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LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameLIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:LIBERTY FEDERAL CREDIT UNION
Employer identification number (EIN):350885388
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEPHANIE BAGGETT
0022016-01-01STEPHANIE BAGGETT
0022015-01-01STEPHANIE BAGGETT
0022014-01-01STEPHANIE BAGGETT
0022014-01-01STEPHANIE BAGGETT
0022013-01-01STEPHANIE BAGGETT
0022012-01-01STACEY A. SHOURD
0022011-01-01STACEY SHOURD
0022009-01-01STACEY SHOURD

Plan Statistics for LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01654
Total number of active participants reported on line 7a of the Form 55002022-01-01553
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01638
Number of participants with account balances2022-01-01637
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01618
Total number of active participants reported on line 7a of the Form 55002021-01-01498
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0176
Total of all active and inactive participants2021-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01574
Number of participants with account balances2021-01-01574
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01527
Total number of active participants reported on line 7a of the Form 55002020-01-01462
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0190
Total of all active and inactive participants2020-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01552
Number of participants with account balances2020-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01500
Total number of active participants reported on line 7a of the Form 55002019-01-01417
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01493
Number of participants with account balances2019-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01417
Total number of active participants reported on line 7a of the Form 55002018-01-01371
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0174
Total of all active and inactive participants2018-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01448
Number of participants with account balances2018-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01383
Total number of active participants reported on line 7a of the Form 55002017-01-01344
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01397
Number of participants with account balances2017-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01274
Total number of active participants reported on line 7a of the Form 55002016-01-01319
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01351
Number of participants with account balances2016-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01235
Total number of active participants reported on line 7a of the Form 55002015-01-01218
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0124
Total of all active and inactive participants2015-01-01244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01244
Number of participants with account balances2015-01-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01190
Total number of active participants reported on line 7a of the Form 55002014-01-01194
Number of retired or separated participants receiving benefits2014-01-0111
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01214
Number of participants with account balances2014-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01173
Total number of active participants reported on line 7a of the Form 55002013-01-01167
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01187
Number of participants with account balances2013-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01173
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01168
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01163
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01166
Total number of active participants reported on line 7a of the Form 55002009-01-01154
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01169
Number of participants with account balances2009-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,718,896
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,575,048
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,461,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,464,941
Value of total assets at end of year2022-12-31$34,443,903
Value of total assets at beginning of year2022-12-31$37,737,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$113,237
Total interest from all sources2022-12-31$54,479
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$867,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$867,376
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,390,774
Participant contributions at end of year2022-12-31$254,029
Participant contributions at beginning of year2022-12-31$293,863
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$34,879
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,293,944
Value of net assets at end of year (total assets less liabilities)2022-12-31$34,443,903
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,737,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$30,703
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,609,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,047,474
Interest on participant loans2022-12-31$5,613
Interest earned on other investments2022-12-31$48,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,579,906
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,396,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,105,692
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,039,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,461,811
Contract administrator fees2022-12-31$82,534
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31382492570
2021 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,097,483
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,046,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,927,701
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,305,832
Value of total assets at end of year2021-12-31$37,737,847
Value of total assets at beginning of year2021-12-31$31,686,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$118,364
Total interest from all sources2021-12-31$52,273
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$840,999
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$840,999
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,205,346
Participant contributions at end of year2021-12-31$293,863
Participant contributions at beginning of year2021-12-31$306,161
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$157,779
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,051,418
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,737,847
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,686,429
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$34,647
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,047,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,942,470
Interest on participant loans2021-12-31$5,795
Interest earned on other investments2021-12-31$46,478
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,396,510
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,437,798
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,898,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,942,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,927,701
Contract administrator fees2021-12-31$83,717
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW
Accountancy firm EIN2021-12-31382492570
2020 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,680,846
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,786,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,702,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,867,333
Value of total assets at end of year2020-12-31$31,686,429
Value of total assets at beginning of year2020-12-31$25,792,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$84,614
Total interest from all sources2020-12-31$65,769
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$727,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$727,740
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,849,818
Participant contributions at end of year2020-12-31$306,161
Participant contributions at beginning of year2020-12-31$309,933
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$291,474
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,894,109
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,686,429
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,792,320
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$23,018
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$27,942,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,403,142
Interest on participant loans2020-12-31$7,120
Interest earned on other investments2020-12-31$58,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,437,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,079,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,020,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,726,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,702,123
Contract administrator fees2020-12-31$61,596
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DOEREN MAYHEW
Accountancy firm EIN2020-12-31382492570
2019 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$7,110,081
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,228,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,149,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,859,473
Value of total assets at end of year2019-12-31$25,792,320
Value of total assets at beginning of year2019-12-31$19,911,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$79,173
Total interest from all sources2019-12-31$69,322
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$608,706
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$608,706
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,403,043
Participant contributions at end of year2019-12-31$309,933
Participant contributions at beginning of year2019-12-31$249,209
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$109,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,881,150
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,792,320
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$19,911,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$21,164
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,403,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,905,884
Interest on participant loans2019-12-31$6,524
Interest earned on other investments2019-12-31$62,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,079,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,756,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,572,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,346,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,149,758
Contract administrator fees2019-12-31$58,009
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31364745545
2018 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,536,555
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,344,399
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,281,347
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,475,287
Value of total assets at end of year2018-12-31$19,911,170
Value of total assets at beginning of year2018-12-31$20,719,014
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$63,052
Total interest from all sources2018-12-31$76,766
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$584,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$584,091
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,244,379
Participant contributions at end of year2018-12-31$249,209
Participant contributions at beginning of year2018-12-31$248,555
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$79,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-807,844
Value of net assets at end of year (total assets less liabilities)2018-12-31$19,911,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,719,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,905,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,992,260
Interest on participant loans2018-12-31$6,390
Interest earned on other investments2018-12-31$70,376
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,756,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,478,199
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,599,589
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$1,151,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,281,347
Contract administrator fees2018-12-31$63,052
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,803,423
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,198,527
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,141,077
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,344,667
Value of total assets at end of year2017-12-31$20,719,014
Value of total assets at beginning of year2017-12-31$16,114,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$57,450
Total interest from all sources2017-12-31$70,919
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$341,991
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$341,991
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,129,346
Participant contributions at end of year2017-12-31$248,555
Participant contributions at beginning of year2017-12-31$229,556
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,159,192
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,604,896
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,719,014
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,114,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,992,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$11,186,384
Interest on participant loans2017-12-31$5,728
Interest earned on other investments2017-12-31$65,191
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,478,199
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,698,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,045,846
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,056,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,141,077
Contract administrator fees2017-12-31$57,450
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$33,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,572,799
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,064,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,026,413
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,472,405
Value of total assets at end of year2016-12-31$16,114,118
Value of total assets at beginning of year2016-12-31$14,571,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$37,954
Total interest from all sources2016-12-31$74,345
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$252,660
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$252,660
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$723,569
Participant contributions at end of year2016-12-31$229,556
Participant contributions at beginning of year2016-12-31$95,912
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,492
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$1,508,432
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,114,118
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,571,927
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$11,186,384
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,488,997
Interest on participant loans2016-12-31$2,483
Interest earned on other investments2016-12-31$71,862
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,698,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,987,018
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$773,389
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$747,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,026,413
Contract administrator fees2016-12-31$37,954
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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,092,076
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$446,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$411,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,198,034
Value of total assets at end of year2015-12-31$14,571,927
Value of total assets at beginning of year2015-12-31$13,926,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$35,017
Total interest from all sources2015-12-31$85,218
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$405,499
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$405,499
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$568,599
Participant contributions at end of year2015-12-31$95,912
Participant contributions at beginning of year2015-12-31$71,472
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$24,837
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$645,470
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,571,927
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,926,457
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$9,488,997
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,973,960
Interest on participant loans2015-12-31$1,665
Interest earned on other investments2015-12-31$83,553
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,987,018
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,881,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-596,675
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$604,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$411,589
Contract administrator fees2015-12-31$35,017
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD, LLP
Accountancy firm EIN2015-12-31440160260
2014 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$3,769,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,697,610
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$606,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$575,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,064,912
Value of total assets at end of year2014-12-31$13,926,457
Value of total assets at beginning of year2014-12-31$9,065,566
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,316
Total interest from all sources2014-12-31$2,056
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$392,725
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$392,725
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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
Contributions received from participants2014-12-31$511,825
Participant contributions at end of year2014-12-31$71,472
Participant contributions at beginning of year2014-12-31$90,498
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$32,620
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$1,090,925
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,926,457
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,065,566
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,973,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,716,851
Interest on participant loans2014-12-31$2,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,881,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,258,217
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$237,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Contributions received in cash from employer2014-12-31$520,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$575,369
Contract administrator fees2014-12-31$31,316
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BKD, LLP
Accountancy firm EIN2014-12-31440160260
2013 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,398,090
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$313,138
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$304,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$938,510
Value of total assets at end of year2013-12-31$9,065,566
Value of total assets at beginning of year2013-12-31$6,980,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,905
Total interest from all sources2013-12-31$156,873
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$8,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
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
Contributions received from participants2013-12-31$437,012
Participant contributions at end of year2013-12-31$90,498
Participant contributions at beginning of year2013-12-31$91,390
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$61,261
Other income not declared elsewhere2013-12-31$294
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$2,084,952
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,065,566
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,980,614
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$7,716,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,620,032
Interest on participant loans2013-12-31$2,840
Interest earned on other investments2013-12-31$154,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,258,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,269,192
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,302,413
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 contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$440,237
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$304,233
Contract administrator fees2013-12-31$8,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,330,402
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$629,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$628,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$587,406
Value of total assets at end of year2012-12-31$6,980,614
Value of total assets at beginning of year2012-12-31$6,280,100
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,275
Total interest from all sources2012-12-31$31,151
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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
Contributions received from participants2012-12-31$404,949
Participant contributions at end of year2012-12-31$91,390
Participant contributions at beginning of year2012-12-31$65,060
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$700,514
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,980,614
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,280,100
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 in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,620,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,341,543
Interest on participant loans2012-12-31$2,520
Interest earned on other investments2012-12-31$28,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,269,192
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$873,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$711,845
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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
Contributions received in cash from employer2012-12-31$182,457
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$628,613
Contract administrator fees2012-12-31$1,275
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 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$692,324
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$270,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$269,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$594,081
Value of total assets at end of year2011-12-31$6,280,100
Value of total assets at beginning of year2011-12-31$5,858,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,250
Total interest from all sources2011-12-31$26,110
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
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
Contributions received from participants2011-12-31$403,316
Participant contributions at end of year2011-12-31$65,060
Participant contributions at beginning of year2011-12-31$66,927
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,840
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$421,656
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,280,100
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,858,444
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,341,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,887,899
Interest on participant loans2011-12-31$2,099
Interest earned on other investments2011-12-31$24,011
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$873,497
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$903,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$72,133
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
Contributions received in cash from employer2011-12-31$182,925
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$269,418
Contract administrator fees2011-12-31$1,250
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 name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,159,090
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$297,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$295,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$567,249
Value of total assets at end of year2010-12-31$5,858,444
Value of total assets at beginning of year2010-12-31$4,996,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,850
Total interest from all sources2010-12-31$22,714
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$385,626
Participant contributions at end of year2010-12-31$66,927
Participant contributions at beginning of year2010-12-31$21,957
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$861,827
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,858,444
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,996,617
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,887,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,365,157
Interest on participant loans2010-12-31$2,090
Interest earned on other investments2010-12-31$20,624
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$903,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$609,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$569,127
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
Contributions received in cash from employer2010-12-31$181,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$295,413
Contract administrator fees2010-12-31$1,850
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2022: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 benefit arrangement – InsuranceYes
2011: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: LIBERTY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered574
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered552
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CMFG LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered493
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered396
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered244
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered203
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered187
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered168
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered163
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0026-2
Policy instance 1
Insurance contract or identification number013-0026-2
Number of Individuals Covered157
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
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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