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CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 401k Plan overview

Plan NameCORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST
Plan identification number 033

CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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

CORNERSTONE CREDIT UNION LEAGUE has sponsored the creation of one or more 401k plans.

Company Name:CORNERSTONE CREDIT UNION LEAGUE
Employer identification number (EIN):750603700
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332015-01-01VALASKA L BEACHUM
0332015-01-01
0332014-01-01VALASKA L BEACHUM
0332013-01-01VALASKA L BEACHUM
0332012-01-01VALASKA L BEACHUM
0332011-01-01VALASKA BEACHUM
0332009-01-01VALASKA BEACHUM

Plan Statistics for CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST

401k plan membership statisitcs for CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST

Measure Date Value
2015: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01162
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% vested2015-01-014
2014: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01174
Total number of active participants reported on line 7a of the Form 55002014-01-01113
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01162
Number of participants with account balances2014-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01116
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01153
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-0199
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01136
Number of participants with account balances2012-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01157
Total number of active participants reported on line 7a of the Form 55002009-01-01111
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0141
Total of all active and inactive participants2009-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01152
Number of participants with account balances2009-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST

Measure Date Value
2015 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-11-30$0
Total transfer of assets from this plan2015-11-30$17,775,099
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-11-30$0
Total income from all sources (including contributions)2015-11-30$1,156,995
Total loss/gain on sale of assets2015-11-30$0
Total of all expenses incurred2015-11-30$834,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-11-30$829,648
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-11-30$1,129,234
Value of total assets at end of year2015-11-30$0
Value of total assets at beginning of year2015-11-30$17,452,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-11-30$4,375
Total interest from all sources2015-11-30$62,549
Total dividends received (eg from common stock, registered investment company shares)2015-11-30$78,895
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-11-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-11-30$78,895
Was this plan covered by a fidelity bond2015-11-30Yes
Value of fidelity bond cover2015-11-30$5,000,000
If this is an individual account plan, was there a blackout period2015-11-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-11-30$0
Were there any nonexempt tranactions with any party-in-interest2015-11-30No
Contributions received from participants2015-11-30$671,920
Participant contributions at end of year2015-11-30$0
Participant contributions at beginning of year2015-11-30$480,472
Income. Received or receivable in cash from other sources (including rollovers)2015-11-30$38,590
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Value of net income/loss2015-11-30$322,972
Value of net assets at end of year (total assets less liabilities)2015-11-30$0
Value of net assets at beginning of year (total assets less liabilities)2015-11-30$17,452,127
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-11-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-11-30No
Were any leases to which the plan was party in default or uncollectible2015-11-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-11-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-11-30$14,449,535
Interest on participant loans2015-11-30$16,416
Interest earned on other investments2015-11-30$46,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-11-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-11-30$2,522,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-11-30$-113,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-11-30No
Was there a failure to transmit to the plan any participant contributions2015-11-30No
Has the plan failed to provide any benefit when due under the plan2015-11-30No
Contributions received in cash from employer2015-11-30$418,724
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-11-30$829,648
Contract administrator fees2015-11-30$4,375
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-11-30Yes
Did the plan have assets held for investment2015-11-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-11-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-11-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-11-30Yes
Opinion of an independent qualified public accountant for this plan2015-11-30Disclaimer
Accountancy firm name2015-11-30PMB HELIN DONOVAN, LLP
Accountancy firm EIN2015-11-30743001153
2014 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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$2,096,513
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,372,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,368,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,009,123
Value of total assets at end of year2014-12-31$17,452,127
Value of total assets at beginning of year2014-12-31$16,728,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,225
Total interest from all sources2014-12-31$59,722
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$636,881
Participant contributions at end of year2014-12-31$480,472
Participant contributions at beginning of year2014-12-31$462,522
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$723,585
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,452,127
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,728,542
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$14,449,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,476,870
Interest on participant loans2014-12-31$16,179
Interest earned on other investments2014-12-31$43,543
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,522,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,789,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,027,668
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$372,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,368,703
Contract administrator fees2014-12-31$4,225
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 name2014-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2014-12-31743001153
2013 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$1,162,391
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$3,350,149
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$675,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$671,548
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,018,146
Value of total assets at end of year2013-12-31$16,728,542
Value of total assets at beginning of year2013-12-31$12,891,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,600
Total interest from all sources2013-12-31$73,976
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$639,149
Participant contributions at end of year2013-12-31$462,522
Participant contributions at beginning of year2013-12-31$454,071
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,675,001
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,728,542
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,891,150
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$13,476,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,001,384
Interest on participant loans2013-12-31$14,516
Interest earned on other investments2013-12-31$59,460
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,789,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,435,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,258,027
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$375,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$671,548
Contract administrator fees2013-12-31$3,600
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 name2013-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2013-12-31743001153
2012 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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$2,017,932
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$511,140
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$507,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$953,838
Value of total assets at end of year2012-12-31$12,891,150
Value of total assets at beginning of year2012-12-31$11,384,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,100
Total interest from all sources2012-12-31$85,882
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$559,196
Participant contributions at end of year2012-12-31$454,071
Participant contributions at beginning of year2012-12-31$444,510
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$59,906
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$1,506,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,891,150
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,384,358
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$9,001,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,308,718
Interest on participant loans2012-12-31$15,201
Interest earned on other investments2012-12-31$70,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,435,695
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,631,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$978,212
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$334,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$507,040
Contract administrator fees2012-12-31$4,100
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 name2012-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2012-12-31743001153
2011 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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$1,046,333
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$899,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$894,898
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$881,541
Value of total assets at end of year2011-12-31$11,384,358
Value of total assets at beginning of year2011-12-31$11,237,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,425
Total interest from all sources2011-12-31$83,848
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$549,491
Participant contributions at end of year2011-12-31$444,510
Participant contributions at beginning of year2011-12-31$479,121
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$147,010
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,384,358
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,237,348
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$8,308,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,219,171
Interest on participant loans2011-12-31$16,193
Interest earned on other investments2011-12-31$67,655
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,631,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,536,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$80,944
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$332,050
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$2,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$894,898
Contract administrator fees2011-12-31$4,425
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 name2011-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2011-12-31743001153
2010 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,950,214
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$295,266
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$288,871
Value of total corrective distributions2010-12-31$2,145
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,009,482
Value of total assets at end of year2010-12-31$11,237,348
Value of total assets at beginning of year2010-12-31$9,582,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,250
Total interest from all sources2010-12-31$90,048
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$510,829
Participant contributions at end of year2010-12-31$479,121
Participant contributions at beginning of year2010-12-31$408,216
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$176,175
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$1,654,948
Value of net assets at end of year (total assets less liabilities)2010-12-31$11,237,348
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,582,400
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$8,219,171
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,913,014
Interest on participant loans2010-12-31$18,760
Interest earned on other investments2010-12-31$71,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,536,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,260,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$850,684
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$322,478
Employer contributions (assets) at end of year2010-12-31$2,850
Employer contributions (assets) at beginning of year2010-12-31$208
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$288,871
Contract administrator fees2010-12-31$4,250
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 name2010-12-31PMB HELIN DONOVAN, LLP
Accountancy firm EIN2010-12-31743001153
2009 : CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST

2015: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingYes
2015-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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 benefit arrangement – InsuranceYes
2012: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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 benefit arrangement – InsuranceYes
2011: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: CORNERSTONE CREDIT UNION LEAGUE 401(K) PLAN AND TRUST 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number042-1982-6
Policy instance 1
Insurance contract or identification number042-1982-6
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-11-30
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 number042-1982-6
Policy instance 1
Insurance contract or identification number042-1982-6
Number of Individuals Covered155
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?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 number042-1982-6
Policy instance 1
Insurance contract or identification number042-1982-6
Number of Individuals Covered153
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?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 number042-1982-6
Policy instance 1
Insurance contract or identification number042-1982-6
Number of Individuals Covered136
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 number042-1982-6
Policy instance 1
Insurance contract or identification number042-1982-6
Number of Individuals Covered144
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 number042-1982-6
Policy instance 1
Insurance contract or identification number042-1982-6
Number of Individuals Covered147
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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