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A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 401k Plan overview

Plan NameA PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN
Plan identification number 002

A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN Benefits

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

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

Company Name:A PLUS FEDERAL CREDIT UNION
Employer identification number (EIN):741178648
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01ERIC R. KASE2023-10-15
0022021-01-01ERIC R. KASE2022-10-11
0022020-01-01ERIC R. KASE2021-10-05
0022019-01-01ERIC R. KASE2020-09-28 ERIC R. KASE2020-09-28
0022018-01-01ERIC R. KASE2019-10-06 ERIC R. KASE2019-10-06
0022017-01-01
0022016-01-01
0022015-01-01KERRY PARKER
0022014-01-01KERRY PARKER
0022013-01-01KERRY PARKER
0022012-01-01KERRY PARKER
0022011-01-01KERRY PARKER
0022009-01-01KERRY PARKER, CEO KERRY PARKER, CEO2010-10-06

Plan Statistics for A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN

401k plan membership statisitcs for A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN

Measure Date Value
2022: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01617
Total number of active participants reported on line 7a of the Form 55002022-01-01489
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-01135
Total of all active and inactive participants2022-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01626
Number of participants with account balances2022-01-01623
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0148
2021: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01537
Total number of active participants reported on line 7a of the Form 55002021-01-01448
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01150
Total of all active and inactive participants2021-01-01600
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01600
Number of participants with account balances2021-01-01598
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0128
2020: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01513
Total number of active participants reported on line 7a of the Form 55002020-01-01403
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01119
Total of all active and inactive participants2020-01-01524
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01524
Number of participants with account balances2020-01-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01477
Total number of active participants reported on line 7a of the Form 55002019-01-01393
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01110
Total of all active and inactive participants2019-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01504
Number of participants with account balances2019-01-01498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01441
Total number of active participants reported on line 7a of the Form 55002018-01-01375
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0196
Total of all active and inactive participants2018-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01471
Number of participants with account balances2018-01-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01421
Total number of active participants reported on line 7a of the Form 55002017-01-01345
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0189
Total of all active and inactive participants2017-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01435
Number of participants with account balances2017-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01415
Total number of active participants reported on line 7a of the Form 55002016-01-01335
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0177
Total of all active and inactive participants2016-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01413
Number of participants with account balances2016-01-01406
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0151
2015: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01351
Total number of active participants reported on line 7a of the Form 55002015-01-01344
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01404
Number of participants with account balances2015-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01326
Total number of active participants reported on line 7a of the Form 55002014-01-01304
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0140
Total of all active and inactive participants2014-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01344
Number of participants with account balances2014-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01239
Total number of active participants reported on line 7a of the Form 55002013-01-01294
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01321
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01321
Number of participants with account balances2013-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-01204
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0125
Total of all active and inactive participants2012-01-01229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01229
Number of participants with account balances2012-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01236
Total number of active participants reported on line 7a of the Form 55002011-01-01198
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01221
Number of participants with account balances2011-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2009: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01212
Total number of active participants reported on line 7a of the Form 55002009-01-01187
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN

Measure Date Value
2022 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$0
Total income from all sources (including contributions)2022-12-31$-2,174,145
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,991,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,973,458
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,622,436
Value of total assets at end of year2022-12-31$30,848,105
Value of total assets at beginning of year2022-12-31$35,014,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,397
Total interest from all sources2022-12-31$175,864
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$9,000,000
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$1,935,874
Participant contributions at end of year2022-12-31$502,830
Participant contributions at beginning of year2022-12-31$537,528
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$117,729
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,166,000
Value of net assets at end of year (total assets less liabilities)2022-12-31$30,848,105
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$35,014,105
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$25,142,953
Value of interest in pooled separate accounts at beginning of year2022-12-31$29,044,741
Interest on participant loans2022-12-31$18,625
Interest earned on other investments2022-12-31$157,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,202,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,431,836
Net investment gain/loss from pooled separate accounts2022-12-31$-5,972,445
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,568,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,973,458
Contract administrator fees2022-12-31$18,397
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 name2022-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2022-12-31742920819
2021 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$8,049,055
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,790,465
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,778,455
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,401,937
Value of total assets at end of year2021-12-31$35,014,105
Value of total assets at beginning of year2021-12-31$29,755,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$12,010
Total interest from all sources2021-12-31$184,381
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$9,000,000
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$1,576,563
Participant contributions at end of year2021-12-31$537,528
Participant contributions at beginning of year2021-12-31$567,228
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$540,184
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$5,258,590
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,014,105
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,755,515
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$29,044,741
Value of interest in pooled separate accounts at beginning of year2021-12-31$24,266,787
Interest on participant loans2021-12-31$19,753
Interest earned on other investments2021-12-31$164,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,431,836
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,921,500
Net investment gain/loss from pooled separate accounts2021-12-31$4,462,737
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,285,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,778,455
Contract administrator fees2021-12-31$12,010
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 name2021-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2021-12-31742920819
2020 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$6,304,049
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,194,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,183,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,465,631
Value of total assets at end of year2020-12-31$29,755,515
Value of total assets at beginning of year2020-12-31$24,645,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,553
Total interest from all sources2020-12-31$162,163
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$9,000,000
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$1,322,197
Participant contributions at end of year2020-12-31$567,228
Participant contributions at beginning of year2020-12-31$507,960
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,349
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$5,109,605
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,755,515
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$24,645,910
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$24,266,787
Value of interest in pooled separate accounts at beginning of year2020-12-31$20,118,091
Interest on participant loans2020-12-31$24,088
Interest earned on other investments2020-12-31$138,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,921,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,019,859
Net investment gain/loss from pooled separate accounts2020-12-31$3,676,255
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$1,125,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,183,891
Contract administrator fees2020-12-31$10,553
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 name2020-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2020-12-31742920819
2019 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$6,807,374
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,311,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,301,026
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,827,315
Value of total assets at end of year2019-12-31$24,645,910
Value of total assets at beginning of year2019-12-31$19,150,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,956
Total interest from all sources2019-12-31$178,409
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$9,000,000
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$1,192,002
Participant contributions at end of year2019-12-31$507,960
Participant contributions at beginning of year2019-12-31$486,029
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$64,963
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$5,495,392
Value of net assets at end of year (total assets less liabilities)2019-12-31$24,645,910
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,150,518
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$20,118,091
Value of interest in pooled separate accounts at beginning of year2019-12-31$13,710,650
Interest on participant loans2019-12-31$22,408
Interest earned on other investments2019-12-31$156,001
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,019,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,953,839
Net investment gain/loss from pooled separate accounts2019-12-31$3,801,650
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,570,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,301,026
Contract administrator fees2019-12-31$10,956
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 name2019-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2019-12-31742920819
2018 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$1,275,563
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,681,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,668,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,991,385
Value of total assets at end of year2018-12-31$19,150,518
Value of total assets at beginning of year2018-12-31$19,556,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,143
Total interest from all sources2018-12-31$175,173
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$9,000,000
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$1,085,939
Participant contributions at end of year2018-12-31$486,029
Participant contributions at beginning of year2018-12-31$459,527
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,056
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-405,752
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,150,518
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$19,556,270
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$13,710,650
Value of interest in pooled separate accounts at beginning of year2018-12-31$14,249,324
Interest on participant loans2018-12-31$18,798
Interest earned on other investments2018-12-31$156,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,953,839
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,847,419
Net investment gain/loss from pooled separate accounts2018-12-31$-890,995
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$870,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,668,172
Contract administrator fees2018-12-31$13,143
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 name2018-12-31ATCHLEY & ASSOCIATES. LLP
Accountancy firm EIN2018-12-31742920819
2017 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$4,427,471
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$705,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$697,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,808,986
Value of total assets at end of year2017-12-31$19,556,270
Value of total assets at beginning of year2017-12-31$15,834,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,660
Total interest from all sources2017-12-31$160,191
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$9,000,000
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$971,040
Participant contributions at end of year2017-12-31$459,527
Participant contributions at beginning of year2017-12-31$393,569
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$49,574
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$3,721,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$19,556,270
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,834,528
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$14,249,324
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,135,929
Interest on participant loans2017-12-31$14,080
Interest earned on other investments2017-12-31$146,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,847,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,305,030
Net investment gain/loss from pooled separate accounts2017-12-31$2,458,294
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$788,372
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$697,069
Contract administrator fees2017-12-31$8,660
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 name2017-12-31ATCHLEY & ASSOCIATES. LLP
Accountancy firm EIN2017-12-31742920819
2016 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$2,844,535
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,523,757
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,515,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,793,173
Value of total assets at end of year2016-12-31$15,834,528
Value of total assets at beginning of year2016-12-31$14,513,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,767
Total interest from all sources2016-12-31$156,087
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$9,000,000
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$955,668
Participant contributions at end of year2016-12-31$393,569
Participant contributions at beginning of year2016-12-31$375,894
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$87,339
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,320,778
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,834,528
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,513,750
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$11,135,929
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,973,073
Interest on participant loans2016-12-31$12,347
Interest earned on other investments2016-12-31$143,740
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,305,030
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,164,783
Net investment gain/loss from pooled separate accounts2016-12-31$895,275
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$750,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,515,990
Contract administrator fees2016-12-31$7,767
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 name2016-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2016-12-31742920819
2015 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$2,020,087
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$745,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$739,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,758,857
Value of total assets at end of year2015-12-31$14,513,750
Value of total assets at beginning of year2015-12-31$13,239,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,423
Total interest from all sources2015-12-31$156,017
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$9,000,000
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$926,201
Participant contributions at end of year2015-12-31$375,894
Participant contributions at beginning of year2015-12-31$354,365
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$116,700
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$1,274,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,513,750
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,239,165
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$9,973,073
Value of interest in pooled separate accounts at beginning of year2015-12-31$8,789,694
Interest on participant loans2015-12-31$11,231
Interest earned on other investments2015-12-31$144,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,164,783
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,095,106
Net investment gain/loss from pooled separate accounts2015-12-31$105,213
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$715,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$739,079
Contract administrator fees2015-12-31$6,423
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 name2015-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2015-12-31742920819
2014 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$1,965,516
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$429,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$426,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,258,213
Value of total assets at end of year2014-12-31$13,239,165
Value of total assets at beginning of year2014-12-31$11,703,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,124
Total interest from all sources2014-12-31$140,453
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$9,000,000
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$706,993
Participant contributions at end of year2014-12-31$354,365
Participant contributions at beginning of year2014-12-31$330,650
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,531
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$1,535,567
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,239,165
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,703,598
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$8,789,694
Value of interest in pooled separate accounts at beginning of year2014-12-31$7,905,956
Interest on participant loans2014-12-31$11,031
Interest earned on other investments2014-12-31$129,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,095,106
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,466,992
Net investment gain/loss from pooled separate accounts2014-12-31$566,850
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$497,689
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$426,825
Contract administrator fees2014-12-31$3,124
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 name2014-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2014-12-31742920819
2013 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$3,142,501
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$806,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$801,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,227,537
Value of total assets at end of year2013-12-31$11,703,598
Value of total assets at beginning of year2013-12-31$9,367,235
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,654
Total interest from all sources2013-12-31$124,510
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$9,000,000
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$662,512
Participant contributions at end of year2013-12-31$330,650
Participant contributions at beginning of year2013-12-31$301,251
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$100,105
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$2,336,363
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,703,598
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,367,235
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$7,905,956
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,677,517
Interest on participant loans2013-12-31$9,418
Interest earned on other investments2013-12-31$115,092
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,466,992
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,388,467
Net investment gain/loss from pooled separate accounts2013-12-31$1,790,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$464,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$801,484
Contract administrator fees2013-12-31$4,654
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 name2013-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2013-12-31742920819
2012 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$1,830,748
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$393,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$390,102
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,008,788
Value of total assets at end of year2012-12-31$9,367,235
Value of total assets at beginning of year2012-12-31$7,930,032
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,443
Total interest from all sources2012-12-31$114,708
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
Administrative expenses professional fees incurred2012-12-31$3,443
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
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$582,329
Participant contributions at end of year2012-12-31$301,251
Participant contributions at beginning of year2012-12-31$251,583
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,437,203
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,367,235
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,930,032
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$5,677,517
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,683,292
Interest on participant loans2012-12-31$8,380
Interest earned on other investments2012-12-31$106,328
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,388,467
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,995,157
Net investment gain/loss from pooled separate accounts2012-12-31$707,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$426,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,102
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 name2012-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2012-12-31742920819
2011 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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$948,080
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$344,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$338,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$932,951
Value of total assets at end of year2011-12-31$7,930,032
Value of total assets at beginning of year2011-12-31$7,326,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,834
Total interest from all sources2011-12-31$101,785
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$7,000,000
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$550,000
Participant contributions at end of year2011-12-31$251,583
Participant contributions at beginning of year2011-12-31$163,497
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,267
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$603,641
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,930,032
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,326,391
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$4,683,292
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,498,905
Interest on participant loans2011-12-31$7,574
Interest earned on other investments2011-12-31$94,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,995,157
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,663,989
Net investment gain/loss from pooled separate accounts2011-12-31$-86,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$380,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$338,605
Contract administrator fees2011-12-31$5,834
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 name2011-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2011-12-31742920819
2010 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,567,125
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$239,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$232,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$830,464
Value of total assets at end of year2010-12-31$7,326,391
Value of total assets at beginning of year2010-12-31$5,999,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,357
Total interest from all sources2010-12-31$89,003
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$453,967
Participant contributions at end of year2010-12-31$163,497
Participant contributions at beginning of year2010-12-31$99,099
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,327,224
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,326,391
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,999,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,498,905
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,399,775
Interest on participant loans2010-12-31$84,273
Income. Interest from loans (other than to participants)2010-12-31$4,730
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,663,989
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,500,293
Net investment gain/loss from pooled separate accounts2010-12-31$647,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$353,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$232,544
Contract administrator fees2010-12-31$7,357
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ATCHLEY & ASSOCIATES, LLP
Accountancy firm EIN2010-12-31742920819
2009 : A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN

2022: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING 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: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: A PLUS FEDERAL CREDIT UNION EMPLOYEES THRIFT AND PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered626
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $76,852
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 $76,852
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered600
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $81,122
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 $81,122
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered524
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $62,737
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 $62,737
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered504
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $54,912
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 $54,912
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered471
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $49,909
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 $49,909
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered435
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $43,258
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 $31,601
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered404
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $34,139
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 $34,139
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered344
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $29,988
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 $29,988
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered321
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $25,546
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 $25,546
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered229
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,070
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 $21,070
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered221
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,755
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502745
Policy instance 1
Insurance contract or identification number502745
Number of Individuals Covered212
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $15,779
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

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