401k Plan data: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN plan

BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 401k Plan overview

Plan Name	BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN
Plan identification number	001

BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: BORDER FEDERAL CREDIT UNION

Employer identification number (EIN): 741245535

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 MARIA MARTINEZ 2023-07-25
001 2021-01-01 MARIA MARTINEZ 2022-07-20
001 2020-01-01 MARIA MARTINEZ 2021-07-29
001 2019-01-01 MARIA MARTINEZ 2020-07-27
001 2018-01-01 MARIA MARTINEZ 2019-08-29
001 2018-01-01 MARIA MARTINEZ 2019-07-30
001 2017-01-01
001 2016-01-01 MARIA MARTINEZ 2017-07-21
001 2015-01-01 MARIA MARTINEZ 2016-07-28
001 2014-01-01 MARIA MARTINEZ 2015-07-10
001 2013-01-01 MARIA MARTINEZ 2014-07-09
001 2012-01-01 MARIA MARTINEZ 2013-07-03
001 2011-01-01 MARIA MARTINEZ 2012-10-08
001 2009-01-01 MARIA MARTINEZ 2010-07-16
001 2009-01-01 MARIA MARTINEZ

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	MARIA MARTINEZ	2023-07-25
001	2021-01-01	MARIA MARTINEZ	2022-07-20
001	2020-01-01	MARIA MARTINEZ	2021-07-29
001	2019-01-01	MARIA MARTINEZ	2020-07-27
001	2018-01-01	MARIA MARTINEZ	2019-08-29
001	2018-01-01	MARIA MARTINEZ	2019-07-30
001	2017-01-01
001	2016-01-01	MARIA MARTINEZ	2017-07-21
001	2015-01-01	MARIA MARTINEZ	2016-07-28
001	2014-01-01	MARIA MARTINEZ	2015-07-10
001	2013-01-01	MARIA MARTINEZ	2014-07-09
001	2012-01-01	MARIA MARTINEZ	2013-07-03
001	2011-01-01	MARIA MARTINEZ	2012-10-08
001	2009-01-01			MARIA MARTINEZ	2010-07-16
001	2009-01-01	MARIA MARTINEZ

Plan Statistics for BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN

401k plan membership statisitcs for BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN

Measure Date Value
2022: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 99
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 82
Number of retired or separated participants receiving benefits 2022-01-01 18
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 100
Number of participants with account balances 2022-01-01 96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 1
2021: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 111
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 79
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 98
Number of participants with account balances 2021-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 97
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 14
Total of all active and inactive participants 2020-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 111
Number of participants with account balances 2020-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 94
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 37
Total of all active and inactive participants 2019-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 131
Number of participants with account balances 2019-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 1
2018: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 90
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 40
Total of all active and inactive participants 2018-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 130
Number of participants with account balances 2018-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 4
2017: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 126
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 33
Total of all active and inactive participants 2017-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 129
Number of participants with account balances 2017-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2009: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 56
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 55
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 55
Number of participants with account balances 2009-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 21

Measure	Date	Value
2022: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	99
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	82
Number of retired or separated participants receiving benefits	2022-01-01	18
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	100
Number of participants with account balances	2022-01-01	96
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	1
2021: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	111
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	79
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	98
Number of participants with account balances	2021-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	97
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	14
Total of all active and inactive participants	2020-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	111
Number of participants with account balances	2020-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	94
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	37
Total of all active and inactive participants	2019-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	131
Number of participants with account balances	2019-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	1
2018: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	90
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	40
Total of all active and inactive participants	2018-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	130
Number of participants with account balances	2018-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	4
2017: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	126
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	33
Total of all active and inactive participants	2017-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	129
Number of participants with account balances	2017-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2009: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	56
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	55
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	55
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	55
Number of participants with account balances	2009-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	21

Financial Data on BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN

Measure	Date	Value
2022 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-754,897
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$697,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$689,172
Value of total corrective distributions	2022-12-31	$7,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$600,809
Value of total assets at end of year	2022-12-31	$6,924,737
Value of total assets at beginning of year	2022-12-31	$8,377,195
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$1,090
Total interest from all sources	2022-12-31	$11,517
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$307,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,452,458
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,924,737
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,377,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$6,194,627
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$7,572,607
Interest earned on other investments	2022-12-31	$11,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$730,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$804,588
Net investment gain/loss from pooled separate accounts	2022-12-31	$-1,367,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$293,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$689,172
Contract administrator fees	2022-12-31	$1,090
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DOEREN MAYHEW
Accountancy firm EIN	2022-12-31	382492570
2021 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,651,379
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$139,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$138,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$531,057
Value of total assets at end of year	2021-12-31	$8,377,195
Value of total assets at beginning of year	2021-12-31	$6,865,461
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$1,614
Total interest from all sources	2021-12-31	$11,887
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$281,266
Participant contributions at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,511,734
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,377,195
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,865,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$7,572,607
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$6,115,180
Interest earned on other investments	2021-12-31	$11,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$804,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$750,281
Net investment gain/loss from pooled separate accounts	2021-12-31	$1,108,435
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$249,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$138,031
Contract administrator fees	2021-12-31	$1,614
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DOEREN MAYHEW
Accountancy firm EIN	2021-12-31	382492570
2020 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,493,307
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$723,843
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$717,712
Value of total corrective distributions	2020-12-31	$2,630
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$538,425
Value of total assets at end of year	2020-12-31	$6,865,461
Value of total assets at beginning of year	2020-12-31	$6,095,997
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,501
Total interest from all sources	2020-12-31	$11,734
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$283,346
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$8,690
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$769,464
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,865,461
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,095,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$6,115,180
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$5,396,040
Interest on participant loans	2020-12-31	$256
Interest earned on other investments	2020-12-31	$11,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$750,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$691,267
Net investment gain/loss from pooled separate accounts	2020-12-31	$943,148
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$255,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$717,712
Contract administrator fees	2020-12-31	$3,501
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	DOEREN MAYHEW
Accountancy firm EIN	2020-12-31	382492570
2019 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,526,550
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$343,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$339,567
Value of total corrective distributions	2019-12-31	$1,705
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$480,347
Value of total assets at end of year	2019-12-31	$6,095,997
Value of total assets at beginning of year	2019-12-31	$4,912,799
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$2,080
Total interest from all sources	2019-12-31	$10,458
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$254,948
Participant contributions at end of year	2019-12-31	$8,690
Participant contributions at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,183,198
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,095,997
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,912,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$5,396,040
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$4,329,223
Interest on participant loans	2019-12-31	$298
Interest earned on other investments	2019-12-31	$10,160
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$691,267
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$583,576
Net investment gain/loss from pooled separate accounts	2019-12-31	$1,035,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$225,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$339,567
Contract administrator fees	2019-12-31	$2,080
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	DOEREN MAYHEW
Accountancy firm EIN	2019-12-31	382492570
2018 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$147,390
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$64,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$60,217
Value of total corrective distributions	2018-12-31	$1,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$461,718
Value of total assets at end of year	2018-12-31	$4,912,799
Value of total assets at beginning of year	2018-12-31	$4,830,334
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,155
Total interest from all sources	2018-12-31	$6,196
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$241,390
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$82,465
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,912,799
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,830,334
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$4,329,223
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$4,512,538
Interest earned on other investments	2018-12-31	$6,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$583,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$317,796
Net investment gain/loss from pooled separate accounts	2018-12-31	$-320,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$220,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$60,217
Contract administrator fees	2018-12-31	$3,155
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DOEREN MAYHEW
Accountancy firm EIN	2018-12-31	382492570
2017 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,044,985
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$182,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$177,322
Value of total corrective distributions	2017-12-31	$2,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$434,493
Value of total assets at end of year	2017-12-31	$4,830,334
Value of total assets at beginning of year	2017-12-31	$3,968,182
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$3,259
Total interest from all sources	2017-12-31	$3,533
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$4,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$221,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$862,152
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,830,334
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,968,182
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$4,512,538
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,685,345
Interest earned on other investments	2017-12-31	$3,533
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$317,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$282,837
Net investment gain/loss from pooled separate accounts	2017-12-31	$606,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$212,621
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$177,322
Contract administrator fees	2017-12-31	$3,259
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DOEREN MAYHEW
Accountancy firm EIN	2017-12-31	382492570
2010 : BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$344,345
Expenses. Total of all expenses incurred	2010-12-31	$117,982
Benefits paid (including direct rollovers)	2010-12-31	$116,071
Total plan assets at end of year	2010-12-31	$1,401,780
Total plan assets at beginning of year	2010-12-31	$1,177,014
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$86,880
Expenses. Other expenses not covered elsewhere	2010-12-31	$1,911
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$184,388
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$226,363
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,401,780
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,177,014
Total contributions received or receivable from employer(s)	2010-12-31	$73,077
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN

2022: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2009: BORDER FEDERAL CREDIT UNION 401(K) CONTRIBUTION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

807912

Policy instance

Insurance contract or identification number	807912
Number of Individuals Covered	100
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $17,929
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,929
Insurance broker organization code?	3

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

Policy contract number

807912

Policy instance

Insurance contract or identification number	807912
Number of Individuals Covered	98
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $19,329
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,329
Insurance broker organization code?	3

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

Policy contract number

807912

Policy instance

Insurance contract or identification number	807912
Number of Individuals Covered	111
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $15,301
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,301
Insurance broker organization code?	3

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

Policy contract number

807912

Policy instance

Insurance contract or identification number	807912
Number of Individuals Covered	131
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $13,794
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,794
Insurance broker organization code?	3

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

Policy contract number

807912

Policy instance

Insurance contract or identification number	807912
Number of Individuals Covered	130
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $12,720
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $12,720
Insurance broker organization code?	3

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

Policy contract number

807912

Policy instance

Insurance contract or identification number	807912
Number of Individuals Covered	129
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $11,019
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,019
Insurance broker organization code?	3
Insurance broker name	MONEY CONCEPTS INTERNATIONAL

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	BORDER FEDERAL CREDIT UNION
Employer identification number (EIN):	741245535
NAIC Classification:	522130
NAIC Description:	Credit Unions