?>
Logo

RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 401k Plan overview

Plan NameRHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN
Plan identification number 022

RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:RHODE ISLAND CREDIT UNION
Employer identification number (EIN):050252335
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about RHODE ISLAND CREDIT UNION

Jurisdiction of Incorporation: Secretary of State Rhode Island
Incorporation Date:
Company Identification Number: 000078483

More information about RHODE ISLAND CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0222022-01-01NANCY ZEPPA2023-10-04
0222021-01-01NANCY ZEPPA2022-07-27
0222020-01-01NANCY ZEPPA2021-09-15
0222019-01-01NANCY ZEPPA2020-08-25
0222018-01-01NANCY ZEPPA2019-10-02
0222017-01-01NANCY ZEPPA2018-10-04
0222016-01-01NANCY ZEPPA2017-09-11
0222015-01-01NANCY ZEPPA2016-09-12
0222014-01-01NANCY ZEPPA2015-08-31
0222013-01-01NANCY ZEPPA2014-09-24
0222012-01-01NANCY ZEPPA2013-09-23
0222011-01-01NANCY L. ZEPPA2012-09-05
0222010-01-01NANCY L. ZEPPA2011-09-16

Plan Statistics for RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN

401k plan membership statisitcs for RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN

Measure Date Value
2022: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-319,538,239
Acturial value of plan assets2022-12-319,538,239
Funding target for retired participants and beneficiaries receiving payment2022-12-31716,889
Number of terminated vested participants2022-12-313
Fundng target for terminated vested participants2022-12-31231,783
Active participant vested funding target2022-12-314,335,439
Number of active participants2022-12-3126
Total funding liabilities for active participants2022-12-314,454,334
Total participant count2022-12-3136
Total funding target for all participants2022-12-315,403,006
Balance at beginning of prior year after applicable adjustments2022-12-31309,633
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31309,633
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31347,439
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31357,894
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
2021: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-318,883,185
Acturial value of plan assets2021-12-318,883,185
Funding target for retired participants and beneficiaries receiving payment2021-12-31731,664
Number of terminated vested participants2021-12-314
Fundng target for terminated vested participants2021-12-31417,346
Active participant vested funding target2021-12-313,745,323
Number of active participants2021-12-3126
Total funding liabilities for active participants2021-12-313,842,386
Total participant count2021-12-3137
Total funding target for all participants2021-12-314,991,396
Balance at beginning of prior year after applicable adjustments2021-12-31271,061
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31271,061
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31309,633
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31270,388
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
2020: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-317,987,192
Acturial value of plan assets2020-12-317,987,192
Funding target for retired participants and beneficiaries receiving payment2020-12-31771,361
Number of terminated vested participants2020-12-315
Fundng target for terminated vested participants2020-12-31510,644
Active participant vested funding target2020-12-313,365,816
Number of active participants2020-12-3127
Total funding liabilities for active participants2020-12-313,453,588
Total participant count2020-12-3139
Total funding target for all participants2020-12-314,735,593
Balance at beginning of prior year after applicable adjustments2020-12-31226,129
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31226,129
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31271,061
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31293,598
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
2019: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-316,761,082
Acturial value of plan assets2019-12-316,761,082
Funding target for retired participants and beneficiaries receiving payment2019-12-31603,675
Number of terminated vested participants2019-12-313
Fundng target for terminated vested participants2019-12-31356,184
Active participant vested funding target2019-12-313,272,430
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-313,372,035
Total participant count2019-12-3136
Total funding target for all participants2019-12-314,331,894
Balance at beginning of prior year after applicable adjustments2019-12-31239,189
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31239,189
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31226,129
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31285,545
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
2018: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-317,255,831
Acturial value of plan assets2018-12-317,255,831
Funding target for retired participants and beneficiaries receiving payment2018-12-31598,155
Number of terminated vested participants2018-12-312
Fundng target for terminated vested participants2018-12-31222,835
Active participant vested funding target2018-12-312,895,135
Number of active participants2018-12-3124
Total funding liabilities for active participants2018-12-312,982,339
Total participant count2018-12-3133
Total funding target for all participants2018-12-313,803,329
Balance at beginning of prior year after applicable adjustments2018-12-31207,683
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31207,683
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31239,189
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31165,679
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
2017: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-316,843,012
Acturial value of plan assets2017-12-316,843,012
Funding target for retired participants and beneficiaries receiving payment2017-12-31607,780
Number of terminated vested participants2017-12-313
Fundng target for terminated vested participants2017-12-31521,259
Active participant vested funding target2017-12-312,525,144
Number of active participants2017-12-3124
Total funding liabilities for active participants2017-12-312,596,936
Total participant count2017-12-3134
Total funding target for all participants2017-12-313,725,975
Balance at beginning of prior year after applicable adjustments2017-12-31193,752
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31193,752
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,281,505
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,416,342
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31207,683
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31181,845
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
2016: RHODE ISLAND CREDIT UNION RETIREMENT PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-314,203,993
Acturial value of plan assets2016-12-314,203,993
Funding target for retired participants and beneficiaries receiving payment2016-12-31616,566
Number of terminated vested participants2016-12-312
Fundng target for terminated vested participants2016-12-31173,739
Active participant vested funding target2016-12-312,434,579
Number of active participants2016-12-3125
Total funding liabilities for active participants2016-12-312,486,176
Total participant count2016-12-3134
Total funding target for all participants2016-12-313,276,481
Balance at beginning of prior year after applicable adjustments2016-12-31199,539
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31199,539
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31452,634
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31480,471
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31193,752
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,347,771
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,281,505
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31143,582
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,281,505
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3