401k Plan data: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN plan

TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan Name	TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN
Plan identification number	002

TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: TELESIS COMMUNITY CREDIT UNION

Employer identification number (EIN): 952474638

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about TELESIS COMMUNITY CREDIT UNION

Jurisdiction of Incorporation: California Department of State

Incorporation Date: 1999-01-11

Company Identification Number: C2133668

Legal Registered Office Address: 9301 Winnetka Avenue

Chatsworth
United States of America (USA)
91311

More information about TELESIS COMMUNITY CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2015-01-01 KAREN MILLERBRENNER 2016-02-29
002 2014-01-01 KAREN MILLERBRENNER 2015-09-25
002 2013-01-01 KAREN MILLER BRENNER 2014-09-30
002 2012-01-01 LISA JORDAN
002 2011-01-01 KAREN MILLER-BRENNER TELESIS COMMUNITY CREDIT UNION 2012-10-16
002 2010-01-01 BRIAN F. BLAKE
002 2009-01-01 BRIAN BLAKE

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2015-01-01	KAREN MILLERBRENNER	2016-02-29
002	2014-01-01	KAREN MILLERBRENNER	2015-09-25
002	2013-01-01	KAREN MILLER BRENNER	2014-09-30
002	2012-01-01	LISA JORDAN
002	2011-01-01	KAREN MILLER-BRENNER		TELESIS COMMUNITY CREDIT UNION	2012-10-16
002	2010-01-01	BRIAN F. BLAKE
002	2009-01-01	BRIAN BLAKE

Plan Statistics for TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN

Measure Date Value
2012: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 0
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 27
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 24
2011: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 118
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 61
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 41
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 68
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 49
Total of all active and inactive participants 2010-01-01 117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 117
Number of participants with account balances 2010-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 15
2009: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 81
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 59
Total of all active and inactive participants 2009-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 141
Number of participants with account balances 2009-01-01 134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 23

Measure	Date	Value
2012: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	0
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	27
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	27
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	24
2011: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	118
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	61
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	41
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	68
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	49
Total of all active and inactive participants	2010-01-01	117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	117
Number of participants with account balances	2010-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	15
2009: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	81
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	59
Total of all active and inactive participants	2009-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	141
Number of participants with account balances	2009-01-01	134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	23

Financial Data on TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN

Measure	Date	Value
2012 : TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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	$288,468
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$4,387,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,364,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$45,567
Value of total assets at end of year	2012-12-31	$363,949
Value of total assets at beginning of year	2012-12-31	$4,462,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$23,032
Total interest from all sources	2012-12-31	$20,547
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	$500,000
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	$45,567
Participant contributions at end of year	2012-12-31	$0
Participant contributions at beginning of year	2012-12-31	$39,836
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	$-4,099,030
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$363,949
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,462,979
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 registered invesment companies (eg mutual funds) at end of year	2012-12-31	$294,187
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,855,221
Interest on participant loans	2012-12-31	$1,385
Interest earned on other investments	2012-12-31	$19,162
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$69,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,567,922
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$222,354
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$4,364,466
Contract administrator fees	2012-12-31	$23,032
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	HOLTHOUSE, CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2012-12-31	954345526
2011 : TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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	$204,185
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$216,287
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$206,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$127,893
Value of total assets at end of year	2011-12-31	$4,462,979
Value of total assets at beginning of year	2011-12-31	$4,475,081
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$9,291
Total interest from all sources	2011-12-31	$47,423
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	$2,500,000
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	$121,480
Participant contributions at end of year	2011-12-31	$39,836
Participant contributions at beginning of year	2011-12-31	$76,594
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,413
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	$-12,102
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,462,979
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$4,475,081
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 registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,855,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,001,409
Interest on participant loans	2011-12-31	$3,274
Interest earned on other investments	2011-12-31	$44,149
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,567,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,397,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$28,869
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$206,996
Contract administrator fees	2011-12-31	$9,291
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	HOLTHOUSE, CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2011-12-31	954345526
2010 : TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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	$570,978
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$465,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$443,731
Value of total corrective distributions	2010-12-31	$4,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$205,154
Value of total assets at end of year	2010-12-31	$4,475,081
Value of total assets at beginning of year	2010-12-31	$4,369,936
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$17,385
Total interest from all sources	2010-12-31	$43,166
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	$201,683
Participant contributions at end of year	2010-12-31	$76,594
Participant contributions at beginning of year	2010-12-31	$107,311
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$3,471
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	$105,145
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$4,475,081
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,369,936
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 registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,001,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$3,506,171
Interest on participant loans	2010-12-31	$5,742
Interest earned on other investments	2010-12-31	$37,424
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,397,078
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$756,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$322,658
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$443,731
Contract administrator fees	2010-12-31	$17,385
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	HOLTHOUSE, CARLIN & VAN TRIGT LLP
Accountancy firm EIN	2010-12-31	954345526
2009 : TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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 TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) PLAN

2012: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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 benefit arrangement – Insurance	Yes
2011: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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 benefit arrangement – Insurance	Yes
2010: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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 benefit arrangement – Insurance	Yes
2009: TELESIS COMMUNITY CREDIT UNION PROFIT SHARING 401(K) 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 benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2204-7

Policy instance

Insurance contract or identification number	104-2204-7
Number of Individuals Covered	27
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2204-7

Policy instance

Insurance contract or identification number	104-2204-7
Number of Individuals Covered	102
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2204-7

Policy instance

Insurance contract or identification number	104-2204-7
Number of Individuals Covered	117
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	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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

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Company Name:	TELESIS COMMUNITY CREDIT UNION
Employer identification number (EIN):	952474638
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	California Department of State
Incorporation Date:	1999-01-11
Company Identification Number:	C2133668
Legal Registered Office Address:	9301 Winnetka Avenue Chatsworth United States of America (USA) 91311