?>
Logo

U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameU S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST
Plan identification number 002

U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 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

U S 1364 FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:U S 1364 FEDERAL CREDIT UNION
Employer identification number (EIN):350868955
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-10-01MICHELLE WILSON2024-02-16
0022021-10-01MICHELLE WILSON2023-01-26
0022020-10-01MICHELLE WILSON2021-12-17
0022019-10-01MICHELLE WILSON2021-07-09
0022018-10-01MICHELLE WILSON2020-05-22
0022017-10-01MICHELLE WILSON2019-02-13
0022016-10-01MICHELLE WILSON2018-05-07
0022015-10-01MICHELLE WILSON2017-05-11
0022014-10-01MICHELLE WILSON2016-07-13
0022013-10-01MICHELLE WILSON2015-02-26
0022012-10-01MICHELLE WILSON2014-02-21
0022011-10-01MICHELLE STACK2013-07-03
0022010-10-01MICHELLE STACK2012-05-07 MICHELLE STACK2012-05-07

Plan Statistics for U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets2023-09-307,496,022
Acturial value of plan assets2023-09-307,496,022
Funding target for retired participants and beneficiaries receiving payment2023-09-300
Number of terminated vested participants2023-09-301
Fundng target for terminated vested participants2023-09-3063,645
Active participant vested funding target2023-09-302,031,777
Number of active participants2023-09-3013
Total funding liabilities for active participants2023-09-302,064,472
Total participant count2023-09-3014
Total funding target for all participants2023-09-302,128,117
Balance at beginning of prior year after applicable adjustments2023-09-300
Prefunding balance at beginning of prior year after applicable adjustments2023-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2023-09-300
Prefunding balanced used to offset prior years funding requirement2023-09-300
Amount remaining of carryover balance2023-09-300
Amount remaining of prefunding balance2023-09-300
Present value of excess contributions2023-09-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-09-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2023-09-300
Reductions in caryover balances due to elections or deemed elections2023-09-300
Reductions in prefunding balances due to elections or deemed elections2023-09-300
Balance of carryovers at beginning of current year2023-09-300
Balance of prefunding at beginning of current year2023-09-300
Total employer contributions2023-09-300
Total employee contributions2023-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2023-09-300
Contributions made to avoid restrictions adjusted to valuation date2023-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-09-300
Unpaid minimum required contributions for all prior years2023-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-09-300
Remaining amount of unpaid minimum required contributions2023-09-300
Minimum required contributions for current year target normal cost2023-09-30192,583
Net shortfall amortization installment of oustanding balance2023-09-300
Waiver amortization installment2023-09-300
Total funding amount beforereflecting carryover/prefunding balances2023-09-300
Carryover balance elected to use to offset funding requirement2023-09-300
Prefunding balance elected to use to offset funding requirement2023-09-300
Additional cash requirement2023-09-300
Contributions allocatedtoward minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for current year2023-09-300
Unpaid minimum required contributions for all years2023-09-300
2022: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-09-308,738,011
Acturial value of plan assets2022-09-308,738,011
Funding target for retired participants and beneficiaries receiving payment2022-09-300
Number of terminated vested participants2022-09-301
Fundng target for terminated vested participants2022-09-3057,558
Active participant vested funding target2022-09-301,786,188
Number of active participants2022-09-3013
Total funding liabilities for active participants2022-09-301,802,108
Total participant count2022-09-3014
Total funding target for all participants2022-09-301,859,666
Balance at beginning of prior year after applicable adjustments2022-09-300
Prefunding balance at beginning of prior year after applicable adjustments2022-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2022-09-300
Prefunding balanced used to offset prior years funding requirement2022-09-300
Amount remaining of carryover balance2022-09-300
Amount remaining of prefunding balance2022-09-300
Present value of excess contributions2022-09-301,957,801
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-09-302,063,522
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-09-300
Reductions in caryover balances due to elections or deemed elections2022-09-300
Reductions in prefunding balances due to elections or deemed elections2022-09-300
Balance of carryovers at beginning of current year2022-09-300
Balance of prefunding at beginning of current year2022-09-300
Total employer contributions2022-09-300
Total employee contributions2022-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-09-300
Contributions made to avoid restrictions adjusted to valuation date2022-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-09-300
Unpaid minimum required contributions for all prior years2022-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-09-300
Remaining amount of unpaid minimum required contributions2022-09-300
Minimum required contributions for current year target normal cost2022-09-30133,655
Net shortfall amortization installment of oustanding balance2022-09-300
Waiver amortization installment2022-09-300
Total funding amount beforereflecting carryover/prefunding balances2022-09-300
Carryover balance elected to use to offset funding requirement2022-09-300
Prefunding balance elected to use to offset funding requirement2022-09-300
Additional cash requirement2022-09-300
Contributions allocatedtoward minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for current year2022-09-300
Unpaid minimum required contributions for all years2022-09-300
2021: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-09-306,087,112
Acturial value of plan assets2021-09-306,087,112
Funding target for retired participants and beneficiaries receiving payment2021-09-300
Number of terminated vested participants2021-09-301
Fundng target for terminated vested participants2021-09-3056,352
Active participant vested funding target2021-09-301,629,202
Number of active participants2021-09-3015
Total funding liabilities for active participants2021-09-301,641,617
Total participant count2021-09-3016
Total funding target for all participants2021-09-301,697,969
Balance at beginning of prior year after applicable adjustments2021-09-300
Prefunding balance at beginning of prior year after applicable adjustments2021-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2021-09-300
Prefunding balanced used to offset prior years funding requirement2021-09-300
Amount remaining of carryover balance2021-09-300
Amount remaining of prefunding balance2021-09-300
Present value of excess contributions2021-09-30475,703
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-09-30501,914
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-09-300
Reductions in caryover balances due to elections or deemed elections2021-09-300
Reductions in prefunding balances due to elections or deemed elections2021-09-300
Balance of carryovers at beginning of current year2021-09-300
Balance of prefunding at beginning of current year2021-09-300
Total employer contributions2021-09-302,000,000
Total employee contributions2021-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-09-300
Contributions made to avoid restrictions adjusted to valuation date2021-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-09-301,957,801
Unpaid minimum required contributions for all prior years2021-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-09-300
Remaining amount of unpaid minimum required contributions2021-09-300
Minimum required contributions for current year target normal cost2021-09-30135,891
Net shortfall amortization installment of oustanding balance2021-09-300
Waiver amortization installment2021-09-300
Total funding amount beforereflecting carryover/prefunding balances2021-09-300
Carryover balance elected to use to offset funding requirement2021-09-300
Prefunding balance elected to use to offset funding requirement2021-09-300
Additional cash requirement2021-09-300
Contributions allocatedtoward minimum required contributions for current year2021-09-301,957,801
Unpaid minimum required contributions for current year2021-09-300
Unpaid minimum required contributions for all years2021-09-300
2020: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-09-305,359,828
Acturial value of plan assets2020-09-305,359,828
Funding target for retired participants and beneficiaries receiving payment2020-09-300
Number of terminated vested participants2020-09-301
Fundng target for terminated vested participants2020-09-3051,529
Active participant vested funding target2020-09-301,395,232
Number of active participants2020-09-3015
Total funding liabilities for active participants2020-09-301,400,310
Total participant count2020-09-3016
Total funding target for all participants2020-09-301,451,839
Balance at beginning of prior year after applicable adjustments2020-09-300
Prefunding balance at beginning of prior year after applicable adjustments2020-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2020-09-300
Prefunding balanced used to offset prior years funding requirement2020-09-300
Amount remaining of carryover balance2020-09-300
Amount remaining of prefunding balance2020-09-300
Present value of excess contributions2020-09-30766,264
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-09-30809,405
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-09-300
Reductions in caryover balances due to elections or deemed elections2020-09-300
Reductions in prefunding balances due to elections or deemed elections2020-09-300
Balance of carryovers at beginning of current year2020-09-300
Balance of prefunding at beginning of current year2020-09-300
Total employer contributions2020-09-30500,000
Total employee contributions2020-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-09-300
Contributions made to avoid restrictions adjusted to valuation date2020-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-09-30475,703
Unpaid minimum required contributions for all prior years2020-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-09-300
Remaining amount of unpaid minimum required contributions2020-09-300
Minimum required contributions for current year target normal cost2020-09-30127,380
Net shortfall amortization installment of oustanding balance2020-09-300
Waiver amortization installment2020-09-300
Total funding amount beforereflecting carryover/prefunding balances2020-09-300
Carryover balance elected to use to offset funding requirement2020-09-300
Prefunding balance elected to use to offset funding requirement2020-09-300
Additional cash requirement2020-09-300
Contributions allocatedtoward minimum required contributions for current year2020-09-30475,703
Unpaid minimum required contributions for current year2020-09-300
Unpaid minimum required contributions for all years2020-09-300
2019: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-09-304,335,425
Acturial value of plan assets2019-09-304,335,425
Funding target for retired participants and beneficiaries receiving payment2019-09-300
Number of terminated vested participants2019-09-301
Fundng target for terminated vested participants2019-09-3046,362
Active participant vested funding target2019-09-301,176,329
Number of active participants2019-09-3013
Total funding liabilities for active participants2019-09-301,176,329
Total participant count2019-09-3014
Total funding target for all participants2019-09-301,222,691
Balance at beginning of prior year after applicable adjustments2019-09-300
Prefunding balance at beginning of prior year after applicable adjustments2019-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2019-09-300
Prefunding balanced used to offset prior years funding requirement2019-09-300
Amount remaining of carryover balance2019-09-300
Amount remaining of prefunding balance2019-09-300
Present value of excess contributions2019-09-301,077,367
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-09-301,139,854
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-09-300
Reductions in caryover balances due to elections or deemed elections2019-09-300
Reductions in prefunding balances due to elections or deemed elections2019-09-300
Balance of carryovers at beginning of current year2019-09-300
Balance of prefunding at beginning of current year2019-09-300
Total employer contributions2019-09-30791,672
Total employee contributions2019-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-09-300
Contributions made to avoid restrictions adjusted to valuation date2019-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-09-30766,264
Unpaid minimum required contributions for all prior years2019-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-09-300
Remaining amount of unpaid minimum required contributions2019-09-300
Minimum required contributions for current year target normal cost2019-09-3098,000
Net shortfall amortization installment of oustanding balance2019-09-300
Waiver amortization installment2019-09-300
Total funding amount beforereflecting carryover/prefunding balances2019-09-300
Carryover balance elected to use to offset funding requirement2019-09-300
Prefunding balance elected to use to offset funding requirement2019-09-300
Additional cash requirement2019-09-300
Contributions allocatedtoward minimum required contributions for current year2019-09-30766,264
Unpaid minimum required contributions for current year2019-09-300
Unpaid minimum required contributions for all years2019-09-300
2018: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-09-303,196,440
Acturial value of plan assets2018-09-303,196,440
Funding target for retired participants and beneficiaries receiving payment2018-09-300
Number of terminated vested participants2018-09-301
Fundng target for terminated vested participants2018-09-3041,661
Active participant vested funding target2018-09-30982,284
Number of active participants2018-09-3012
Total funding liabilities for active participants2018-09-30983,023
Total participant count2018-09-3013
Total funding target for all participants2018-09-301,024,684
Balance at beginning of prior year after applicable adjustments2018-09-300
Prefunding balance at beginning of prior year after applicable adjustments2018-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2018-09-300
Prefunding balanced used to offset prior years funding requirement2018-09-300
Amount remaining of carryover balance2018-09-300
Amount remaining of prefunding balance2018-09-300
Present value of excess contributions2018-09-301,952,060
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-09-302,069,964
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-09-300
Reductions in caryover balances due to elections or deemed elections2018-09-300
Reductions in prefunding balances due to elections or deemed elections2018-09-300
Balance of carryovers at beginning of current year2018-09-300
Balance of prefunding at beginning of current year2018-09-300
Total employer contributions2018-09-301,082,204
Total employee contributions2018-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-09-300
Contributions made to avoid restrictions adjusted to valuation date2018-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-09-301,077,367
Unpaid minimum required contributions for all prior years2018-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-09-300
Remaining amount of unpaid minimum required contributions2018-09-300
Minimum required contributions for current year target normal cost2018-09-3088,474
Net shortfall amortization installment of oustanding balance2018-09-300
Waiver amortization installment2018-09-300
Total funding amount beforereflecting carryover/prefunding balances2018-09-300
Carryover balance elected to use to offset funding requirement2018-09-300
Prefunding balance elected to use to offset funding requirement2018-09-300
Additional cash requirement2018-09-300
Contributions allocatedtoward minimum required contributions for current year2018-09-301,077,367
Unpaid minimum required contributions for current year2018-09-300
Unpaid minimum required contributions for all years2018-09-300
2017: U S 1364 FEDERAL CREDIT UNION MANAGEMENT DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-09-301,167,226
Acturial value of plan assets2017-09-301,167,226
Funding target for retired participants and beneficiaries receiving payment2017-09-300
Number of terminated vested participants2017-09-301
Fundng target for terminated vested participants2017-09-3036,750
Active participant vested funding target2017-09-30791,697
Number of active participants2017-09-3011
Total funding liabilities for active participants2017-09-30793,868
Total participant count2017-09-3012
Total funding target for all participants2017-09-30830,618
Balance at beginning of prior year after applicable adjustments2017-09-300
Prefunding balance at beginning of prior year after applicable adjustments2017-09-300
Carryover balanced portion elected for use to offset prior years funding requirement2017-09-300
Prefunding balanced used to offset prior years funding requirement2017-09-300
Amount remaining of carryover balance2017-09-300
Amount remaining of prefunding balance2017-09-300
Present value of excess contributions2017-09-30200,769
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-09-30213,397
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-09-300
Reductions in caryover balances due to elections or deemed elections2017-09-300
Reductions in prefunding balances due to elections or deemed elections2017-09-300
Balance of carryovers at beginning of current year2017-09-300
Balance of prefunding at beginning of current year2017-09-300
Total employer contributions2017-09-302,000,000
Total employee contributions2017-09-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-09-300
Contributions made to avoid restrictions adjusted to valuation date2017-09-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-09-301,952,060
Unpaid minimum required contributions for all prior years2017-09-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-09-300
Remaining amount of unpaid minimum required contributions2017-09-300
Minimum required contributions for current year target normal cost2017-09-3074,366
Net shortfall amortization installment of oustanding balance2017-09-300
Waiver amortization installment2017-09-300
Waived amount of outstanding balance2017-09-300
Total funding amount beforereflecting carryover/prefunding balances2017-09-300
Carryover balance elected to use to offset funding requirement2017-09-300
Prefunding balance elected to use to offset funding requirement2017-09-300
Additional cash requirement2017-09-300
Contributions allocatedtoward minimum required contributions for current year2017-09-301,952,060
Unpaid minimum required contributions for current year2017-09-300
Unpaid minimum required contributions for all years2017-09-300

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