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NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 401k Plan overview

Plan NameNOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN
Plan identification number 002

NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NOTRE DAME FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:NOTRE DAME FEDERAL CREDIT UNION
Employer identification number (EIN):350868189
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022018-01-01ANDREA KURTH2019-01-22 ANDREA KURTH2019-01-22
0022017-01-01ANDREA KURTH2018-05-29 ANDREA KURTH2018-05-29
0022016-01-01ANDREA KURTH ANDREA KURTH2017-10-16
0022015-01-01ANDREA KURTH ANDREA KURTH2016-10-14
0022014-01-01ANDE KURTH ANDE KURTH2015-10-13
0022013-01-01KAREN MOSCATO KAREN MOSCATO2014-10-14
0022012-01-01MATTHEW DANIELS MATTHEW DANIELS2013-10-15
0022011-01-01KIM MOSCATO KAREN MOSCATO2012-07-25
0022010-01-01KIM MOSCATO
0022009-01-01KAREN A. MOSCATO

Plan Statistics for NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

401k plan membership statisitcs for NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

Measure Date Value
2017: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets2017-12-314,507,842
Acturial value of plan assets2017-12-314,507,842
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3131
Fundng target for terminated vested participants2017-12-31335,164
Active participant vested funding target2017-12-311,271,602
Number of active participants2017-12-3152
Total funding liabilities for active participants2017-12-311,271,602
Total participant count2017-12-3183
Total funding target for all participants2017-12-311,606,766
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,286,534
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-312,286,534
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,465,570
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 cost2017-12-31950
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: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets2016-12-314,226,302
Acturial value of plan assets2016-12-314,226,302
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3132
Fundng target for terminated vested participants2016-12-31350,417
Active participant vested funding target2016-12-311,147,857
Number of active participants2016-12-3154
Total funding liabilities for active participants2016-12-311,147,857
Total participant count2016-12-3186
Total funding target for all participants2016-12-311,498,274
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-312,300,105
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-312,300,105
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,286,534
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 date2016-12-310
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 cost2016-12-314,225
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 year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0186
Total number of active participants reported on line 7a of the Form 55002016-01-0152
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0131
Total of all active and inactive participants2016-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01100
Total number of active participants reported on line 7a of the Form 55002015-01-0155
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-0186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01117
Total number of active participants reported on line 7a of the Form 55002014-01-0159
Number of other retired or separated participants entitled to future benefits2014-01-0141
Total of all active and inactive participants2014-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-0184
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01127
Total number of active participants reported on line 7a of the Form 55002012-01-01102
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01143
Total number of active participants reported on line 7a of the Form 55002011-01-01103
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01122
Total participants2011-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0111
2010: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01143
Total number of active participants reported on line 7a of the Form 55002010-01-01122
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0116
Total of all active and inactive participants2010-01-01138
Total participants2010-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01143
Total number of active participants reported on line 7a of the Form 55002009-01-01122
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01135
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

Measure Date Value
2016 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$188,878
Total unrealized appreciation/depreciation of assets2016-12-31$188,878
Total income from all sources (including contributions)2016-12-31$339,425
Total of all expenses incurred2016-12-31$58,010
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$47,236
Value of total assets at end of year2016-12-31$4,530,067
Value of total assets at beginning of year2016-12-31$4,248,652
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,774
Total interest from all sources2016-12-31$83,676
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$52,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$2,946
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$22,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$22,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$281,415
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,530,067
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,248,652
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$10,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$612,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$587,266
Income. Interest from corporate debt instruments2016-12-31$83,676
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$473,168
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$145,556
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$145,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$14,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$49,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$47,236
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$1,751,531
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$2,033,355
Contract administrator fees2016-12-31$80
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$1,670,754
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$1,460,125
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-115,164
Total unrealized appreciation/depreciation of assets2015-12-31$-115,164
Total income from all sources (including contributions)2015-12-31$-18,109
Total loss/gain on sale of assets2015-12-31$-1,503
Total of all expenses incurred2015-12-31$323,549
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$309,111
Value of total assets at end of year2015-12-31$4,248,652
Value of total assets at beginning of year2015-12-31$4,590,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,438
Total interest from all sources2015-12-31$75,629
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$46,397
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$10,929
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$22,350
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$29,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-341,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,248,652
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,590,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$10,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$587,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$278,798
Income. Interest from corporate debt instruments2015-12-31$75,576
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$145,556
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$288,642
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$288,642
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$53
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$35,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$309,111
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$2,033,355
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$3,885,228
Contract administrator fees2015-12-31$4,437
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$1,460,125
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$108,134
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$2,713,303
Aggregate carrying amount (costs) on sale of assets2015-12-31$2,714,806
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-12,466
Total unrealized appreciation/depreciation of assets2014-12-31$-12,466
Total income from all sources (including contributions)2014-12-31$134,915
Total loss/gain on sale of assets2014-12-31$48,494
Total of all expenses incurred2014-12-31$603,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$587,725
Value of total assets at end of year2014-12-31$4,590,310
Value of total assets at beginning of year2014-12-31$5,058,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,292
Total interest from all sources2014-12-31$95,743
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$8,989
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,427
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$29,508
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-468,102
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,590,310
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,058,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$11,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$278,798
Income. Interest from corporate debt instruments2014-12-31$95,644
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$288,642
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,421,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,421,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$99
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-5,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Income. Dividends from common stock2014-12-31$3,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$587,725
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$3,885,228
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$2,316,116
Contract administrator fees2014-12-31$4,128
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$108,134
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$291,882
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$1,014,298
Aggregate carrying amount (costs) on sale of assets2014-12-31$965,804
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-141,058
Total unrealized appreciation/depreciation of assets2013-12-31$-141,058
Total income from all sources (including contributions)2013-12-31$271,255
Total loss/gain on sale of assets2013-12-31$228,327
Total of all expenses incurred2013-12-31$626,395
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$606,849
Value of total assets at end of year2013-12-31$5,058,412
Value of total assets at beginning of year2013-12-31$5,413,552
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,546
Total interest from all sources2013-12-31$96,447
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$32,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29,214
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-355,140
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,058,412
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,413,552
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$10,502
Income. Interest from corporate debt instruments2013-12-31$96,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,421,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$5,413,552
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$5,413,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$55,211
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Income. Dividends from common stock2013-12-31$32,328
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$606,849
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$2,316,116
Contract administrator fees2013-12-31$9,044
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$291,882
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$1,671,201
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,442,874
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$12,682
Total of all expenses incurred2012-12-31$686,470
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$678,811
Value of total assets at end of year2012-12-31$5,413,552
Value of total assets at beginning of year2012-12-31$6,087,340
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,659
Total interest from all sources2012-12-31$12,682
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-673,788
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,413,552
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,087,340
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$5,413,552
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$12,682
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$6,087,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$678,811
Contract administrator fees2012-12-31$7,659
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$188,419
Total of all expenses incurred2011-12-31$389,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$389,625
Value of total assets at end of year2011-12-31$6,087,340
Value of total assets at beginning of year2011-12-31$6,288,546
Total interest from all sources2011-12-31$188,419
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-201,206
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,087,340
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,288,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$188,419
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$6,087,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,288,546
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$53,505
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$336,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31JURGONSKI & FREDLAKE CPAS
Accountancy firm EIN2011-12-31351640896
2010 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$209,586
Total of all expenses incurred2010-12-31$553,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$553,659
Value of total assets at end of year2010-12-31$6,288,546
Value of total assets at beginning of year2010-12-31$6,632,619
Total interest from all sources2010-12-31$209,586
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-344,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,288,546
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,632,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$209,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,288,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,632,619
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$22,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$530,680
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31JURGONSKI & FREDLAKE, CPA'S
Accountancy firm EIN2010-12-31351640896
2009 : NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN

2016: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: NOTRE DAME FEDERAL CREDIT UNION DEFINED BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0096-1
Policy instance 1
Insurance contract or identification number013-0096-1
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contracts With Unallocated Funds Deposit Administration1
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 number013-0096-1
Policy instance 1
Insurance contract or identification number013-0096-1
Number of Individuals Covered121
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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 number013-0096-1
Policy instance 1
Insurance contract or identification number013-0096-1
Number of Individuals Covered138
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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