?>
Logo

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

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

FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • 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

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

Company Name:FIRST COMMUNITY CREDIT UNION
Employer identification number (EIN):450226664
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) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01AMIE AESOPH2023-06-15
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01STEVE SCHMITZ
0022016-01-01STEVE SCHMITZ
0022015-01-01STEVE SCHMITZ
0022014-01-01STEVE SCHMITZ
0022013-01-01STEVE SCHMITZ
0022012-01-01STEVE SCHMITZ
0022011-01-01STEVE SCHMITZ
0022010-01-01STEPHEN SCHMITZ STEPHEN SCHMITZ2011-10-13
0022009-01-01BONNIE NELSON
0022009-01-01 BONNIE L. NELSON2010-10-12

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

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

Measure Date Value
2022: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01309
Total number of active participants reported on line 7a of the Form 55002022-01-01221
Number of retired or separated participants receiving benefits2022-01-012
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01310
Number of participants with account balances2022-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0123
2021: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01305
Total number of active participants reported on line 7a of the Form 55002021-01-01208
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0179
Total of all active and inactive participants2021-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01289
Number of participants with account balances2021-01-01269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01311
Total number of active participants reported on line 7a of the Form 55002020-01-01221
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01301
Number of participants with account balances2020-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01291
Total number of active participants reported on line 7a of the Form 55002019-01-01215
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0183
Total of all active and inactive participants2019-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01298
Number of participants with account balances2019-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01245
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01284
Number of participants with account balances2018-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01185
Total number of active participants reported on line 7a of the Form 55002017-01-01143
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-01185
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) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01177
Total number of active participants reported on line 7a of the Form 55002016-01-01135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01175
Number of participants with account balances2016-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01161
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01170
Number of participants with account balances2015-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01158
Total number of active participants reported on line 7a of the Form 55002014-01-01123
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01158
Number of participants with account balances2014-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-01120
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01147
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-01117
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0121
Total of all active and inactive participants2012-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01138
Number of participants with account balances2012-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01112
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01131
Number of participants with account balances2011-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01121
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01118
Number of participants with account balances2010-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01128
Total number of active participants reported on line 7a of the Form 55002009-01-01105
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01116
Number of participants with account balances2009-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

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

Measure Date Value
2022 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-2,296,535
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,971,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,909,195
Value of total corrective distributions2022-12-31$47,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,759,933
Value of total assets at end of year2022-12-31$28,347,422
Value of total assets at beginning of year2022-12-31$32,615,898
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,659
Total interest from all sources2022-12-31$164,681
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
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$1,299,627
Participant contributions at end of year2022-12-31$502,519
Participant contributions at beginning of year2022-12-31$540,962
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$471,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,268,476
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,347,422
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,615,898
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
Value of interest in pooled separate accounts at end of year2022-12-31$21,802,428
Value of interest in pooled separate accounts at beginning of year2022-12-31$26,036,076
Interest on participant loans2022-12-31$26,994
Interest earned on other investments2022-12-31$137,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,042,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,038,860
Net investment gain/loss from pooled separate accounts2022-12-31$-5,221,149
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$989,291
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,909,195
Contract administrator fees2022-12-31$15,659
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 name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2021-12-31$7,735,928
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,645,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,606,315
Value of total corrective distributions2021-12-31$24,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,097,316
Value of total assets at end of year2021-12-31$32,615,898
Value of total assets at beginning of year2021-12-31$27,525,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,738
Total interest from all sources2021-12-31$153,915
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$1,180,045
Participant contributions at end of year2021-12-31$540,962
Participant contributions at beginning of year2021-12-31$407,686
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$380,785
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$5,090,061
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,615,898
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$27,525,837
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
Value of interest in pooled separate accounts at end of year2021-12-31$26,036,076
Value of interest in pooled separate accounts at beginning of year2021-12-31$22,378,516
Interest on participant loans2021-12-31$28,158
Interest earned on other investments2021-12-31$125,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,038,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,739,635
Net investment gain/loss from pooled separate accounts2021-12-31$4,484,697
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$1,536,486
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,606,315
Contract administrator fees2021-12-31$14,738
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 name2021-12-31EIDE BAILLY LLP
Accountancy firm EIN2021-12-31450250958
2020 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,877,464
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$814,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$777,425
Value of total corrective distributions2020-12-31$22,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,443,545
Value of total assets at end of year2020-12-31$27,525,837
Value of total assets at beginning of year2020-12-31$22,462,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,111
Total interest from all sources2020-12-31$147,081
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
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$1,129,925
Participant contributions at end of year2020-12-31$407,686
Participant contributions at beginning of year2020-12-31$512,704
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,267
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$5,063,450
Value of net assets at end of year (total assets less liabilities)2020-12-31$27,525,837
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$22,462,387
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 pooled separate accounts at end of year2020-12-31$22,378,516
Value of interest in pooled separate accounts at beginning of year2020-12-31$17,921,274
Interest on participant loans2020-12-31$29,089
Interest earned on other investments2020-12-31$117,992
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,739,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,028,409
Net investment gain/loss from pooled separate accounts2020-12-31$3,286,838
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
Contributions received in cash from employer2020-12-31$1,273,353
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$777,425
Contract administrator fees2020-12-31$14,111
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31EIDE BAILLY LLP
Accountancy firm EIN2020-12-31450250958
2019 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,956,017
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$699,874
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$686,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,321,664
Value of total assets at end of year2019-12-31$22,462,387
Value of total assets at beginning of year2019-12-31$16,206,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,673
Total interest from all sources2019-12-31$126,602
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
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$1,042,906
Participant contributions at end of year2019-12-31$512,704
Participant contributions at beginning of year2019-12-31$425,348
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$977,506
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$6,256,143
Value of net assets at end of year (total assets less liabilities)2019-12-31$22,462,387
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,206,244
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 pooled separate accounts at end of year2019-12-31$17,921,274
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,613,802
Interest on participant loans2019-12-31$26,344
Interest earned on other investments2019-12-31$100,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,028,409
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,167,094
Net investment gain/loss from pooled separate accounts2019-12-31$3,507,751
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
Contributions received in cash from employer2019-12-31$1,301,252
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$686,201
Contract administrator fees2019-12-31$13,673
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 name2019-12-31EIDE BAILLY LLP
Accountancy firm EIN2019-12-31450250958
2018 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$1,724,210
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$1,662,638
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,011,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$999,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,455,616
Value of total assets at end of year2018-12-31$16,206,244
Value of total assets at beginning of year2018-12-31$13,830,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,778
Total interest from all sources2018-12-31$98,772
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$8,000,000
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$896,501
Participant contributions at end of year2018-12-31$425,348
Participant contributions at beginning of year2018-12-31$232,847
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$490,271
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$651,462
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,206,244
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,830,572
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 pooled separate accounts at end of year2018-12-31$12,613,802
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,256,881
Interest on participant loans2018-12-31$17,845
Interest earned on other investments2018-12-31$80,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,167,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,340,844
Net investment gain/loss from pooled separate accounts2018-12-31$-891,750
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$1,068,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$999,398
Contract administrator fees2018-12-31$11,778
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 name2018-12-31EIDE BAILLY LLP
Accountancy firm EIN2018-12-31450250958
2017 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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$3,754,390
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$841,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$840,845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,681,247
Value of total assets at end of year2017-12-31$13,830,572
Value of total assets at beginning of year2017-12-31$10,917,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$945
Total interest from all sources2017-12-31$75,014
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$6,000,000
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$620,869
Participant contributions at end of year2017-12-31$232,847
Participant contributions at beginning of year2017-12-31$285,460
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$162,832
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$2,912,600
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,830,572
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,917,972
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 pooled separate accounts at end of year2017-12-31$11,256,881
Value of interest in pooled separate accounts at beginning of year2017-12-31$8,394,202
Interest on participant loans2017-12-31$13,898
Interest earned on other investments2017-12-31$61,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,340,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,238,310
Net investment gain/loss from pooled separate accounts2017-12-31$1,998,129
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$897,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$840,845
Contract administrator fees2017-12-31$945
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 name2017-12-31EIDE BAILLY LLP
Accountancy firm EIN2017-12-31450250958
2016 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$2,254,773
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$553,961
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$552,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,532,779
Value of total assets at end of year2016-12-31$10,917,972
Value of total assets at beginning of year2016-12-31$9,217,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,207
Total interest from all sources2016-12-31$65,437
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
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$598,465
Participant contributions at end of year2016-12-31$285,460
Participant contributions at beginning of year2016-12-31$259,663
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$5,499
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$1,700,812
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,917,972
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,217,160
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 pooled separate accounts at end of year2016-12-31$8,394,202
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,199,347
Interest on participant loans2016-12-31$12,928
Interest earned on other investments2016-12-31$52,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,238,310
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,758,150
Net investment gain/loss from pooled separate accounts2016-12-31$656,557
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$928,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$552,754
Contract administrator fees2016-12-31$1,207
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 name2016-12-31EIDE BAILLY LLP
Accountancy firm EIN2016-12-31450250958
2015 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$1,466,757
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$669,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$665,510
Value of total corrective distributions2015-12-31$2,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,449,560
Value of total assets at end of year2015-12-31$9,217,160
Value of total assets at beginning of year2015-12-31$8,419,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,100
Total interest from all sources2015-12-31$59,625
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
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$541,495
Participant contributions at end of year2015-12-31$259,663
Participant contributions at beginning of year2015-12-31$290,650
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$822
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$797,313
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,217,160
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,419,847
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 pooled separate accounts at end of year2015-12-31$7,199,347
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,615,294
Interest on participant loans2015-12-31$14,324
Interest earned on other investments2015-12-31$45,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,758,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,513,903
Net investment gain/loss from pooled separate accounts2015-12-31$-42,428
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$907,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$665,510
Contract administrator fees2015-12-31$1,100
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 name2015-12-31EIDE BAILLY LLP
Accountancy firm EIN2015-12-31450250958
2014 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$1,747,576
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,501,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,496,230
Value of total corrective distributions2014-12-31$4,588
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,299,350
Value of total assets at end of year2014-12-31$8,419,847
Value of total assets at beginning of year2014-12-31$8,174,029
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$940
Total interest from all sources2014-12-31$62,585
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$512,271
Participant contributions at end of year2014-12-31$290,650
Participant contributions at beginning of year2014-12-31$183,115
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$38,743
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$245,818
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,419,847
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,174,029
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 pooled separate accounts at end of year2014-12-31$6,615,294
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,352,999
Interest on participant loans2014-12-31$13,019
Interest earned on other investments2014-12-31$49,566
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,513,903
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,637,915
Net investment gain/loss from pooled separate accounts2014-12-31$385,641
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$748,336
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,496,230
Contract administrator fees2014-12-31$940
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 name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450250958
2013 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$2,812,514
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$446,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$442,458
Value of total corrective distributions2013-12-31$3,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,254,803
Value of total assets at end of year2013-12-31$8,174,029
Value of total assets at beginning of year2013-12-31$5,808,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$720
Total interest from all sources2013-12-31$46,536
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$425,378
Participant contributions at end of year2013-12-31$183,115
Participant contributions at beginning of year2013-12-31$138,236
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$2,365,546
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,174,029
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,808,483
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 pooled separate accounts at end of year2013-12-31$6,352,999
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,590,859
Interest on participant loans2013-12-31$7,538
Interest earned on other investments2013-12-31$38,998
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,637,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,079,388
Net investment gain/loss from pooled separate accounts2013-12-31$1,511,175
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$829,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$442,458
Contract administrator fees2013-12-31$720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450250958
2012 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$1,912,212
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,205,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,202,803
Value of total corrective distributions2012-12-31$1,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,214,624
Value of total assets at end of year2012-12-31$5,808,483
Value of total assets at beginning of year2012-12-31$5,102,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,120
Total interest from all sources2012-12-31$41,578
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
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 period2012-12-31No
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$372,406
Participant contributions at end of year2012-12-31$138,236
Participant contributions at beginning of year2012-12-31$145,607
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$26,041
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$706,389
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,808,483
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,102,094
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 pooled separate accounts at end of year2012-12-31$4,590,859
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,982,166
Interest on participant loans2012-12-31$8,171
Interest earned on other investments2012-12-31$33,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,079,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$974,321
Net investment gain/loss from pooled separate accounts2012-12-31$656,010
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$816,177
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,202,803
Contract administrator fees2012-12-31$1,120
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450250958
2011 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$1,168,818
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$661,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$660,702
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,311,942
Value of total assets at end of year2011-12-31$5,102,094
Value of total assets at beginning of year2011-12-31$4,594,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$660
Total interest from all sources2011-12-31$43,333
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$660
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 period2011-12-31No
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$354,858
Participant contributions at end of year2011-12-31$145,607
Participant contributions at beginning of year2011-12-31$121,416
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$666,547
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$507,456
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,102,094
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,594,638
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 pooled separate accounts at end of year2011-12-31$3,982,166
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,581,100
Interest on participant loans2011-12-31$7,656
Interest earned on other investments2011-12-31$35,677
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$974,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$892,122
Net investment gain/loss from pooled separate accounts2011-12-31$-186,457
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$290,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$660,702
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31EIDE BAILLY LLP
Accountancy firm EIN2011-12-31450250958
2010 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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$1,048,765
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$493,407
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$492,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$525,732
Value of total assets at end of year2010-12-31$4,594,638
Value of total assets at beginning of year2010-12-31$4,039,280
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$520
Total interest from all sources2010-12-31$41,911
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$481,122
Administrative expenses professional fees incurred2010-12-31$520
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$356,259
Participant contributions at end of year2010-12-31$121,416
Participant contributions at beginning of year2010-12-31$146,209
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,891
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$555,358
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,594,638
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,039,280
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 pooled separate accounts at end of year2010-12-31$3,581,100
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,007,705
Interest on participant loans2010-12-31$7,437
Interest earned on other investments2010-12-31$34,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$892,122
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$885,366
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$167,582
Income. Dividends from preferred stock2010-12-31$481,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$492,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31EIDE BAILLY LLP
Accountancy firm EIN2010-12-31450250958
2009 : FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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) RETIREMENT PLAN

2022: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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 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 – 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) RETIREMENT 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) RETIREMENT 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) RETIREMENT 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) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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) RETIREMENT 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) RETIREMENT 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 funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT 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 funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FIRST COMMUNITY CREDIT UNION 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered310
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 Administration0
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered289
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
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 Administration0
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered301
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?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 Administration0
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered298
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 Administration0
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered188
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?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 Administration0
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?Yes
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered170
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $2,269
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $2,269
Insurance broker organization code?3
Insurance broker nameINVESTMENT CENTERS OF AMERICA
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered158
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,608
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $8,608
Insurance broker organization code?3
Insurance broker nameINVESTMENT CENTERS OF AMERICA
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered147
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,290
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 Administration0
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?Yes
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
Commission paid to Insurance BrokerUSD $7,290
Insurance broker organization code?3
Insurance broker nameINVESTMENT CENTERS OF AMERICA
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered138
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,580
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 Administration0
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
Commission paid to Insurance BrokerUSD $5,580
Insurance broker organization code?3
Insurance broker nameCLAUDIA J MACKENZIE
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered131
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $4,806
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 Administration0
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
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number066777
Policy instance 1
Insurance contract or identification number066777
Number of Individuals Covered118
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,954
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 Administration0
Commission paid to Insurance BrokerUSD $3,954
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Insurance broker organization code?3
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
Insurance broker nameCLAUDIA J MACKENZIE

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3