401k Plan data: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN plan

CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	CREDIT UNION ONE CAPITAL ACCUMULATION PLAN
Plan identification number	033

CREDIT UNION ONE CAPITAL ACCUMULATION 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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: CREDIT UNION ONE

Employer identification number (EIN): 380536242

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION ONE CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2022-01-01
033 2021-01-01
033 2020-01-01
033 2020-01-01
033 2019-01-01
033 2018-01-01
033 2018-01-01
033 2017-01-01 GARY A MOODY
033 2016-01-01 GARY A MOODY
033 2015-01-01 GARY A MOODY
033 2014-01-01 GARY A MOODY
033 2013-01-01 GARY A MOODY
033 2012-01-01 GARY A MOODY
033 2011-01-01 THOMAS SCHAEFFLER GARY A. MOODY 2012-09-11
033 2009-01-01 MICHELLE HINSHON

Plan Statistics for CREDIT UNION ONE CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for CREDIT UNION ONE CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 448
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 325
Number of retired or separated participants receiving benefits 2022-01-01 10
Number of other retired or separated participants entitled to future benefits 2022-01-01 116
Total of all active and inactive participants 2022-01-01 451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 451
Number of participants with account balances 2022-01-01 446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 11
2021: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 448
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 327
Number of retired or separated participants receiving benefits 2021-01-01 12
Number of other retired or separated participants entitled to future benefits 2021-01-01 109
Total of all active and inactive participants 2021-01-01 448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 448
Number of participants with account balances 2021-01-01 439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 51
2020: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 539
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 330
Number of retired or separated participants receiving benefits 2020-01-01 11
Number of other retired or separated participants entitled to future benefits 2020-01-01 106
Total of all active and inactive participants 2020-01-01 447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 447
Number of participants with account balances 2020-01-01 440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 66
2019: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 465
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 400
Number of retired or separated participants receiving benefits 2019-01-01 11
Number of other retired or separated participants entitled to future benefits 2019-01-01 120
Total of all active and inactive participants 2019-01-01 531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 531
Number of participants with account balances 2019-01-01 519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 73
2018: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 467
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 321
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 136
Total of all active and inactive participants 2018-01-01 461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 461
Number of participants with account balances 2018-01-01 459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 444
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 316
Number of retired or separated participants receiving benefits 2017-01-01 27
Number of other retired or separated participants entitled to future benefits 2017-01-01 120
Total of all active and inactive participants 2017-01-01 463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 463
Number of participants with account balances 2017-01-01 461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 39
2016: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 317
Number of retired or separated participants receiving benefits 2016-01-01 20
Number of other retired or separated participants entitled to future benefits 2016-01-01 106
Total of all active and inactive participants 2016-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 443
Number of participants with account balances 2016-01-01 441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 34
2015: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 417
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 327
Number of retired or separated participants receiving benefits 2015-01-01 19
Number of other retired or separated participants entitled to future benefits 2015-01-01 108
Total of all active and inactive participants 2015-01-01 454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 454
Number of participants with account balances 2015-01-01 450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 38
2014: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 371
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 305
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 102
Total of all active and inactive participants 2014-01-01 413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 413
Number of participants with account balances 2014-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 23
2013: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 358
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 268
Number of retired or separated participants receiving benefits 2013-01-01 6
Number of other retired or separated participants entitled to future benefits 2013-01-01 85
Total of all active and inactive participants 2013-01-01 359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 359
Number of participants with account balances 2013-01-01 340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 28
2012: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 355
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 247
Number of retired or separated participants receiving benefits 2012-01-01 7
Number of other retired or separated participants entitled to future benefits 2012-01-01 102
Total of all active and inactive participants 2012-01-01 356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 356
Number of participants with account balances 2012-01-01 356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 25
2011: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 335
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 243
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 105
Total of all active and inactive participants 2011-01-01 348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 348
Number of participants with account balances 2011-01-01 330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 21
2009: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 255
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 73
Total of all active and inactive participants 2009-01-01 331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 331
Number of participants with account balances 2009-01-01 324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 26

Measure	Date	Value
2022: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	448
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	325
Number of retired or separated participants receiving benefits	2022-01-01	10
Number of other retired or separated participants entitled to future benefits	2022-01-01	116
Total of all active and inactive participants	2022-01-01	451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	451
Number of participants with account balances	2022-01-01	446
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	11
2021: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	448
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	327
Number of retired or separated participants receiving benefits	2021-01-01	12
Number of other retired or separated participants entitled to future benefits	2021-01-01	109
Total of all active and inactive participants	2021-01-01	448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	448
Number of participants with account balances	2021-01-01	439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	51
2020: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	539
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	330
Number of retired or separated participants receiving benefits	2020-01-01	11
Number of other retired or separated participants entitled to future benefits	2020-01-01	106
Total of all active and inactive participants	2020-01-01	447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	447
Number of participants with account balances	2020-01-01	440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	66
2019: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	465
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	400
Number of retired or separated participants receiving benefits	2019-01-01	11
Number of other retired or separated participants entitled to future benefits	2019-01-01	120
Total of all active and inactive participants	2019-01-01	531
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	531
Number of participants with account balances	2019-01-01	519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	73
2018: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	467
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	321
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	136
Total of all active and inactive participants	2018-01-01	461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	461
Number of participants with account balances	2018-01-01	459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	444
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	316
Number of retired or separated participants receiving benefits	2017-01-01	27
Number of other retired or separated participants entitled to future benefits	2017-01-01	120
Total of all active and inactive participants	2017-01-01	463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	463
Number of participants with account balances	2017-01-01	461
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	39
2016: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	317
Number of retired or separated participants receiving benefits	2016-01-01	20
Number of other retired or separated participants entitled to future benefits	2016-01-01	106
Total of all active and inactive participants	2016-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	443
Number of participants with account balances	2016-01-01	441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	34
2015: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	417
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	327
Number of retired or separated participants receiving benefits	2015-01-01	19
Number of other retired or separated participants entitled to future benefits	2015-01-01	108
Total of all active and inactive participants	2015-01-01	454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	454
Number of participants with account balances	2015-01-01	450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	38
2014: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	371
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	305
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	102
Total of all active and inactive participants	2014-01-01	413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	413
Number of participants with account balances	2014-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	23
2013: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	358
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	268
Number of retired or separated participants receiving benefits	2013-01-01	6
Number of other retired or separated participants entitled to future benefits	2013-01-01	85
Total of all active and inactive participants	2013-01-01	359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	359
Number of participants with account balances	2013-01-01	340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	28
2012: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	355
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	247
Number of retired or separated participants receiving benefits	2012-01-01	7
Number of other retired or separated participants entitled to future benefits	2012-01-01	102
Total of all active and inactive participants	2012-01-01	356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	356
Number of participants with account balances	2012-01-01	356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	25
2011: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	335
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	243
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	105
Total of all active and inactive participants	2011-01-01	348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	348
Number of participants with account balances	2011-01-01	330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	21
2009: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	255
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	73
Total of all active and inactive participants	2009-01-01	331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	331
Number of participants with account balances	2009-01-01	324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	26

Financial Data on CREDIT UNION ONE CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2022 : CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets	2022-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$0
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
Expenses. Interest paid	2022-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,259,475
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$5,447,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$5,384,149
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,053,779
Value of total assets at end of year	2022-12-31	$23,242,068
Value of total assets at beginning of year	2022-12-31	$30,949,018
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$63,326
Total income from rents	2022-12-31	$0
Total interest from all sources	2022-12-31	$139,762
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$621,549
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	$621,549
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$9,000,000
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	$1,638,662
Participant contributions at end of year	2022-12-31	$403,791
Participant contributions at beginning of year	2022-12-31	$368,401
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$20,277
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$0
Other income not declared elsewhere	2022-12-31	$0
Administrative expenses (other) incurred	2022-12-31	$0
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$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	2022-12-31	No
Income. Non cash contributions	2022-12-31	$0
Value of net income/loss	2022-12-31	$-7,706,950
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$23,242,068
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$30,949,018
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
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Investment advisory and management fees	2022-12-31	$38,882
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,332,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$10,643,319
Value of interest in pooled separate accounts at end of year	2022-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$0
Interest on participant loans	2022-12-31	$19,113
Income. Interest from loans (other than to participants)	2022-12-31	$0
Interest earned on other investments	2022-12-31	$120,649
Income. Interest from US Government securities	2022-12-31	$0
Income. Interest from corporate debt instruments	2022-12-31	$0
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$10,772,384
Value of interest in common/collective trusts at beginning of year	2022-12-31	$16,582,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,733,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$3,354,551
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,810,868
Net investment gain/loss from pooled separate accounts	2022-12-31	$0
Net investment gain or loss from common/collective trusts	2022-12-31	$-2,263,697
Net gain/loss from 103.12 investment entities	2022-12-31	$0
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
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$394,840
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Income. Dividends from preferred stock	2022-12-31	$0
Income. Dividends from common stock	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$5,384,149
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Contract administrator fees	2022-12-31	$24,444
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
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
Aggregate proceeds on sale of assets	2022-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DOEREN MAYHEW
Accountancy firm EIN	2022-12-31	382492570
2021 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$5,714,667
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,843,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,765,630
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$20,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,950,085
Value of total assets at end of year	2021-12-31	$30,949,018
Value of total assets at beginning of year	2021-12-31	$28,078,067
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$57,562
Total interest from all sources	2021-12-31	$135,417
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$970,886
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	$970,886
Administrative expenses professional fees incurred	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$9,000,000
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
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	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	$1,519,740
Participant contributions at end of year	2021-12-31	$368,401
Participant contributions at beginning of year	2021-12-31	$393,410
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$117,061
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$2,143
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	$2,870,951
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$30,949,018
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$28,078,067
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
Investment advisory and management fees	2021-12-31	$43,096
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,643,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,509,094
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$19,462
Interest earned on other investments	2021-12-31	$115,955
Value of interest in common/collective trusts at end of year	2021-12-31	$16,582,747
Value of interest in common/collective trusts at beginning of year	2021-12-31	$14,822,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$3,354,551
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,353,081
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$614,063
Net investment gain/loss from pooled separate accounts	2021-12-31	$0
Net investment gain or loss from common/collective trusts	2021-12-31	$2,044,216
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
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$313,284
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,765,630
Contract administrator fees	2021-12-31	$12,323
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	DOEREN MAYHEW
Accountancy firm EIN	2021-12-31	382492570
2020 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$4,356,019
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,055,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,974,042
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$29,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,009,648
Value of total assets at end of year	2020-12-31	$28,078,067
Value of total assets at beginning of year	2020-12-31	$26,777,192
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$51,140
Total interest from all sources	2020-12-31	$152,101
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$383,935
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	$383,935
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$9,000,000
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	$1,553,966
Participant contributions at end of year	2020-12-31	$393,410
Participant contributions at beginning of year	2020-12-31	$500,074
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$20,109
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$636
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	$1,300,875
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$28,078,067
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$26,777,192
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
Investment advisory and management fees	2020-12-31	$37,559
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$9,509,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$7,356,511
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$24,610
Interest earned on other investments	2020-12-31	$127,491
Value of interest in common/collective trusts at end of year	2020-12-31	$14,822,482
Value of interest in common/collective trusts at beginning of year	2020-12-31	$15,858,181
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,353,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,062,426
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,043,816
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$766,519
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
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$435,573
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,974,042
Contract administrator fees	2020-12-31	$12,945
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	DOEREN MAYHEW
Accountancy firm EIN	2020-12-31	382492570
2019 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$6,598,347
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,871,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,791,992
Expenses. Certain deemed distributions of participant loans	2019-12-31	$-23
Value of total corrective distributions	2019-12-31	$25,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,376,157
Value of total assets at end of year	2019-12-31	$26,777,191
Value of total assets at beginning of year	2019-12-31	$22,050,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$53,903
Total interest from all sources	2019-12-31	$127,492
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$231,815
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	$231,815
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	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
Contributions received from participants	2019-12-31	$1,357,036
Participant contributions at end of year	2019-12-31	$500,073
Participant contributions at beginning of year	2019-12-31	$464,118
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$366,800
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$320
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	$4,726,480
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$26,777,191
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$22,050,711
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
Investment advisory and management fees	2019-12-31	$35,119
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$7,356,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,773,027
Value of interest in pooled separate accounts at end of year	2019-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$0
Interest on participant loans	2019-12-31	$25,643
Interest earned on other investments	2019-12-31	$101,849
Value of interest in common/collective trusts at end of year	2019-12-31	$15,858,181
Value of interest in common/collective trusts at beginning of year	2019-12-31	$14,103,304
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,062,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,710,262
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,221,631
Net investment gain/loss from pooled separate accounts	2019-12-31	$0
Net investment gain or loss from common/collective trusts	2019-12-31	$2,641,252
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
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$652,321
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,791,992
Contract administrator fees	2019-12-31	$18,464
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	DOEREN MAYHEW
Accountancy firm EIN	2019-12-31	382492570
2018 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$703,220
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,066,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,943,543
Expenses. Certain deemed distributions of participant loans	2018-12-31	$23
Value of total corrective distributions	2018-12-31	$30,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,361,049
Value of total assets at end of year	2018-12-31	$22,050,711
Value of total assets at beginning of year	2018-12-31	$23,414,194
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$92,627
Total interest from all sources	2018-12-31	$274,211
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$257,408
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	$257,408
Administrative expenses professional fees incurred	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$9,000,000
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	$1,052,667
Participant contributions at end of year	2018-12-31	$464,118
Participant contributions at beginning of year	2018-12-31	$504,834
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$57,665
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2018-12-31	$0
Other income not declared elsewhere	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$86,532
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	$-1,363,483
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$22,050,711
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$23,414,194
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
Investment advisory and management fees	2018-12-31	$2,953
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,773,027
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$14,519,514
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$0
Interest on participant loans	2018-12-31	$22,802
Interest earned on other investments	2018-12-31	$251,409
Value of interest in common/collective trusts at end of year	2018-12-31	$14,103,304
Value of interest in common/collective trusts at beginning of year	2018-12-31	$6,838,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$2,710,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,551,746
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-145,799
Net investment gain/loss from pooled separate accounts	2018-12-31	$0
Net investment gain or loss from common/collective trusts	2018-12-31	$-1,043,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	Yes
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
Assets. Invements in employer securities at end of year	2018-12-31	$0
Assets. Invements in employer securities at beginning of year	2018-12-31	$0
Contributions received in cash from employer	2018-12-31	$250,717
Income. Dividends from common stock	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,943,543
Contract administrator fees	2018-12-31	$3,142
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	DOEREN MAYHEW
Accountancy firm EIN	2018-12-31	382492570
2017 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$4,419,296
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,783,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,663,808
Value of total corrective distributions	2017-12-31	$10,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,265,582
Value of total assets at end of year	2017-12-31	$23,414,194
Value of total assets at beginning of year	2017-12-31	$20,778,201
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$108,595
Total interest from all sources	2017-12-31	$44,119
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$278,496
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	$278,496
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$9,000,000
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	$998,519
Participant contributions at end of year	2017-12-31	$504,834
Participant contributions at beginning of year	2017-12-31	$455,671
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$9,250
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	$2,635,993
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$23,414,194
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,778,201
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	$14,519,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$12,133,220
Interest on participant loans	2017-12-31	$20,482
Interest earned on other investments	2017-12-31	$23,637
Value of interest in common/collective trusts at end of year	2017-12-31	$6,838,100
Value of interest in common/collective trusts at beginning of year	2017-12-31	$6,236,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,551,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,952,437
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,927,558
Net investment gain or loss from common/collective trusts	2017-12-31	$903,541
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	$257,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,663,808
Contract administrator fees	2017-12-31	$108,595
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	DOEREN MAYHEW
Accountancy firm EIN	2017-12-31	382492570
2016 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$2,807,545
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$2,114,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$2,004,954
Value of total corrective distributions	2016-12-31	$9,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,282,162
Value of total assets at end of year	2016-12-31	$20,778,201
Value of total assets at beginning of year	2016-12-31	$20,085,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$100,937
Total interest from all sources	2016-12-31	$52,114
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$228,413
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	$228,413
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$9,000,000
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	$929,539
Participant contributions at end of year	2016-12-31	$455,671
Participant contributions at beginning of year	2016-12-31	$499,817
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$92,705
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	$692,564
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,778,201
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$20,085,637
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	$12,133,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$11,124,098
Interest on participant loans	2016-12-31	$20,447
Interest earned on other investments	2016-12-31	$31,667
Value of interest in common/collective trusts at end of year	2016-12-31	$6,236,873
Value of interest in common/collective trusts at beginning of year	2016-12-31	$6,277,192
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,952,437
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,184,530
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$977,315
Net investment gain or loss from common/collective trusts	2016-12-31	$267,541
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	$259,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$2,004,954
Contract administrator fees	2016-12-31	$100,937
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	DOEREN MAYHEW
Accountancy firm EIN	2016-12-31	382492570
2015 : CREDIT UNION ONE CAPITAL ACCUMULATION 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	$3,013,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,050,769
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$2,376,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,280,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,183,304
Value of total assets at end of year	2015-12-31	$20,085,637
Value of total assets at beginning of year	2015-12-31	$18,398,244
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$95,990
Total interest from all sources	2015-12-31	$19,860
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$320,086
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	$320,086
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$9,000,000
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	$921,244
Participant contributions at end of year	2015-12-31	$499,817
Participant contributions at beginning of year	2015-12-31	$479,388
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$2,695
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	$-1,325,820
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$20,085,637
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$18,398,244
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	$11,124,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$9,188,780
Interest on participant loans	2015-12-31	$19,860
Value of interest in common/collective trusts at end of year	2015-12-31	$6,277,192
Value of interest in common/collective trusts at beginning of year	2015-12-31	$6,748,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,184,530
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,981,511
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-472,481
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	$259,365
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,280,599
Contract administrator fees	2015-12-31	$95,990
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	DOEREN MAYHEW
Accountancy firm EIN	2015-12-31	382492570
2014 : CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets to this plan	2014-12-31	$3,214
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,884,808
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,686,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,603,147
Expenses. Certain deemed distributions of participant loans	2014-12-31	$158
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$813,404
Value of total assets at end of year	2014-12-31	$18,398,244
Value of total assets at beginning of year	2014-12-31	$18,196,923
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$83,396
Total interest from all sources	2014-12-31	$55,603
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$202,253
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	$202,253
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
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	$651,172
Participant contributions at end of year	2014-12-31	$479,388
Participant contributions at beginning of year	2014-12-31	$510,275
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$162,232
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	$198,107
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$18,398,244
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$18,196,923
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	$9,188,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$8,577,156
Interest on participant loans	2014-12-31	$21,257
Interest earned on other investments	2014-12-31	$34,346
Value of interest in common/collective trusts at end of year	2014-12-31	$6,748,565
Value of interest in common/collective trusts at beginning of year	2014-12-31	$7,199,723
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,981,511
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,909,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$501,874
Net investment gain or loss from common/collective trusts	2014-12-31	$311,674
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,603,147
Contract administrator fees	2014-12-31	$83,396
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	DOEREN MAYHEW
Accountancy firm EIN	2014-12-31	382492570
2013 : CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$3,077,306
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,742,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,658,740
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$680,288
Value of total assets at end of year	2013-12-31	$18,196,923
Value of total assets at beginning of year	2013-12-31	$16,861,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$83,379
Total interest from all sources	2013-12-31	$71,516
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$152,851
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$152,851
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$600,193
Participant contributions at end of year	2013-12-31	$510,275
Participant contributions at beginning of year	2013-12-31	$521,799
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$80,095
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,335,187
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$18,196,923
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$16,861,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$8,577,156
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$7,438,800
Interest on participant loans	2013-12-31	$21,070
Interest earned on other investments	2013-12-31	$50,446
Value of interest in common/collective trusts at end of year	2013-12-31	$7,199,723
Value of interest in common/collective trusts at beginning of year	2013-12-31	$6,558,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,909,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,342,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$1,399,817
Net investment gain or loss from common/collective trusts	2013-12-31	$772,834
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,658,740
Contract administrator fees	2013-12-31	$83,379
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DOEREN MAYHEW
Accountancy firm EIN	2013-12-31	382492570
2012 : CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,404,647
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,802,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,721,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$610,631
Value of total assets at end of year	2012-12-31	$16,861,736
Value of total assets at beginning of year	2012-12-31	$17,259,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$80,292
Total interest from all sources	2012-12-31	$80,559
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$176,596
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$176,596
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$544,976
Participant contributions at end of year	2012-12-31	$521,799
Participant contributions at beginning of year	2012-12-31	$473,393
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$65,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-397,471
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$16,861,736
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$17,259,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$7,438,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$6,855,680
Interest on participant loans	2012-12-31	$22,018
Interest earned on other investments	2012-12-31	$58,541
Value of interest in common/collective trusts at end of year	2012-12-31	$6,558,844
Value of interest in common/collective trusts at beginning of year	2012-12-31	$7,500,767
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,342,293
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,429,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$788,495
Net investment gain or loss from common/collective trusts	2012-12-31	$748,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,721,826
Contract administrator fees	2012-12-31	$80,292
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DOEREN MAYHEW
Accountancy firm EIN	2012-12-31	382492570
2011 : CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$664,753
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,499,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,414,391
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$513,288
Value of total assets at end of year	2011-12-31	$17,259,207
Value of total assets at beginning of year	2011-12-31	$18,093,604
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$84,759
Total interest from all sources	2011-12-31	$96,701
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$163,015
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$163,015
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$508,947
Participant contributions at end of year	2011-12-31	$473,393
Participant contributions at beginning of year	2011-12-31	$545,747
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$4,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-834,397
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$17,259,207
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$18,093,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$6,855,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$7,366,646
Interest on participant loans	2011-12-31	$25,937
Interest earned on other investments	2011-12-31	$70,764
Value of interest in common/collective trusts at end of year	2011-12-31	$7,500,767
Value of interest in common/collective trusts at beginning of year	2011-12-31	$7,468,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,429,367
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$2,713,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-228,123
Net investment gain or loss from common/collective trusts	2011-12-31	$119,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,414,391
Contract administrator fees	2011-12-31	$84,759
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	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DOEREN MAYHEW
Accountancy firm EIN	2011-12-31	382492570
2010 : CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,486,860
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$2,420,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$2,331,949
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$638,915
Value of total assets at end of year	2010-12-31	$18,093,604
Value of total assets at beginning of year	2010-12-31	$18,026,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$88,283
Total interest from all sources	2010-12-31	$29,827
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$178,645
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$178,645
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$598,121
Participant contributions at end of year	2010-12-31	$545,747
Participant contributions at beginning of year	2010-12-31	$529,066
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$39,478
Other income not declared elsewhere	2010-12-31	$71,197
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$66,628
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$18,093,604
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$18,026,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$7,366,646
Interest on participant loans	2010-12-31	$29,827
Value of interest in common/collective trusts at end of year	2010-12-31	$7,468,055
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$17,497,910
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$2,713,156
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$779,375
Net investment gain or loss from common/collective trusts	2010-12-31	$788,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$2,331,949
Contract administrator fees	2010-12-31	$88,283
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DOEREN MAYHEW
Accountancy firm EIN	2010-12-31	382492570

Form 5500 Responses for CREDIT UNION ONE CAPITAL ACCUMULATION PLAN

2022: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	Yes
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 ONE CAPITAL ACCUMULATION 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: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
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 ONE CAPITAL ACCUMULATION 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 – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	Yes
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 ONE CAPITAL ACCUMULATION 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: CREDIT UNION ONE CAPITAL ACCUMULATION 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
2015: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single 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 ONE CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
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
2013: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CREDIT UNION ONE CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CREDIT UNION ONE CAPITAL ACCUMULATION 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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

781271-01

Policy instance

Insurance contract or identification number	781271-01
Number of Individuals Covered	97
Insurance policy start date	2022-10-29
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	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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62942

Policy instance

Insurance contract or identification number	MR 62942
Number of Individuals Covered	448
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	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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62942

Policy instance

Insurance contract or identification number	MR 62942
Number of Individuals Covered	447
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	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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62942

Policy instance

Insurance contract or identification number	MR 62942
Number of Individuals Covered	531
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	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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 62942

Policy instance

Insurance contract or identification number	MR 62942
Number of Individuals Covered	461
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?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
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

021-0091-1

Policy instance

Insurance contract or identification number	021-0091-1
Number of Individuals Covered	0
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	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

021-0091-1

Policy instance

Insurance contract or identification number	021-0091-1
Number of Individuals Covered	463
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 ONE
Employer identification number (EIN):	380536242
NAIC Classification:	522130
NAIC Description:	Credit Unions