401k Plan data: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN plan

NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 401k Plan overview

Plan Name	NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN
Plan identification number	002

NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

THE COOPERATIVE LEAGUE OF THE U.S.A has sponsored the creation of one or more 401k plans.

Company Name: THE COOPERATIVE LEAGUE OF THE U.S.A

Employer identification number (EIN): 362007481

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 LARRY THOMAS
002 2016-01-01 LARRY THOMAS
002 2015-01-01 LARRY THOMAS 2016-06-17 LARRY THOMAS 2016-06-17
002 2014-01-01 LARRY THOMAS 2015-07-01 LARRY THOMAS 2015-07-01
002 2013-01-01 MISTI FRENCH 2014-06-27 MIKE BEALL 2014-06-27
002 2012-01-01 MISTI FRENCH 2013-07-23 MIKE BEALL 2013-07-23
002 2011-01-01 MISTI FRENCH 2012-07-20
002 2010-01-01 MISTI FRENCH
002 2009-01-01 MISTI FRENCH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	LARRY THOMAS
002	2016-01-01	LARRY THOMAS
002	2015-01-01	LARRY THOMAS	2016-06-17	LARRY THOMAS	2016-06-17
002	2014-01-01	LARRY THOMAS	2015-07-01	LARRY THOMAS	2015-07-01
002	2013-01-01	MISTI FRENCH	2014-06-27	MIKE BEALL	2014-06-27
002	2012-01-01	MISTI FRENCH	2013-07-23	MIKE BEALL	2013-07-23
002	2011-01-01	MISTI FRENCH	2012-07-20
002	2010-01-01	MISTI FRENCH
002	2009-01-01	MISTI FRENCH

Plan Statistics for NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN

401k plan membership statisitcs for NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN

Measure Date Value
2022: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 63
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 66
Total of all active and inactive participants 2022-01-01 129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 129
Number of participants with account balances 2022-01-01 129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 67
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 66
Total of all active and inactive participants 2021-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 133
Number of participants with account balances 2021-01-01 133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 161
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 69
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 83
Total of all active and inactive participants 2020-01-01 152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 152
Number of participants with account balances 2020-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 69
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 92
Total of all active and inactive participants 2019-01-01 161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 161
Number of participants with account balances 2019-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 13
2018: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 74
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 82
Total of all active and inactive participants 2018-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 160
Number of participants with account balances 2018-01-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 79
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 67
Total of all active and inactive participants 2017-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 155
Number of participants with account balances 2017-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 71
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 59
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2010: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 39
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 42
Total of all active and inactive participants 2010-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 81
Number of participants with account balances 2010-01-01 80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 87
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 43
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 45
Total of all active and inactive participants 2009-01-01 88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 88
Number of participants with account balances 2009-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	63
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	66
Total of all active and inactive participants	2022-01-01	129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	129
Number of participants with account balances	2022-01-01	129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	67
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	66
Total of all active and inactive participants	2021-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	133
Number of participants with account balances	2021-01-01	133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	161
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	69
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	83
Total of all active and inactive participants	2020-01-01	152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	152
Number of participants with account balances	2020-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	69
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	92
Total of all active and inactive participants	2019-01-01	161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	161
Number of participants with account balances	2019-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	13
2018: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	74
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	82
Total of all active and inactive participants	2018-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	160
Number of participants with account balances	2018-01-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	79
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	67
Total of all active and inactive participants	2017-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	155
Number of participants with account balances	2017-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	71
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	59
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2010: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	39
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	42
Total of all active and inactive participants	2010-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	81
Number of participants with account balances	2010-01-01	80
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	87
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	43
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	45
Total of all active and inactive participants	2009-01-01	88
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	88
Number of participants with account balances	2009-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN

Measure	Date	Value
2022 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-981,780
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$791,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$734,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$966,480
Value of total assets at end of year	2022-12-31	$12,007,046
Value of total assets at beginning of year	2022-12-31	$13,780,701
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$57,263
Total interest from all sources	2022-12-31	$35,937
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$130,431
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	$130,431
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
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	$576,269
Participant contributions at end of year	2022-12-31	$52,678
Participant contributions at beginning of year	2022-12-31	$68,295
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	$-1,773,655
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,007,046
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$13,780,701
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
Investment advisory and management fees	2022-12-31	$35,975
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$9,926,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$11,698,981
Interest on participant loans	2022-12-31	$2,881
Interest earned on other investments	2022-12-31	$33,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,028,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,013,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,114,628
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	No
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	$390,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$734,612
Contract administrator fees	2022-12-31	$21,288
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	COHNREZNICK LLP
Accountancy firm EIN	2022-12-31	221478099
2021 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,276,410
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$902,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$839,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,019,881
Value of total assets at end of year	2021-12-31	$13,780,701
Value of total assets at beginning of year	2021-12-31	$12,406,800
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$62,529
Total interest from all sources	2021-12-31	$39,238
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$277,022
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	$277,022
Administrative expenses professional fees incurred	2021-12-31	$59,099
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
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	$587,266
Participant contributions at end of year	2021-12-31	$68,295
Participant contributions at beginning of year	2021-12-31	$52,986
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	$1,373,901
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$13,780,701
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,406,800
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	$11,698,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,554,669
Interest on participant loans	2021-12-31	$3,309
Interest earned on other investments	2021-12-31	$35,929
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,013,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,799,145
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$940,269
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	No
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	$432,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$839,980
Contract administrator fees	2021-12-31	$3,430
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	COHNREZNICK
Accountancy firm EIN	2021-12-31	221478099
2020 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,391,955
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$822,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$769,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$951,878
Value of total assets at end of year	2020-12-31	$12,406,800
Value of total assets at beginning of year	2020-12-31	$10,836,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$52,277
Total interest from all sources	2020-12-31	$28,620
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$128,464
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	$128,464
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	$511,819
Participant contributions at end of year	2020-12-31	$52,986
Participant contributions at beginning of year	2020-12-31	$41,947
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$12,945
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	$1,569,872
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,406,800
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,836,928
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	$10,554,669
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$9,934,037
Interest on participant loans	2020-12-31	$2,483
Interest earned on other investments	2020-12-31	$26,137
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,799,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$860,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,282,993
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	No
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	$427,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$769,806
Contract administrator fees	2020-12-31	$52,277
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	Unqualified
Accountancy firm name	2020-12-31	COHNREZNICK
Accountancy firm EIN	2020-12-31	221478099
2019 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$2,753,789
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,098,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,046,976
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$982,552
Value of total assets at end of year	2019-12-31	$10,836,928
Value of total assets at beginning of year	2019-12-31	$9,181,825
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$51,710
Total interest from all sources	2019-12-31	$21,596
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$165,119
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	$165,119
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
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
Contributions received from participants	2019-12-31	$542,640
Participant contributions at end of year	2019-12-31	$41,947
Participant contributions at beginning of year	2019-12-31	$29,480
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	$1,655,103
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,836,928
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$9,181,825
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$9,934,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$8,497,844
Interest on participant loans	2019-12-31	$1,992
Interest earned on other investments	2019-12-31	$19,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$860,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$654,501
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,584,522
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	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	$439,912
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,046,976
Contract administrator fees	2019-12-31	$51,710
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	COHNREZNICK
Accountancy firm EIN	2019-12-31	221478099
2018 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$689,844
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$694,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$650,650
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,094,567
Value of total assets at end of year	2018-12-31	$9,181,825
Value of total assets at beginning of year	2018-12-31	$9,186,496
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$43,865
Total interest from all sources	2018-12-31	$16,340
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$167,238
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	$167,238
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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	$587,849
Participant contributions at end of year	2018-12-31	$29,480
Participant contributions at beginning of year	2018-12-31	$27,526
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$39,615
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	$-4,671
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$9,181,825
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$9,186,496
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	$8,497,844
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$8,474,149
Interest on participant loans	2018-12-31	$1,922
Interest earned on other investments	2018-12-31	$14,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$654,501
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$684,821
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-588,301
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	No
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	$467,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$650,650
Contract administrator fees	2018-12-31	$43,865
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	COHNREZNICK
Accountancy firm EIN	2018-12-31	221478099
2017 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,500,606
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$311,806
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$276,253
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,257,744
Value of total assets at end of year	2017-12-31	$9,186,496
Value of total assets at beginning of year	2017-12-31	$6,997,696
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,553
Total interest from all sources	2017-12-31	$14,589
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$231,045
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	$231,045
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
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	$530,397
Participant contributions at end of year	2017-12-31	$27,526
Participant contributions at beginning of year	2017-12-31	$22,467
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$212,624
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	$2,188,800
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$9,186,496
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,997,696
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	$8,474,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$6,340,490
Interest on participant loans	2017-12-31	$1,306
Interest earned on other investments	2017-12-31	$13,283
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$684,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$634,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$997,228
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	Yes
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	$514,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$276,253
Contract administrator fees	2017-12-31	$35,553
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	COHNREZNICK
Accountancy firm EIN	2017-12-31	221478099
2016 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
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	$1,290,443
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,649,686
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,622,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$961,704
Value of total assets at end of year	2016-12-31	$6,997,696
Value of total assets at beginning of year	2016-12-31	$7,356,939
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,999
Total interest from all sources	2016-12-31	$1,452
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$87,767
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	$87,767
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
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	$495,748
Participant contributions at end of year	2016-12-31	$22,467
Participant contributions at beginning of year	2016-12-31	$28,858
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	$-359,243
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,997,696
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$7,356,939
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	$6,340,490
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$7,328,081
Interest on participant loans	2016-12-31	$1,452
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$634,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$239,520
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	Yes
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	$465,956
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,622,687
Contract administrator fees	2016-12-31	$26,999
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	COHNREZNICK
Accountancy firm EIN	2016-12-31	221478099
2010 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2010 401k financial data
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$835,532
Expenses. Total of all expenses incurred	2010-12-31	$681,618
Benefits paid (including direct rollovers)	2010-12-31	$664,204
Total plan assets at end of year	2010-12-31	$4,851,135
Total plan assets at beginning of year	2010-12-31	$4,697,221
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$248,833
Expenses. Other expenses not covered elsewhere	2010-12-31	$17,414
Other income received	2010-12-31	$430,606
Net income (gross income less expenses)	2010-12-31	$153,914
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$4,851,135
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$4,697,221
Total contributions received or receivable from employer(s)	2010-12-31	$156,093
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN

2022: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single 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: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single 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: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single 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: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single 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 - Trust	Yes
2018: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single 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: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single 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: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single 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
2010: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: NATIONAL COOPERATIVE BUSINESS ASSOCIATION CASH OR DEFERRED PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	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

008-0239-2

Policy instance

Insurance contract or identification number	008-0239-2
Number of Individuals Covered	129
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

008-0239-2

Policy instance

Insurance contract or identification number	008-0239-2
Number of Individuals Covered	133
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

008-0239-2

Policy instance

Insurance contract or identification number	008-0239-2
Number of Individuals Covered	152
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

008-0239-2

Policy instance

Insurance contract or identification number	008-0239-2
Number of Individuals Covered	160
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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

008-0239-2

Policy instance

Insurance contract or identification number	008-0239-2
Number of Individuals Covered	160
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $28,701
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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
Commission paid to Insurance Broker	USD $28,701
Insurance broker organization code?	3

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

Policy contract number

008-0239-2

Policy instance

Insurance contract or identification number	008-0239-2
Number of Individuals Covered	155
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,234
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare 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
Commission paid to Insurance Broker	USD $17,234
Insurance broker organization code?	3
Insurance broker name	HOYT J CONNELL

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Company Name:	THE COOPERATIVE LEAGUE OF THE U.S.A
Employer identification number (EIN):	362007481
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations