401k Plan data: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST plan

JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 401k Plan overview

Plan Name	JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST
Plan identification number	001

JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JSC FEDERAL CREDIT UNION DBA WELLBY has sponsored the creation of one or more 401k plans.

Company Name: JSC FEDERAL CREDIT UNION DBA WELLBY

Employer identification number (EIN): 741457691

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01 LEANN SANTIAGO
001 2015-01-01 LEANN SANTIAGO
001 2014-01-01 LEANN SANTIAGO
001 2013-01-01 LEANN SANTIAGO
001 2012-01-01 LEANN SANTIAGO
001 2011-01-01 LEANN SANTIAGO
001 2009-01-01 LEANN SANTIAGO

Plan id#	Filing Submission Date	Name of Administrator
001	2016-01-01	LEANN SANTIAGO
001	2015-01-01	LEANN SANTIAGO
001	2014-01-01	LEANN SANTIAGO
001	2013-01-01	LEANN SANTIAGO
001	2012-01-01	LEANN SANTIAGO
001	2011-01-01	LEANN SANTIAGO
001	2009-01-01	LEANN SANTIAGO

Plan Statistics for JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

401k plan membership statisitcs for JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2016: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 0
Number of participants with account balances 2016-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 174
Number of retired or separated participants receiving benefits 2015-01-01 3
Number of other retired or separated participants entitled to future benefits 2015-01-01 33
Total of all active and inactive participants 2015-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 210
Number of participants with account balances 2015-01-01 175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 11
2014: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 234
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 173
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 48
Total of all active and inactive participants 2014-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 222
Number of participants with account balances 2014-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 12
2013: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 165
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 47
Total of all active and inactive participants 2013-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 212
Number of participants with account balances 2013-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 10
2012: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 164
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 42
Total of all active and inactive participants 2012-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 206
Number of participants with account balances 2012-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 10
2011: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 167
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 39
Total of all active and inactive participants 2011-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 206
Number of participants with account balances 2011-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 17
2009: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 198
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 166
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 21
Total of all active and inactive participants 2009-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 187
Number of participants with account balances 2009-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 17

Measure	Date	Value
2016: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	0
Number of participants with account balances	2016-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	174
Number of retired or separated participants receiving benefits	2015-01-01	3
Number of other retired or separated participants entitled to future benefits	2015-01-01	33
Total of all active and inactive participants	2015-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	210
Number of participants with account balances	2015-01-01	175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	11
2014: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	234
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	173
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	48
Total of all active and inactive participants	2014-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	222
Number of participants with account balances	2014-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	12
2013: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	165
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	47
Total of all active and inactive participants	2013-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	212
Number of participants with account balances	2013-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	10
2012: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	164
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	42
Total of all active and inactive participants	2012-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	206
Number of participants with account balances	2012-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	10
2011: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	167
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	39
Total of all active and inactive participants	2011-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	206
Number of participants with account balances	2011-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	17
2009: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	198
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	166
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	21
Total of all active and inactive participants	2009-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	187
Number of participants with account balances	2009-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	17

Financial Data on JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Measure	Date	Value
2016 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-01-31	$0
Total transfer of assets from this plan	2016-01-31	$11,594,149
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-01-31	$0
Total income from all sources (including contributions)	2016-01-31	$-402,590
Total loss/gain on sale of assets	2016-01-31	$0
Total of all expenses incurred	2016-01-31	$8,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-01-31	$4,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-01-31	$0
Value of total assets at end of year	2016-01-31	$0
Value of total assets at beginning of year	2016-01-31	$12,005,153
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-01-31	$3,966
Total interest from all sources	2016-01-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-01-31	$2,568
Total dividends received from registered investment company shares (eg mutual funds)	2016-01-31	$2,568
Was this plan covered by a fidelity bond	2016-01-31	Yes
Value of fidelity bond cover	2016-01-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-01-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-01-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-01-31	$0
Minimum employer required contribution for this plan year	2016-01-31	$0
Amount contributed by the employer to the plan for this plan year	2016-01-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-01-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-01-31	No
Value of net income/loss	2016-01-31	$-411,004
Value of net assets at end of year (total assets less liabilities)	2016-01-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-01-31	$12,005,153
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-01-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-01-31	No
Were any leases to which the plan was party in default or uncollectible	2016-01-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-01-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-01-31	$6,193,624
Value of interest in common/collective trusts at end of year	2016-01-31	$0
Value of interest in common/collective trusts at beginning of year	2016-01-31	$2,843,704
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-01-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-01-31	$2,967,825
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-01-31	$-405,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-01-31	No
Was there a failure to transmit to the plan any participant contributions	2016-01-31	No
Has the plan failed to provide any benefit when due under the plan	2016-01-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-01-31	$4,448
Contract administrator fees	2016-01-31	$3,966
Did the plan have assets held for investment	2016-01-31	No
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	2016-01-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-01-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-01-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-01-31	Disclaimer
Accountancy firm name	2016-01-31	DOEREN MAYHEW CPA
Accountancy firm EIN	2016-01-31	382492570
2015 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,184,070
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,133,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,077,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,196,039
Value of total assets at end of year	2015-12-31	$12,005,153
Value of total assets at beginning of year	2015-12-31	$11,954,790
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$56,593
Total interest from all sources	2015-12-31	$44,885
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$185,360
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$185,360
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$1,264,214
Amount contributed by the employer to the plan for this plan year	2015-12-31	$1,264,214
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$50,363
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,005,153
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,954,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,193,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$8,281,995
Interest earned on other investments	2015-12-31	$44,885
Value of interest in common/collective trusts at end of year	2015-12-31	$2,843,704
Value of interest in common/collective trusts at beginning of year	2015-12-31	$974,952
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,967,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,697,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-242,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,196,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,077,114
Contract administrator fees	2015-12-31	$56,593
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DOEREN MAYHEW CPA
Accountancy firm EIN	2015-12-31	382492570
2014 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$1,882,638
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$603,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$553,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,320,440
Value of total assets at end of year	2014-12-31	$11,954,790
Value of total assets at beginning of year	2014-12-31	$10,675,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$49,972
Total interest from all sources	2014-12-31	$47,907
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$134,776
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$134,776
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$1,233,770
Amount contributed by the employer to the plan for this plan year	2014-12-31	$1,233,770
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,279,525
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,954,790
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,675,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$8,281,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,022,041
Interest earned on other investments	2014-12-31	$47,907
Value of interest in common/collective trusts at end of year	2014-12-31	$974,952
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,878,875
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,697,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,774,349
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$339,686
Net investment gain or loss from common/collective trusts	2014-12-31	$39,829
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,320,440
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$553,141
Contract administrator fees	2014-12-31	$49,972
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DOEREN MAYHEW TEXAS PLLC
Accountancy firm EIN	2014-12-31	364745545
2013 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$2,157,163
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$436,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$391,631
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,029,626
Value of total assets at end of year	2013-12-31	$10,675,265
Value of total assets at beginning of year	2013-12-31	$8,954,757
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$45,024
Total interest from all sources	2013-12-31	$60,149
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$80,119
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$80,119
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$1,145,842
Amount contributed by the employer to the plan for this plan year	2013-12-31	$1,145,842
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,720,508
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,675,265
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,954,757
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,022,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,991,118
Interest earned on other investments	2013-12-31	$60,149
Value of interest in common/collective trusts at end of year	2013-12-31	$2,878,875
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,211,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,774,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,752,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$681,963
Net investment gain or loss from common/collective trusts	2013-12-31	$305,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,029,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$391,631
Contract administrator fees	2013-12-31	$45,024
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DOEREN MAYHEW
Accountancy firm EIN	2013-12-31	386147314
2012 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,832,282
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$738,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$699,344
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,056,901
Value of total assets at end of year	2012-12-31	$8,954,757
Value of total assets at beginning of year	2012-12-31	$7,860,994
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$39,175
Total interest from all sources	2012-12-31	$58,362
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$91,587
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$91,587
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$1,049,349
Amount contributed by the employer to the plan for this plan year	2012-12-31	$1,049,349
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,093,763
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,954,757
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$7,860,994
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,991,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,172,734
Interest earned on other investments	2012-12-31	$58,362
Value of interest in common/collective trusts at end of year	2012-12-31	$2,211,134
Value of interest in common/collective trusts at beginning of year	2012-12-31	$1,638,999
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,752,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,049,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$420,567
Net investment gain or loss from common/collective trusts	2012-12-31	$204,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,056,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$699,344
Contract administrator fees	2012-12-31	$39,175
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DOEREN MAYHEW
Accountancy firm EIN	2012-12-31	386147314
2011 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$1,055,951
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$427,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$384,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,022,153
Value of total assets at end of year	2011-12-31	$7,860,994
Value of total assets at beginning of year	2011-12-31	$7,232,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$43,436
Total interest from all sources	2011-12-31	$42,474
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$96,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$96,035
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$1,062,535
Amount contributed by the employer to the plan for this plan year	2011-12-31	$1,062,535
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$628,503
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$7,860,994
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$7,232,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,172,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,491,743
Interest earned on other investments	2011-12-31	$42,474
Value of interest in common/collective trusts at end of year	2011-12-31	$1,638,999
Value of interest in common/collective trusts at beginning of year	2011-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,049,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,735,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-102,363
Net investment gain or loss from common/collective trusts	2011-12-31	$-2,348
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$1,022,153
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$5,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$384,012
Contract administrator fees	2011-12-31	$43,436
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DOEREN MAYHEW
Accountancy firm EIN	2011-12-31	386147314
2010 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$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	$1,505,416
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$153,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$152,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,010,124
Value of total assets at end of year	2010-12-31	$7,232,491
Value of total assets at beginning of year	2010-12-31	$5,880,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,100
Total interest from all sources	2010-12-31	$85,149
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$1,010,124
Amount contributed by the employer to the plan for this plan year	2010-12-31	$1,010,124
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,351,918
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$7,232,491
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$5,880,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,491,743
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,237,205
Interest earned on other investments	2010-12-31	$85,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,735,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$2,637,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$410,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,010,124
Employer contributions (assets) at end of year	2010-12-31	$5,045
Employer contributions (assets) at beginning of year	2010-12-31	$5,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$152,398
Contract administrator fees	2010-12-31	$1,100
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	CLIFTON GUNDERSON, LLP
Accountancy firm EIN	2010-12-31	370802863
2009 : JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$941,636
Amount contributed by the employer to the plan for this plan year	2009-12-31	$941,636

Form 5500 Responses for JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST

2016: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	Yes
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: JSC FEDERAL CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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 – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	0
Insurance policy start date	2016-01-01
Insurance policy end date	2016-01-31
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 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

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	210
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 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

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	222
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 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?	Yes
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

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	212
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 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?	Yes
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

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	206
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 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?	Yes
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

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	206
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

042-1394-5

Policy instance

Insurance contract or identification number	042-1394-5
Number of Individuals Covered	193
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	JSC FEDERAL CREDIT UNION DBA WELLBY
Employer identification number (EIN):	741457691
NAIC Classification:	522130
NAIC Description:	Credit Unions