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PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NamePRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN
Plan identification number 002

PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN Benefits

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

401k Sponsoring company profile

PRIMEWAY(R) FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:PRIMEWAY(R) FEDERAL CREDIT UNION
Employer identification number (EIN):741152784
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01GREG HILL2023-10-15
0022021-01-01GREG HILL2022-10-16
0022020-01-01GREG HILL2021-09-27
0022019-01-01GREG HILL2020-10-05
0022018-01-01GREG HILL2019-10-03
0022017-01-01
0022016-01-01
0022015-01-01GREG HILL
0022014-01-01GREG HILL
0022013-01-01GREG HILL
0022012-01-01GREG HILL
0022011-01-01ANNETTE ZIMMERMAN
0022010-01-01KYLE HAVERLY2011-07-13

Plan Statistics for PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01173
Total number of active participants reported on line 7a of the Form 55002022-01-01124
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0146
Total of all active and inactive participants2022-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01171
Number of participants with account balances2022-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01164
Total number of active participants reported on line 7a of the Form 55002021-01-01134
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01151
Total number of active participants reported on line 7a of the Form 55002020-01-01131
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01162
Number of participants with account balances2020-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01145
Total number of active participants reported on line 7a of the Form 55002019-01-01115
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01149
Number of participants with account balances2019-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01135
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01143
Number of participants with account balances2018-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01138
Total number of active participants reported on line 7a of the Form 55002017-01-0195
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01132
Number of participants with account balances2017-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01138
Number of participants with account balances2016-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01160
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0133
Total of all active and inactive participants2015-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01154
Number of participants with account balances2015-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01170
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01160
Number of participants with account balances2014-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01118
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0150
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Number of participants with account balances2013-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01151
Total number of active participants reported on line 7a of the Form 55002012-01-01139
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01159
Number of participants with account balances2012-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01137
Total number of active participants reported on line 7a of the Form 55002011-01-01127
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01139
Number of participants with account balances2011-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015

Financial Data on PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-749,319
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$599,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$580,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$881,415
Value of total assets at end of year2022-12-31$8,280,492
Value of total assets at beginning of year2022-12-31$9,628,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,182
Total interest from all sources2022-12-31$57,849
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$491,032
Participant contributions at end of year2022-12-31$423,153
Participant contributions at beginning of year2022-12-31$342,352
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$30,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,348,416
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,280,492
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,628,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$6,619,543
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,101,762
Interest on participant loans2022-12-31$13,184
Interest earned on other investments2022-12-31$44,665
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,237,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,184,794
Net investment gain/loss from pooled separate accounts2022-12-31$-1,688,583
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$360,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$580,915
Contract administrator fees2022-12-31$18,182
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31NEARMAN, MAYNARD, VALLEZ, CPAS
Accountancy firm EIN2022-12-31591906466
2021 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,037,356
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$344,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$329,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$838,220
Value of total assets at end of year2021-12-31$9,628,908
Value of total assets at beginning of year2021-12-31$7,936,455
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,444
Total interest from all sources2021-12-31$47,245
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$408,778
Participant contributions at end of year2021-12-31$342,352
Participant contributions at beginning of year2021-12-31$357,888
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$123,549
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,692,453
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,628,908
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,936,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$8,101,762
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,550,216
Interest on participant loans2021-12-31$13,021
Interest earned on other investments2021-12-31$34,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,184,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,028,351
Net investment gain/loss from pooled separate accounts2021-12-31$1,151,891
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$305,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$329,459
Contract administrator fees2021-12-31$15,444
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2021-12-31591906466
2020 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,822,094
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$340,183
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$321,460
Value of total corrective distributions2020-12-31$4,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$682,334
Value of total assets at end of year2020-12-31$7,936,455
Value of total assets at beginning of year2020-12-31$6,454,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,736
Total interest from all sources2020-12-31$49,603
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$340,881
Participant contributions at end of year2020-12-31$357,888
Participant contributions at beginning of year2020-12-31$375,045
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,171
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,481,911
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,936,455
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,454,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,550,216
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,186,652
Interest on participant loans2020-12-31$18,116
Interest earned on other investments2020-12-31$31,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,028,351
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$892,847
Net investment gain/loss from pooled separate accounts2020-12-31$1,090,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$272,282
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$321,460
Contract administrator fees2020-12-31$13,736
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2020-12-31591906466
2019 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,672,341
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$943,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$928,195
Value of total corrective distributions2019-12-31$624
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$569,093
Value of total assets at end of year2019-12-31$6,454,544
Value of total assets at beginning of year2019-12-31$5,725,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,517
Total interest from all sources2019-12-31$49,578
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$319,969
Participant contributions at end of year2019-12-31$375,045
Participant contributions at beginning of year2019-12-31$316,909
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$729,005
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,454,544
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,725,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$5,186,652
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,253,319
Interest on participant loans2019-12-31$15,583
Interest earned on other investments2019-12-31$33,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$892,847
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,155,311
Net investment gain/loss from pooled separate accounts2019-12-31$1,053,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$232,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$928,195
Contract administrator fees2019-12-31$14,517
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31NEARMAN, MAYNARD, VALLEZ, CPA
Accountancy firm EIN2019-12-31591906466
2018 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$242,745
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$997,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$976,005
Value of total corrective distributions2018-12-31$6,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$480,506
Value of total assets at end of year2018-12-31$5,725,539
Value of total assets at beginning of year2018-12-31$6,480,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,418
Total interest from all sources2018-12-31$49,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$268,100
Participant contributions at end of year2018-12-31$316,909
Participant contributions at beginning of year2018-12-31$243,699
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,248
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-754,482
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,725,539
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,480,021
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,253,319
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,055,823
Interest on participant loans2018-12-31$11,141
Interest earned on other investments2018-12-31$37,915
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,155,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,180,499
Net investment gain/loss from pooled separate accounts2018-12-31$-286,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$208,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$976,005
Contract administrator fees2018-12-31$14,418
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31NEARMAN, MAYNARD, VALLEZ, CPA
Accountancy firm EIN2018-12-31591906466
2017 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,458,908
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$323,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$297,281
Value of total corrective distributions2017-12-31$15,275
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$633,277
Value of total assets at end of year2017-12-31$6,480,021
Value of total assets at beginning of year2017-12-31$5,344,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,550
Total interest from all sources2017-12-31$43,658
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$296,637
Participant contributions at end of year2017-12-31$243,699
Participant contributions at beginning of year2017-12-31$225,358
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$105,231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,135,802
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,480,021
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,344,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$5,055,823
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,056,664
Interest on participant loans2017-12-31$7,844
Interest earned on other investments2017-12-31$35,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,180,499
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,062,197
Net investment gain/loss from pooled separate accounts2017-12-31$781,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$231,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$297,281
Contract administrator fees2017-12-31$10,550
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2017-12-31591906466
2016 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$895,149
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$774,239
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$755,773
Value of total corrective distributions2016-12-31$4,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$509,265
Value of total assets at end of year2016-12-31$5,344,219
Value of total assets at beginning of year2016-12-31$5,223,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,586
Total interest from all sources2016-12-31$53,112
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$294,395
Participant contributions at end of year2016-12-31$225,358
Participant contributions at beginning of year2016-12-31$189,647
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$120,910
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,344,219
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,223,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$4,056,664
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,584,150
Interest on participant loans2016-12-31$6,272
Interest earned on other investments2016-12-31$46,840
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,062,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,449,512
Net investment gain/loss from pooled separate accounts2016-12-31$332,772
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$212,147
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$755,773
Contract administrator fees2016-12-31$13,586
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOEREN MAYHEW
Accountancy firm EIN2016-12-31382492570
2015 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$600,812
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$236,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$209,141
Value of total corrective distributions2015-12-31$12,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$559,029
Value of total assets at end of year2015-12-31$5,223,309
Value of total assets at beginning of year2015-12-31$4,859,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,167
Total interest from all sources2015-12-31$47,330
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$325,042
Participant contributions at end of year2015-12-31$189,647
Participant contributions at beginning of year2015-12-31$166,694
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$4,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$363,897
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,223,309
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,859,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,584,150
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,454,944
Interest on participant loans2015-12-31$5,269
Interest earned on other investments2015-12-31$42,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,449,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,237,774
Net investment gain/loss from pooled separate accounts2015-12-31$-5,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$229,223
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$209,141
Contract administrator fees2015-12-31$15,167
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOEREN MAYHEW
Accountancy firm EIN2015-12-31382492570
2014 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$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$640,506
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$398,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$367,353
Value of total corrective distributions2014-12-31$20,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$378,887
Value of total assets at end of year2014-12-31$4,859,412
Value of total assets at beginning of year2014-12-31$4,617,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,694
Total interest from all sources2014-12-31$41,936
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$271,634
Participant contributions at end of year2014-12-31$166,694
Participant contributions at beginning of year2014-12-31$158,970
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$241,893
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,859,412
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,617,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,454,944
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,287,980
Interest on participant loans2014-12-31$4,951
Interest earned on other investments2014-12-31$36,985
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,237,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,170,569
Net investment gain/loss from pooled separate accounts2014-12-31$219,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$93,779
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$367,353
Contract administrator fees2014-12-31$10,694
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2014-12-31650662923
2013 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$1,144,719
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$578,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$554,996
Value of total corrective distributions2013-12-31$12,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$355,413
Value of total assets at end of year2013-12-31$4,617,519
Value of total assets at beginning of year2013-12-31$4,050,970
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$10,608
Total interest from all sources2013-12-31$39,078
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$255,736
Participant contributions at end of year2013-12-31$158,970
Participant contributions at beginning of year2013-12-31$151,395
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$566,549
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,617,519
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,050,970
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,287,980
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,878,710
Interest on participant loans2013-12-31$4,872
Interest earned on other investments2013-12-31$34,206
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,170,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,020,865
Net investment gain/loss from pooled separate accounts2013-12-31$750,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$93,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$554,996
Contract administrator fees2013-12-31$10,608
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ORTH, CHAKLER, MURNANE AND CO CPA
Accountancy firm EIN2013-12-31650662923
2012 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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$978,961
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$351,034
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$339,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$609,838
Value of total assets at end of year2012-12-31$4,050,970
Value of total assets at beginning of year2012-12-31$3,423,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,135
Total interest from all sources2012-12-31$34,480
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$266,331
Participant contributions at end of year2012-12-31$151,395
Participant contributions at beginning of year2012-12-31$143,952
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$244,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$627,927
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,050,970
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,423,043
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,878,710
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,462,411
Interest on participant loans2012-12-31$5,370
Interest earned on other investments2012-12-31$29,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,020,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$816,680
Net investment gain/loss from pooled separate accounts2012-12-31$334,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$98,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$339,899
Contract administrator fees2012-12-31$11,135
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ORTH, CHAKLER, MURNANE AND CO CPA
Accountancy firm EIN2012-12-31650662923
2011 : PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$411,478
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$402,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$392,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$347,594
Value of total assets at end of year2011-12-31$3,423,043
Value of total assets at beginning of year2011-12-31$3,413,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,064
Total interest from all sources2011-12-31$62,773
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$196,459
Participant contributions at end of year2011-12-31$143,952
Participant contributions at beginning of year2011-12-31$205,955
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$72,320
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,138
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,423,043
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,413,905
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,462,411
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,175,232
Interest on participant loans2011-12-31$6,577
Interest earned on other investments2011-12-31$56,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$816,680
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,032,718
Net investment gain/loss from pooled separate accounts2011-12-31$1,111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$78,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$392,276
Contract administrator fees2011-12-31$10,064
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2011-12-31650662923

Form 5500 Responses for PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN

2022: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PRIMEWAY FEDERAL CREDIT UNION EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered171
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $30,619
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,619
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered167
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $31,489
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $31,489
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered162
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $23,622
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,622
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered149
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $21,692
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,692
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered135
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $22,311
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,311
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered132
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $21,527
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,051
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered154
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $18,194
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $18,194
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered160
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,509
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,509
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered168
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $15,463
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,463
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered159
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $13,862
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,862
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number800092
Policy instance 1
Insurance contract or identification number800092
Number of Individuals Covered139
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $11,953
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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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