401k Plan data: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST plan

OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 401k Plan overview

Plan Name	OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST
Plan identification number	002

OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
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

OKLAHOMA'S CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: OKLAHOMA'S CREDIT UNION

Employer identification number (EIN): 736093655

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 LUANN SCHMIEDEL 2023-07-25
002 2021-01-01 LUANN SCHMIEDEL 2022-08-09
002 2020-01-01 LUANN SCHMIEDEL 2021-06-23
002 2019-01-01 MARK KELLY 2020-10-04
002 2018-01-01
002 2017-01-01 MARK KELLY
002 2016-01-01 MARK W KELLY
002 2015-01-01 MARK W KELLY
002 2014-01-01 MARK W KELLY MARK W KELLY 2015-09-04
002 2013-01-01 MARK W KELLY MARK W KELLY 2014-10-08
002 2012-01-01 DUSTY WEBB DUSTY WEBB 2013-10-10
002 2011-01-01 MARK W KELLY

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	LUANN SCHMIEDEL	2023-07-25
002	2021-01-01	LUANN SCHMIEDEL	2022-08-09
002	2020-01-01	LUANN SCHMIEDEL	2021-06-23
002	2019-01-01	MARK KELLY	2020-10-04
002	2018-01-01
002	2017-01-01	MARK KELLY
002	2016-01-01	MARK W KELLY
002	2015-01-01	MARK W KELLY
002	2014-01-01	MARK W KELLY		MARK W KELLY	2015-09-04
002	2013-01-01	MARK W KELLY		MARK W KELLY	2014-10-08
002	2012-01-01	DUSTY WEBB		DUSTY WEBB	2013-10-10
002	2011-01-01	MARK W KELLY

Plan Statistics for OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST

401k plan membership statisitcs for OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST

Measure Date Value
2022: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 148
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 34
Total of all active and inactive participants 2022-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 183
Number of participants with account balances 2022-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 143
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 32
Total of all active and inactive participants 2021-01-01 175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 175
Number of participants with account balances 2021-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 138
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 22
Total of all active and inactive participants 2020-01-01 160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 160
Number of participants with account balances 2020-01-01 135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 128
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 29
Total of all active and inactive participants 2019-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 157
Number of participants with account balances 2019-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 119
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 31
Total of all active and inactive participants 2018-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 150
Number of participants with account balances 2018-01-01 136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 158
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 124
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 31
Total of all active and inactive participants 2017-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 156
Number of participants with account balances 2017-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 6
2016: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 111
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 41
Total of all active and inactive participants 2016-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 153
Number of participants with account balances 2016-01-01 130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 17
2015: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 125
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 159
Number of participants with account balances 2015-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 150
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 127
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 163
Number of participants with account balances 2014-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 127
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 20
Total of all active and inactive participants 2013-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 148
Number of participants with account balances 2013-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 123
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 150
Number of participants with account balances 2012-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 128
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 21
Total of all active and inactive participants 2011-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 150
Number of participants with account balances 2011-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4

Measure	Date	Value
2022: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	148
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	34
Total of all active and inactive participants	2022-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	183
Number of participants with account balances	2022-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	143
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	32
Total of all active and inactive participants	2021-01-01	175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	175
Number of participants with account balances	2021-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	138
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	22
Total of all active and inactive participants	2020-01-01	160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	160
Number of participants with account balances	2020-01-01	135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	128
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	29
Total of all active and inactive participants	2019-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	157
Number of participants with account balances	2019-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	119
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	31
Total of all active and inactive participants	2018-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	150
Number of participants with account balances	2018-01-01	136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	158
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	124
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	31
Total of all active and inactive participants	2017-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	156
Number of participants with account balances	2017-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	6
2016: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	111
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	41
Total of all active and inactive participants	2016-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	153
Number of participants with account balances	2016-01-01	130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	17
2015: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	125
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	159
Number of participants with account balances	2015-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	150
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	127
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	163
Number of participants with account balances	2014-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	127
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	20
Total of all active and inactive participants	2013-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	148
Number of participants with account balances	2013-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	123
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	150
Number of participants with account balances	2012-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	128
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	21
Total of all active and inactive participants	2011-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	150
Number of participants with account balances	2011-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4

Financial Data on OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST

Measure	Date	Value
2022 : OKLAHOMA EMPLOYEES CREDIT UNION 401K 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	$-461,459
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,573,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,533,517
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,902,978
Value of total assets at end of year	2022-12-31	$12,290,751
Value of total assets at beginning of year	2022-12-31	$14,326,167
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40,440
Total interest from all sources	2022-12-31	$24,601
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$585,898
Participant contributions at end of year	2022-12-31	$228
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$108,722
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	$-2,035,416
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,290,751
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,326,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$10,292,775
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$12,919,544
Interest earned on other investments	2022-12-31	$24,601
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,413,331
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,406,623
Net investment gain/loss from pooled separate accounts	2022-12-31	$-2,389,038
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	$1,208,358
Employer contributions (assets) at end of year	2022-12-31	$584,417
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,533,517
Contract administrator fees	2022-12-31	$40,440
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	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : OKLAHOMA EMPLOYEES CREDIT UNION 401K 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	$2,788,753
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$334,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$297,624
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,118,696
Value of total assets at end of year	2021-12-31	$14,326,167
Value of total assets at beginning of year	2021-12-31	$11,871,569
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,531
Total interest from all sources	2021-12-31	$22,972
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$555,741
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$4,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,454,598
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,326,167
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,871,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$12,919,544
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$10,626,537
Interest earned on other investments	2021-12-31	$22,972
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,406,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,245,032
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,647,085
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	$558,622
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$297,624
Contract administrator fees	2021-12-31	$36,531
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,811,444
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,253,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,223,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,084,789
Value of total assets at end of year	2020-12-31	$11,871,569
Value of total assets at beginning of year	2020-12-31	$10,313,138
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$29,590
Total interest from all sources	2020-12-31	$22,130
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$510,871
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$72,369
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,558,431
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,871,569
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,313,138
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$10,626,537
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$9,237,251
Interest earned on other investments	2020-12-31	$22,130
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,245,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$1,075,887
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,704,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$501,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,223,423
Contract administrator fees	2020-12-31	$29,590
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,715,953
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$740,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$721,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$898,622
Value of total assets at end of year	2019-12-31	$10,313,138
Value of total assets at beginning of year	2019-12-31	$8,337,651
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$18,956
Total interest from all sources	2019-12-31	$18,537
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$425,478
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,975,487
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,313,138
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,337,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$9,237,251
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,517,831
Interest earned on other investments	2019-12-31	$18,537
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$1,075,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$819,820
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,798,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$470,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$721,510
Contract administrator fees	2019-12-31	$18,956
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$268,664
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$288,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$285,175
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$919,566
Value of total assets at end of year	2018-12-31	$8,337,651
Value of total assets at beginning of year	2018-12-31	$8,357,477
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,315
Total interest from all sources	2018-12-31	$9,795
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$380,952
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$14,465
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-19,826
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,337,651
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,357,477
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,517,831
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$7,837,881
Interest earned on other investments	2018-12-31	$9,795
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$819,820
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$519,596
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from pooled separate accounts	2018-12-31	$-660,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$524,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$285,175
Contract administrator fees	2018-12-31	$3,315
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,578,241
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$462,585
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$460,052
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,401,686
Value of total assets at end of year	2017-12-31	$8,357,477
Value of total assets at beginning of year	2017-12-31	$6,241,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,533
Total interest from all sources	2017-12-31	$7,343
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$364,682
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$701,453
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$2,115,656
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,357,477
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,241,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$7,837,881
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$5,787,466
Interest earned on other investments	2017-12-31	$7,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$519,596
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$454,355
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,169,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$335,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$460,052
Contract administrator fees	2017-12-31	$2,533
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,143,146
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$262,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$260,775
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$709,732
Value of total assets at end of year	2016-12-31	$6,241,821
Value of total assets at beginning of year	2016-12-31	$5,361,310
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,860
Total interest from all sources	2016-12-31	$7,241
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$337,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$880,511
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,241,821
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$5,361,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$5,787,466
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$4,880,200
Interest earned on other investments	2016-12-31	$7,241
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$454,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$481,110
Net investment gain/loss from pooled separate accounts	2016-12-31	$426,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$372,655
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$260,775
Contract administrator fees	2016-12-31	$1,860
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$524,846
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$222,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$219,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$661,807
Value of total assets at end of year	2015-12-31	$5,361,310
Value of total assets at beginning of year	2015-12-31	$5,059,103
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,396
Total interest from all sources	2015-12-31	$8,092
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$336,884
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$15,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$302,207
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$5,361,310
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$5,059,103
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$4,880,200
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$4,634,858
Interest earned on other investments	2015-12-31	$8,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$481,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$424,245
Net investment gain/loss from pooled separate accounts	2015-12-31	$-145,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$309,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$219,243
Contract administrator fees	2015-12-31	$3,396
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	HOGAN TAYLOR CPA
Accountancy firm EIN	2015-12-31	731413977
2014 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$969,399
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$149,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$147,982
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$663,831
Value of total assets at end of year	2014-12-31	$5,059,103
Value of total assets at beginning of year	2014-12-31	$4,239,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,002
Total interest from all sources	2014-12-31	$7,606
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$307,448
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$7,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$819,415
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$5,059,103
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$4,239,688
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$4,634,858
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$3,885,078
Interest earned on other investments	2014-12-31	$7,606
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$424,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$354,610
Net investment gain/loss from pooled separate accounts	2014-12-31	$297,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$348,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$147,982
Contract administrator fees	2014-12-31	$2,002
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HOGAN TAYLOR CPA
Accountancy firm EIN	2014-12-31	731413977
2013 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$1,270,070
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$255,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$253,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$506,632
Value of total assets at end of year	2013-12-31	$4,239,688
Value of total assets at beginning of year	2013-12-31	$3,225,441
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,287
Total interest from all sources	2013-12-31	$7,213
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$276,984
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$54,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,014,247
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$4,239,688
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,225,441
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$3,885,078
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,927,463
Interest earned on other investments	2013-12-31	$7,213
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$354,610
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$297,978
Net investment gain/loss from pooled separate accounts	2013-12-31	$756,225
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$175,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$253,536
Contract administrator fees	2013-12-31	$2,287
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HOGAN TAYLOR CPA
Accountancy firm EIN	2013-12-31	731413977
2012 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$854,635
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$61,725
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$51,158
Value of total corrective distributions	2012-12-31	$8,060
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$427,461
Value of total assets at end of year	2012-12-31	$3,225,441
Value of total assets at beginning of year	2012-12-31	$2,432,531
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$2,507
Total interest from all sources	2012-12-31	$6,657
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$255,285
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$9,058
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$792,910
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,225,441
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,432,531
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$2,927,463
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$2,199,951
Interest earned on other investments	2012-12-31	$6,657
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$297,978
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$232,580
Net investment gain/loss from pooled separate accounts	2012-12-31	$420,517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$163,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$51,158
Contract administrator fees	2012-12-31	$2,507
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HOGAN TAYLOR CPA
Accountancy firm EIN	2012-12-31	731413977
2011 : OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$279,540
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$143,672
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$139,526
Value of total corrective distributions	2011-12-31	$1,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$406,319
Value of total assets at end of year	2011-12-31	$2,432,531
Value of total assets at beginning of year	2011-12-31	$2,296,663
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$2,588
Total interest from all sources	2011-12-31	$6,525
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$236,924
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$94,182
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$135,868
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,432,531
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,296,663
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$2,199,951
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$2,096,953
Interest earned on other investments	2011-12-31	$6,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$232,580
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$199,710
Net investment gain/loss from pooled separate accounts	2011-12-31	$-133,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$75,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$139,526
Contract administrator fees	2011-12-31	$2,588
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HOGAN TAYLOR CPA
Accountancy firm EIN	2011-12-31	731413977

Form 5500 Responses for OKLAHOMA EMPLOYEES CREDIT UNION 401K PLAN AND TRUST

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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812990

Policy instance

Insurance contract or identification number	812990
Number of Individuals Covered	183
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812990

Policy instance

Insurance contract or identification number	812990
Number of Individuals Covered	175
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812990

Policy instance

Insurance contract or identification number	812990
Number of Individuals Covered	160
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

812990

Policy instance

Insurance contract or identification number	812990
Number of Individuals Covered	157
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	150
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	156
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	159
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	163
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	148
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	150
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

067508

Policy instance

Insurance contract or identification number	067508
Number of Individuals Covered	150
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	OKLAHOMA'S CREDIT UNION
Employer identification number (EIN):	736093655
NAIC Classification:	522130
NAIC Description:	Credit Unions