401k Plan data: SIMCOE CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST plan

SIMCOE CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	SIMCOE CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST
Plan identification number	002

SIMCOE CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

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

Company Name: SIMCOE CREDIT UNION

Employer identification number (EIN): 820374111

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIMCOE CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2014-01-01 BRIAN OSBERG 2015-01-16
002 2013-01-01 SHARON MONCUR 2014-09-04
002 2012-01-01 SHARON MONCUR 2013-09-17
002 2011-01-01 SHARON MONCUR 2012-10-01 SHARON MONCUR 2012-10-01
002 2010-01-01 SHARON MONCUR 2011-09-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2014-01-01	BRIAN OSBERG	2015-01-16
002	2013-01-01	SHARON MONCUR	2014-09-04
002	2012-01-01	SHARON MONCUR	2013-09-17
002	2011-01-01	SHARON MONCUR	2012-10-01	SHARON MONCUR	2012-10-01
002	2010-01-01	SHARON MONCUR	2011-09-26

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Company Name:	SIMCOE CREDIT UNION
Employer identification number (EIN):	820374111
NAIC Classification:	522130
NAIC Description:	Credit Unions