401k Plan data: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN plan

SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 401k Plan overview

Plan Name	SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN
Plan identification number	002

SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SAN DIEGO COUNTY CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: SAN DIEGO COUNTY CREDIT UNION

Employer identification number (EIN): 951184903

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about SAN DIEGO COUNTY CREDIT UNION

Jurisdiction of Incorporation: California Department of State

Incorporation Date:

Company Identification Number: C0174119

More information about SAN DIEGO COUNTY CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 MICHELLE NICHOLS PAGNI MICHELLE NICHOLS PAGNI 2018-10-10
002 2016-01-01 MICHELLE PAGNI MICHELLE PAGNI 2017-10-12
002 2015-01-01 MICHELLE PAGNI MICHELLE PAGNI 2016-10-07
002 2014-01-01 MICHELLE PAGNI
002 2013-01-01 MICHELLE PAGNI
002 2012-01-01 MICHELLE PAGNI
002 2011-01-01 MICHELLE PAGNI
002 2010-01-01 MICHELLE PAGNI
002 2009-01-01 JANE LONG

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	MICHELLE NICHOLS PAGNI	MICHELLE NICHOLS PAGNI	2018-10-10
002	2016-01-01	MICHELLE PAGNI	MICHELLE PAGNI	2017-10-12
002	2015-01-01	MICHELLE PAGNI	MICHELLE PAGNI	2016-10-07
002	2014-01-01	MICHELLE PAGNI
002	2013-01-01	MICHELLE PAGNI
002	2012-01-01	MICHELLE PAGNI
002	2011-01-01	MICHELLE PAGNI
002	2010-01-01	MICHELLE PAGNI
002	2009-01-01	JANE LONG

Plan Statistics for SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN

401k plan membership statisitcs for SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN

Measure Date Value
2022: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,416
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 869
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 690
Total of all active and inactive participants 2022-01-01 1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 2
Total participants 2022-01-01 1,561
Number of participants with account balances 2022-01-01 1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,339
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 795
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 613
Total of all active and inactive participants 2021-01-01 1,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 1,409
Number of participants with account balances 2021-01-01 1,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,304
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 777
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 561
Total of all active and inactive participants 2020-01-01 1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 1,339
Number of participants with account balances 2020-01-01 1,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,279
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 841
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 461
Total of all active and inactive participants 2019-01-01 1,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 1,303
Number of participants with account balances 2019-01-01 1,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,212
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 833
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 436
Total of all active and inactive participants 2018-01-01 1,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 2
Total participants 2018-01-01 1,271
Number of participants with account balances 2018-01-01 1,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,098
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 803
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 404
Total of all active and inactive participants 2017-01-01 1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 1,208
Number of participants with account balances 2017-01-01 1,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,040
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 757
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 343
Total of all active and inactive participants 2016-01-01 1,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 1,101
Number of participants with account balances 2016-01-01 1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 917
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 700
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 322
Total of all active and inactive participants 2015-01-01 1,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,022
Number of participants with account balances 2015-01-01 1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 815
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 611
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 236
Total of all active and inactive participants 2014-01-01 847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 848
Number of participants with account balances 2014-01-01 819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 90
2013: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 749
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 602
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 201
Total of all active and inactive participants 2013-01-01 803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 1
Total participants 2013-01-01 804
Number of participants with account balances 2013-01-01 779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 89
2012: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 712
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 584
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 171
Total of all active and inactive participants 2012-01-01 755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 755
Number of participants with account balances 2012-01-01 710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 74
2011: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 684
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 562
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 144
Total of all active and inactive participants 2011-01-01 706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 706
Number of participants with account balances 2011-01-01 677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 72
2010: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 693
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 531
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 150
Total of all active and inactive participants 2010-01-01 681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 681
Number of participants with account balances 2010-01-01 646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 80
2009: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 651
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 570
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 117
Total of all active and inactive participants 2009-01-01 687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 687
Number of participants with account balances 2009-01-01 650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 59

Measure	Date	Value
2022: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,416
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	869
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	690
Total of all active and inactive participants	2022-01-01	1,559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	2
Total participants	2022-01-01	1,561
Number of participants with account balances	2022-01-01	1,545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,339
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	795
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	613
Total of all active and inactive participants	2021-01-01	1,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	1,409
Number of participants with account balances	2021-01-01	1,394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,304
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	777
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	561
Total of all active and inactive participants	2020-01-01	1,338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	1,339
Number of participants with account balances	2020-01-01	1,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,279
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	841
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	461
Total of all active and inactive participants	2019-01-01	1,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	1,303
Number of participants with account balances	2019-01-01	1,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,212
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	833
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	436
Total of all active and inactive participants	2018-01-01	1,269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	2
Total participants	2018-01-01	1,271
Number of participants with account balances	2018-01-01	1,266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,098
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	803
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	404
Total of all active and inactive participants	2017-01-01	1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	1,208
Number of participants with account balances	2017-01-01	1,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,040
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	757
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	343
Total of all active and inactive participants	2016-01-01	1,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	1,101
Number of participants with account balances	2016-01-01	1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	917
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	700
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	322
Total of all active and inactive participants	2015-01-01	1,022
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,022
Number of participants with account balances	2015-01-01	1,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	815
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	611
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	236
Total of all active and inactive participants	2014-01-01	847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	848
Number of participants with account balances	2014-01-01	819
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	90
2013: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	749
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	602
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	201
Total of all active and inactive participants	2013-01-01	803
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	1
Total participants	2013-01-01	804
Number of participants with account balances	2013-01-01	779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	89
2012: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	712
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	584
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	171
Total of all active and inactive participants	2012-01-01	755
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	755
Number of participants with account balances	2012-01-01	710
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	74
2011: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	684
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	562
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	144
Total of all active and inactive participants	2011-01-01	706
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	706
Number of participants with account balances	2011-01-01	677
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	72
2010: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	693
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	531
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	150
Total of all active and inactive participants	2010-01-01	681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	681
Number of participants with account balances	2010-01-01	646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	80
2009: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	651
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	570
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	117
Total of all active and inactive participants	2009-01-01	687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	687
Number of participants with account balances	2009-01-01	650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	59

Financial Data on SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN

Measure	Date	Value
2022 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-8,431,963
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$7,825,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$7,782,951
Expenses. Certain deemed distributions of participant loans	2022-12-31	$1,057
Value of total corrective distributions	2022-12-31	$6,475
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$8,162,810
Value of total assets at end of year	2022-12-31	$83,949,790
Value of total assets at beginning of year	2022-12-31	$100,207,445
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$35,209
Total interest from all sources	2022-12-31	$493,696
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$4,839,047
Participant contributions at end of year	2022-12-31	$2,365,229
Participant contributions at beginning of year	2022-12-31	$2,338,586
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$465,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-16,257,655
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$83,949,790
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$100,207,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$67,089,221
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$82,819,379
Interest on participant loans	2022-12-31	$104,174
Interest earned on other investments	2022-12-31	$389,522
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$14,495,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$15,049,480
Net investment gain/loss from pooled separate accounts	2022-12-31	$-17,088,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$2,858,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$7,782,951
Contract administrator fees	2022-12-31	$35,209
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2022-12-31	390859910
2021 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$20,314,062
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$8,697,886
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$8,625,299
Expenses. Certain deemed distributions of participant loans	2021-12-31	$40,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$7,211,060
Value of total assets at end of year	2021-12-31	$100,207,445
Value of total assets at beginning of year	2021-12-31	$88,591,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$32,477
Total interest from all sources	2021-12-31	$504,093
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$4,407,155
Participant contributions at end of year	2021-12-31	$2,338,586
Participant contributions at beginning of year	2021-12-31	$2,322,113
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$286,643
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$11,616,176
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$100,207,445
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$88,591,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$82,819,379
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$72,389,245
Interest on participant loans	2021-12-31	$106,146
Interest earned on other investments	2021-12-31	$397,947
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$15,049,480
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$13,879,911
Net investment gain/loss from pooled separate accounts	2021-12-31	$12,598,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,517,262
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$8,625,299
Contract administrator fees	2021-12-31	$32,477
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2021-12-31	390859910
2020 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$19,713,382
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$10,367,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$10,333,808
Expenses. Certain deemed distributions of participant loans	2020-12-31	$2,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$7,166,330
Value of total assets at end of year	2020-12-31	$88,591,269
Value of total assets at beginning of year	2020-12-31	$79,245,225
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$30,719
Total interest from all sources	2020-12-31	$554,323
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 year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$4,352,462
Participant contributions at end of year	2020-12-31	$2,322,113
Participant contributions at beginning of year	2020-12-31	$2,301,655
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$283,360
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$9,346,044
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$88,591,269
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$79,245,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$72,389,245
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$62,761,005
Interest on participant loans	2020-12-31	$106,983
Interest earned on other investments	2020-12-31	$447,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$13,879,911
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$14,182,565
Net investment gain/loss from pooled separate accounts	2020-12-31	$11,992,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$2,530,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$10,333,808
Contract administrator fees	2020-12-31	$30,719
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAKER TILLY US, LLP
Accountancy firm EIN	2020-12-31	390859910
2019 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$20,943,098
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$6,220,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,167,098
Expenses. Certain deemed distributions of participant loans	2019-12-31	$18,383
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$6,793,191
Value of total assets at end of year	2019-12-31	$79,245,225
Value of total assets at beginning of year	2019-12-31	$64,523,088
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,480
Total interest from all sources	2019-12-31	$575,646
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$4,044,459
Participant contributions at end of year	2019-12-31	$2,301,655
Participant contributions at beginning of year	2019-12-31	$2,118,013
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$303,699
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$14,722,137
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$79,245,225
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$64,523,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$62,761,005
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$48,505,991
Interest on participant loans	2019-12-31	$112,150
Interest earned on other investments	2019-12-31	$463,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$14,182,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$13,899,084
Net investment gain/loss from pooled separate accounts	2019-12-31	$13,574,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,445,033
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,167,098
Contract administrator fees	2019-12-31	$35,480
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2019-12-31	330835986
2018 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$5,543,968
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$6,271,120
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$6,234,261
Expenses. Certain deemed distributions of participant loans	2018-12-31	$9,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$7,192,713
Value of total assets at end of year	2018-12-31	$64,523,088
Value of total assets at beginning of year	2018-12-31	$65,250,240
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$27,702
Total interest from all sources	2018-12-31	$516,269
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 year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,589,004
Participant contributions at end of year	2018-12-31	$2,118,013
Participant contributions at beginning of year	2018-12-31	$2,041,803
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,362,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-727,152
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$64,523,088
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$65,250,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$48,505,991
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$51,152,088
Interest on participant loans	2018-12-31	$98,341
Interest earned on other investments	2018-12-31	$417,928
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$13,899,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$12,056,349
Net investment gain/loss from pooled separate accounts	2018-12-31	$-2,165,014
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$2,240,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$6,234,261
Contract administrator fees	2018-12-31	$27,702
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2018-12-31	330835986
2017 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$14,759,397
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$2,458,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,404,215
Expenses. Certain deemed distributions of participant loans	2017-12-31	$24,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$5,437,291
Value of total assets at end of year	2017-12-31	$65,250,240
Value of total assets at beginning of year	2017-12-31	$52,949,618
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,050
Total interest from all sources	2017-12-31	$458,954
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,117,739
Participant contributions at end of year	2017-12-31	$2,041,803
Participant contributions at beginning of year	2017-12-31	$1,696,554
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$295,869
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$12,300,622
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$65,250,240
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$52,949,618
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$51,152,088
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$40,812,126
Interest on participant loans	2017-12-31	$80,538
Interest earned on other investments	2017-12-31	$378,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$12,056,349
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$10,440,938
Net investment gain/loss from pooled separate accounts	2017-12-31	$8,863,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$2,023,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,404,215
Contract administrator fees	2017-12-31	$30,050
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2017-12-31	330835986
2016 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$8,271,294
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$3,974,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,954,033
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$5,693,868
Value of total assets at end of year	2016-12-31	$52,949,618
Value of total assets at beginning of year	2016-12-31	$48,653,316
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$20,959
Total interest from all sources	2016-12-31	$416,422
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,806,215
Participant contributions at end of year	2016-12-31	$1,696,554
Participant contributions at beginning of year	2016-12-31	$1,676,691
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,068,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$4,296,302
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$52,949,618
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$48,653,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$40,812,126
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$37,553,453
Interest on participant loans	2016-12-31	$73,850
Interest earned on other investments	2016-12-31	$342,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$10,440,938
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$9,423,172
Net investment gain/loss from pooled separate accounts	2016-12-31	$2,161,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,819,245
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,954,033
Contract administrator fees	2016-12-31	$20,959
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	SQUAR MILNER LLP
Accountancy firm EIN	2016-12-31	330835986
2015 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$5,305,973
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,200,739
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,140,437
Expenses. Certain deemed distributions of participant loans	2015-12-31	$1,380
Value of total corrective distributions	2015-12-31	$19,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,603,032
Value of total assets at end of year	2015-12-31	$48,653,316
Value of total assets at beginning of year	2015-12-31	$46,548,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$39,814
Total interest from all sources	2015-12-31	$401,039
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 year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,518,924
Participant contributions at end of year	2015-12-31	$1,676,691
Participant contributions at beginning of year	2015-12-31	$1,610,139
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$547,136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$2,105,234
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$48,653,316
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$46,548,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$37,553,453
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$36,101,709
Interest on participant loans	2015-12-31	$71,280
Interest earned on other investments	2015-12-31	$329,759
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$9,423,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$8,836,234
Net investment gain/loss from pooled separate accounts	2015-12-31	$301,902
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,536,972
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,140,437
Contract administrator fees	2015-12-31	$39,814
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	SQUAR MILNER PETERSON MIRANDA & WIL
Accountancy firm EIN	2015-12-31	330835986
2014 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$6,060,200
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,617,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,581,589
Expenses. Certain deemed distributions of participant loans	2014-12-31	$1,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,171,632
Value of total assets at end of year	2014-12-31	$46,548,082
Value of total assets at beginning of year	2014-12-31	$43,104,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,765
Total interest from all sources	2014-12-31	$379,275
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,038,678
Participant contributions at end of year	2014-12-31	$1,610,139
Participant contributions at beginning of year	2014-12-31	$1,596,630
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$117,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$3,443,183
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$46,548,082
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$43,104,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$36,101,709
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$33,264,825
Interest on participant loans	2014-12-31	$63,789
Interest earned on other investments	2014-12-31	$315,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$8,836,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$8,243,444
Net investment gain/loss from pooled separate accounts	2014-12-31	$2,509,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$1,015,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,581,589
Contract administrator fees	2014-12-31	$33,765
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	SQUAR MILNER PETERSON MIRANDA & WIL
Accountancy firm EIN	2014-12-31	330835986
2013 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$10,434,070
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,941,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,908,138
Expenses. Certain deemed distributions of participant loans	2013-12-31	$4,102
Value of total corrective distributions	2013-12-31	$142
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,167,467
Value of total assets at end of year	2013-12-31	$43,104,899
Value of total assets at beginning of year	2013-12-31	$34,612,384
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$29,173
Total interest from all sources	2013-12-31	$376,816
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,890,752
Participant contributions at end of year	2013-12-31	$1,596,630
Participant contributions at beginning of year	2013-12-31	$1,304,551
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$247,612
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$8,492,515
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$43,104,899
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$34,612,384
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$33,264,825
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$25,513,067
Interest on participant loans	2013-12-31	$62,445
Interest earned on other investments	2013-12-31	$314,371
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$8,243,444
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$7,794,766
Net investment gain/loss from pooled separate accounts	2013-12-31	$6,889,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$1,029,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,908,138
Contract administrator fees	2013-12-31	$29,173
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	SQUAR MILNER PETERSON MIRANDA & WIL
Accountancy firm EIN	2013-12-31	330835986
2012 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,638,132
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,799,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,767,144
Expenses. Certain deemed distributions of participant loans	2012-12-31	$4,917
Value of total corrective distributions	2012-12-31	$913
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$2,832,994
Value of total assets at end of year	2012-12-31	$34,612,384
Value of total assets at beginning of year	2012-12-31	$30,773,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$26,506
Total interest from all sources	2012-12-31	$376,431
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,712,771
Participant contributions at end of year	2012-12-31	$1,304,551
Participant contributions at beginning of year	2012-12-31	$1,325,566
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$234,173
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,838,652
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$34,612,384
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$30,773,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$25,513,067
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$22,120,687
Interest on participant loans	2012-12-31	$55,088
Interest earned on other investments	2012-12-31	$321,343
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$7,794,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,327,479
Net investment gain/loss from pooled separate accounts	2012-12-31	$3,428,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$886,050
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,767,144
Contract administrator fees	2012-12-31	$26,506
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	JGD & ASSOCIATES LLP
Accountancy firm EIN	2012-12-31	953132551
2011 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,227,387
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,513,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,484,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,657,389
Value of total assets at end of year	2011-12-31	$30,773,732
Value of total assets at beginning of year	2011-12-31	$30,060,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$29,156
Total interest from all sources	2011-12-31	$360,824
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,658,147
Participant contributions at end of year	2011-12-31	$1,325,566
Participant contributions at beginning of year	2011-12-31	$1,338,721
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$149,489
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$713,502
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$30,773,732
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$30,060,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$22,120,687
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$22,040,743
Interest on participant loans	2011-12-31	$52,786
Interest earned on other investments	2011-12-31	$308,038
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$7,327,479
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$6,680,766
Net investment gain/loss from pooled separate accounts	2011-12-31	$-790,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$849,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,484,729
Contract administrator fees	2011-12-31	$29,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	JGD & ASSOCIATES, LLP
Accountancy firm EIN	2011-12-31	953132551
2010 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$4,923,867
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,133,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,103,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,486,579
Value of total assets at end of year	2010-12-31	$30,060,230
Value of total assets at beginning of year	2010-12-31	$26,270,235
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$30,387
Total interest from all sources	2010-12-31	$363,392
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$1,540,563
Participant contributions at end of year	2010-12-31	$1,338,721
Participant contributions at beginning of year	2010-12-31	$1,084,878
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$104,726
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$3,789,995
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$30,060,230
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$26,270,235
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$22,040,743
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$18,954,573
Interest on participant loans	2010-12-31	$58,361
Interest earned on other investments	2010-12-31	$305,031
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$6,680,766
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$6,230,784
Net investment gain/loss from pooled separate accounts	2010-12-31	$2,073,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$841,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,103,485
Contract administrator fees	2010-12-31	$30,387
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	JGD & ASSOCIATES, LLP
Accountancy firm EIN	2010-12-31	953132551
2009 : SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN

2022: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SAN DIEGO COUNTY CREDIT UNION EMPLOYEES SALARY SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

018872

Policy instance

Insurance contract or identification number	018872
Number of Individuals Covered	1561
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	1409
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	1339
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	1303
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	1271
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	1208
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	1022
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	848
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	804
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	755
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	706
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )

Policy contract number

18872-100

Policy instance

Insurance contract or identification number	18872-100
Number of Individuals Covered	681
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	SAN DIEGO COUNTY CREDIT UNION
Employer identification number (EIN):	951184903
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:
Company Identification Number:	C0174119