CREDIT UNION RETIREMENT PLAN ASSOCIATION has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2023 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-12-31 | $4,175,258 |
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $4,175,258 |
| Total transfer of assets to this plan | 2023-12-31 | $74,845,137 |
| Total transfer of assets from this plan | 2023-12-31 | $4,170,761 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $425,075,068 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $138,916,598 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $135,463,501 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $165,838,209 |
| Value of total assets at end of year | 2023-12-31 | $1,808,742,704 |
| Value of total assets at beginning of year | 2023-12-31 | $1,451,909,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $3,453,097 |
| Total interest from all sources | 2023-12-31 | $1,787,953 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $29,294,336 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $29,294,336 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $84,177,192 |
| Participant contributions at end of year | 2023-12-31 | $32,845,503 |
| Participant contributions at beginning of year | 2023-12-31 | $28,171,867 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $10,025,178 |
| Other income not declared elsewhere | 2023-12-31 | $-2,061,015 |
| Total non interest bearing cash at end of year | 2023-12-31 | $779,757 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $2,521,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $286,158,470 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $1,808,742,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $1,451,909,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $1,290,825,400 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $975,008,300 |
| Interest on participant loans | 2023-12-31 | $1,787,953 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $299,470,457 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $249,379,878 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $184,821,587 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $196,828,233 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $205,198,856 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $20,841,471 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $71,635,839 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $135,463,501 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2023-01-01 | $4,175,258 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $4,175,258 |
| Total transfer of assets to this plan | 2023-01-01 | $74,845,137 |
| Total transfer of assets from this plan | 2023-01-01 | $4,170,761 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $425,075,068 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $138,916,598 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $135,463,501 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $165,838,209 |
| Value of total assets at end of year | 2023-01-01 | $1,808,742,704 |
| Value of total assets at beginning of year | 2023-01-01 | $1,451,909,858 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $3,453,097 |
| Total interest from all sources | 2023-01-01 | $1,787,953 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $29,294,336 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $29,294,336 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $84,177,192 |
| Participant contributions at end of year | 2023-01-01 | $32,845,503 |
| Participant contributions at beginning of year | 2023-01-01 | $28,171,867 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $10,025,178 |
| Other income not declared elsewhere | 2023-01-01 | $-2,061,015 |
| Total non interest bearing cash at end of year | 2023-01-01 | $779,757 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $2,521,580 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $286,158,470 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $1,808,742,704 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $1,451,909,858 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $1,290,825,400 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $975,008,300 |
| Interest on participant loans | 2023-01-01 | $1,787,953 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $299,470,457 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $249,379,878 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $184,821,587 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $196,828,233 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $205,198,856 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $20,841,471 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $71,635,839 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $135,463,501 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-01-01 | 410746749 |
| 2022 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $3,264,097 |
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $3,264,097 |
| Total transfer of assets to this plan | 2022-12-31 | $61,715,100 |
| Total transfer of assets from this plan | 2022-12-31 | $134,803,329 |
| 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 | $-133,038,504 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $122,453,975 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $119,559,788 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $152,249,530 |
| Value of total assets at end of year | 2022-12-31 | $1,451,909,858 |
| Value of total assets at beginning of year | 2022-12-31 | $1,780,490,566 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,894,187 |
| Total interest from all sources | 2022-12-31 | $1,328,691 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $31,722,400 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $31,722,400 |
| Administrative expenses professional fees incurred | 2022-12-31 | $2,894,187 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $77,023,419 |
| Participant contributions at end of year | 2022-12-31 | $28,171,867 |
| Participant contributions at beginning of year | 2022-12-31 | $28,127,231 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $10,577,924 |
| Other income not declared elsewhere | 2022-12-31 | $-2,145,929 |
| Total non interest bearing cash at end of year | 2022-12-31 | $2,521,580 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $1,828,688 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-255,492,479 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,451,909,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,780,490,566 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $975,008,300 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,235,936,668 |
| Interest on participant loans | 2022-12-31 | $1,328,691 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $249,379,878 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $326,211,093 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $196,828,233 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $188,386,886 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-269,458,198 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $-49,999,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $64,648,187 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $119,559,788 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-01-01 | $3,264,097 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $3,264,097 |
| Total transfer of assets to this plan | 2022-01-01 | $61,715,100 |
| Total transfer of assets from this plan | 2022-01-01 | $134,803,329 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-133,038,504 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $122,453,975 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $119,559,788 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $152,249,530 |
| Value of total assets at end of year | 2022-01-01 | $1,451,909,858 |
| Value of total assets at beginning of year | 2022-01-01 | $1,780,490,566 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $2,894,187 |
| Total interest from all sources | 2022-01-01 | $1,328,691 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $31,722,400 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $31,722,400 |
| Administrative expenses professional fees incurred | 2022-01-01 | $2,894,187 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $77,023,419 |
| Participant contributions at end of year | 2022-01-01 | $28,171,867 |
| Participant contributions at beginning of year | 2022-01-01 | $28,127,231 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $10,577,924 |
| Other income not declared elsewhere | 2022-01-01 | $-2,145,929 |
| Total non interest bearing cash at end of year | 2022-01-01 | $2,521,580 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $1,828,688 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-255,492,479 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $1,451,909,858 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $1,780,490,566 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $975,008,300 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,235,936,668 |
| Interest on participant loans | 2022-01-01 | $1,328,691 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $249,379,878 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $326,211,093 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $196,828,233 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $188,386,886 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-269,458,198 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $-49,999,095 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $64,648,187 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $119,559,788 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-01-01 | 410746749 |
| 2021 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $2,729,330 |
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $2,729,330 |
| Total transfer of assets to this plan | 2021-12-31 | $43,729,211 |
| Total transfer of assets from this plan | 2021-12-31 | $52,091,728 |
| 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 | $348,457,139 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $145,098,600 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $138,542,809 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $136,412,477 |
| Value of total assets at end of year | 2021-12-31 | $1,780,490,566 |
| Value of total assets at beginning of year | 2021-12-31 | $1,585,494,544 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $6,555,791 |
| Total interest from all sources | 2021-12-31 | $1,464,840 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $25,917,611 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $25,917,611 |
| Administrative expenses professional fees incurred | 2021-12-31 | $6,555,791 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $69,605,905 |
| Participant contributions at end of year | 2021-12-31 | $28,127,231 |
| Participant contributions at beginning of year | 2021-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $8,833,999 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $29,875,824 |
| Other income not declared elsewhere | 2021-12-31 | $-1,483,411 |
| Total non interest bearing cash at end of year | 2021-12-31 | $1,828,688 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $2,761,830 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $203,358,539 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,780,490,566 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,585,494,544 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,235,936,668 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,054,871,510 |
| Interest on participant loans | 2021-12-31 | $1,464,840 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $326,211,093 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $299,927,071 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $188,386,886 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $198,058,309 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $147,354,616 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $36,061,676 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $57,972,573 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $138,542,809 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $3,180,763 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $3,180,763 |
| Total transfer of assets to this plan | 2020-12-31 | $67,406,883 |
| Total transfer of assets from this plan | 2020-12-31 | $5,370,040 |
| 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 | $325,922,868 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $117,893,352 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $112,626,250 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $127,863,956 |
| Value of total assets at end of year | 2020-12-31 | $1,585,494,544 |
| Value of total assets at beginning of year | 2020-12-31 | $1,315,428,185 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,267,102 |
| Total interest from all sources | 2020-12-31 | $1,693,794 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $17,913,215 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $17,913,215 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $65,374,551 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $8,756,837 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $29,875,824 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $30,425,256 |
| Other income not declared elsewhere | 2020-12-31 | $4,383,235 |
| Administrative expenses (other) incurred | 2020-12-31 | $348,426 |
| Total non interest bearing cash at end of year | 2020-12-31 | $2,761,830 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $1,304,235 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $208,029,516 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,585,494,544 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,315,428,185 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,054,871,510 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $878,105,409 |
| Interest on participant loans | 2020-12-31 | $1,693,794 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $299,927,071 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $264,846,895 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $198,058,309 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $140,746,390 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $134,721,521 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $36,166,384 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $53,732,568 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $112,626,250 |
| Contract administrator fees | 2020-12-31 | $4,918,676 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $71,892,518 |
| Total transfer of assets to this plan | 2019-12-31 | $71,892,518 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 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 | $330,049,117 |
| Total income from all sources (including contributions) | 2019-12-31 | $330,049,117 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $109,509,382 |
| Total of all expenses incurred | 2019-12-31 | $109,509,382 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $104,628,696 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $104,628,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $112,965,433 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $112,965,433 |
| Value of total assets at end of year | 2019-12-31 | $1,315,428,185 |
| Value of total assets at end of year | 2019-12-31 | $1,315,428,185 |
| Value of total assets at beginning of year | 2019-12-31 | $1,022,995,932 |
| Value of total assets at beginning of year | 2019-12-31 | $1,022,995,932 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,880,686 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,880,686 |
| Total interest from all sources | 2019-12-31 | $1,680,058 |
| Total interest from all sources | 2019-12-31 | $1,680,058 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $20,277,963 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $20,277,963 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $20,277,963 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $20,277,963 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $56,925,317 |
| Contributions received from participants | 2019-12-31 | $56,925,317 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,390,029 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $9,390,029 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $30,425,256 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $30,425,256 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $27,376,503 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $27,376,503 |
| Administrative expenses (other) incurred | 2019-12-31 | $558,821 |
| Administrative expenses (other) incurred | 2019-12-31 | $558,821 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,304,235 |
| Total non interest bearing cash at end of year | 2019-12-31 | $1,304,235 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $936,766 |
| Total non interest bearing cash at beginning of year | 2019-12-31 | $936,766 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $220,539,735 |
| Value of net income/loss | 2019-12-31 | $220,539,735 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,315,428,185 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,315,428,185 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,022,995,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,022,995,932 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $878,105,409 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $878,105,409 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $644,572,674 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $644,572,674 |
| Interest on participant loans | 2019-12-31 | $1,680,058 |
| Interest on participant loans | 2019-12-31 | $1,680,058 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $264,846,895 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $264,846,895 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $219,783,199 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $219,783,199 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $140,746,390 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $140,746,390 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $130,326,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $130,326,790 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $151,238,642 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $151,238,642 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $43,887,021 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $43,887,021 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $46,650,087 |
| Contributions received in cash from employer | 2019-12-31 | $46,650,087 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $104,628,696 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $104,628,696 |
| Contract administrator fees | 2019-12-31 | $4,321,865 |
| Contract administrator fees | 2019-12-31 | $4,321,865 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| Accountancy firm EIN | 2019-12-31 | 410746749 |
| 2018 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total transfer of assets to this plan | 2018-12-31 | $236,355,231 |
| 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 | $43,880,783 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $68,706,608 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $64,267,297 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $94,507,916 |
| Value of total assets at end of year | 2018-12-31 | $1,022,995,932 |
| Value of total assets at beginning of year | 2018-12-31 | $811,466,526 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $4,439,311 |
| Total interest from all sources | 2018-12-31 | $1,300,594 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $16,989,011 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $16,989,011 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $48,447,045 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $7,164,051 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $27,376,503 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $18,180,567 |
| Total non interest bearing cash at end of year | 2018-12-31 | $936,766 |
| Total non interest bearing cash at beginning of year | 2018-12-31 | $1,011,132 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-24,825,825 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,022,995,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $811,466,526 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $644,572,674 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $513,986,767 |
| Interest on participant loans | 2018-12-31 | $1,300,594 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $219,783,199 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $189,870,421 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $130,326,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $88,417,639 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-56,455,974 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-12,460,764 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $38,896,820 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $64,267,297 |
| Contract administrator fees | 2018-12-31 | $4,439,311 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2018-12-31 | 410746749 |
| 2017 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total transfer of assets to this plan | 2017-12-31 | $68,068,457 |
| 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 | $169,965,174 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $49,003,588 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $45,958,300 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $65,967,351 |
| Value of total assets at end of year | 2017-12-31 | $811,466,526 |
| Value of total assets at beginning of year | 2017-12-31 | $622,436,483 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,045,288 |
| Total interest from all sources | 2017-12-31 | $771,422 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $10,457,586 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $10,457,586 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $31,560,799 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $6,183,169 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $18,180,567 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $15,326,645 |
| Total non interest bearing cash at end of year | 2017-12-31 | $1,011,132 |
| Total non interest bearing cash at beginning of year | 2017-12-31 | $1,007,813 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $120,961,586 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $811,466,526 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $622,436,483 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $513,986,767 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $381,903,792 |
| Interest earned on other investments | 2017-12-31 | $771,422 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $189,870,421 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $143,063,798 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $88,417,639 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $81,134,435 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $68,423,133 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $24,345,682 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $28,223,383 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $45,958,300 |
| Contract administrator fees | 2017-12-31 | $3,045,288 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2017-12-31 | 410746749 |
| 2016 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total transfer of assets to this plan | 2016-12-31 | $73,212,472 |
| 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 | $101,162,282 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $46,018,900 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $43,588,578 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $55,691,297 |
| Value of total assets at end of year | 2016-12-31 | $622,436,483 |
| Value of total assets at beginning of year | 2016-12-31 | $494,080,629 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,430,322 |
| Total interest from all sources | 2016-12-31 | $633,000 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $9,085,422 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $9,085,422 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $25,585,173 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $6,061,362 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $15,326,645 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $12,111,582 |
| Total non interest bearing cash at end of year | 2016-12-31 | $1,007,813 |
| Total non interest bearing cash at beginning of year | 2016-12-31 | $1,174,915 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $55,143,382 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $622,436,483 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $494,080,629 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $381,903,792 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $301,686,075 |
| Interest on participant loans | 2016-12-31 | $633,000 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $143,063,798 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $121,003,089 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $81,134,435 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $58,104,968 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $25,172,611 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $10,579,952 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $24,044,762 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $43,588,578 |
| Contract administrator fees | 2016-12-31 | $2,430,322 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2016-12-31 | 410746749 |
| 2015 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total transfer of assets to this plan | 2015-12-31 | $214,838,094 |
| 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 | $36,807,141 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $33,476,618 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $31,585,720 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $39,275,260 |
| Value of total assets at end of year | 2015-12-31 | $494,080,629 |
| Value of total assets at beginning of year | 2015-12-31 | $275,912,012 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,890,898 |
| Total interest from all sources | 2015-12-31 | $434,778 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $7,350,146 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $7,350,146 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $19,092,983 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,864,710 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $12,111,582 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $4,898,426 |
| Total non interest bearing cash at end of year | 2015-12-31 | $1,174,915 |
| Total non interest bearing cash at beginning of year | 2015-12-31 | $648,881 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $3,330,523 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $494,080,629 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $275,912,012 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $301,686,075 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $172,576,721 |
| Interest on participant loans | 2015-12-31 | $434,778 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $121,003,089 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $65,990,602 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $58,104,968 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $31,797,382 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-8,040,193 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-2,212,850 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $17,317,567 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $31,585,720 |
| Contract administrator fees | 2015-12-31 | $1,890,898 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2015-12-31 | 410746749 |
| 2014 : CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $502,792 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $502,792 |
| Total transfer of assets to this plan | 2014-12-31 | $259,138,336 |
| 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 | $30,502,835 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $13,729,159 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $12,969,593 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $17,355,793 |
| Value of total assets at end of year | 2014-12-31 | $275,912,012 |
| Value of total assets at beginning of year | 2014-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $759,566 |
| Total interest from all sources | 2014-12-31 | $150,028 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,246,178 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,246,178 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $7,623,809 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $642,058 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $4,898,426 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
| Total non interest bearing cash at end of year | 2014-12-31 | $648,881 |
| Total non interest bearing cash at beginning of year | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $16,773,676 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $275,912,012 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $172,576,721 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
| Interest on participant loans | 2014-12-31 | $150,028 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $65,990,602 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $31,797,382 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $7,057,044 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,191,000 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $9,089,926 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $12,969,593 |
| Contract administrator fees | 2014-12-31 | $759,566 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2014-12-31 | 410746749 |
