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SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 401k Plan overview

Plan NameSELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN
Plan identification number 002

SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:SELCO COMMUNITY CREDIT UNION
Employer identification number (EIN):930163693
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01J. ROBERT NEWCOMB2024-10-08 J. ROBERT NEWCOMB2024-10-08
0022022-01-01J. ROBERT NEWCOMB2023-09-29 J. ROBERT NEWCOMB2023-09-29
0022021-01-01J. ROBERT NEWCOMB2022-10-10 J. ROBERT NEWCOMB2022-10-10
0022020-01-01J. ROBERT NEWCOMB2021-10-08
0022019-01-01J. ROBERT NEWCOMB2020-09-29 J. ROBERT NEWCOMB2020-09-29
0022018-01-01J. ROBERT NEWCOMB2019-10-04
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01J. ROBERT NEWCOMB
0022013-01-01J. ROBERT NEWCOMB
0022012-01-01TIFFANY WASHINGTON
0022011-01-01TIFFANY WASHINGTON
0022010-01-01PENSION PLANNERS NORTHWEST
0022009-01-01PENSION PLANNERS NORTHWEST

Plan Statistics for SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN

401k plan membership statisitcs for SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN

Measure Date Value
2023: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01555
Total number of active participants reported on line 7a of the Form 55002023-01-01462
Number of retired or separated participants receiving benefits2023-01-01110
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01573
Number of participants with account balances2023-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-019
2022: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01518
Total number of active participants reported on line 7a of the Form 55002022-01-01421
Number of retired or separated participants receiving benefits2022-01-0179
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01535
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01537
Number of participants with account balances2022-01-01528
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-013
2021: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01476
Total number of active participants reported on line 7a of the Form 55002021-01-01375
Number of retired or separated participants receiving benefits2021-01-0176
Number of other retired or separated participants entitled to future benefits2021-01-0135
Total of all active and inactive participants2021-01-01486
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01488
Number of participants with account balances2021-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-019
2020: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01489
Total number of active participants reported on line 7a of the Form 55002020-01-01376
Number of retired or separated participants receiving benefits2020-01-0168
Number of other retired or separated participants entitled to future benefits2020-01-0121
Total of all active and inactive participants2020-01-01465
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01466
Number of participants with account balances2020-01-01455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01479
Total number of active participants reported on line 7a of the Form 55002019-01-01376
Number of retired or separated participants receiving benefits2019-01-0156
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01467
Number of participants with account balances2019-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01458
Total number of active participants reported on line 7a of the Form 55002018-01-01367
Number of retired or separated participants receiving benefits2018-01-0158
Number of other retired or separated participants entitled to future benefits2018-01-0130
Total of all active and inactive participants2018-01-01455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01455
Number of participants with account balances2018-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-013
2017: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01428
Total number of active participants reported on line 7a of the Form 55002017-01-01340
Number of retired or separated participants receiving benefits2017-01-0160
Number of other retired or separated participants entitled to future benefits2017-01-0130
Total of all active and inactive participants2017-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01430
Number of participants with account balances2017-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01408
Total number of active participants reported on line 7a of the Form 55002016-01-01330
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01406
Number of participants with account balances2016-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01396
Total number of active participants reported on line 7a of the Form 55002015-01-01314
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0179
Total of all active and inactive participants2015-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01393
Number of participants with account balances2015-01-01387
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01384
Total number of active participants reported on line 7a of the Form 55002014-01-01282
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0176
Total of all active and inactive participants2014-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01358
Number of participants with account balances2014-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01354
Total number of active participants reported on line 7a of the Form 55002013-01-01277
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01353
Number of participants with account balances2013-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01341
Total number of active participants reported on line 7a of the Form 55002012-01-01242
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01316
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01316
Number of participants with account balances2012-01-01313
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01319
Total number of active participants reported on line 7a of the Form 55002011-01-01226
Number of retired or separated participants receiving benefits2011-01-016
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01296
Number of participants with account balances2011-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01311
Total number of active participants reported on line 7a of the Form 55002010-01-01217
Number of retired or separated participants receiving benefits2010-01-013
Number of other retired or separated participants entitled to future benefits2010-01-0175
Total of all active and inactive participants2010-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01295
Number of participants with account balances2010-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01304
Total number of active participants reported on line 7a of the Form 55002009-01-01223
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0171
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01295
Number of participants with account balances2009-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN

Measure Date Value
2023 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$10,832,524
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$4,910,076
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$4,808,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$5,157,712
Value of total assets at end of year2023-12-31$40,861,029
Value of total assets at beginning of year2023-12-31$34,938,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$101,188
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$424,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$424,334
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$9,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,116,437
Participant contributions at end of year2023-12-31$83,803
Participant contributions at beginning of year2023-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$730,314
Administrative expenses (other) incurred2023-12-31$8,000
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$10,838
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$5,922,448
Value of net assets at end of year (total assets less liabilities)2023-12-31$40,861,029
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$34,938,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$43,412
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$17,258,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$33,014,241
Value of interest in common/collective trusts at end of year2023-12-31$21,211,463
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$5,356
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,412,361
Net investment gain/loss from pooled separate accounts2023-12-31$1,586,366
Net investment gain or loss from common/collective trusts2023-12-31$2,251,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$2,310,961
Employer contributions (assets) at end of year2023-12-31$2,302,141
Employer contributions (assets) at beginning of year2023-12-31$1,913,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$4,808,888
Contract administrator fees2023-12-31$49,776
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
2022 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,233,945
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,412,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,278,611
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,031,781
Value of total assets at end of year2022-12-31$34,938,581
Value of total assets at beginning of year2022-12-31$39,584,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$133,861
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$7,200
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,919,894
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$-150
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$172,551
Other income not declared elsewhere2022-12-31$-10
Total non interest bearing cash at end of year2022-12-31$10,838
Total non interest bearing cash at beginning of year2022-12-31$9,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,646,417
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,938,581
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,584,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$64,905
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,014,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$37,652,322
Net investment gain/loss from pooled separate accounts2022-12-31$-6,265,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,939,336
Employer contributions (assets) at end of year2022-12-31$1,913,502
Employer contributions (assets) at beginning of year2022-12-31$1,923,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,278,611
Contract administrator fees2022-12-31$61,756
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,204,793
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,451,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,299,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,789,928
Value of total assets at end of year2021-12-31$39,584,998
Value of total assets at beginning of year2021-12-31$33,831,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$152,507
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$6,800
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,816,813
Participant contributions at end of year2021-12-31$-150
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$24,462
Total non interest bearing cash at end of year2021-12-31$9,014
Total non interest bearing cash at beginning of year2021-12-31$18,673
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$5,753,229
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,584,998
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,831,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$72,177
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$37,652,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$32,018,051
Net investment gain/loss from pooled separate accounts2021-12-31$4,414,865
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,948,653
Employer contributions (assets) at end of year2021-12-31$1,923,812
Employer contributions (assets) at beginning of year2021-12-31$1,795,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,299,057
Contract administrator fees2021-12-31$73,530
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,193,833
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,265,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,144,973
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,416,094
Value of total assets at end of year2020-12-31$33,831,769
Value of total assets at beginning of year2020-12-31$26,903,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$120,831
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$6,500
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,611,376
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$124
Total non interest bearing cash at end of year2020-12-31$18,673
Total non interest bearing cash at beginning of year2020-12-31$5,968
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,928,029
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,831,769
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$26,903,740
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$54,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$32,018,051
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$25,260,714
Net investment gain/loss from pooled separate accounts2020-12-31$4,777,739
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,804,594
Employer contributions (assets) at end of year2020-12-31$1,795,045
Employer contributions (assets) at beginning of year2020-12-31$1,637,058
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,144,973
Contract administrator fees2020-12-31$60,049
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,497,123
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,779,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,657,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,132,760
Value of total assets at end of year2019-12-31$26,903,740
Value of total assets at beginning of year2019-12-31$21,186,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$122,536
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$6,800
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,446,814
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$22,059
Other income not declared elsewhere2019-12-31$-1
Total non interest bearing cash at end of year2019-12-31$5,968
Total non interest bearing cash at beginning of year2019-12-31$13,216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,717,581
Value of net assets at end of year (total assets less liabilities)2019-12-31$26,903,740
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$21,186,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$54,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$25,260,714
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,718,925
Net investment gain/loss from pooled separate accounts2019-12-31$4,364,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,663,887
Employer contributions (assets) at end of year2019-12-31$1,637,058
Employer contributions (assets) at beginning of year2019-12-31$1,454,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,657,006
Contract administrator fees2019-12-31$61,557
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,452,457
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,733,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,637,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,840,221
Value of total assets at end of year2018-12-31$21,186,159
Value of total assets at beginning of year2018-12-31$22,467,018
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$95,397
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$6,687
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,273,724
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$95,933
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,833
Other income not declared elsewhere2018-12-31$24,732
Total non interest bearing cash at end of year2018-12-31$13,216
Total non interest bearing cash at beginning of year2018-12-31$16,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,280,859
Value of net assets at end of year (total assets less liabilities)2018-12-31$21,186,159
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$22,467,018
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$53,232
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,718,925
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,105,894
Net investment gain/loss from pooled separate accounts2018-12-31$-1,412,496
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,470,564
Employer contributions (assets) at end of year2018-12-31$1,454,018
Employer contributions (assets) at beginning of year2018-12-31$1,342,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,637,919
Contract administrator fees2018-12-31$35,478
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,536,875
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$905,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$850,234
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,534,748
Value of total assets at end of year2017-12-31$22,467,018
Value of total assets at beginning of year2017-12-31$17,835,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$54,898
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$6,300
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,360,852
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$139,308
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,833
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$3
Total non interest bearing cash at end of year2017-12-31$16,794
Total non interest bearing cash at beginning of year2017-12-31$6,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,631,743
Value of net assets at end of year (total assets less liabilities)2017-12-31$22,467,018
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,835,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$48,595
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,105,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,552,747
Net investment gain/loss from pooled separate accounts2017-12-31$3,002,127
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,034,588
Employer contributions (assets) at end of year2017-12-31$1,342,497
Employer contributions (assets) at beginning of year2017-12-31$1,276,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$850,234
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,344,959
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$947,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$899,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,200,156
Value of total assets at end of year2016-12-31$17,835,275
Value of total assets at beginning of year2016-12-31$15,438,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,603
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$5,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$887,787
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$25,129
Total non interest bearing cash at end of year2016-12-31$6,298
Total non interest bearing cash at beginning of year2016-12-31$26,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,397,214
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,835,275
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,438,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$43,103
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,552,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,324,844
Net investment gain/loss from pooled separate accounts2016-12-31$1,144,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,287,240
Employer contributions (assets) at end of year2016-12-31$1,276,230
Employer contributions (assets) at beginning of year2016-12-31$1,087,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$899,142
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,910,360
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,076,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,031,215
Value of total corrective distributions2015-12-31$40
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,083,842
Value of total assets at end of year2015-12-31$15,438,061
Value of total assets at beginning of year2015-12-31$14,603,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$44,787
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,600
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$829,331
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$148,849
Other income not declared elsewhere2015-12-31$29,251
Administrative expenses (other) incurred2015-12-31$1
Total non interest bearing cash at end of year2015-12-31$26,206
Total non interest bearing cash at beginning of year2015-12-31$18,518
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$834,318
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,438,061
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$14,603,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$40,186
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,324,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$13,554,338
Net investment gain/loss from pooled separate accounts2015-12-31$-202,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,105,662
Employer contributions (assets) at end of year2015-12-31$1,087,011
Employer contributions (assets) at beginning of year2015-12-31$1,030,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,031,215
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,488,190
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,299,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,280,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,899,006
Value of total assets at end of year2014-12-31$14,603,743
Value of total assets at beginning of year2014-12-31$13,415,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$18,580
Total interest from all sources2014-12-31$46
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$681,934
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$174,487
Other income not declared elsewhere2014-12-31$-26
Total non interest bearing cash at end of year2014-12-31$18,518
Total non interest bearing cash at beginning of year2014-12-31$16,413
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,188,651
Value of net assets at end of year (total assets less liabilities)2014-12-31$14,603,743
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$13,415,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$12,479
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$13,554,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,447,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$46
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$13,754
Net investment gain/loss from pooled separate accounts2014-12-31$589,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,042,585
Employer contributions (assets) at end of year2014-12-31$1,030,887
Employer contributions (assets) at beginning of year2014-12-31$937,594
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,280,959
Contract administrator fees2014-12-31$6,101
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,581,878
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,175,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,144,668
Value of total corrective distributions2013-12-31$875
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,660,836
Value of total assets at end of year2013-12-31$13,415,092
Value of total assets at beginning of year2013-12-31$11,008,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$29,695
Total interest from all sources2013-12-31$98
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$566,083
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$147,703
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$987
Administrative expenses (other) incurred2013-12-31$1
Total non interest bearing cash at end of year2013-12-31$16,413
Total non interest bearing cash at beginning of year2013-12-31$27,141
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,406,640
Value of net assets at end of year (total assets less liabilities)2013-12-31$13,415,092
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,008,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$12,447,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,148,650
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$98
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$13,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$45,105
Net investment gain/loss from pooled separate accounts2013-12-31$1,920,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$947,050
Employer contributions (assets) at end of year2013-12-31$937,594
Employer contributions (assets) at beginning of year2013-12-31$786,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,144,668
Contract administrator fees2013-12-31$29,694
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,556,075
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$890,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$863,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,299,655
Value of total assets at end of year2012-12-31$11,008,452
Value of total assets at beginning of year2012-12-31$9,343,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$26,818
Total interest from all sources2012-12-31$564
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$504,990
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,868
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$2
Total non interest bearing cash at end of year2012-12-31$27,141
Total non interest bearing cash at beginning of year2012-12-31$48,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,665,343
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,008,452
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,343,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,148,650
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,516,452
Interest earned on other investments2012-12-31$564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$45,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$105,926
Net investment gain/loss from pooled separate accounts2012-12-31$1,255,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$791,797
Employer contributions (assets) at end of year2012-12-31$786,569
Employer contributions (assets) at beginning of year2012-12-31$672,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$863,914
Contract administrator fees2012-12-31$26,818
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$861,143
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,523,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,498,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,114,707
Value of total assets at end of year2011-12-31$9,343,109
Value of total assets at beginning of year2011-12-31$10,005,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$25,551
Total interest from all sources2011-12-31$2,927
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$401,373
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,717
Administrative expenses (other) incurred2011-12-31$10
Total non interest bearing cash at end of year2011-12-31$48,650
Total non interest bearing cash at beginning of year2011-12-31$32,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-662,810
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,343,109
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,005,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$8,516,452
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,209,706
Interest earned on other investments2011-12-31$2,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$105,926
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$131,408
Net investment gain/loss from pooled separate accounts2011-12-31$-256,491
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$682,917
Employer contributions (assets) at end of year2011-12-31$672,081
Employer contributions (assets) at beginning of year2011-12-31$628,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,498,402
Contract administrator fees2011-12-31$25,541
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,190,230
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$805,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$782,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,110,493
Value of total assets at end of year2010-12-31$10,005,919
Value of total assets at beginning of year2010-12-31$8,621,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$23,268
Total interest from all sources2010-12-31$3,672
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$343,612
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$126,843
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,717
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,285
Administrative expenses (other) incurred2010-12-31$57
Total non interest bearing cash at end of year2010-12-31$32,675
Total non interest bearing cash at beginning of year2010-12-31$36,501
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,384,701
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,005,919
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,621,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,209,706
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,720,279
Interest earned on other investments2010-12-31$3,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$131,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$147,668
Net investment gain/loss from pooled separate accounts2010-12-31$1,076,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$640,038
Employer contributions (assets) at end of year2010-12-31$628,413
Employer contributions (assets) at beginning of year2010-12-31$715,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$782,261
Contract administrator fees2010-12-31$23,211
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SELCO COMMUNITY CREDIT UNION RETIREMENT CONTRIBUTION PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-10-16
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $22,950
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 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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered561
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,263
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 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
Amount paid for insurance broker fees17263
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered515
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $17,823
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 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
Amount paid for insurance broker fees17823
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered478
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,301
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 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
Amount paid for insurance broker fees13301
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered485
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $14,790
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 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
Amount paid for insurance broker fees14790
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered469
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $13,419
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 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
Amount paid for insurance broker fees13419
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered461
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,661
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 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
Amount paid for insurance broker fees10661
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered411
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40,186
Total amount of fees paid to insurance companyUSD $11,908
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
Commission paid to Insurance BrokerUSD $40,186
Insurance broker organization code?3
Amount paid for insurance broker fees11907
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker nameT ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered397
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $39,701
Total amount of fees paid to insurance companyUSD $6,688
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?Yes
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 $27,222
Insurance broker organization code?7
Amount paid for insurance broker fees6688
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered380
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $32,792
Total amount of fees paid to insurance companyUSD $5,542
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?Yes
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 $32,792
Insurance broker organization code?7
Amount paid for insurance broker fees5541
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameT ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered357
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,754
Total amount of fees paid to insurance companyUSD $4,842
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?Yes
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 $28,754
Insurance broker organization code?7
Amount paid for insurance broker fees4802
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered324
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $27,919
Total amount of fees paid to insurance companyUSD $4,738
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number89824
Policy instance 1
Insurance contract or identification number89824
Number of Individuals Covered319
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $24,837
Total amount of fees paid to insurance companyUSD $4,118
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
Commission paid to Insurance BrokerUSD $24,837
Insurance broker organization code?7
Amount paid for insurance broker fees4021
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.

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