401k Plan data: SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST plan

SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

SAN JACINTO AREA CU has sponsored the creation of one or more 401k plans.

Company Name: SAN JACINTO AREA CU

Employer identification number (EIN): 741178178

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 JESSE WELSH 2014-05-13
001 2012-01-01 MARY JO BAUMEISTER 2013-08-01
001 2010-01-01 COURTLAND CROUCHET 2011-07-11 COURTLAND CROUCHET 2011-07-11

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	JESSE WELSH	2014-05-13
001	2012-01-01	MARY JO BAUMEISTER	2013-08-01
001	2010-01-01	COURTLAND CROUCHET	2011-07-11	COURTLAND CROUCHET	2011-07-11

Financial Data on SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2007 : SAN JACINTO AREA CU DEFINED BENEFIT PLAN AND TRUST 2007 401k financial data
Total income from all sources	2007-12-31	$21,169
Expenses. Total of all expenses incurred	2007-12-31	$22,143
Benefits paid (including direct rollovers)	2007-12-31	$22,143
Total plan assets at end of year	2007-12-31	$499,514
Total plan assets at beginning of year	2007-12-31	$500,488
Value of fidelity bond covering the plan	2007-12-31	$4,000,000
Other income received	2007-12-31	$21,169
Net income (gross income less expenses)	2007-12-31	$-974
Net plan assets at end of year (total assets less liabilities)	2007-12-31	$499,514
Net plan assets at beginning of year (total assets less liabilities)	2007-12-31	$500,488
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2007-12-31	$0

Insurance Providers Used on plan

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

Policy contract number

042-0507-6

Policy instance

Insurance contract or identification number	042-0507-6
Number of Individuals Covered	20
Insurance policy start date	2007-01-01
Insurance policy end date	2007-12-31
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	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

Potentially related plans

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Company Name:	SAN JACINTO AREA CU
Employer identification number (EIN):	741178178
NAIC Classification:	522130
NAIC Description:	Credit Unions