401k Plan data: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN plan

CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 401k Plan overview

Plan Name	CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN
Plan identification number	333

CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

CREDIT UNION RETIREMENT PLAN ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name: CREDIT UNION RETIREMENT PLAN ASSOCIATION

Employer identification number (EIN): 352491258

NAIC Classification: 561900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
333 2022-01-01
333 2021-01-01
333 2020-01-01
333 2019-01-01
333 2018-01-01
333 2017-01-01 GARY ATKINS
333 2016-01-01 GARY ATKINS
333 2015-01-01 GARY ATKINS
333 2014-01-01 GARY ATKINS

Plan Statistics for CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN

401k plan membership statisitcs for CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN

Measure Date Value
2022: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 22,390
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 16,598
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 6,216
Total of all active and inactive participants 2022-01-01 22,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 24
Total participants 2022-01-01 22,838
Number of participants with account balances 2022-01-01 21,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 565
2021: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 23,380
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16,587
Number of retired or separated participants receiving benefits 2021-01-01 1,048
Number of other retired or separated participants entitled to future benefits 2021-01-01 4,745
Total of all active and inactive participants 2021-01-01 22,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 10
Total participants 2021-01-01 22,390
Number of participants with account balances 2021-01-01 20,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 971
2020: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 21,764
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16,526
Number of retired or separated participants receiving benefits 2020-01-01 721
Number of other retired or separated participants entitled to future benefits 2020-01-01 5,516
Total of all active and inactive participants 2020-01-01 22,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 12
Total participants 2020-01-01 22,775
Number of participants with account balances 2020-01-01 20,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 891
2019: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 19,438
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15,250
Number of retired or separated participants receiving benefits 2019-01-01 618
Number of other retired or separated participants entitled to future benefits 2019-01-01 4,444
Total of all active and inactive participants 2019-01-01 20,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 9
Total participants 2019-01-01 20,321
Number of participants with account balances 2019-01-01 19,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 922
2018: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 17,275
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 13,677
Number of retired or separated participants receiving benefits 2018-01-01 615
Number of other retired or separated participants entitled to future benefits 2018-01-01 3,678
Total of all active and inactive participants 2018-01-01 17,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 6
Total participants 2018-01-01 17,976
Number of participants with account balances 2018-01-01 16,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 890
2017: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 11,946
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 9,423
Number of retired or separated participants receiving benefits 2017-01-01 648
Number of other retired or separated participants entitled to future benefits 2017-01-01 2,646
Total of all active and inactive participants 2017-01-01 12,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 5
Total participants 2017-01-01 12,722
Number of participants with account balances 2017-01-01 11,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 561
2016: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 9,688
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 7,733
Number of retired or separated participants receiving benefits 2016-01-01 342
Number of other retired or separated participants entitled to future benefits 2016-01-01 2,211
Total of all active and inactive participants 2016-01-01 10,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 3
Total participants 2016-01-01 10,289
Number of participants with account balances 2016-01-01 9,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 471
2015: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7,100
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5,730
Number of retired or separated participants receiving benefits 2015-01-01 296
Number of other retired or separated participants entitled to future benefits 2015-01-01 1,510
Total of all active and inactive participants 2015-01-01 7,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 3
Total participants 2015-01-01 7,539
Number of participants with account balances 2015-01-01 6,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 232
2014: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 4,093
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3,083
Number of retired or separated participants receiving benefits 2014-01-01 499
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 3,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 3,584
Number of participants with account balances 2014-01-01 2,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2022: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	22,390
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	16,598
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	6,216
Total of all active and inactive participants	2022-01-01	22,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	24
Total participants	2022-01-01	22,838
Number of participants with account balances	2022-01-01	21,517
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	565
2021: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	23,380
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16,587
Number of retired or separated participants receiving benefits	2021-01-01	1,048
Number of other retired or separated participants entitled to future benefits	2021-01-01	4,745
Total of all active and inactive participants	2021-01-01	22,380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	10
Total participants	2021-01-01	22,390
Number of participants with account balances	2021-01-01	20,814
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	971
2020: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	21,764
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16,526
Number of retired or separated participants receiving benefits	2020-01-01	721
Number of other retired or separated participants entitled to future benefits	2020-01-01	5,516
Total of all active and inactive participants	2020-01-01	22,763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	12
Total participants	2020-01-01	22,775
Number of participants with account balances	2020-01-01	20,728
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	891
2019: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	19,438
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15,250
Number of retired or separated participants receiving benefits	2019-01-01	618
Number of other retired or separated participants entitled to future benefits	2019-01-01	4,444
Total of all active and inactive participants	2019-01-01	20,312
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	9
Total participants	2019-01-01	20,321
Number of participants with account balances	2019-01-01	19,166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	922
2018: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	17,275
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	13,677
Number of retired or separated participants receiving benefits	2018-01-01	615
Number of other retired or separated participants entitled to future benefits	2018-01-01	3,678
Total of all active and inactive participants	2018-01-01	17,970
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	6
Total participants	2018-01-01	17,976
Number of participants with account balances	2018-01-01	16,951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	890
2017: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	11,946
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	9,423
Number of retired or separated participants receiving benefits	2017-01-01	648
Number of other retired or separated participants entitled to future benefits	2017-01-01	2,646
Total of all active and inactive participants	2017-01-01	12,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	5
Total participants	2017-01-01	12,722
Number of participants with account balances	2017-01-01	11,300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	561
2016: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	9,688
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	7,733
Number of retired or separated participants receiving benefits	2016-01-01	342
Number of other retired or separated participants entitled to future benefits	2016-01-01	2,211
Total of all active and inactive participants	2016-01-01	10,286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	3
Total participants	2016-01-01	10,289
Number of participants with account balances	2016-01-01	9,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	471
2015: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7,100
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5,730
Number of retired or separated participants receiving benefits	2015-01-01	296
Number of other retired or separated participants entitled to future benefits	2015-01-01	1,510
Total of all active and inactive participants	2015-01-01	7,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	3
Total participants	2015-01-01	7,539
Number of participants with account balances	2015-01-01	6,831
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	232
2014: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	4,093
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3,083
Number of retired or separated participants receiving benefits	2014-01-01	499
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	3,582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	3,584
Number of participants with account balances	2014-01-01	2,560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN

Measure	Date	Value
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
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

Form 5500 Responses for CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN

2022: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Mulitple employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Mulitple employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Mulitple employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Mulitple employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Mulitple employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CREDIT UNION RETIREMENT PLAN ASSOCIATION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Mulitple employer plan
2014-01-01	First time form 5500 has been submitted	Yes
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

048-0251-8

Policy instance

Insurance contract or identification number	048-0251-8
Number of Individuals Covered	22838
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0251-8

Policy instance

Insurance contract or identification number	048-0251-8
Number of Individuals Covered	16587
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0251-8

Policy instance

Insurance contract or identification number	048-0251-8
Number of Individuals Covered	22775
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0251-8-333

Policy instance

Insurance contract or identification number	048-0251-8-333
Number of Individuals Covered	19166
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0251-8-333

Policy instance

Insurance contract or identification number	048-0251-8-333
Number of Individuals Covered	16951
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 number

048-0251-8-333

Policy instance

Insurance contract or identification number	048-0251-8-333
Number of Individuals Covered	11946
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	CREDIT UNION RETIREMENT PLAN ASSOCIATION
Employer identification number (EIN):	352491258
NAIC Classification:	561900