401k Plan data: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST plan

COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 401k Plan overview

Plan Name	COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST
Plan identification number	003

COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Offset plan - Plan benefits are subject to offset for retirement benefits provided in another plan or arrangement of the employer.
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.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: COMMUNITY CHOICE CREDIT UNION

Employer identification number (EIN): 420778245

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2021-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 KAREN M GANTZ
003 2016-01-01 KAREN M GANTZ
003 2015-01-01 KAREN M GANTZ 2016-10-17
003 2014-01-01 KAREN M GANTZ 2015-09-16
003 2013-01-01 KAREN M GANTZ 2014-07-31
003 2012-01-01 KAREN M GANTZ 2013-07-05
003 2011-01-01 KAREN GANTZ 2012-08-06 KAREN GANTZ 2012-08-06
003 2010-01-01 KAREN GANTZ 2011-05-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2021-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01
003	2017-01-01	KAREN M GANTZ
003	2016-01-01	KAREN M GANTZ
003	2015-01-01	KAREN M GANTZ	2016-10-17
003	2014-01-01	KAREN M GANTZ	2015-09-16
003	2013-01-01	KAREN M GANTZ	2014-07-31
003	2012-01-01	KAREN M GANTZ	2013-07-05
003	2011-01-01	KAREN GANTZ	2012-08-06	KAREN GANTZ	2012-08-06
003	2010-01-01	KAREN GANTZ	2011-05-13

Plan Statistics for COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST

401k plan membership statisitcs for COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Measure Date Value
2021: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 0
Number of participants with account balances 2021-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 15
2020: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 173
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 153
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 180
Number of participants with account balances 2020-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4
2019: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 111
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 23
Total of all active and inactive participants 2019-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 140
Number of participants with account balances 2019-01-01 119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 105
Number of retired or separated participants receiving benefits 2018-01-01 7
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 134
Number of participants with account balances 2018-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 8
2017: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 116
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 133
Number of participants with account balances 2017-01-01 112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 7
2016: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 119
Number of retired or separated participants receiving benefits 2016-01-01 14
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 133
Number of participants with account balances 2016-01-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7

Measure	Date	Value
2021: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	0
Number of participants with account balances	2021-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	15
2020: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	173
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	153
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	180
Number of participants with account balances	2020-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4
2019: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	111
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	23
Total of all active and inactive participants	2019-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	140
Number of participants with account balances	2019-01-01	119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	105
Number of retired or separated participants receiving benefits	2018-01-01	7
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	134
Number of participants with account balances	2018-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	8
2017: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	116
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	133
Number of participants with account balances	2017-01-01	112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	7
2016: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	119
Number of retired or separated participants receiving benefits	2016-01-01	14
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	133
Number of participants with account balances	2016-01-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7

Financial Data on COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST

Measure	Date	Value
2021 : COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-02-28	$0
Total transfer of assets from this plan	2021-02-28	$8,469,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-02-28	$0
Total income from all sources (including contributions)	2021-02-28	$1,034,183
Total loss/gain on sale of assets	2021-02-28	$0
Total of all expenses incurred	2021-02-28	$48,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-02-28	$41,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-02-28	$892,806
Value of total assets at end of year	2021-02-28	$0
Value of total assets at beginning of year	2021-02-28	$7,483,398
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-02-28	$6,462
Total interest from all sources	2021-02-28	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-02-28	$11,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-02-28	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-02-28	$11,609
Was this plan covered by a fidelity bond	2021-02-28	Yes
Value of fidelity bond cover	2021-02-28	$7,000,000
If this is an individual account plan, was there a blackout period	2021-02-28	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-02-28	$0
Funding deficiency by the employer to the plan for this plan year	2021-02-28	$0
Minimum employer required contribution for this plan year	2021-02-28	$0
Amount contributed by the employer to the plan for this plan year	2021-02-28	$0
Were there any nonexempt tranactions with any party-in-interest	2021-02-28	No
Participant contributions at end of year	2021-02-28	$0
Participant contributions at beginning of year	2021-02-28	$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	2021-02-28	No
Value of net income/loss	2021-02-28	$985,850
Value of net assets at end of year (total assets less liabilities)	2021-02-28	$0
Value of net assets at beginning of year (total assets less liabilities)	2021-02-28	$7,483,398
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-02-28	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-02-28	No
Were any leases to which the plan was party in default or uncollectible	2021-02-28	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-02-28	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-02-28	$4,977,861
Interest on participant loans	2021-02-28	$0
Value of interest in common/collective trusts at end of year	2021-02-28	$0
Value of interest in common/collective trusts at beginning of year	2021-02-28	$1,413,211
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-02-28	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-02-28	$1,092,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-02-28	$122,492
Net investment gain or loss from common/collective trusts	2021-02-28	$7,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-02-28	No
Was there a failure to transmit to the plan any participant contributions	2021-02-28	No
Has the plan failed to provide any benefit when due under the plan	2021-02-28	No
Contributions received in cash from employer	2021-02-28	$892,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-02-28	$41,871
Contract administrator fees	2021-02-28	$6,462
Did the plan have assets held for investment	2021-02-28	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-02-28	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-02-28	Yes
Opinion of an independent qualified public accountant for this plan	2021-02-28	Disclaimer
Accountancy firm name	2021-02-28	GARDINER + COMPANY, CPAS
Accountancy firm EIN	2021-02-28	421186197
2020 : COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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	$1,605,829
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$606,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$577,564
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$688,908
Value of total assets at end of year	2020-12-31	$7,483,398
Value of total assets at beginning of year	2020-12-31	$6,483,711
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,578
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$89,899
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	$89,899
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$7,000,000
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
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$922,107
Amount contributed by the employer to the plan for this plan year	2020-12-31	$922,107
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$0
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$999,687
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,483,398
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$6,483,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$4,977,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,520,186
Interest on participant loans	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$1,413,211
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,611,226
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,092,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$352,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$804,562
Net investment gain or loss from common/collective trusts	2020-12-31	$22,460
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$688,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$577,564
Contract administrator fees	2020-12-31	$28,578
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	GARDINER + COMPANY, CPAS
Accountancy firm EIN	2020-12-31	421186197
2019 : COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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	$1,901,438
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$294,703
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$266,124
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$619,950
Value of total assets at end of year	2019-12-31	$6,483,711
Value of total assets at beginning of year	2019-12-31	$4,876,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,579
Total interest from all sources	2019-12-31	$6,303
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$87,652
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	$87,652
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$701,386
Amount contributed by the employer to the plan for this plan year	2019-12-31	$701,386
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$0
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$1,606,735
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$6,483,711
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,876,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,520,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,285,506
Interest on participant loans	2019-12-31	$0
Interest earned on other investments	2019-12-31	$6,303
Value of interest in common/collective trusts at end of year	2019-12-31	$1,611,226
Value of interest in common/collective trusts at beginning of year	2019-12-31	$1,318,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$352,299
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$272,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$915,438
Net investment gain or loss from common/collective trusts	2019-12-31	$272,095
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$619,950
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$266,124
Contract administrator fees	2019-12-31	$28,579
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	GARDINER + COMPANY, CPAS
Accountancy firm EIN	2019-12-31	421186197
2018 : COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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	$363,663
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,683,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,652,983
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$681,599
Value of total assets at end of year	2018-12-31	$4,876,976
Value of total assets at beginning of year	2018-12-31	$6,197,205
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,909
Total interest from all sources	2018-12-31	$4,654
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$89,691
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	$89,691
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$662,306
Amount contributed by the employer to the plan for this plan year	2018-12-31	$662,306
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$0
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,320,229
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,876,976
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,197,205
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,285,506
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$4,229,867
Interest on participant loans	2018-12-31	$0
Interest earned on other investments	2018-12-31	$4,654
Value of interest in common/collective trusts at end of year	2018-12-31	$1,318,984
Value of interest in common/collective trusts at beginning of year	2018-12-31	$1,546,849
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$272,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$420,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-336,670
Net investment gain or loss from common/collective trusts	2018-12-31	$-75,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$681,599
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,652,983
Contract administrator fees	2018-12-31	$30,909
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	No
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	GARDINER + COMPANY, CPAS
Accountancy firm EIN	2018-12-31	421186197
2017 : COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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	$1,521,300
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$360,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$333,063
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$648,226
Value of total assets at end of year	2017-12-31	$6,197,205
Value of total assets at beginning of year	2017-12-31	$5,036,179
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,211
Total interest from all sources	2017-12-31	$6,369
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$79,045
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$79,045
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$-1,652
Minimum employer required contribution for this plan year	2017-12-31	$678,746
Amount contributed by the employer to the plan for this plan year	2017-12-31	$680,398
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$0
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$1,161,026
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,197,205
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,036,179
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	$4,229,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,353,821
Interest on participant loans	2017-12-31	$0
Interest earned on other investments	2017-12-31	$6,369
Value of interest in common/collective trusts at end of year	2017-12-31	$1,546,849
Value of interest in common/collective trusts at beginning of year	2017-12-31	$1,175,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$420,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$506,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$585,760
Net investment gain or loss from common/collective trusts	2017-12-31	$201,900
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	$648,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$333,063
Contract administrator fees	2017-12-31	$27,211
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	2017-12-31	Yes
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	GARDINER THOMSEN, CPAS
Accountancy firm EIN	2017-12-31	421186197
2016 : COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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	$936,358
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$408,324
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$393,424
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$564,094
Value of total assets at end of year	2016-12-31	$5,036,179
Value of total assets at beginning of year	2016-12-31	$4,508,145
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$14,900
Total interest from all sources	2016-12-31	$6,900
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$48,828
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	$48,828
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$659,651
Amount contributed by the employer to the plan for this plan year	2016-12-31	$659,651
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$528,034
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$5,036,179
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$4,508,145
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	$3,353,821
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$3,922,728
Interest on participant loans	2016-12-31	$0
Interest earned on other investments	2016-12-31	$6,900
Value of interest in common/collective trusts at end of year	2016-12-31	$1,175,681
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$506,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$585,417
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$269,572
Net investment gain or loss from common/collective trusts	2016-12-31	$46,964
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	$564,094
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$393,424
Contract administrator fees	2016-12-31	$14,900
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	2016-12-31	Yes
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	GARDINER THOMSEN, CPAS
Accountancy firm EIN	2016-12-31	421186197

Form 5500 Responses for COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST

2021: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	This submission is the final filing	Yes
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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: COMMUNITY CHOICE CREDIT UNION MONEY PURCHASE PLAN AND TRUST 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

Insurance Providers Used on plan

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

Policy contract number

014-0266-5

Policy instance

Insurance contract or identification number	014-0266-5
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-02-28
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

014-0266-5

Policy instance

Insurance contract or identification number	014-0266-5
Number of Individuals Covered	180
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

014-0266-5

Policy instance

Insurance contract or identification number	014-0266-5
Number of Individuals Covered	140
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

014-0266-5

Policy instance

Insurance contract or identification number	014-0266-5
Number of Individuals Covered	134
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

014-0266-5

Policy instance

Insurance contract or identification number	014-0266-5
Number of Individuals Covered	133
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:	COMMUNITY CHOICE CREDIT UNION
Employer identification number (EIN):	420778245
NAIC Classification:	522130
NAIC Description:	Credit Unions