146
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31515,094
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-311,429,146
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: EASTMAN CREDIT UNION PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3114,660,850
Acturial value of plan assets2017-12-3114,660,850
Funding target for retired participants and beneficiaries receiving payment2017-12-31834,740
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-31141,896
Active participant vested funding target2017-12-3112,133,770
Number of active participants2017-12-3182
Total funding liabilities for active participants2017-12-3112,043,273
Total participant count2017-12-3199
Total funding target for all participants2017-12-3113,019,909
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31546,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31578,255
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31120,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31111,111
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31656,862
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31111,111
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: EASTMAN CREDIT UNION PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3113,705,424
Acturial value of plan assets2016-12-3113,705,424
Funding target for retired participants and beneficiaries receiving payment2016-12-31591,269
Number of terminated vested participants2016-12-313
Fundng target for terminated vested participants2016-12-31127,909
Active participant vested funding target2016-12-3111,084,542
Number of active participants2016-12-3185
Total funding liabilities for active participants2016-12-3111,196,060
Total participant count2016-12-31101
Total funding target for all participants2016-12-3111,915,238
Balance at beginning of prior year after applicable adjustments2016-12-312,690,408
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-312,690,408
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-312,660,544
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31600,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31546,813
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31677,134
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31546,813
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01101
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-0114
Number of other retired or separated participants entitled to future benefits2016-01-013
Total of all active and inactive participants2016-01-0199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EASTMAN CREDIT UNION PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01101
Total number of active participants reported on line 7a of the Form 55002015-01-0185
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EASTMAN CREDIT UNION PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01109
Total number of active participants reported on line 7a of the Form 55002014-01-0187
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0116
Total of all active and inactive participants2014-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EASTMAN CREDIT UNION PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01111
Total number of active participants reported on line 7a of the Form 55002013-01-0189
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: EASTMAN CREDIT UNION PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01115
Total number of active participants reported on line 7a of the Form 55002012-01-0194
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: EASTMAN CREDIT UNION PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01119
Total number of active participants reported on line 7a of the Form 55002011-01-0198
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0114
Total of all active and inactive participants2011-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: EASTMAN CREDIT UNION PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on EASTMAN CREDIT UNION PENSION PLAN

Measure Date Value
2016 : EASTMAN CREDIT UNION PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,600
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,768
Total income from all sources (including contributions)2016-12-31$1,405,509
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$464,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$398,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$600,000
Value of total assets at end of year2016-12-31$14,680,065
Value of total assets at beginning of year2016-12-31$13,738,659
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$66,012
Total interest from all sources2016-12-31$157
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$440,300
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$440,300
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$26,558
Liabilities. Value of operating payables at end of year2016-12-31$17,600
Liabilities. Value of operating payables at beginning of year2016-12-31$16,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$940,574
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,662,465
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$13,721,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$66,012
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,046,692
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,137,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$33,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$575,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$575,009
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$157
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$365,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$600,000
Employer contributions (assets) at end of year2016-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$398,923
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : EASTMAN CREDIT UNION PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,768
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,699
Total income from all sources (including contributions)2015-12-31$-154,813
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$298,124
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$227,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$13,738,659
Value of total assets at beginning of year2015-12-31$14,192,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$70,406
Total interest from all sources2015-12-31$29
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$510,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$510,984
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$26,558
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$32,940
Liabilities. Value of operating payables at end of year2015-12-31$16,768
Liabilities. Value of operating payables at beginning of year2015-12-31$17,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-452,937
Value of net assets at end of year (total assets less liabilities)2015-12-31$13,721,891
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,174,828
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$70,406
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,137,092
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,119,143
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$575,009
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$40,444
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$40,444
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$29
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-665,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$227,718
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : EASTMAN CREDIT UNION PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,699
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$17,302
Total income from all sources (including contributions)2014-12-31$655,168
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$304,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$234,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$14,192,527
Value of total assets at beginning of year2014-12-31$13,841,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$70,241
Total interest from all sources2014-12-31$40
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$545,304
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$545,304
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$32,940
Liabilities. Value of operating payables at end of year2014-12-31$17,699
Liabilities. Value of operating payables at beginning of year2014-12-31$17,302
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$350,666
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,174,828
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,824,162
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$70,241
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,119,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,672,234
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$40,444
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$169,230
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$169,230
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$40
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$109,824
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$234,261
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : EASTMAN CREDIT UNION PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,302
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,365
Total income from all sources (including contributions)2013-12-31$2,106,348
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$559,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$494,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$13,841,464
Value of total assets at beginning of year2013-12-31$12,292,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$64,922
Total interest from all sources2013-12-31$21
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$408,347
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$408,347
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Liabilities. Value of operating payables at end of year2013-12-31$17,302
Liabilities. Value of operating payables at beginning of year2013-12-31$15,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,547,212
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,824,162
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,276,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$64,922
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,672,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$11,213,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$169,230
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,078,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,078,689
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,697,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$494,214
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : EASTMAN CREDIT UNION PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,175,988
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$557,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$501,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,000,000
Value of total assets at end of year2012-12-31$12,292,315
Value of total assets at beginning of year2012-12-31$10,658,749
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$56,296
Total interest from all sources2012-12-31$51
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$330,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$330,859
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31Yes
Amount of non-exempt transactions with any party-in-interest2012-12-31$2,890
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,861
Liabilities. Value of operating payables at end of year2012-12-31$15,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,618,201
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,276,950
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,658,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$56,296
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$11,213,626
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,321,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,078,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$2,334,566
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$2,334,566
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$845,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$501,491
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : EASTMAN CREDIT UNION PENSION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,731,716
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$510,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$461,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,000,000
Value of total assets at end of year2011-12-31$10,658,749
Value of total assets at beginning of year2011-12-31$9,437,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$48,570
Total interest from all sources2011-12-31$72
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$290,406
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$290,406
Administrative expenses professional fees incurred2011-12-31$2,861
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,861
Other income not declared elsewhere2011-12-31$2,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,221,431
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,658,749
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,437,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$45,709
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,321,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,966,759
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$2,334,566
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$470,559
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$470,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$72
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-561,623
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$461,715
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PETERS AND ASSOCIATES
Accountancy firm EIN2011-12-31621501873
2010 : EASTMAN CREDIT UNION PENSION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$1,443,332
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$387,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$345,645
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$400,000
Value of total assets at end of year2010-12-31$9,437,318
Value of total assets at beginning of year2010-12-31$8,381,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$41,817
Total interest from all sources2010-12-31$162
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$267,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$267,179
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,055,870
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,437,318
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,381,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$41,817
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,966,759
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,830,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$470,559
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$551,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$551,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$775,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$345,645
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PETERS AND ASSOCIATES
Accountancy firm EIN2010-12-31621501873
2009 : EASTMAN CREDIT UNION PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EASTMAN CREDIT UNION PENSION PLAN

2016: EASTMAN CREDIT UNION PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EASTMAN CREDIT UNION PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EASTMAN CREDIT UNION PENSION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EASTMAN CREDIT UNION PENSION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EASTMAN CREDIT UNION PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EASTMAN CREDIT UNION PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EASTMAN CREDIT UNION PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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