Logo

CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 401k Plan overview

Plan NameCREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU
Plan identification number 001

CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FIRSTLIGHT FEDERAL CREDIT UNION
Employer identification number (EIN):741259391
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01GRACE MUNOZ
0012014-01-01FRED PEREA
0012013-01-01SUSANA GALINDO
0012012-01-01KARIN MELSON
0012011-01-01KARIN MELSON
0012009-01-01KARIN MELSON

Plan Statistics for CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU

401k plan membership statisitcs for CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU

Measure Date Value
2015: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2015 401k membership
Total participants, beginning-of-year2015-01-01611
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-010
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01114
2014: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2014 401k membership
Total participants, beginning-of-year2014-01-01620
Total number of active participants reported on line 7a of the Form 55002014-01-01296
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-01291
Total of all active and inactive participants2014-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01589
Number of participants with account balances2014-01-01568
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0146
2013: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2013 401k membership
Total participants, beginning-of-year2013-01-01627
Total number of active participants reported on line 7a of the Form 55002013-01-01300
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01289
Total of all active and inactive participants2013-01-01589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01589
Number of participants with account balances2013-01-01575
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0153
2012: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2012 401k membership
Total participants, beginning-of-year2012-01-01593
Total number of active participants reported on line 7a of the Form 55002012-01-01310
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01297
Total of all active and inactive participants2012-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01607
Number of participants with account balances2012-01-01607
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0142
2011: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2011 401k membership
Total participants, beginning-of-year2011-01-01509
Total number of active participants reported on line 7a of the Form 55002011-01-01301
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01269
Total of all active and inactive participants2011-01-01570
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01570
Number of participants with account balances2011-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0155
2009: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2009 401k membership
Total participants, beginning-of-year2009-01-01476
Total number of active participants reported on line 7a of the Form 55002009-01-01269
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01196
Total of all active and inactive participants2009-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01465
Number of participants with account balances2009-01-01465
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0125

Financial Data on CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU

Measure Date Value
2015 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$12,455,621
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$1,533,175
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,866,377
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,782,750
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,519,786
Value of total assets at end of year2015-12-31$0
Value of total assets at beginning of year2015-12-31$12,788,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$83,627
Total interest from all sources2015-12-31$45,800
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$278,844
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$278,844
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$669,217
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$762,347
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$32,411
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-333,202
Value of net assets at end of year (total assets less liabilities)2015-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,788,823
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 registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,100,358
Interest on participant loans2015-12-31$33,653
Interest earned on other investments2015-12-31$12,147
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$3,340,830
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$585,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-238,865
Net investment gain or loss from common/collective trusts2015-12-31$-72,390
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$818,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,782,750
Contract administrator fees2015-12-31$83,627
Did the plan have assets held for investment2015-12-31No
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 PBGC2015-12-31Yes
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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$1,911,995
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,135,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,061,790
Value of total corrective distributions2014-12-31$981
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,196,646
Value of total assets at end of year2014-12-31$12,788,823
Value of total assets at beginning of year2014-12-31$12,011,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$72,274
Total interest from all sources2014-12-31$43,450
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$228,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$228,790
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$676,887
Participant contributions at end of year2014-12-31$762,347
Participant contributions at beginning of year2014-12-31$768,885
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$70,620
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$776,950
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,788,823
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,011,873
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 registered invesment companies (eg mutual funds) at end of year2014-12-31$8,100,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,376,589
Interest on participant loans2014-12-31$32,442
Value of interest in common/collective trusts at end of year2014-12-31$3,340,830
Value of interest in common/collective trusts at beginning of year2014-12-31$3,008,239
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$11,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$585,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$858,160
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$310,245
Net investment gain or loss from common/collective trusts2014-12-31$132,864
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$449,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,061,790
Contract administrator fees2014-12-31$72,274
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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$3,088,236
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,122,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,045,656
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,603,583
Value of total assets at end of year2013-12-31$12,011,873
Value of total assets at beginning of year2013-12-31$10,046,420
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$77,127
Total interest from all sources2013-12-31$44,104
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$118,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$118,972
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$707,191
Participant contributions at end of year2013-12-31$768,885
Participant contributions at beginning of year2013-12-31$509,558
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$29,173
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$1,965,453
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,011,873
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,046,420
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$7,376,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,278,886
Interest on participant loans2013-12-31$28,796
Interest earned on other investments2013-12-31$15,308
Value of interest in common/collective trusts at end of year2013-12-31$3,008,239
Value of interest in common/collective trusts at beginning of year2013-12-31$2,597,607
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$858,160
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$660,369
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$974,845
Net investment gain or loss from common/collective trusts2013-12-31$346,732
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$867,219
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,045,656
Contract administrator fees2013-12-31$77,127
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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$2,584,389
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$780,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$711,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,562,253
Value of total assets at end of year2012-12-31$10,046,420
Value of total assets at beginning of year2012-12-31$8,242,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$68,902
Total interest from all sources2012-12-31$36,496
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$142,925
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$142,925
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$683,843
Participant contributions at end of year2012-12-31$509,558
Participant contributions at beginning of year2012-12-31$565,730
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$28,612
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$1,804,381
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,046,420
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,242,039
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$6,278,886
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,256,807
Interest on participant loans2012-12-31$22,309
Interest earned on other investments2012-12-31$14,187
Value of interest in common/collective trusts at end of year2012-12-31$2,597,607
Value of interest in common/collective trusts at beginning of year2012-12-31$1,892,639
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$660,369
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$526,863
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$598,934
Net investment gain or loss from common/collective trusts2012-12-31$243,781
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$849,798
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$711,106
Contract administrator fees2012-12-31$68,902
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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$1,658,450
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$422,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$363,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,697,273
Value of total assets at end of year2011-12-31$8,242,039
Value of total assets at beginning of year2011-12-31$7,006,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$59,414
Total interest from all sources2011-12-31$35,913
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$121,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$121,492
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$614,199
Participant contributions at end of year2011-12-31$565,730
Participant contributions at beginning of year2011-12-31$449,468
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$62,979
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,235,723
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,242,039
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,006,316
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$5,256,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,657,664
Interest on participant loans2011-12-31$23,051
Interest earned on other investments2011-12-31$12,862
Value of interest in common/collective trusts at end of year2011-12-31$1,892,639
Value of interest in common/collective trusts at beginning of year2011-12-31$1,493,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$526,863
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$405,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-204,781
Net investment gain or loss from common/collective trusts2011-12-31$8,553
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$1,020,095
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$363,313
Contract administrator fees2011-12-31$59,414
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$1,978,828
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$573,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$522,043
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,247,818
Value of total assets at end of year2010-12-31$7,006,316
Value of total assets at beginning of year2010-12-31$5,601,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$51,783
Total interest from all sources2010-12-31$15,223
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$95,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$95,036
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$624,706
Participant contributions at end of year2010-12-31$449,468
Participant contributions at beginning of year2010-12-31$235,816
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$198,445
Other income not declared elsewhere2010-12-31$11,977
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$1,405,002
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,006,316
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,601,314
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$4,657,664
Interest on participant loans2010-12-31$15,223
Value of interest in common/collective trusts at end of year2010-12-31$1,493,901
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$5,365,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$405,283
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$457,235
Net investment gain or loss from common/collective trusts2010-12-31$151,539
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$424,667
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$522,043
Contract administrator fees2010-12-31$51,783
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 name2010-12-31ORTH, CHAKLER, MURNANE AND CO CPAS
Accountancy firm EIN2010-12-31650662923

Form 5500 Responses for CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU

2015: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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 filingYes
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: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN AS ADOPTED BY FIRSTLIGHT FCU 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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0854-9
Policy instance 1
Insurance contract or identification number042-0854-9
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0854-9
Policy instance 1
Insurance contract or identification number042-0854-9
Number of Individuals Covered589
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0854-9
Policy instance 1
Insurance contract or identification number042-0854-9
Number of Individuals Covered589
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0854-9
Policy instance 1
Insurance contract or identification number042-0854-9
Number of Individuals Covered607
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
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?Yes
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0854-9
Policy instance 1
Insurance contract or identification number042-0854-9
Number of Individuals Covered570
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
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
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-0854-9
Policy instance 1
Insurance contract or identification number042-0854-9
Number of Individuals Covered486
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
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

Potentially related plans

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

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1