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IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameIDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

IDAHO CENTRAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:IDAHO CENTRAL CREDIT UNION
Employer identification number (EIN):820217065
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-03-01
0012022-03-01
0012021-03-01
0012020-03-01MICHELLE STOTTS2021-12-09
0012020-03-01MICHELLE STOTTS2021-12-09
0012019-03-01MICHELLE STOTTS2020-11-23
0012018-03-01MICHELLE STOTTS2019-09-24
0012017-03-01
0012016-03-01MICHELLE STOTTS
0012015-03-01MICHELLE STOTTS
0012014-03-01MICHELLE THOMAS-STOTTS
0012013-03-01MICHELLE THOMAS-STOTTS
0012012-03-01MICHELLE THOMAS-STOTTS
0012011-03-01MICHELLE THOMAS-STOTTS
0012010-03-01MICHELLE THOMAS-STOTTS
0012009-03-01MICHELLE THOMAS

Plan Statistics for IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Total participants, beginning-of-year2023-03-011,657
Total number of active participants reported on line 7a of the Form 55002023-03-011,326
Number of retired or separated participants receiving benefits2023-03-010
Number of other retired or separated participants entitled to future benefits2023-03-01164
Total of all active and inactive participants2023-03-011,490
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-03-011
Total participants2023-03-011,491
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-03-01100
Market value of plan assets2023-02-2863,613,742
Acturial value of plan assets2023-02-2863,613,742
Funding target for retired participants and beneficiaries receiving payment2023-02-28311,497
Number of terminated vested participants2023-02-28117
Fundng target for terminated vested participants2023-02-28644,589
Active participant vested funding target2023-02-2823,431,610
Number of active participants2023-02-281,375
Total funding liabilities for active participants2023-02-2823,635,367
Total participant count2023-02-281,494
Total funding target for all participants2023-02-2824,591,453
Balance at beginning of prior year after applicable adjustments2023-02-280
Prefunding balance at beginning of prior year after applicable adjustments2023-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2023-02-280
Prefunding balanced used to offset prior years funding requirement2023-02-280
Amount remaining of carryover balance2023-02-280
Amount remaining of prefunding balance2023-02-280
Present value of excess contributions2023-02-289,720,036
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-02-2810,221,590
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-02-280
Reductions in caryover balances due to elections or deemed elections2023-02-280
Reductions in prefunding balances due to elections or deemed elections2023-02-280
Balance of carryovers at beginning of current year2023-02-280
Balance of prefunding at beginning of current year2023-02-280
Total employer contributions2023-02-2810,000,000
Total employee contributions2023-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2023-02-280
Contributions made to avoid restrictions adjusted to valuation date2023-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-02-289,905,408
Unpaid minimum required contributions for all prior years2023-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-02-280
Remaining amount of unpaid minimum required contributions2023-02-280
Minimum required contributions for current year target normal cost2023-02-282,922,423
Net shortfall amortization installment of oustanding balance2023-02-280
Waiver amortization installment2023-02-280
Total funding amount beforereflecting carryover/prefunding balances2023-02-280
Carryover balance elected to use to offset funding requirement2023-02-280
Prefunding balance elected to use to offset funding requirement2023-02-280
Additional cash requirement2023-02-280
Contributions allocatedtoward minimum required contributions for current year2023-02-289,905,408
Unpaid minimum required contributions for current year2023-02-280
Unpaid minimum required contributions for all years2023-02-280
2022: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-03-011,494
Total number of active participants reported on line 7a of the Form 55002022-03-011,196
Number of retired or separated participants receiving benefits2022-03-011
Number of other retired or separated participants entitled to future benefits2022-03-01136
Total of all active and inactive participants2022-03-011,333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-03-011
Total participants2022-03-011,334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-03-0184
Market value of plan assets2022-02-2852,640,450
Acturial value of plan assets2022-02-2852,640,450
Funding target for retired participants and beneficiaries receiving payment2022-02-28293,452
Number of terminated vested participants2022-02-28186
Fundng target for terminated vested participants2022-02-28607,896
Active participant vested funding target2022-02-2821,188,126
Number of active participants2022-02-281,219
Total funding liabilities for active participants2022-02-2821,434,939
Total participant count2022-02-281,407
Total funding target for all participants2022-02-2822,336,287
Balance at beginning of prior year after applicable adjustments2022-02-280
Prefunding balance at beginning of prior year after applicable adjustments2022-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2022-02-280
Prefunding balanced used to offset prior years funding requirement2022-02-280
Amount remaining of carryover balance2022-02-280
Amount remaining of prefunding balance2022-02-280
Present value of excess contributions2022-02-289,392,136
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-02-289,888,980
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-02-280
Reductions in caryover balances due to elections or deemed elections2022-02-280
Reductions in prefunding balances due to elections or deemed elections2022-02-280
Balance of carryovers at beginning of current year2022-02-280
Balance of prefunding at beginning of current year2022-02-280
Total employer contributions2022-02-2810,000,000
Total employee contributions2022-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2022-02-280
Contributions made to avoid restrictions adjusted to valuation date2022-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-02-289,720,036
Unpaid minimum required contributions for all prior years2022-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-02-280
Remaining amount of unpaid minimum required contributions2022-02-280
Minimum required contributions for current year target normal cost2022-02-282,874,564
Net shortfall amortization installment of oustanding balance2022-02-280
Waiver amortization installment2022-02-280
Total funding amount beforereflecting carryover/prefunding balances2022-02-280
Carryover balance elected to use to offset funding requirement2022-02-280
Prefunding balance elected to use to offset funding requirement2022-02-280
Additional cash requirement2022-02-280
Contributions allocatedtoward minimum required contributions for current year2022-02-289,720,036
Unpaid minimum required contributions for current year2022-02-280
Unpaid minimum required contributions for all years2022-02-280
2021: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-03-011,407
Total number of active participants reported on line 7a of the Form 55002021-03-011,055
Number of retired or separated participants receiving benefits2021-03-011
Number of other retired or separated participants entitled to future benefits2021-03-01117
Total of all active and inactive participants2021-03-011,173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-03-011
Total participants2021-03-011,174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-03-0180
Market value of plan assets2021-02-2838,236,325
Acturial value of plan assets2021-02-2838,236,325
Funding target for retired participants and beneficiaries receiving payment2021-02-28309,744
Number of terminated vested participants2021-02-28135
Fundng target for terminated vested participants2021-02-28390,600
Active participant vested funding target2021-02-2817,654,591
Number of active participants2021-02-281,099
Total funding liabilities for active participants2021-02-2817,987,059
Total participant count2021-02-281,236
Total funding target for all participants2021-02-2818,687,403
Balance at beginning of prior year after applicable adjustments2021-02-280
Prefunding balance at beginning of prior year after applicable adjustments2021-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2021-02-280
Prefunding balanced used to offset prior years funding requirement2021-02-280
Amount remaining of carryover balance2021-02-280
Amount remaining of prefunding balance2021-02-280
Present value of excess contributions2021-02-282,461,692
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-02-282,597,824
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-02-280
Reductions in caryover balances due to elections or deemed elections2021-02-280
Reductions in prefunding balances due to elections or deemed elections2021-02-280
Balance of carryovers at beginning of current year2021-02-280
Balance of prefunding at beginning of current year2021-02-280
Total employer contributions2021-02-289,600,000
Total employee contributions2021-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2021-02-280
Contributions made to avoid restrictions adjusted to valuation date2021-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-02-289,392,136
Unpaid minimum required contributions for all prior years2021-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-02-280
Remaining amount of unpaid minimum required contributions2021-02-280
Minimum required contributions for current year target normal cost2021-02-282,121,440
Net shortfall amortization installment of oustanding balance2021-02-280
Waiver amortization installment2021-02-280
Total funding amount beforereflecting carryover/prefunding balances2021-02-280
Carryover balance elected to use to offset funding requirement2021-02-280
Prefunding balance elected to use to offset funding requirement2021-02-280
Additional cash requirement2021-02-280
Contributions allocatedtoward minimum required contributions for current year2021-02-289,392,136
Unpaid minimum required contributions for current year2021-02-280
Unpaid minimum required contributions for all years2021-02-280
2020: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-03-011,236
Total number of active participants reported on line 7a of the Form 55002020-03-01975
Number of retired or separated participants receiving benefits2020-03-012
Number of other retired or separated participants entitled to future benefits2020-03-01186
Total of all active and inactive participants2020-03-011,163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-03-010
Total participants2020-03-011,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-03-0155
Market value of plan assets2020-02-2937,598,611
Acturial value of plan assets2020-02-2937,598,611
Funding target for retired participants and beneficiaries receiving payment2020-02-29300,581
Number of terminated vested participants2020-02-2991
Fundng target for terminated vested participants2020-02-29503,121
Active participant vested funding target2020-02-2915,847,576
Number of active participants2020-02-29987
Total funding liabilities for active participants2020-02-2916,606,538
Total participant count2020-02-291,080
Total funding target for all participants2020-02-2917,410,240
Balance at beginning of prior year after applicable adjustments2020-02-290
Prefunding balance at beginning of prior year after applicable adjustments2020-02-290
Carryover balanced portion elected for use to offset prior years funding requirement2020-02-290
Prefunding balanced used to offset prior years funding requirement2020-02-290
Amount remaining of carryover balance2020-02-290
Amount remaining of prefunding balance2020-02-290
Present value of excess contributions2020-02-291,466,994
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-02-291,550,319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-02-290
Reductions in caryover balances due to elections or deemed elections2020-02-290
Reductions in prefunding balances due to elections or deemed elections2020-02-290
Balance of carryovers at beginning of current year2020-02-290
Balance of prefunding at beginning of current year2020-02-290
Total employer contributions2020-02-292,500,000
Total employee contributions2020-02-290
Contributions allocated toward unpaid minimum require contributions from prior years2020-02-290
Contributions made to avoid restrictions adjusted to valuation date2020-02-290
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-02-292,461,692
Unpaid minimum required contributions for all prior years2020-02-290
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-02-290
Remaining amount of unpaid minimum required contributions2020-02-290
Minimum required contributions for current year target normal cost2020-02-291,599,408
Net shortfall amortization installment of oustanding balance2020-02-290
Waiver amortization installment2020-02-290
Total funding amount beforereflecting carryover/prefunding balances2020-02-290
Carryover balance elected to use to offset funding requirement2020-02-290
Prefunding balance elected to use to offset funding requirement2020-02-290
Additional cash requirement2020-02-290
Contributions allocatedtoward minimum required contributions for current year2020-02-292,461,692
Unpaid minimum required contributions for current year2020-02-290
Unpaid minimum required contributions for all years2020-02-290
2019: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-03-011,080
Total number of active participants reported on line 7a of the Form 55002019-03-01852
Number of retired or separated participants receiving benefits2019-03-012
Number of other retired or separated participants entitled to future benefits2019-03-01135
Total of all active and inactive participants2019-03-01989
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-03-010
Total participants2019-03-01989
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-03-0164
Market value of plan assets2019-02-2835,664,735
Acturial value of plan assets2019-02-2835,664,735
Funding target for retired participants and beneficiaries receiving payment2019-02-28303,014
Number of terminated vested participants2019-02-2868
Fundng target for terminated vested participants2019-02-28411,983
Active participant vested funding target2019-02-2813,657,608
Number of active participants2019-02-28855
Total funding liabilities for active participants2019-02-2814,197,704
Total participant count2019-02-28925
Total funding target for all participants2019-02-2814,912,701
Balance at beginning of prior year after applicable adjustments2019-02-280
Prefunding balance at beginning of prior year after applicable adjustments2019-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2019-02-280
Prefunding balanced used to offset prior years funding requirement2019-02-280
Amount remaining of carryover balance2019-02-280
Amount remaining of prefunding balance2019-02-280
Present value of excess contributions2019-02-287,767,162
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-02-288,223,094
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-02-280
Reductions in caryover balances due to elections or deemed elections2019-02-280
Reductions in prefunding balances due to elections or deemed elections2019-02-280
Balance of carryovers at beginning of current year2019-02-280
Balance of prefunding at beginning of current year2019-02-280
Total employer contributions2019-02-281,500,000
Total employee contributions2019-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2019-02-280
Contributions made to avoid restrictions adjusted to valuation date2019-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-02-281,466,994
Unpaid minimum required contributions for all prior years2019-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-02-280
Remaining amount of unpaid minimum required contributions2019-02-280
Minimum required contributions for current year target normal cost2019-02-281,398,073
Net shortfall amortization installment of oustanding balance2019-02-280
Waiver amortization installment2019-02-280
Total funding amount beforereflecting carryover/prefunding balances2019-02-280
Carryover balance elected to use to offset funding requirement2019-02-280
Prefunding balance elected to use to offset funding requirement2019-02-280
Additional cash requirement2019-02-280
Contributions allocatedtoward minimum required contributions for current year2019-02-281,466,994
Unpaid minimum required contributions for current year2019-02-280
Unpaid minimum required contributions for all years2019-02-280
2018: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-03-01925
Total number of active participants reported on line 7a of the Form 55002018-03-01758
Number of retired or separated participants receiving benefits2018-03-012
Number of other retired or separated participants entitled to future benefits2018-03-0190
Total of all active and inactive participants2018-03-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-03-010
Total participants2018-03-01850
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-03-0162
Market value of plan assets2018-02-2826,076,390
Acturial value of plan assets2018-02-2826,076,390
Funding target for retired participants and beneficiaries receiving payment2018-02-28289,159
Number of terminated vested participants2018-02-2860
Fundng target for terminated vested participants2018-02-28438,551
Active participant vested funding target2018-02-2811,674,452
Number of active participants2018-02-28685
Total funding liabilities for active participants2018-02-2812,119,006
Total participant count2018-02-28747
Total funding target for all participants2018-02-2812,846,716
Balance at beginning of prior year after applicable adjustments2018-02-280
Prefunding balance at beginning of prior year after applicable adjustments2018-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2018-02-280
Prefunding balanced used to offset prior years funding requirement2018-02-280
Amount remaining of carryover balance2018-02-280
Amount remaining of prefunding balance2018-02-280
Present value of excess contributions2018-02-288,736,987
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-02-289,266,448
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-02-280
Reductions in caryover balances due to elections or deemed elections2018-02-280
Reductions in prefunding balances due to elections or deemed elections2018-02-280
Balance of carryovers at beginning of current year2018-02-280
Balance of prefunding at beginning of current year2018-02-280
Total employer contributions2018-02-288,000,000
Total employee contributions2018-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2018-02-280
Contributions made to avoid restrictions adjusted to valuation date2018-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-02-287,767,162
Unpaid minimum required contributions for all prior years2018-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-02-280
Remaining amount of unpaid minimum required contributions2018-02-280
Minimum required contributions for current year target normal cost2018-02-281,129,992
Net shortfall amortization installment of oustanding balance2018-02-280
Waiver amortization installment2018-02-280
Total funding amount beforereflecting carryover/prefunding balances2018-02-280
Carryover balance elected to use to offset funding requirement2018-02-280
Prefunding balance elected to use to offset funding requirement2018-02-280
Additional cash requirement2018-02-280
Contributions allocatedtoward minimum required contributions for current year2018-02-287,767,162
Unpaid minimum required contributions for current year2018-02-280
Unpaid minimum required contributions for all years2018-02-280
2017: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-03-01747
Total number of active participants reported on line 7a of the Form 55002017-03-01595
Number of retired or separated participants receiving benefits2017-03-012
Number of other retired or separated participants entitled to future benefits2017-03-0168
Total of all active and inactive participants2017-03-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-03-010
Total participants2017-03-01665
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-03-0157
Market value of plan assets2017-02-2815,277,571
Acturial value of plan assets2017-02-2815,277,571
Funding target for retired participants and beneficiaries receiving payment2017-02-28294,285
Number of terminated vested participants2017-02-2852
Fundng target for terminated vested participants2017-02-28415,064
Active participant vested funding target2017-02-289,754,078
Number of active participants2017-02-28550
Total funding liabilities for active participants2017-02-2810,098,255
Total participant count2017-02-28604
Total funding target for all participants2017-02-2810,807,604
Balance at beginning of prior year after applicable adjustments2017-02-280
Prefunding balance at beginning of prior year after applicable adjustments2017-02-280
Carryover balanced portion elected for use to offset prior years funding requirement2017-02-280
Prefunding balanced used to offset prior years funding requirement2017-02-280
Amount remaining of carryover balance2017-02-280
Amount remaining of prefunding balance2017-02-280
Present value of excess contributions2017-02-281,354,813
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-02-281,439,082
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-02-280
Reductions in caryover balances due to elections or deemed elections2017-02-280
Reductions in prefunding balances due to elections or deemed elections2017-02-280
Balance of carryovers at beginning of current year2017-02-280
Balance of prefunding at beginning of current year2017-02-280
Total employer contributions2017-02-289,000,000
Total employee contributions2017-02-280
Contributions allocated toward unpaid minimum require contributions from prior years2017-02-280
Contributions made to avoid restrictions adjusted to valuation date2017-02-280
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-02-288,736,987
Unpaid minimum required contributions for all prior years2017-02-280
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-02-280
Remaining amount of unpaid minimum required contributions2017-02-280
Minimum required contributions for current year target normal cost2017-02-28983,479
Net shortfall amortization installment of oustanding balance2017-02-280
Waiver amortization installment2017-02-280
Total funding amount beforereflecting carryover/prefunding balances2017-02-280
Carryover balance elected to use to offset funding requirement2017-02-280
Prefunding balance elected to use to offset funding requirement2017-02-280
Additional cash requirement2017-02-280
Contributions allocatedtoward minimum required contributions for current year2017-02-288,736,987
Unpaid minimum required contributions for current year2017-02-280
Unpaid minimum required contributions for all years2017-02-280
2016: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-03-01604
Total number of active participants reported on line 7a of the Form 55002016-03-01479
Number of retired or separated participants receiving benefits2016-03-012
Number of other retired or separated participants entitled to future benefits2016-03-0160
Total of all active and inactive participants2016-03-01541
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-03-010
Total participants2016-03-01541
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-03-0134
2015: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-03-01523
Total number of active participants reported on line 7a of the Form 55002015-03-01400
Number of retired or separated participants receiving benefits2015-03-012
Number of other retired or separated participants entitled to future benefits2015-03-0152
Total of all active and inactive participants2015-03-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-03-010
Total participants2015-03-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-03-0152
2014: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-03-01311
Total number of active participants reported on line 7a of the Form 55002014-03-01341
Number of retired or separated participants receiving benefits2014-03-013
Number of other retired or separated participants entitled to future benefits2014-03-0130
Total of all active and inactive participants2014-03-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-03-010
Total participants2014-03-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-03-0125
2013: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-03-01368
Total number of active participants reported on line 7a of the Form 55002013-03-01286
Number of retired or separated participants receiving benefits2013-03-013
Number of other retired or separated participants entitled to future benefits2013-03-0122
Total of all active and inactive participants2013-03-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-03-010
Total participants2013-03-01311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-03-0128
2012: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-03-01307
Total number of active participants reported on line 7a of the Form 55002012-03-01246
Number of retired or separated participants receiving benefits2012-03-013
Number of other retired or separated participants entitled to future benefits2012-03-0123
Total of all active and inactive participants2012-03-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-03-010
Total participants2012-03-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-03-0119
2011: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-03-01293
Total number of active participants reported on line 7a of the Form 55002011-03-01231
Number of retired or separated participants receiving benefits2011-03-013
Number of other retired or separated participants entitled to future benefits2011-03-0124
Total of all active and inactive participants2011-03-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-03-010
Total participants2011-03-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-03-0117
2010: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-03-01272
Total number of active participants reported on line 7a of the Form 55002010-03-01209
Number of retired or separated participants receiving benefits2010-03-013
Number of other retired or separated participants entitled to future benefits2010-03-0122
Total of all active and inactive participants2010-03-01234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-03-010
Total participants2010-03-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-03-0122
2009: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-03-01255
Total number of active participants reported on line 7a of the Form 55002009-03-01205
Number of retired or separated participants receiving benefits2009-03-013
Number of other retired or separated participants entitled to future benefits2009-03-0116
Total of all active and inactive participants2009-03-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-03-010
Total participants2009-03-01224
Number of participants with account balances2009-03-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-03-0114

Financial Data on IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2024 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-02-29$0
Total income from all sources (including contributions)2024-02-29$21,460,859
Total loss/gain on sale of assets2024-02-29$401,774
Total of all expenses incurred2024-02-29$826,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-02-29$671,238
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-02-29$10,000,000
Value of total assets at end of year2024-02-29$86,163,499
Value of total assets at beginning of year2024-02-29$65,528,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-02-29$154,910
Total interest from all sources2024-02-29$1,578
Total dividends received (eg from common stock, registered investment company shares)2024-02-29$2,556,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-02-29No
Total dividends received from registered investment company shares (eg mutual funds)2024-02-29$2,556,606
Was this plan covered by a fidelity bond2024-02-29Yes
Value of fidelity bond cover2024-02-29$9,000,000
Were there any nonexempt tranactions with any party-in-interest2024-02-29No
Value of other receiveables (less allowance for doubtful accounts) at end of year2024-02-29$69,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2024-02-29$25,000
Administrative expenses (other) incurred2024-02-29$130,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-02-29No
Value of net income/loss2024-02-29$20,634,711
Value of net assets at end of year (total assets less liabilities)2024-02-29$86,163,499
Value of net assets at beginning of year (total assets less liabilities)2024-02-29$65,528,788
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2024-02-29No
Were any leases to which the plan was party in default or uncollectible2024-02-29No
Investment advisory and management fees2024-02-29$24,144
Value of interest in registered invesment companies (eg mutual funds) at end of year2024-02-29$74,482,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2024-02-29$46,969,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2024-02-29$1,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-02-29$11,611,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-02-29$18,534,146
Net investment gain/loss from registered investment companies (e.g. mutual funds)2024-02-29$8,500,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-02-29Yes
Was there a failure to transmit to the plan any participant contributions2024-02-29No
Has the plan failed to provide any benefit when due under the plan2024-02-29No
Contributions received in cash from employer2024-02-29$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-02-29$671,238
Did the plan have assets held for investment2024-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-02-29No
Aggregate proceeds on sale of assets2024-02-29$10,597,955
Aggregate carrying amount (costs) on sale of assets2024-02-29$10,196,181
Opinion of an independent qualified public accountant for this plan2024-02-29Unqualified
Accountancy firm name2024-02-29POSTON DENNEY & KILLPACK
Accountancy firm EIN2024-02-29820486077
2023 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-02-28$79,834
Total unrealized appreciation/depreciation of assets2023-02-28$79,834
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-02-28$0
Total income from all sources (including contributions)2023-02-28$5,785,862
Total loss/gain on sale of assets2023-02-28$6,791
Total of all expenses incurred2023-02-28$3,870,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-02-28$3,760,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-02-28$10,000,000
Value of total assets at end of year2023-02-28$65,528,788
Value of total assets at beginning of year2023-02-28$63,613,742
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-02-28$110,036
Total interest from all sources2023-02-28$2,689
Total dividends received (eg from common stock, registered investment company shares)2023-02-28$2,378,769
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2023-02-28$2,378,769
Was this plan covered by a fidelity bond2023-02-28Yes
Value of fidelity bond cover2023-02-28$9,000,000
Were there any nonexempt tranactions with any party-in-interest2023-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-02-28$25,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-02-28$16,555
Administrative expenses (other) incurred2023-02-28$35,543
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Value of net income/loss2023-02-28$1,915,046
Value of net assets at end of year (total assets less liabilities)2023-02-28$65,528,788
Value of net assets at beginning of year (total assets less liabilities)2023-02-28$63,613,742
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2023-02-28No
Were any leases to which the plan was party in default or uncollectible2023-02-28No
Investment advisory and management fees2023-02-28$74,493
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-02-28$46,969,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-02-28$47,015,180
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-02-28$2,689
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-02-28$18,534,146
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-02-28$16,582,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-02-28$-6,682,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-02-28Yes
Was there a failure to transmit to the plan any participant contributions2023-02-28No
Has the plan failed to provide any benefit when due under the plan2023-02-28No
Contributions received in cash from employer2023-02-28$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-02-28$3,760,780
Did the plan have assets held for investment2023-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-02-28No
Aggregate proceeds on sale of assets2023-02-28$970,670
Aggregate carrying amount (costs) on sale of assets2023-02-28$963,879
Opinion of an independent qualified public accountant for this plan2023-02-28Unqualified
Accountancy firm name2023-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2023-02-28820486077
2022 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-02-28$105,276
Total unrealized appreciation/depreciation of assets2022-02-28$105,276
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-02-28$0
Total income from all sources (including contributions)2022-02-28$11,500,174
Total loss/gain on sale of assets2022-02-28$125,596
Total of all expenses incurred2022-02-28$526,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-02-28$507,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-02-28$10,000,000
Value of total assets at end of year2022-02-28$63,613,742
Value of total assets at beginning of year2022-02-28$52,640,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-02-28$19,823
Total interest from all sources2022-02-28$2
Total dividends received (eg from common stock, registered investment company shares)2022-02-28$1,983,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-02-28No
Total dividends received from registered investment company shares (eg mutual funds)2022-02-28$1,983,224
Was this plan covered by a fidelity bond2022-02-28Yes
Value of fidelity bond cover2022-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-02-28$0
Were there any nonexempt tranactions with any party-in-interest2022-02-28No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-02-28$16,555
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-02-28$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Value of net income/loss2022-02-28$10,973,292
Value of net assets at end of year (total assets less liabilities)2022-02-28$63,613,742
Value of net assets at beginning of year (total assets less liabilities)2022-02-28$52,640,450
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2022-02-28No
Were any leases to which the plan was party in default or uncollectible2022-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-02-28$47,015,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-02-28$0
Value of interest in pooled separate accounts at end of year2022-02-28$0
Value of interest in pooled separate accounts at beginning of year2022-02-28$37,157,760
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-02-28$2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-02-28$16,582,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-02-28$15,482,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-02-28$-713,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-02-28Yes
Was there a failure to transmit to the plan any participant contributions2022-02-28No
Has the plan failed to provide any benefit when due under the plan2022-02-28No
Contributions received in cash from employer2022-02-28$10,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-02-28$507,059
Contract administrator fees2022-02-28$19,823
Did the plan have assets held for investment2022-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-02-28No
Aggregate proceeds on sale of assets2022-02-28$14,610,072
Aggregate carrying amount (costs) on sale of assets2022-02-28$14,484,476
Opinion of an independent qualified public accountant for this plan2022-02-28Unqualified
Accountancy firm name2022-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2022-02-28820486077
2021 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-02-28$0
Total income from all sources (including contributions)2021-02-28$15,983,738
Total loss/gain on sale of assets2021-02-28$0
Total of all expenses incurred2021-02-28$1,579,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-02-28$1,543,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-02-28$9,600,000
Value of total assets at end of year2021-02-28$52,640,450
Value of total assets at beginning of year2021-02-28$38,236,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-02-28$35,910
Total interest from all sources2021-02-28$267,574
Total dividends received (eg from common stock, registered investment company shares)2021-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-02-28No
Was this plan covered by a fidelity bond2021-02-28Yes
Value of fidelity bond cover2021-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-02-28$0
Were there any nonexempt tranactions with any party-in-interest2021-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Value of net income/loss2021-02-28$14,404,125
Value of net assets at end of year (total assets less liabilities)2021-02-28$52,640,450
Value of net assets at beginning of year (total assets less liabilities)2021-02-28$38,236,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2021-02-28No
Were any leases to which the plan was party in default or uncollectible2021-02-28No
Value of interest in pooled separate accounts at end of year2021-02-28$37,157,760
Value of interest in pooled separate accounts at beginning of year2021-02-28$27,175,652
Interest earned on other investments2021-02-28$267,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-02-28$15,482,690
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-02-28$11,060,673
Net investment gain/loss from pooled separate accounts2021-02-28$6,116,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-02-28Yes
Was there a failure to transmit to the plan any participant contributions2021-02-28No
Has the plan failed to provide any benefit when due under the plan2021-02-28No
Contributions received in cash from employer2021-02-28$9,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-02-28$1,543,703
Contract administrator fees2021-02-28$35,910
Did the plan have assets held for investment2021-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-02-28No
Opinion of an independent qualified public accountant for this plan2021-02-28Disclaimer
Accountancy firm name2021-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2021-02-28820486077
2020 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-02-29$0
Total income from all sources (including contributions)2020-02-29$4,621,113
Total loss/gain on sale of assets2020-02-29$0
Total of all expenses incurred2020-02-29$3,983,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-02-29$3,952,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-02-29$2,500,000
Value of total assets at end of year2020-02-29$38,236,325
Value of total assets at beginning of year2020-02-29$37,598,611
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-02-29$31,237
Total interest from all sources2020-02-29$226,597
Total dividends received (eg from common stock, registered investment company shares)2020-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-02-29No
Was this plan covered by a fidelity bond2020-02-29Yes
Value of fidelity bond cover2020-02-29$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-02-29$0
Were there any nonexempt tranactions with any party-in-interest2020-02-29No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Value of net income/loss2020-02-29$637,714
Value of net assets at end of year (total assets less liabilities)2020-02-29$38,236,325
Value of net assets at beginning of year (total assets less liabilities)2020-02-29$37,598,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2020-02-29No
Were any leases to which the plan was party in default or uncollectible2020-02-29No
Value of interest in pooled separate accounts at end of year2020-02-29$27,175,652
Value of interest in pooled separate accounts at beginning of year2020-02-29$26,479,867
Interest earned on other investments2020-02-29$226,597
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-02-29$11,060,673
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-02-29$11,118,744
Net investment gain/loss from pooled separate accounts2020-02-29$1,894,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-02-29Yes
Was there a failure to transmit to the plan any participant contributions2020-02-29No
Has the plan failed to provide any benefit when due under the plan2020-02-29No
Contributions received in cash from employer2020-02-29$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-02-29$3,952,162
Contract administrator fees2020-02-29$31,237
Did the plan have assets held for investment2020-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-02-29Yes
Opinion of an independent qualified public accountant for this plan2020-02-29Disclaimer
Accountancy firm name2020-02-29POSTON DENNEY & KILLPACK
Accountancy firm EIN2020-02-29820486077
2019 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-02-28$0
Total income from all sources (including contributions)2019-02-28$2,467,324
Total loss/gain on sale of assets2019-02-28$0
Total of all expenses incurred2019-02-28$533,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-02-28$507,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-02-28$1,500,000
Value of total assets at end of year2019-02-28$37,598,611
Value of total assets at beginning of year2019-02-28$35,664,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-02-28$26,415
Total interest from all sources2019-02-28$217,760
Total dividends received (eg from common stock, registered investment company shares)2019-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-02-28No
Was this plan covered by a fidelity bond2019-02-28Yes
Value of fidelity bond cover2019-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-02-28$0
Were there any nonexempt tranactions with any party-in-interest2019-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Value of net income/loss2019-02-28$1,933,876
Value of net assets at end of year (total assets less liabilities)2019-02-28$37,598,611
Value of net assets at beginning of year (total assets less liabilities)2019-02-28$35,664,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2019-02-28No
Were any leases to which the plan was party in default or uncollectible2019-02-28No
Value of interest in pooled separate accounts at end of year2019-02-28$26,479,867
Value of interest in pooled separate accounts at beginning of year2019-02-28$26,002,344
Interest earned on other investments2019-02-28$217,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-02-28$11,118,744
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-02-28$9,662,391
Net investment gain/loss from pooled separate accounts2019-02-28$749,564
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-02-28Yes
Was there a failure to transmit to the plan any participant contributions2019-02-28No
Has the plan failed to provide any benefit when due under the plan2019-02-28No
Contributions received in cash from employer2019-02-28$1,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-02-28$507,033
Contract administrator fees2019-02-28$26,415
Did the plan have assets held for investment2019-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-02-28Yes
Opinion of an independent qualified public accountant for this plan2019-02-28Disclaimer
Accountancy firm name2019-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2019-02-28820486077
2018 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-02-28$0
Total income from all sources (including contributions)2018-02-28$10,947,644
Total loss/gain on sale of assets2018-02-28$0
Total of all expenses incurred2018-02-28$1,359,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-02-28$1,338,044
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-02-28$8,000,000
Value of total assets at end of year2018-02-28$35,664,735
Value of total assets at beginning of year2018-02-28$26,076,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-02-28$21,255
Total interest from all sources2018-02-28$149,171
Total dividends received (eg from common stock, registered investment company shares)2018-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-02-28No
Was this plan covered by a fidelity bond2018-02-28Yes
Value of fidelity bond cover2018-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-02-28$0
Were there any nonexempt tranactions with any party-in-interest2018-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Value of net income/loss2018-02-28$9,588,345
Value of net assets at end of year (total assets less liabilities)2018-02-28$35,664,735
Value of net assets at beginning of year (total assets less liabilities)2018-02-28$26,076,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2018-02-28No
Were any leases to which the plan was party in default or uncollectible2018-02-28No
Value of interest in pooled separate accounts at end of year2018-02-28$26,002,344
Value of interest in pooled separate accounts at beginning of year2018-02-28$18,575,916
Interest earned on other investments2018-02-28$149,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-02-28$9,662,391
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-02-28$7,500,474
Net investment gain/loss from pooled separate accounts2018-02-28$2,798,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-02-28Yes
Was there a failure to transmit to the plan any participant contributions2018-02-28No
Has the plan failed to provide any benefit when due under the plan2018-02-28No
Contributions received in cash from employer2018-02-28$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-02-28$1,338,044
Contract administrator fees2018-02-28$21,255
Did the plan have assets held for investment2018-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-02-28Yes
Opinion of an independent qualified public accountant for this plan2018-02-28Disclaimer
Accountancy firm name2018-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2018-02-28820486077
2017 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-02-28$0
Total income from all sources (including contributions)2017-02-28$11,179,415
Total loss/gain on sale of assets2017-02-28$0
Total of all expenses incurred2017-02-28$380,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-02-28$367,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-02-28$9,000,000
Value of total assets at end of year2017-02-28$26,076,390
Value of total assets at beginning of year2017-02-28$15,277,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-02-28$12,982
Total interest from all sources2017-02-28$100,888
Total dividends received (eg from common stock, registered investment company shares)2017-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-02-28No
Was this plan covered by a fidelity bond2017-02-28Yes
Value of fidelity bond cover2017-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-02-28$0
Were there any nonexempt tranactions with any party-in-interest2017-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Value of net income/loss2017-02-28$10,798,819
Value of net assets at end of year (total assets less liabilities)2017-02-28$26,076,390
Value of net assets at beginning of year (total assets less liabilities)2017-02-28$15,277,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2017-02-28No
Were any leases to which the plan was party in default or uncollectible2017-02-28No
Value of interest in pooled separate accounts at end of year2017-02-28$18,575,916
Value of interest in pooled separate accounts at beginning of year2017-02-28$10,463,519
Interest earned on other investments2017-02-28$100,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-02-28$7,500,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-02-28$4,814,052
Net investment gain/loss from pooled separate accounts2017-02-28$2,078,527
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-02-28Yes
Was there a failure to transmit to the plan any participant contributions2017-02-28No
Has the plan failed to provide any benefit when due under the plan2017-02-28No
Contributions received in cash from employer2017-02-28$9,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-02-28$367,614
Contract administrator fees2017-02-28$12,982
Did the plan have assets held for investment2017-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-02-28Yes
Opinion of an independent qualified public accountant for this plan2017-02-28Disclaimer
Accountancy firm name2017-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2017-02-28820486077
2016 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-02-29$0
Total income from all sources (including contributions)2016-02-29$872,640
Total loss/gain on sale of assets2016-02-29$0
Total of all expenses incurred2016-02-29$506,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-02-29$506,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-02-29$1,400,000
Value of total assets at end of year2016-02-29$15,277,571
Value of total assets at beginning of year2016-02-29$14,911,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-02-29$0
Total interest from all sources2016-02-29$74,814
Total dividends received (eg from common stock, registered investment company shares)2016-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-02-29No
Was this plan covered by a fidelity bond2016-02-29Yes
Value of fidelity bond cover2016-02-29$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-02-29$0
Were there any nonexempt tranactions with any party-in-interest2016-02-29No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Value of net income/loss2016-02-29$366,455
Value of net assets at end of year (total assets less liabilities)2016-02-29$15,277,571
Value of net assets at beginning of year (total assets less liabilities)2016-02-29$14,911,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2016-02-29No
Were any leases to which the plan was party in default or uncollectible2016-02-29No
Value of interest in pooled separate accounts at end of year2016-02-29$10,463,519
Value of interest in pooled separate accounts at beginning of year2016-02-29$8,866,572
Interest earned on other investments2016-02-29$74,814
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-02-29$4,814,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-02-29$6,044,544
Net investment gain/loss from pooled separate accounts2016-02-29$-602,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-02-29Yes
Was there a failure to transmit to the plan any participant contributions2016-02-29No
Has the plan failed to provide any benefit when due under the plan2016-02-29No
Contributions received in cash from employer2016-02-29$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-02-29$506,185
Did the plan have assets held for investment2016-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-02-29Yes
Opinion of an independent qualified public accountant for this plan2016-02-29Disclaimer
Accountancy firm name2016-02-29POSTON DENNEY & KILLPACK
Accountancy firm EIN2016-02-29820486077
2015 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-02-28$0
Total income from all sources (including contributions)2015-02-28$2,344,531
Total loss/gain on sale of assets2015-02-28$0
Total of all expenses incurred2015-02-28$175,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-02-28$175,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-02-28$1,588,209
Value of total assets at end of year2015-02-28$14,911,116
Value of total assets at beginning of year2015-02-28$12,741,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-02-28$0
Total interest from all sources2015-02-28$95,215
Total dividends received (eg from common stock, registered investment company shares)2015-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-02-28No
Was this plan covered by a fidelity bond2015-02-28Yes
Value of fidelity bond cover2015-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-02-28$0
Were there any nonexempt tranactions with any party-in-interest2015-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Value of net income/loss2015-02-28$2,169,157
Value of net assets at end of year (total assets less liabilities)2015-02-28$14,911,116
Value of net assets at beginning of year (total assets less liabilities)2015-02-28$12,741,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2015-02-28No
Were any leases to which the plan was party in default or uncollectible2015-02-28No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-02-28$6,617,256
Value of interest in pooled separate accounts at end of year2015-02-28$8,866,572
Interest earned on other investments2015-02-28$95,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-02-28$6,044,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-02-28$6,124,703
Net investment gain/loss from pooled separate accounts2015-02-28$661,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-02-28No
Was there a failure to transmit to the plan any participant contributions2015-02-28No
Has the plan failed to provide any benefit when due under the plan2015-02-28No
Contributions received in cash from employer2015-02-28$1,588,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-02-28$175,374
Did the plan have assets held for investment2015-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-02-28Yes
Opinion of an independent qualified public accountant for this plan2015-02-28Disclaimer
Accountancy firm name2015-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2015-02-28820486077
2014 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-02-28$0
Total income from all sources (including contributions)2014-02-28$2,535,972
Total loss/gain on sale of assets2014-02-28$0
Total of all expenses incurred2014-02-28$579,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-02-28$579,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-02-28$1,445,769
Value of total assets at end of year2014-02-28$12,741,959
Value of total assets at beginning of year2014-02-28$10,785,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-02-28$0
Total interest from all sources2014-02-28$108,500
Total dividends received (eg from common stock, registered investment company shares)2014-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-02-28No
Was this plan covered by a fidelity bond2014-02-28Yes
Value of fidelity bond cover2014-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-02-28$0
Were there any nonexempt tranactions with any party-in-interest2014-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Value of net income/loss2014-02-28$1,955,993
Value of net assets at end of year (total assets less liabilities)2014-02-28$12,741,959
Value of net assets at beginning of year (total assets less liabilities)2014-02-28$10,785,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2014-02-28No
Were any leases to which the plan was party in default or uncollectible2014-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-02-28$6,617,256
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-02-28$5,635,553
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-02-28$108,500
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-02-28$6,124,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-02-28$5,150,413
Expenses. Payments to insurance carriers foe the provision of benefits2014-02-28$218,430
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-02-28$981,703
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-02-28Yes
Was there a failure to transmit to the plan any participant contributions2014-02-28No
Has the plan failed to provide any benefit when due under the plan2014-02-28No
Contributions received in cash from employer2014-02-28$1,445,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-02-28$361,549
Did the plan have assets held for investment2014-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-02-28Yes
Opinion of an independent qualified public accountant for this plan2014-02-28Disclaimer
Accountancy firm name2014-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2014-02-28820486077
2013 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-02-28$0
Total income from all sources (including contributions)2013-02-28$1,655,118
Total loss/gain on sale of assets2013-02-28$0
Total of all expenses incurred2013-02-28$234,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-02-28$234,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-02-28$987,487
Value of total assets at end of year2013-02-28$10,785,966
Value of total assets at beginning of year2013-02-28$9,365,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-02-28$0
Total interest from all sources2013-02-28$112,906
Total dividends received (eg from common stock, registered investment company shares)2013-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-02-28No
Was this plan covered by a fidelity bond2013-02-28Yes
Value of fidelity bond cover2013-02-28$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-02-28$0
Were there any nonexempt tranactions with any party-in-interest2013-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Value of net income/loss2013-02-28$1,420,950
Value of net assets at end of year (total assets less liabilities)2013-02-28$10,785,966
Value of net assets at beginning of year (total assets less liabilities)2013-02-28$9,365,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2013-02-28No
Were any leases to which the plan was party in default or uncollectible2013-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-02-28$5,635,553
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-02-28$5,080,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-02-28$112,906
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-02-28$5,150,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-02-28$4,284,188
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-02-28$554,725
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-02-28Yes
Was there a failure to transmit to the plan any participant contributions2013-02-28No
Has the plan failed to provide any benefit when due under the plan2013-02-28No
Contributions received in cash from employer2013-02-28$987,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-02-28$234,168
Did the plan have assets held for investment2013-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-02-28Yes
Opinion of an independent qualified public accountant for this plan2013-02-28Disclaimer
Accountancy firm name2013-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2013-02-28820486077
2012 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-02-29$0
Total transfer of assets from this plan2012-02-29$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-02-29$0
Total income from all sources (including contributions)2012-02-29$1,221,426
Total loss/gain on sale of assets2012-02-29$0
Total of all expenses incurred2012-02-29$647,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-02-29$647,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-02-29$871,720
Value of total assets at end of year2012-02-29$9,365,016
Value of total assets at beginning of year2012-02-29$8,790,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-02-29$0
Total interest from all sources2012-02-29$119,743
Total dividends received (eg from common stock, registered investment company shares)2012-02-29$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-02-29No
Was this plan covered by a fidelity bond2012-02-29Yes
Value of fidelity bond cover2012-02-29$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-02-29$0
Were there any nonexempt tranactions with any party-in-interest2012-02-29No
Contributions received from participants2012-02-29$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Value of net income/loss2012-02-29$574,218
Value of net assets at end of year (total assets less liabilities)2012-02-29$9,365,016
Value of net assets at beginning of year (total assets less liabilities)2012-02-29$8,790,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-02-29No
Were any loans by the plan or fixed income obligations due to the plan in default2012-02-29No
Were any leases to which the plan was party in default or uncollectible2012-02-29No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-02-29$5,080,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-02-29$4,150,865
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-02-29$119,743
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-02-29$4,284,188
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-02-29$4,639,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-02-29$229,963
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-02-29Yes
Was there a failure to transmit to the plan any participant contributions2012-02-29No
Has the plan failed to provide any benefit when due under the plan2012-02-29No
Contributions received in cash from employer2012-02-29$871,720
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-02-29$647,208
Did the plan have assets held for investment2012-02-29Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-02-29No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-02-29No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-02-29Yes
Opinion of an independent qualified public accountant for this plan2012-02-29Disclaimer
Accountancy firm name2012-02-29POSTON DENNEY & KILLPACK
Accountancy firm EIN2012-02-29820486077
2011 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-02-28$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-02-28$0
Total income from all sources (including contributions)2011-02-28$1,530,530
Total loss/gain on sale of assets2011-02-28$0
Total of all expenses incurred2011-02-28$355,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-02-28$355,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-02-28$763,126
Value of total assets at end of year2011-02-28$8,790,798
Value of total assets at beginning of year2011-02-28$7,615,484
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-02-28$0
Total interest from all sources2011-02-28$132,815
Total dividends received (eg from common stock, registered investment company shares)2011-02-28$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-02-28No
Was this plan covered by a fidelity bond2011-02-28Yes
Value of fidelity bond cover2011-02-28$500,000
Were there any nonexempt tranactions with any party-in-interest2011-02-28No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Value of net income/loss2011-02-28$1,175,314
Value of net assets at end of year (total assets less liabilities)2011-02-28$8,790,798
Value of net assets at beginning of year (total assets less liabilities)2011-02-28$7,615,484
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-02-28No
Were any loans by the plan or fixed income obligations due to the plan in default2011-02-28No
Were any leases to which the plan was party in default or uncollectible2011-02-28No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-02-28$4,150,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-02-28$3,516,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-02-28$132,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-02-28$4,639,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-02-28$4,099,208
Expenses. Payments to insurance carriers foe the provision of benefits2011-02-28$215,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-02-28$634,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-02-28Yes
Was there a failure to transmit to the plan any participant contributions2011-02-28No
Has the plan failed to provide any benefit when due under the plan2011-02-28No
Contributions received in cash from employer2011-02-28$763,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-02-28$139,927
Did the plan have assets held for investment2011-02-28Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-02-28No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-02-28No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-02-28Yes
Opinion of an independent qualified public accountant for this plan2011-02-28Disclaimer
Accountancy firm name2011-02-28POSTON DENNEY & KILLPACK
Accountancy firm EIN2011-02-28820486077
2010 : IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-02-28$0

Form 5500 Responses for IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

2023: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2023 form 5500 responses
2023-03-01Type of plan entitySingle employer plan
2023-03-01Submission has been amendedNo
2023-03-01This submission is the final filingNo
2023-03-01This return/report is a short plan year return/report (less than 12 months)No
2023-03-01Plan is a collectively bargained planNo
2023-03-01Plan funding arrangement – InsuranceYes
2023-03-01Plan funding arrangement – TrustYes
2023-03-01Plan benefit arrangement – InsuranceYes
2023-03-01Plan benefit arrangement - TrustYes
2022: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 form 5500 responses
2022-03-01Type of plan entitySingle employer plan
2022-03-01Submission has been amendedNo
2022-03-01This submission is the final filingNo
2022-03-01This return/report is a short plan year return/report (less than 12 months)No
2022-03-01Plan is a collectively bargained planNo
2022-03-01Plan funding arrangement – InsuranceYes
2022-03-01Plan funding arrangement – TrustYes
2022-03-01Plan benefit arrangement – InsuranceYes
2022-03-01Plan benefit arrangement - TrustYes
2021: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-03-01Type of plan entitySingle employer plan
2021-03-01Submission has been amendedNo
2021-03-01This submission is the final filingNo
2021-03-01This return/report is a short plan year return/report (less than 12 months)No
2021-03-01Plan is a collectively bargained planNo
2021-03-01Plan funding arrangement – InsuranceYes
2021-03-01Plan funding arrangement – TrustYes
2021-03-01Plan benefit arrangement – InsuranceYes
2021-03-01Plan benefit arrangement - TrustYes
2020: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-03-01Type of plan entitySingle employer plan
2020-03-01Submission has been amendedNo
2020-03-01This submission is the final filingNo
2020-03-01This return/report is a short plan year return/report (less than 12 months)No
2020-03-01Plan is a collectively bargained planNo
2020-03-01Plan funding arrangement – InsuranceYes
2020-03-01Plan benefit arrangement – InsuranceYes
2019: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01Submission has been amendedNo
2019-03-01This submission is the final filingNo
2019-03-01This return/report is a short plan year return/report (less than 12 months)No
2019-03-01Plan is a collectively bargained planNo
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Submission has been amendedNo
2018-03-01This submission is the final filingNo
2018-03-01This return/report is a short plan year return/report (less than 12 months)No
2018-03-01Plan is a collectively bargained planNo
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedNo
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2010: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-03-01Type of plan entitySingle employer plan
2010-03-01Submission has been amendedNo
2010-03-01This submission is the final filingNo
2010-03-01This return/report is a short plan year return/report (less than 12 months)No
2010-03-01Plan is a collectively bargained planNo
2010-03-01Plan funding arrangement – InsuranceYes
2010-03-01Plan benefit arrangement – InsuranceYes
2009: IDAHO CENTRAL CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered0
Insurance policy start date2023-03-01
Insurance policy end date2024-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered1334
Insurance policy start date2022-03-01
Insurance policy end date2023-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered1174
Insurance policy start date2021-03-01
Insurance policy end date2022-02-28
Total amount of commissions paid to insurance brokerUSD $5,613
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,613
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered1163
Insurance policy start date2020-03-01
Insurance policy end date2021-02-28
Total amount of commissions paid to insurance brokerUSD $111,294
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $111,294
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered989
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $95,292
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $95,292
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered850
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $91,093
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $91,093
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660
Policy instance 1
Insurance contract or identification number809660
Number of Individuals Covered665
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $65,076
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $65,076
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number809660A
Policy instance 2
Insurance contract or identification number809660A
Number of Individuals Covered454
Insurance policy start date2015-06-01
Insurance policy end date2016-02-29
Total amount of commissions paid to insurance brokerUSD $72,643
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,643
Insurance broker organization code?3
Insurance broker nameGALLAGHER BENEFIT SERVICES
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number111-0024-5
Policy instance 1
Insurance contract or identification number111-0024-5
Number of Individuals Covered454
Insurance policy start date2015-03-01
Insurance policy end date2015-06-01
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 Administration0
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 number111-0024-5
Policy instance 1
Insurance contract or identification number111-0024-5
Number of Individuals Covered374
Insurance policy start date2014-03-01
Insurance policy end date2015-02-28
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 number111-0024-5
Policy instance 1
Insurance contract or identification number111-0024-5
Number of Individuals Covered311
Insurance policy start date2013-03-01
Insurance policy end date2014-02-28
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 number111-0024-5
Policy instance 1
Insurance contract or identification number111-0024-5
Number of Individuals Covered272
Insurance policy start date2012-03-01
Insurance policy end date2013-02-28
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 number111-0024-5
Policy instance 1
Insurance contract or identification number111-0024-5
Number of Individuals Covered258
Insurance policy start date2011-03-01
Insurance policy end date2012-02-29
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 number111-0024-5
Policy instance 1
Insurance contract or identification number111-0024-5
Number of Individuals Covered234
Insurance policy start date2010-03-01
Insurance policy end date2011-02-28
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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