401k Plan data: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST plan

CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	003

CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: CSE FEDERAL CREDIT UNION

Employer identification number (EIN): 720433983

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01 KASEY CORMIER 2021-04-19
003 2020-01-01 KASEY CORMIER 2023-01-05
003 2019-01-01 KASEY CORMIER 2020-06-03
003 2019-01-01 KASEY CORMIER 2023-01-05
003 2018-01-01 KASEY CORMIER 2019-05-07
003 2017-01-01 KASEY CORMIER 2018-06-05
003 2016-01-01 KASEY CORMIER 2017-05-22
003 2015-01-01 KASEY CORMIER 2016-05-27
003 2014-01-01 KASEY CORMIER 2015-09-24
003 2013-01-01 KASEY CORMIER 2014-07-17
003 2012-01-01 KASEY CORMIER 2013-06-18
003 2011-01-01 KASEY CORMIER 2012-04-05 KASEY CORMIER 2012-04-05
003 2010-01-01 KASEY CORMIER 2011-05-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01	KASEY CORMIER	2021-04-19
003	2020-01-01	KASEY CORMIER	2023-01-05
003	2019-01-01	KASEY CORMIER	2020-06-03
003	2019-01-01	KASEY CORMIER	2023-01-05
003	2018-01-01	KASEY CORMIER	2019-05-07
003	2017-01-01	KASEY CORMIER	2018-06-05
003	2016-01-01	KASEY CORMIER	2017-05-22
003	2015-01-01	KASEY CORMIER	2016-05-27
003	2014-01-01	KASEY CORMIER	2015-09-24
003	2013-01-01	KASEY CORMIER	2014-07-17
003	2012-01-01	KASEY CORMIER	2013-06-18
003	2011-01-01	KASEY CORMIER	2012-04-05	KASEY CORMIER	2012-04-05
003	2010-01-01	KASEY CORMIER	2011-05-20

Plan Statistics for CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2023: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year 2023-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 101
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 36
Total of all active and inactive participants 2023-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 137
Number of participants with account balances 2023-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 120
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 99
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 32
Total of all active and inactive participants 2022-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 131
Number of participants with account balances 2022-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 91
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 28
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0

Measure	Date	Value
2023: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year	2023-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	101
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	36
Total of all active and inactive participants	2023-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	137
Number of participants with account balances	2023-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	120
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	99
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	32
Total of all active and inactive participants	2022-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	131
Number of participants with account balances	2022-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	91
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	28
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0

Financial Data on CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2023 : CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$2,643,175
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$2,666,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$2,624,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,070,996
Value of total assets at end of year	2023-12-31	$12,698,201
Value of total assets at beginning of year	2023-12-31	$12,721,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$42,055
Total interest from all sources	2023-12-31	$51,930
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$230,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$230,411
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$393,091
Participant contributions at end of year	2023-12-31	$103,111
Participant contributions at beginning of year	2023-12-31	$133,151
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$19,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$-23,159
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$12,698,201
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$12,721,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$9,650
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,130,948
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$9,741,649
Interest on participant loans	2023-12-31	$5,150
Interest earned on other investments	2023-12-31	$46,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,459,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$2,837,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,289,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$658,314
Employer contributions (assets) at end of year	2023-12-31	$4,428
Employer contributions (assets) at beginning of year	2023-12-31	$8,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$2,624,279
Contract administrator fees	2023-12-31	$27,580
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	EISNERAMPER LLP
Accountancy firm EIN	2023-12-31	871363769
2022 : CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	$-764,713
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$412,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$366,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$974,817
Value of total assets at end of year	2022-12-31	$12,721,360
Value of total assets at beginning of year	2022-12-31	$13,898,094
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$45,859
Total interest from all sources	2022-12-31	$69,665
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$310,039
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	$310,039
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
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	$384,732
Participant contributions at end of year	2022-12-31	$133,151
Participant contributions at beginning of year	2022-12-31	$148,806
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,360
Total non interest bearing cash at beginning of year	2022-12-31	$35,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,176,734
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,721,360
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,898,094
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	$9,689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,741,649
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,807,348
Interest on participant loans	2022-12-31	$5,864
Interest earned on other investments	2022-12-31	$63,801
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,837,717
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,906,898
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,119,234
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	Yes
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	$586,725
Employer contributions (assets) at end of year	2022-12-31	$8,843
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$366,162
Contract administrator fees	2022-12-31	$36,170
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	EISNERAMPER LLP
Accountancy firm EIN	2022-12-31	871363769
2021 : CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,420,439
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,039,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$975,446
Value of total corrective distributions	2021-12-31	$628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,016,980
Value of total assets at end of year	2021-12-31	$13,898,094
Value of total assets at beginning of year	2021-12-31	$12,516,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$63,180
Total interest from all sources	2021-12-31	$6,876
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$287,455
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	$287,455
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$417,614
Participant contributions at end of year	2021-12-31	$148,806
Participant contributions at beginning of year	2021-12-31	$140,827
Total non interest bearing cash at end of year	2021-12-31	$35,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,381,185
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,898,094
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,516,909
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	$10,500
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,807,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,315,158
Interest on participant loans	2021-12-31	$6,876
Interest earned on other investments	2021-12-31	$17,559
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,906,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,060,924
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,109,128
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	$599,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$975,446
Contract administrator fees	2021-12-31	$52,680
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	POSTLETHWAITE & NETTERVILLE, APAC
Accountancy firm EIN	2021-12-31	721202445

Form 5500 Responses for CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2023: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	Yes
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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: CSE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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

Insurance Providers Used on plan

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

Policy contract number

017-0641-3

Policy instance

Insurance contract or identification number	017-0641-3
Number of Individuals Covered	137
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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

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

Policy contract number

017-0641-3

Policy instance

Insurance contract or identification number	017-0641-3
Number of Individuals Covered	131
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

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

Policy contract number

017-0641-3

Policy instance

Insurance contract or identification number	017-0641-3
Number of Individuals Covered	119
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

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Company Name:	CSE FEDERAL CREDIT UNION
Employer identification number (EIN):	720433983
NAIC Classification:	522130
NAIC Description:	Credit Unions