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THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 401k Plan overview

Plan NameTHE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES
Plan identification number 001

THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 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).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

UNITED SERVICES ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:UNITED SERVICES ASSOCIATION
Employer identification number (EIN):420994702
NAIC Classification:115110

Additional information about UNITED SERVICES ASSOCIATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 632906

More information about UNITED SERVICES ASSOCIATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-04-01KELLY HAYERTZ2024-01-02 KIRK GRAEVE2024-01-04
0012021-04-01KELLY HAYERTZ2022-12-20 KIRK GRAEVE2022-12-20
0012020-04-01KELLY HAYERTZ2021-12-16 KIRK GRAEVE2021-12-17
0012019-04-01KELLY HAYERTZ2020-12-23 KIRK GRAEVE2020-12-30
0012018-04-01KELLY HAYERTZ2019-12-27 RON STAAB2019-12-27
0012017-04-01KELLY HAYERTZ2019-01-07 RON STAAB2019-01-07
0012016-04-01KELLY HAYERTZ2017-12-29 SUSAN LAGNEAUX2018-01-02
0012015-04-01KELLY HAYERTZ2017-01-03 SUSAN LAGNEAUX2017-01-03
0012014-04-01KELLY HAYERTZ2015-12-22 SUSAN LAGNEAUX2015-12-22
0012013-04-01KELLY HAYERTZ2015-01-02 SUSAN LAGNEAUX2015-01-05
0012012-04-01KELLY HAYERTZ2014-01-02 SUSAN LAGNEAUX2014-01-06
0012011-04-01KELLY HAYERTZ2013-01-02 SUSAN LAGNEAUX2013-01-07
0012010-04-01KELLY HAYERTZ2012-01-07 SUSAN LAGNEAUX2012-01-09

Plan Statistics for THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

401k plan membership statisitcs for THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES

Measure Date Value
2023: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2023 401k membership
Market value of plan assets2023-03-315,712,446
Acturial value of plan assets2023-03-315,429,333
Funding target for retired participants and beneficiaries receiving payment2023-03-313,954,927
Number of terminated vested participants2023-03-314
Fundng target for terminated vested participants2023-03-31321,813
Active participant vested funding target2023-03-310
Number of active participants2023-03-310
Total funding liabilities for active participants2023-03-310
Total participant count2023-03-3114
Total funding target for all participants2023-03-314,276,740
Balance at beginning of prior year after applicable adjustments2023-03-310
Prefunding balance at beginning of prior year after applicable adjustments2023-03-31961,521
Carryover balanced portion elected for use to offset prior years funding requirement2023-03-310
Prefunding balanced used to offset prior years funding requirement2023-03-310
Amount remaining of carryover balance2023-03-310
Amount remaining of prefunding balance2023-03-31961,521
Present value of excess contributions2023-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2023-03-310
Reductions in caryover balances due to elections or deemed elections2023-03-310
Reductions in prefunding balances due to elections or deemed elections2023-03-310
Balance of carryovers at beginning of current year2023-03-310
Balance of prefunding at beginning of current year2023-03-31962,386
Total employer contributions2023-03-310
Total employee contributions2023-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2023-03-310
Contributions made to avoid restrictions adjusted to valuation date2023-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2023-03-310
Unpaid minimum required contributions for all prior years2023-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2023-03-310
Remaining amount of unpaid minimum required contributions2023-03-310
Minimum required contributions for current year target normal cost2023-03-319,229
Net shortfall amortization installment of oustanding balance2023-03-310
Waiver amortization installment2023-03-310
Total funding amount beforereflecting carryover/prefunding balances2023-03-310
Carryover balance elected to use to offset funding requirement2023-03-310
Prefunding balance elected to use to offset funding requirement2023-03-310
Additional cash requirement2023-03-310
Contributions allocatedtoward minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for current year2023-03-310
Unpaid minimum required contributions for all years2023-03-310
2022: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2022 401k membership
Market value of plan assets2022-03-316,028,034
Acturial value of plan assets2022-03-315,425,230
Funding target for retired participants and beneficiaries receiving payment2022-03-313,975,586
Number of terminated vested participants2022-03-314
Fundng target for terminated vested participants2022-03-31292,425
Active participant vested funding target2022-03-310
Number of active participants2022-03-310
Total funding liabilities for active participants2022-03-310
Total participant count2022-03-3114
Total funding target for all participants2022-03-314,268,011
Balance at beginning of prior year after applicable adjustments2022-03-310
Prefunding balance at beginning of prior year after applicable adjustments2022-03-31711,404
Carryover balanced portion elected for use to offset prior years funding requirement2022-03-310
Prefunding balanced used to offset prior years funding requirement2022-03-314,923
Amount remaining of carryover balance2022-03-310
Amount remaining of prefunding balance2022-03-31706,481
Present value of excess contributions2022-03-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-03-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-03-310
Reductions in caryover balances due to elections or deemed elections2022-03-310
Reductions in prefunding balances due to elections or deemed elections2022-03-310
Balance of carryovers at beginning of current year2022-03-310
Balance of prefunding at beginning of current year2022-03-31961,521
Total employer contributions2022-03-310
Total employee contributions2022-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-03-310
Contributions made to avoid restrictions adjusted to valuation date2022-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-03-310
Unpaid minimum required contributions for all prior years2022-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-03-310
Remaining amount of unpaid minimum required contributions2022-03-310
Minimum required contributions for current year target normal cost2022-03-319,643
Net shortfall amortization installment of oustanding balance2022-03-310
Waiver amortization installment2022-03-310
Total funding amount beforereflecting carryover/prefunding balances2022-03-310
Carryover balance elected to use to offset funding requirement2022-03-310
Prefunding balance elected to use to offset funding requirement2022-03-310
Additional cash requirement2022-03-310
Contributions allocatedtoward minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for current year2022-03-310
Unpaid minimum required contributions for all years2022-03-310
2021: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2021 401k membership
Market value of plan assets2021-03-314,710,059
Acturial value of plan assets2021-03-315,133,788
Funding target for retired participants and beneficiaries receiving payment2021-03-314,137,216
Number of terminated vested participants2021-03-314
Fundng target for terminated vested participants2021-03-31285,161
Active participant vested funding target2021-03-310
Number of active participants2021-03-310
Total funding liabilities for active participants2021-03-310
Total participant count2021-03-3114
Total funding target for all participants2021-03-314,422,377
Balance at beginning of prior year after applicable adjustments2021-03-310
Prefunding balance at beginning of prior year after applicable adjustments2021-03-31990,027
Carryover balanced portion elected for use to offset prior years funding requirement2021-03-310
Prefunding balanced used to offset prior years funding requirement2021-03-310
Amount remaining of carryover balance2021-03-310
Amount remaining of prefunding balance2021-03-31990,027
Present value of excess contributions2021-03-3183,194
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-03-3187,761
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-03-3187,761
Reductions in caryover balances due to elections or deemed elections2021-03-310
Reductions in prefunding balances due to elections or deemed elections2021-03-31311,140
Balance of carryovers at beginning of current year2021-03-310
Balance of prefunding at beginning of current year2021-03-31711,404
Total employer contributions2021-03-310
Total employee contributions2021-03-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-03-310
Contributions made to avoid restrictions adjusted to valuation date2021-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-03-310
Unpaid minimum required contributions for all prior years2021-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-03-310
Remaining amount of unpaid minimum required contributions2021-03-310
Minimum required contributions for current year target normal cost2021-03-314,930
Net shortfall amortization installment of oustanding balance2021-03-310
Waiver amortization installment2021-03-310
Total funding amount beforereflecting carryover/prefunding balances2021-03-314,923
Carryover balance elected to use to offset funding requirement2021-03-310
Prefunding balance elected to use to offset funding requirement2021-03-314,923
Additional cash requirement2021-03-310
Contributions allocatedtoward minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for current year2021-03-310
Unpaid minimum required contributions for all years2021-03-310
2020: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2020 401k membership
Market value of plan assets2020-03-315,090,885
Acturial value of plan assets2020-03-315,112,900
Funding target for retired participants and beneficiaries receiving payment2020-03-313,057,202
Number of terminated vested participants2020-03-313
Fundng target for terminated vested participants2020-03-31112,364
Active participant vested funding target2020-03-31945,435
Number of active participants2020-03-313
Total funding liabilities for active participants2020-03-31953,184
Total participant count2020-03-3114
Total funding target for all participants2020-03-314,122,750
Balance at beginning of prior year after applicable adjustments2020-03-310
Prefunding balance at beginning of prior year after applicable adjustments2020-03-311,036,895
Carryover balanced portion elected for use to offset prior years funding requirement2020-03-310
Prefunding balanced used to offset prior years funding requirement2020-03-310
Amount remaining of carryover balance2020-03-310
Amount remaining of prefunding balance2020-03-311,036,895
Present value of excess contributions2020-03-31146,965
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-03-31155,283
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-03-31155,283
Reductions in caryover balances due to elections or deemed elections2020-03-310
Reductions in prefunding balances due to elections or deemed elections2020-03-31248,500
Balance of carryovers at beginning of current year2020-03-310
Balance of prefunding at beginning of current year2020-03-31990,027
Total employer contributions2020-03-31150,000
Total employee contributions2020-03-3111,108
Contributions allocated toward unpaid minimum require contributions from prior years2020-03-310
Contributions made to avoid restrictions adjusted to valuation date2020-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-03-31146,892
Unpaid minimum required contributions for all prior years2020-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-03-310
Remaining amount of unpaid minimum required contributions2020-03-310
Minimum required contributions for current year target normal cost2020-03-3163,821
Net shortfall amortization installment of oustanding balance2020-03-310
Waiver amortization installment2020-03-310
Total funding amount beforereflecting carryover/prefunding balances2020-03-3163,698
Carryover balance elected to use to offset funding requirement2020-03-310
Prefunding balance elected to use to offset funding requirement2020-03-310
Additional cash requirement2020-03-3163,698
Contributions allocatedtoward minimum required contributions for current year2020-03-31146,892
Unpaid minimum required contributions for current year2020-03-310
Unpaid minimum required contributions for all years2020-03-310
2019: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2019 401k membership
Market value of plan assets2019-03-314,771,775
Acturial value of plan assets2019-03-314,652,464
Funding target for retired participants and beneficiaries receiving payment2019-03-311,693,410
Number of terminated vested participants2019-03-313
Fundng target for terminated vested participants2019-03-31101,583
Active participant vested funding target2019-03-311,800,705
Number of active participants2019-03-314
Total funding liabilities for active participants2019-03-311,820,572
Total participant count2019-03-3114
Total funding target for all participants2019-03-313,615,565
Balance at beginning of prior year after applicable adjustments2019-03-310
Prefunding balance at beginning of prior year after applicable adjustments2019-03-31917,728
Carryover balanced portion elected for use to offset prior years funding requirement2019-03-310
Prefunding balanced used to offset prior years funding requirement2019-03-310
Amount remaining of carryover balance2019-03-310
Amount remaining of prefunding balance2019-03-31917,728
Present value of excess contributions2019-03-31143,469
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-03-31151,876
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-03-31151,876
Reductions in caryover balances due to elections or deemed elections2019-03-310
Reductions in prefunding balances due to elections or deemed elections2019-03-31115,580
Balance of carryovers at beginning of current year2019-03-310
Balance of prefunding at beginning of current year2019-03-311,036,895
Total employer contributions2019-03-31250,000
Total employee contributions2019-03-3116,654
Contributions allocated toward unpaid minimum require contributions from prior years2019-03-310
Contributions made to avoid restrictions adjusted to valuation date2019-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-03-31243,096
Unpaid minimum required contributions for all prior years2019-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-03-310
Remaining amount of unpaid minimum required contributions2019-03-310
Minimum required contributions for current year target normal cost2019-03-3196,135
Net shortfall amortization installment of oustanding balance2019-03-310
Waiver amortization installment2019-03-310
Total funding amount beforereflecting carryover/prefunding balances2019-03-3196,131
Carryover balance elected to use to offset funding requirement2019-03-310
Prefunding balance elected to use to offset funding requirement2019-03-310
Additional cash requirement2019-03-3196,131
Contributions allocatedtoward minimum required contributions for current year2019-03-31243,096
Unpaid minimum required contributions for current year2019-03-310
Unpaid minimum required contributions for all years2019-03-310
2018: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2018 401k membership
Market value of plan assets2018-03-314,313,428
Acturial value of plan assets2018-03-314,338,029
Funding target for retired participants and beneficiaries receiving payment2018-03-311,056,802
Number of terminated vested participants2018-03-313
Fundng target for terminated vested participants2018-03-3192,686
Active participant vested funding target2018-03-312,141,492
Number of active participants2018-03-315
Total funding liabilities for active participants2018-03-312,144,137
Total participant count2018-03-3114
Total funding target for all participants2018-03-313,293,625
Balance at beginning of prior year after applicable adjustments2018-03-310
Prefunding balance at beginning of prior year after applicable adjustments2018-03-31957,797
Carryover balanced portion elected for use to offset prior years funding requirement2018-03-310
Prefunding balanced used to offset prior years funding requirement2018-03-310
Amount remaining of carryover balance2018-03-310
Amount remaining of prefunding balance2018-03-31957,797
Present value of excess contributions2018-03-3176,262
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-03-3180,891
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-03-3180,891
Reductions in caryover balances due to elections or deemed elections2018-03-310
Reductions in prefunding balances due to elections or deemed elections2018-03-31175,746
Balance of carryovers at beginning of current year2018-03-310
Balance of prefunding at beginning of current year2018-03-31917,728
Total employer contributions2018-03-31150,000
Total employee contributions2018-03-3119,251
Contributions allocated toward unpaid minimum require contributions from prior years2018-03-310
Contributions made to avoid restrictions adjusted to valuation date2018-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-03-31143,469
Unpaid minimum required contributions for all prior years2018-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-03-310
Remaining amount of unpaid minimum required contributions2018-03-310
Minimum required contributions for current year target normal cost2018-03-31126,676
Net shortfall amortization installment of oustanding balance2018-03-310
Waiver amortization installment2018-03-310
Total funding amount beforereflecting carryover/prefunding balances2018-03-310
Carryover balance elected to use to offset funding requirement2018-03-310
Prefunding balance elected to use to offset funding requirement2018-03-310
Additional cash requirement2018-03-310
Contributions allocatedtoward minimum required contributions for current year2018-03-31143,469
Unpaid minimum required contributions for current year2018-03-310
Unpaid minimum required contributions for all years2018-03-310
2017: THE RESTATED CONTRIBUTORY RETIREMENT PLAN FOR COOPERATIVES 2017 401k membership
Market value of plan assets2017-03-313,759,240
Acturial value of plan assets2017-03-313,968,755
Funding target for retired participants and beneficiaries receiving payment2017-03-311,024,936
Number of terminated vested participants2017-03-312
Fundng target for terminated vested participants2017-03-3185,807
Active participant vested funding target2017-03-311,853,882
Number of active participants2017-03-316
Total funding liabilities for active participants2017-03-311,860,837
Total participant count2017-03-3114
Total funding target for all participants2017-03-312,971,580
Balance at beginning of prior year after applicable adjustments2017-03-310
Prefunding balance at beginning of prior year after applicable adjustments2017-03-31707,495
Carryover balanced portion elected for use to offset prior years funding requirement2017-03-310
Prefunding balanced used to offset prior years funding requirement2017-03-310
Amount remaining of carryover balance2017-03-310
Amount remaining of prefunding balance2017-03-31707,495
Present value of excess contributions2017-03-31294,723
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-03-31313,202
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-03-31313,202
Reductions in caryover balances due to elections or deemed elections2017-03-310
Reductions in prefunding balances due to elections or deemed elections2017-03-31112,991
Balance of carryovers at beginning of current year2017-03-310
Balance of prefunding at beginning of current year2017-03-31957,797
Total employer contributions2017-03-31200,000
Total employee contributions2017-03-3119,345
Contributions allocated toward unpaid minimum require contributions from prior years2017-03-310
Contributions made to avoid restrictions adjusted to valuation date2017-03-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-03-31193,528
Unpaid minimum required contributions for all prior years2017-03-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-03-310
Remaining amount of unpaid minimum required contributions2017-03-310
Minimum required contributions for current year target normal cost2017-03-31156,644
Net shortfall amortization installment of oustanding balance2017-03-310
Waiver amortization installment2017-03-310
Total funding amount beforereflecting carryover/prefunding balances2017-03-31117,266
Additional cash requirement2017-03-31117,266
Contributions allocatedtoward minimum required contributions for current year2017-03-31193,528
Unpaid minimum required contributions for current year2017-03-310
Unpaid minimum required contributions for all years2017-03-310

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