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FIRST COMMUNITY CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameFIRST COMMUNITY CREDIT UNION 401(K) PLAN
Plan identification number 002

FIRST COMMUNITY CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:FIRST COMMUNITY CREDIT UNION
Employer identification number (EIN):430687711
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FIRST COMMUNITY CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022017-01-01KRISTEN BLAND
0022016-01-01KRISTEN BLAND
0022015-01-01KRISTEN BLAND
0022015-01-01KRISTEN BLAND
0022014-01-01KRISTEN BLAND
0022013-01-01ANN M KLUGESHERZ
0022012-01-01ANN M KLUGESHERZ
0022011-01-01ANN KLUGESHERZ
0022010-01-01ANN KLUGESHERZ
0022009-01-01ANN KLUGESHERZ

Plan Statistics for FIRST COMMUNITY CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for FIRST COMMUNITY CREDIT UNION 401(K) PLAN

Measure Date Value
2017: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01524
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01488
Total number of active participants reported on line 7a of the Form 55002016-01-01468
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0156
Total of all active and inactive participants2016-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01530
Number of participants with account balances2016-01-01499
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01435
Total number of active participants reported on line 7a of the Form 55002015-01-01445
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01489
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01489
Number of participants with account balances2015-01-01460
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01424
Total number of active participants reported on line 7a of the Form 55002014-01-01408
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01437
Number of participants with account balances2014-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01406
Total number of active participants reported on line 7a of the Form 55002013-01-01393
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01416
Number of participants with account balances2013-01-01389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0120
2012: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01381
Total number of active participants reported on line 7a of the Form 55002012-01-01369
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01406
Number of participants with account balances2012-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0119
2011: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01370
Total number of active participants reported on line 7a of the Form 55002011-01-01347
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01370
Number of participants with account balances2011-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01371
Total number of active participants reported on line 7a of the Form 55002010-01-01340
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-01361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01361
Number of participants with account balances2010-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0122
2009: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01344
Total number of active participants reported on line 7a of the Form 55002009-01-01331
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01352
Number of participants with account balances2009-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on FIRST COMMUNITY CREDIT UNION 401(K) PLAN

Measure Date Value
2017 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$26,308,161
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$5,600,462
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$557,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$472,367
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,344,004
Value of total assets at end of year2017-12-31$0
Value of total assets at beginning of year2017-12-31$21,265,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$85,259
Total interest from all sources2017-12-31$91,181
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$309,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$309,215
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$1,314,393
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$929,444
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$156,301
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$5,042,836
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,265,325
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,920,505
Interest on participant loans2017-12-31$36,969
Interest earned on other investments2017-12-31$54,212
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$3,813,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,601,954
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,264,921
Net investment gain or loss from common/collective trusts2017-12-31$591,141
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$873,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$472,367
Contract administrator fees2017-12-31$85,259
Did the plan have assets held for investment2017-12-31No
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 PBGC2017-12-31Yes
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 name2017-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2017-12-31431001367
2016 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,344,118
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$793,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$723,478
Value of total corrective distributions2016-12-31$32
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,004,523
Value of total assets at end of year2016-12-31$21,265,325
Value of total assets at beginning of year2016-12-31$18,714,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$70,070
Total interest from all sources2016-12-31$28,129
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$274,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$274,608
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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$1,146,215
Participant contributions at end of year2016-12-31$929,444
Participant contributions at beginning of year2016-12-31$834,599
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$63,568
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$2,550,538
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,265,325
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,714,787
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$12,920,505
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,237,832
Interest on participant loans2016-12-31$28,129
Value of interest in common/collective trusts at end of year2016-12-31$3,813,422
Value of interest in common/collective trusts at beginning of year2016-12-31$3,082,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,601,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,559,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,036,858
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$794,740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$723,478
Contract administrator fees2016-12-31$70,070
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 name2016-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2016-12-31431001367
2015 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,792,336
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$570,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$503,577
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,790,500
Value of total assets at end of year2015-12-31$18,714,787
Value of total assets at beginning of year2015-12-31$17,493,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$67,101
Total interest from all sources2015-12-31$74,417
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$357,477
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$357,477
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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$1,028,600
Participant contributions at end of year2015-12-31$834,599
Participant contributions at beginning of year2015-12-31$690,543
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$49,967
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$1,221,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,714,787
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,493,129
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$11,237,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,845,105
Interest on participant loans2015-12-31$17,292
Interest earned on other investments2015-12-31$57,125
Value of interest in common/collective trusts at end of year2015-12-31$3,082,724
Value of interest in common/collective trusts at beginning of year2015-12-31$2,717,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,559,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,240,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-369,462
Net investment gain or loss from common/collective trusts2015-12-31$-60,596
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$711,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$503,577
Contract administrator fees2015-12-31$67,101
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 name2015-12-31BROWN SMITH WALLACE LLP
Accountancy firm EIN2015-12-31431001367
2014 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,524,887
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$889,894
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$833,163
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,579,152
Value of total assets at end of year2014-12-31$17,493,129
Value of total assets at beginning of year2014-12-31$15,858,136
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$56,731
Total interest from all sources2014-12-31$75,446
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$263,632
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$263,632
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$925,215
Participant contributions at end of year2014-12-31$690,543
Participant contributions at beginning of year2014-12-31$641,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,634,993
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,493,129
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,858,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,845,105
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$9,362,651
Interest on participant loans2014-12-31$15,479
Interest earned on other investments2014-12-31$59,967
Value of interest in common/collective trusts at end of year2014-12-31$2,717,470
Value of interest in common/collective trusts at beginning of year2014-12-31$2,403,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,240,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,450,000
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$501,607
Net investment gain or loss from common/collective trusts2014-12-31$105,050
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$653,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$833,163
Contract administrator fees2014-12-31$56,731
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2014-12-31431001367
2013 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$4,379,194
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$375,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$316,946
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,514,458
Value of total assets at end of year2013-12-31$15,858,136
Value of total assets at beginning of year2013-12-31$11,854,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$58,228
Total interest from all sources2013-12-31$78,202
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$146,582
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$146,582
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$879,509
Participant contributions at end of year2013-12-31$641,887
Participant contributions at beginning of year2013-12-31$609,067
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,035,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,004,020
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,858,136
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,854,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$9,362,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,996,933
Interest on participant loans2013-12-31$14,247
Interest earned on other investments2013-12-31$63,955
Value of interest in common/collective trusts at end of year2013-12-31$2,403,598
Value of interest in common/collective trusts at beginning of year2013-12-31$1,819,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,450,000
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,428,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,399,710
Net investment gain or loss from common/collective trusts2013-12-31$240,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$599,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$316,946
Contract administrator fees2013-12-31$58,228
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2013-12-31431001367
2012 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,199,386
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$294,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$283,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,215,888
Value of total assets at end of year2012-12-31$11,854,116
Value of total assets at beginning of year2012-12-31$9,948,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,863
Total interest from all sources2012-12-31$89,837
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$107,522
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$107,522
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$9,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$720,598
Participant contributions at end of year2012-12-31$609,067
Participant contributions at beginning of year2012-12-31$549,685
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,667
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$1,905,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,854,116
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,948,947
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,996,933
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,532,169
Interest on participant loans2012-12-31$13,320
Interest earned on other investments2012-12-31$76,517
Value of interest in common/collective trusts at end of year2012-12-31$1,819,405
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,428,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,867,093
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$779,479
Net investment gain or loss from common/collective trusts2012-12-31$6,660
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$491,623
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$283,354
Contract administrator fees2012-12-31$10,863
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 name2012-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2012-12-31431001367
2011 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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$1,076,427
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$146,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$137,866
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,048,132
Value of total assets at end of year2011-12-31$9,948,947
Value of total assets at beginning of year2011-12-31$9,019,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,675
Total interest from all sources2011-12-31$89,894
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$9,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$623,108
Participant contributions at end of year2011-12-31$549,685
Participant contributions at beginning of year2011-12-31$404,521
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$929,886
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,948,947
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,019,061
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$6,532,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,145,931
Interest on participant loans2011-12-31$12,530
Interest earned on other investments2011-12-31$77,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,867,093
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$2,466,958
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-61,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$425,024
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$1,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$137,866
Contract administrator fees2011-12-31$8,675
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 name2011-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2011-12-31431001367
2010 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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$1,820,310
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$438,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$430,249
Value of total corrective distributions2010-12-31$1,372
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,057,984
Value of total assets at end of year2010-12-31$9,019,061
Value of total assets at beginning of year2010-12-31$7,637,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,025
Total interest from all sources2010-12-31$86,126
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
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$630,570
Participant contributions at end of year2010-12-31$404,521
Participant contributions at beginning of year2010-12-31$329,203
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$5
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,934
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$1,381,664
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,019,061
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,637,397
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,145,931
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,133,072
Interest on participant loans2010-12-31$11,160
Interest earned on other investments2010-12-31$74,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$2,466,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,175,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$676,200
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$396,480
Employer contributions (assets) at end of year2010-12-31$1,651
Employer contributions (assets) at beginning of year2010-12-31$5
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$430,249
Contract administrator fees2010-12-31$7,025
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 name2010-12-31BROWN SMITH WALLACE LLC
Accountancy firm EIN2010-12-31431001367
2009 : FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 FIRST COMMUNITY CREDIT UNION 401(K) PLAN

2017: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 filingYes
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: FIRST COMMUNITY CREDIT UNION 401(K) PLAN 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 – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered489
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered437
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered416
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered406
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered370
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number024-0535-7
Policy instance 1
Insurance contract or identification number024-0535-7
Number of Individuals Covered361
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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