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UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 401k Plan overview

Plan NameUNIVERSITY OF IOWA COMMUNITY CREDIT UNION
Plan identification number 001

UNIVERSITY OF IOWA COMMUNITY CREDIT UNION Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:GREENSTATE CREDIT UNION
Employer identification number (EIN):420804594
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SUSAN FREEMAN
0012016-01-01SUSAN FREEMAN
0012015-01-01SUSAN FREEMAN
0012012-01-01SUSAN K. FREEMAN
0012011-06-01SUSAN K. FREEMAN2012-09-24
0012011-01-01SUSAN K. FREEMAN
0012010-01-01SUSAN K. FREEMAN
0012009-01-01SUSAN K. FREEMAN

Plan Statistics for UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

401k plan membership statisitcs for UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

Measure Date Value
2022: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2022 401k membership
Total participants, beginning-of-year2022-01-011,112
Total number of active participants reported on line 7a of the Form 55002022-01-01928
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01194
Total of all active and inactive participants2022-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-011,124
Number of participants with account balances2022-01-011,099
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0194
2021: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2021 401k membership
Total participants, beginning-of-year2021-01-01722
Total number of active participants reported on line 7a of the Form 55002021-01-01681
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01116
Total of all active and inactive participants2021-01-01798
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01798
Number of participants with account balances2021-01-01779
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2020 401k membership
Total participants, beginning-of-year2020-01-01689
Total number of active participants reported on line 7a of the Form 55002020-01-01605
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01121
Total of all active and inactive participants2020-01-01733
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01734
Number of participants with account balances2020-01-01723
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0153
2019: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2019 401k membership
Total participants, beginning-of-year2019-01-01574
Total number of active participants reported on line 7a of the Form 55002019-01-01487
Number of retired or separated participants receiving benefits2019-01-0112
Number of other retired or separated participants entitled to future benefits2019-01-01114
Total of all active and inactive participants2019-01-01613
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01614
Number of participants with account balances2019-01-01587
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0151
2018: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2018 401k membership
Total participants, beginning-of-year2018-01-01493
Total number of active participants reported on line 7a of the Form 55002018-01-01468
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01100
Total of all active and inactive participants2018-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01574
Number of participants with account balances2018-01-01558
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0143
2017: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2017 401k membership
Total participants, beginning-of-year2017-01-01471
Total number of active participants reported on line 7a of the Form 55002017-01-01414
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01493
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01493
Number of participants with account balances2017-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0159
2016: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2016 401k membership
Total participants, beginning-of-year2016-01-01419
Total number of active participants reported on line 7a of the Form 55002016-01-01403
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01471
Number of participants with account balances2016-01-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0153
2015: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2015 401k membership
Total participants, beginning-of-year2015-01-01354
Total number of active participants reported on line 7a of the Form 55002015-01-01360
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01419
Number of participants with account balances2015-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2012: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2012 401k membership
Total participants, beginning-of-year2012-01-01258
Total number of active participants reported on line 7a of the Form 55002012-01-01253
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01283
Number of participants with account balances2012-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0121
2011: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2011 401k membership
Total participants, beginning-of-year2011-01-01230
Total number of active participants reported on line 7a of the Form 55002011-01-01227
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0131
Total of all active and inactive participants2011-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01258
Number of participants with account balances2011-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0116
2010: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2010 401k membership
Total participants, beginning-of-year2010-01-01209
Total number of active participants reported on line 7a of the Form 55002010-01-01189
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01222
Number of participants with account balances2010-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2009 401k membership
Total participants, beginning-of-year2009-01-01198
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0132
Total of all active and inactive participants2009-01-01207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01207
Number of participants with account balances2009-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

Measure Date Value
2022 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$12,171,187
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,796,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,633,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,936,520
Value of total assets at end of year2022-12-31$82,656,758
Value of total assets at beginning of year2022-12-31$75,281,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$162,935
Total interest from all sources2022-12-31$40,140
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,489,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,489,482
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,686,560
Participant contributions at end of year2022-12-31$1,014,062
Participant contributions at beginning of year2022-12-31$725,877
Participant contributions at end of year2022-12-31$248,547
Participant contributions at beginning of year2022-12-31$163,897
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$13,493,870
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$7,375,010
Value of net assets at end of year (total assets less liabilities)2022-12-31$82,656,758
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$75,281,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,600,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$71,614,971
Value of interest in pooled separate accounts at end of year2022-12-31$1,047,637
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,059,511
Interest on participant loans2022-12-31$40,140
Value of interest in common/collective trusts at end of year2022-12-31$2,478,576
Value of interest in common/collective trusts at beginning of year2022-12-31$1,564,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-15,762,957
Net investment gain/loss from pooled separate accounts2022-12-31$-340,735
Net investment gain or loss from common/collective trusts2022-12-31$-191,263
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$6,756,090
Employer contributions (assets) at end of year2022-12-31$267,731
Employer contributions (assets) at beginning of year2022-12-31$153,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,633,242
Contract administrator fees2022-12-31$102,498
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CROWE LLP
Accountancy firm EIN2022-12-31350921680
2021 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$9,205
Total income from all sources (including contributions)2021-12-31$18,757,944
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,449,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,298,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,767,265
Value of total assets at end of year2021-12-31$75,281,748
Value of total assets at beginning of year2021-12-31$60,982,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$151,492
Total interest from all sources2021-12-31$35,786
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$953,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$953,957
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,165,173
Participant contributions at end of year2021-12-31$725,877
Participant contributions at beginning of year2021-12-31$629,457
Participant contributions at end of year2021-12-31$163,897
Participant contributions at beginning of year2021-12-31$170,095
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$391,142
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$9,205
Other income not declared elsewhere2021-12-31$973,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$14,308,250
Value of net assets at end of year (total assets less liabilities)2021-12-31$75,281,748
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$60,973,498
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$15,112
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$71,614,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,268,918
Value of interest in pooled separate accounts at end of year2021-12-31$1,059,511
Interest on participant loans2021-12-31$35,786
Value of interest in common/collective trusts at end of year2021-12-31$1,564,101
Value of interest in common/collective trusts at beginning of year2021-12-31$29,755,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,049,392
Net investment gain/loss from pooled separate accounts2021-12-31$-60,632
Net investment gain or loss from common/collective trusts2021-12-31$38,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$4,210,950
Employer contributions (assets) at end of year2021-12-31$153,391
Employer contributions (assets) at beginning of year2021-12-31$158,753
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,298,202
Contract administrator fees2021-12-31$136,380
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$51,457
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$9,205
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,994
Total income from all sources (including contributions)2020-12-31$18,901,835
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,301,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,188,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$11,191,355
Value of total assets at end of year2020-12-31$60,982,703
Value of total assets at beginning of year2020-12-31$45,329,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$113,050
Total interest from all sources2020-12-31$29,543
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$965,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$965,930
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,672,298
Participant contributions at end of year2020-12-31$629,457
Participant contributions at beginning of year2020-12-31$500,864
Participant contributions at end of year2020-12-31$170,095
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$118
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,818,999
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$9,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$7,994
Administrative expenses (other) incurred2020-12-31$113,050
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$15,600,418
Value of net assets at end of year (total assets less liabilities)2020-12-31$60,973,498
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,321,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,268,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$21,022,683
Interest on participant loans2020-12-31$29,543
Value of interest in common/collective trusts at end of year2020-12-31$29,755,480
Value of interest in common/collective trusts at beginning of year2020-12-31$23,805,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,484,064
Net investment gain or loss from common/collective trusts2020-12-31$3,230,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$3,700,058
Employer contributions (assets) at end of year2020-12-31$158,753
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,188,367
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,994
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$14,590,548
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$7,552,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$7,441,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,286,098
Value of total assets at end of year2019-12-31$45,329,617
Value of total assets at beginning of year2019-12-31$38,283,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$111,042
Total interest from all sources2019-12-31$33,300
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$665,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$665,812
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,629,910
Participant contributions at end of year2019-12-31$500,864
Participant contributions at beginning of year2019-12-31$652,654
Assets. Other investments not covered elsewhere at end of year2019-12-31$118
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$925,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$7,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$64,343
Administrative expenses (other) incurred2019-12-31$111,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$7,038,165
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,321,623
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,283,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$21,022,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$17,504,404
Interest on participant loans2019-12-31$33,300
Value of interest in common/collective trusts at end of year2019-12-31$23,805,952
Value of interest in common/collective trusts at beginning of year2019-12-31$20,126,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,479,635
Net investment gain or loss from common/collective trusts2019-12-31$4,061,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$2,730,603
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$7,441,341
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$2,673,833
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,995,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,896,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,508,331
Value of total assets at end of year2018-12-31$38,283,458
Value of total assets at beginning of year2018-12-31$38,604,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$98,975
Total interest from all sources2018-12-31$30,318
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$655,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$655,485
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,415,440
Participant contributions at end of year2018-12-31$652,654
Participant contributions at beginning of year2018-12-31$548,874
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$488,302
Administrative expenses (other) incurred2018-12-31$98,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-321,371
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,283,458
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$38,604,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$17,504,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,137,279
Interest on participant loans2018-12-31$30,318
Value of interest in common/collective trusts at end of year2018-12-31$20,126,400
Value of interest in common/collective trusts at beginning of year2018-12-31$20,918,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,891,669
Net investment gain or loss from common/collective trusts2018-12-31$-1,628,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,604,589
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,896,229
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$9,932,079
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,653,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,558,691
Value of total corrective distributions2017-12-31$2,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,689,364
Value of total assets at end of year2017-12-31$38,604,829
Value of total assets at beginning of year2017-12-31$31,326,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$91,670
Total interest from all sources2017-12-31$26,456
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$578,804
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$578,804
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,115,615
Participant contributions at end of year2017-12-31$548,874
Participant contributions at beginning of year2017-12-31$607,694
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$271,346
Administrative expenses (other) incurred2017-12-31$91,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,278,722
Value of net assets at end of year (total assets less liabilities)2017-12-31$38,604,829
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,326,107
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,137,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,945,548
Interest on participant loans2017-12-31$26,456
Value of interest in common/collective trusts at end of year2017-12-31$20,918,676
Value of interest in common/collective trusts at beginning of year2017-12-31$21,772,865
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,638,249
Net investment gain or loss from common/collective trusts2017-12-31$2,999,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,302,403
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,558,691
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$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$5,988,449
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,113,197
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,028,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,443,375
Value of total assets at end of year2016-12-31$31,326,107
Value of total assets at beginning of year2016-12-31$27,450,855
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,288
Total interest from all sources2016-12-31$26,930
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$265,684
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$265,684
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,929,385
Participant contributions at end of year2016-12-31$607,694
Participant contributions at beginning of year2016-12-31$518,064
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$392,869
Administrative expenses (other) incurred2016-12-31$84,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,875,252
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,326,107
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$27,450,855
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,945,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$19,051,958
Interest on participant loans2016-12-31$26,930
Value of interest in common/collective trusts at end of year2016-12-31$21,772,865
Value of interest in common/collective trusts at beginning of year2016-12-31$7,880,833
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$451,936
Net investment gain or loss from common/collective trusts2016-12-31$800,524
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,121,121
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,028,909
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
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$3,561,476
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,604,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,473,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,923,200
Value of total assets at end of year2015-12-31$27,450,855
Value of total assets at beginning of year2015-12-31$26,494,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$130,902
Total interest from all sources2015-12-31$21,438
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,096,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,096,095
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,699,929
Participant contributions at end of year2015-12-31$518,064
Participant contributions at beginning of year2015-12-31$418,080
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$417,720
Administrative expenses (other) incurred2015-12-31$130,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$956,656
Value of net assets at end of year (total assets less liabilities)2015-12-31$27,450,855
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$26,494,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$19,051,958
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$18,829,976
Interest on participant loans2015-12-31$21,438
Value of interest in common/collective trusts at end of year2015-12-31$7,880,833
Value of interest in common/collective trusts at beginning of year2015-12-31$7,246,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,476,858
Net investment gain or loss from common/collective trusts2015-12-31$-2,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,805,551
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,473,918
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2012 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$133,582
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$148
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$4,768,596
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$861,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$783,621
Value of total corrective distributions2012-12-31$5,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,609,875
Value of total assets at end of year2012-12-31$17,727,539
Value of total assets at beginning of year2012-12-31$13,686,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$72,525
Total interest from all sources2012-12-31$14,134
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$559,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$559,603
Administrative expenses professional fees incurred2012-12-31$4,352
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$758,600
Participant contributions at end of year2012-12-31$290,651
Participant contributions at beginning of year2012-12-31$283,570
Participant contributions at end of year2012-12-31$33,302
Participant contributions at beginning of year2012-12-31$28,952
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$490,960
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$148
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$3,906,829
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,727,391
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,686,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$68,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,276,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,791,737
Interest on participant loans2012-12-31$14,082
Value of interest in common/collective trusts at end of year2012-12-31$1,058,346
Value of interest in common/collective trusts at beginning of year2012-12-31$502,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$52
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,516,218
Net investment gain or loss from common/collective trusts2012-12-31$68,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,360,315
Employer contributions (assets) at end of year2012-12-31$60,636
Employer contributions (assets) at beginning of year2012-12-31$79,485
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$783,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$1,358,250
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,130,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,068,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,678,705
Value of total assets at end of year2011-12-31$13,686,980
Value of total assets at beginning of year2011-12-31$13,458,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$62,190
Total interest from all sources2011-12-31$10,932
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$348,383
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$348,383
Administrative expenses professional fees incurred2011-12-31$5,410
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$588,989
Participant contributions at end of year2011-12-31$283,570
Participant contributions at beginning of year2011-12-31$205,181
Participant contributions at end of year2011-12-31$28,952
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$50,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$227,992
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,686,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$13,458,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$56,780
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,791,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,850,770
Interest on participant loans2011-12-31$10,931
Value of interest in common/collective trusts at end of year2011-12-31$502,954
Value of interest in common/collective trusts at beginning of year2011-12-31$343,060
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$59,977
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$59,977
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-709,732
Net investment gain or loss from common/collective trusts2011-12-31$29,962
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,039,441
Employer contributions (assets) at end of year2011-12-31$79,485
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,068,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,868,089
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$514,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$450,482
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,295,036
Value of total assets at end of year2010-12-31$13,458,988
Value of total assets at beginning of year2010-12-31$11,105,226
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$63,845
Total interest from all sources2010-12-31$9,679
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$337,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$337,797
Administrative expenses professional fees incurred2010-12-31$6,759
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$438,465
Participant contributions at end of year2010-12-31$205,181
Participant contributions at beginning of year2010-12-31$135,628
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,353,762
Value of net assets at end of year (total assets less liabilities)2010-12-31$13,458,988
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,105,226
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$57,086
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$12,850,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$10,564,656
Interest on participant loans2010-12-31$9,664
Value of interest in common/collective trusts at end of year2010-12-31$343,060
Value of interest in common/collective trusts at beginning of year2010-12-31$351,841
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$59,977
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$53,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$53,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,198,669
Net investment gain or loss from common/collective trusts2010-12-31$26,908
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$826,494
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$450,482
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for UNIVERSITY OF IOWA COMMUNITY CREDIT UNION

2022: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2012: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: UNIVERSITY OF IOWA COMMUNITY CREDIT UNION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821645
Policy instance 1
Insurance contract or identification number821645
Number of Individuals Covered1124
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number821645
Policy instance 1
Insurance contract or identification number821645
Number of Individuals Covered798
Insurance policy start date2021-09-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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