401k Plan data: SUMMIT CREDIT UNION HEALTH plan

SUMMIT CREDIT UNION HEALTH 401k Plan overview

Plan Name	SUMMIT CREDIT UNION HEALTH
Plan identification number	504

SUMMIT CREDIT UNION HEALTH Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Dental Other welfare benefit cover

401k Sponsoring company profile

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

Company Name: SUMMIT CREDIT UNION

Employer identification number (EIN): 390230585

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT CREDIT UNION HEALTH

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
504 2014-01-01 NANCY KASTEN
504 2013-01-01 NANCY SCHMIDT
504 2012-01-01 SHELLY O'BRIEN
504 2008-02-01 DENISE OHARA DENISE OHARA 2010-10-13

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
504	2014-01-01	NANCY KASTEN
504	2013-01-01	NANCY SCHMIDT
504	2012-01-01	SHELLY O'BRIEN
504	2008-02-01	DENISE OHARA	DENISE OHARA	2010-10-13

Plan Statistics for SUMMIT CREDIT UNION HEALTH

401k plan membership statisitcs for SUMMIT CREDIT UNION HEALTH

Measure Date Value
2014: SUMMIT CREDIT UNION HEALTH 2014 401k membership
Total participants, beginning-of-year 2014-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 133
Total of all active and inactive participants 2014-01-01 133
2013: SUMMIT CREDIT UNION HEALTH 2013 401k membership
Total participants, beginning-of-year 2013-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 119
Total of all active and inactive participants 2013-01-01 119
2012: SUMMIT CREDIT UNION HEALTH 2012 401k membership
Total participants, beginning-of-year 2012-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 111
Total of all active and inactive participants 2012-01-01 111
2008: SUMMIT CREDIT UNION HEALTH 2008 401k membership
Total participants, beginning-of-year 2008-02-01 143
Total number of active participants reported on line 7a of the Form 5500 2008-02-01 0
Number of retired or separated participants receiving benefits 2008-02-01 0
Number of other retired or separated participants entitled to future benefits 2008-02-01 0
Total of all active and inactive participants 2008-02-01 0

Measure	Date	Value
2014: SUMMIT CREDIT UNION HEALTH 2014 401k membership
Total participants, beginning-of-year	2014-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	133
Total of all active and inactive participants	2014-01-01	133
2013: SUMMIT CREDIT UNION HEALTH 2013 401k membership
Total participants, beginning-of-year	2013-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	119
Total of all active and inactive participants	2013-01-01	119
2012: SUMMIT CREDIT UNION HEALTH 2012 401k membership
Total participants, beginning-of-year	2012-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	111
Total of all active and inactive participants	2012-01-01	111
2008: SUMMIT CREDIT UNION HEALTH 2008 401k membership
Total participants, beginning-of-year	2008-02-01	143
Total number of active participants reported on line 7a of the Form 5500	2008-02-01	0
Number of retired or separated participants receiving benefits	2008-02-01	0
Number of other retired or separated participants entitled to future benefits	2008-02-01	0
Total of all active and inactive participants	2008-02-01	0

Form 5500 Responses for SUMMIT CREDIT UNION HEALTH

2014: SUMMIT CREDIT UNION HEALTH 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 – General assets of the sponsor	Yes
2014-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: SUMMIT CREDIT UNION HEALTH 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 – General assets of the sponsor	Yes
2013-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: SUMMIT CREDIT UNION HEALTH 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 – General assets of the sponsor	Yes
2012-01-01	Plan benefit arrangement – General assets of the sponsor	Yes
2008: SUMMIT CREDIT UNION HEALTH 2008 form 5500 responses
2008-02-01	Type of plan entity	Single employer plan
2008-02-01	Submission has been amended	No
2008-02-01	This submission is the final filing	Yes
2008-02-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2008-02-01	Plan is a collectively bargained plan	No
2008-02-01	Plan funding arrangement – Insurance	Yes
2008-02-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	SUMMIT CREDIT UNION
Employer identification number (EIN):	390230585
NAIC Classification:	522130
NAIC Description:	Credit Unions