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CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameCREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN
Plan identification number 033

CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CREDIT UNION OF AMERICA
Employer identification number (EIN):480477295
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332022-01-01
0332021-01-01
0332020-01-01
0332020-01-01
0332019-01-01
0332018-01-01
0332017-01-01DONNA METCALF
0332017-01-01DONNA METCALF
0332016-01-01LEA ANN GABBERT
0332015-01-01LEA ANN GABBERT
0332014-01-01MELISSA PARKS
0332013-01-01MELISSA PARKS
0332012-01-01MELISSA PARKS
0332011-01-01MELISSA PARKS
0332010-01-01MARILYN BELCHER
0332009-01-01MARILYN BELCHER
0332008-01-01MARILYN BELCHER

Plan Statistics for CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01280
Total number of active participants reported on line 7a of the Form 55002022-01-01230
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0183
Total of all active and inactive participants2022-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01313
Number of participants with account balances2022-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01211
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0170
Total of all active and inactive participants2021-01-01281
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01281
Number of participants with account balances2021-01-01280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0114
2020: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01279
Total number of active participants reported on line 7a of the Form 55002020-01-01234
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0174
Total of all active and inactive participants2020-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01308
Number of participants with account balances2020-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01263
Total number of active participants reported on line 7a of the Form 55002019-01-01222
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0155
Total of all active and inactive participants2019-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01277
Number of participants with account balances2019-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01237
Total number of active participants reported on line 7a of the Form 55002018-01-01208
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0145
Total of all active and inactive participants2018-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01263
Number of participants with account balances2018-01-01262
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01237
Total number of active participants reported on line 7a of the Form 55002017-01-01187
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01237
Number of participants with account balances2017-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01219
Total number of active participants reported on line 7a of the Form 55002016-01-01182
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0149
Total of all active and inactive participants2016-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01237
Number of participants with account balances2016-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01199
Total number of active participants reported on line 7a of the Form 55002015-01-01173
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0141
Total of all active and inactive participants2015-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01217
Number of participants with account balances2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116
2014: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01158
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196
Number of participants with account balances2014-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01199
Total number of active participants reported on line 7a of the Form 55002013-01-01152
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01198
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01181
Total number of active participants reported on line 7a of the Form 55002012-01-01157
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01199
Number of participants with account balances2012-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0138
Total of all active and inactive participants2011-01-01162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01162
Number of participants with account balances2011-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0117
2010: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01124
Total number of active participants reported on line 7a of the Form 55002010-01-01116
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0122
Total of all active and inactive participants2010-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01138
Number of participants with account balances2010-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-016
2009: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01117
Total number of active participants reported on line 7a of the Form 55002009-01-01107
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01124
Number of participants with account balances2009-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011
2008: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2008 401k membership
Total participants, beginning-of-year2008-01-0197
Total number of active participants reported on line 7a of the Form 55002008-01-0198
Number of retired or separated participants receiving benefits2008-01-010
Number of other retired or separated participants entitled to future benefits2008-01-0118
Total of all active and inactive participants2008-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2008-01-011
Total participants2008-01-01117
Number of participants with account balances2008-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2008-01-014

Financial Data on CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN

Measure Date Value
2022 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$0
Total income from all sources (including contributions)2022-12-31$-1,504,579
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,704,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,647,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,930,880
Value of total assets at end of year2022-12-31$19,238,132
Value of total assets at beginning of year2022-12-31$23,447,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$56,505
Total interest from all sources2022-12-31$51,096
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$416,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$416,701
Administrative expenses professional fees incurred2022-12-31$2,363
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$944,049
Participant contributions at end of year2022-12-31$359,439
Participant contributions at beginning of year2022-12-31$409,431
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$32,363
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,209,018
Value of net assets at end of year (total assets less liabilities)2022-12-31$19,238,132
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$23,447,150
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 registered invesment companies (eg mutual funds) at end of year2022-12-31$13,731,083
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$16,380,020
Interest on participant loans2022-12-31$17,179
Interest earned on other investments2022-12-31$33,917
Value of interest in common/collective trusts at end of year2022-12-31$3,603,289
Value of interest in common/collective trusts at beginning of year2022-12-31$4,221,726
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,544,321
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,435,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,294,337
Net investment gain or loss from common/collective trusts2022-12-31$-608,919
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$954,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,647,934
Contract administrator fees2022-12-31$54,142
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 name2022-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2022-12-31810781371
2021 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$5,004,697
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,485,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,422,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,197,415
Value of total assets at end of year2021-12-31$23,447,150
Value of total assets at beginning of year2021-12-31$20,927,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,281
Total interest from all sources2021-12-31$48,523
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$326,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$326,578
Administrative expenses professional fees incurred2021-12-31$1,673
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$938,760
Participant contributions at end of year2021-12-31$409,431
Participant contributions at beginning of year2021-12-31$401,248
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$261,371
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$2,519,578
Value of net assets at end of year (total assets less liabilities)2021-12-31$23,447,150
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,927,572
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 registered invesment companies (eg mutual funds) at end of year2021-12-31$16,380,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,921,909
Interest on participant loans2021-12-31$18,165
Interest earned on other investments2021-12-31$30,358
Value of interest in common/collective trusts at end of year2021-12-31$4,221,726
Value of interest in common/collective trusts at beginning of year2021-12-31$3,744,990
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,435,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,859,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,006,631
Net investment gain or loss from common/collective trusts2021-12-31$425,550
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$997,284
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,422,838
Contract administrator fees2021-12-31$60,608
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 name2021-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2021-12-31810781371
2020 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$4,312,869
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,255,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,185,980
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,809,789
Value of total assets at end of year2020-12-31$20,927,572
Value of total assets at beginning of year2020-12-31$17,870,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,995
Total interest from all sources2020-12-31$56,217
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$288,966
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$288,966
Administrative expenses professional fees incurred2020-12-31$1,632
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$835,145
Participant contributions at end of year2020-12-31$401,248
Participant contributions at beginning of year2020-12-31$299,504
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,677
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$3,056,894
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,927,572
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$17,870,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,921,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,601,962
Interest on participant loans2020-12-31$18,711
Interest earned on other investments2020-12-31$37,506
Value of interest in common/collective trusts at end of year2020-12-31$3,744,990
Value of interest in common/collective trusts at beginning of year2020-12-31$3,462,904
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,859,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,506,308
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,713,302
Net investment gain or loss from common/collective trusts2020-12-31$444,595
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$954,967
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,185,980
Contract administrator fees2020-12-31$68,363
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2020-12-31810781371
2019 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$4,790,085
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,134,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,059,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,895,296
Value of total assets at end of year2019-12-31$17,870,678
Value of total assets at beginning of year2019-12-31$14,215,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$74,757
Total interest from all sources2019-12-31$65,317
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$247,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$247,570
Administrative expenses professional fees incurred2019-12-31$1,410
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$682,509
Participant contributions at end of year2019-12-31$299,504
Participant contributions at beginning of year2019-12-31$336,305
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$409,279
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$3,655,393
Value of net assets at end of year (total assets less liabilities)2019-12-31$17,870,678
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$14,215,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,601,962
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,030,325
Interest on participant loans2019-12-31$18,141
Interest earned on other investments2019-12-31$47,176
Value of interest in common/collective trusts at end of year2019-12-31$3,462,904
Value of interest in common/collective trusts at beginning of year2019-12-31$2,842,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,506,308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,006,466
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,026,556
Net investment gain or loss from common/collective trusts2019-12-31$555,346
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$803,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,059,935
Contract administrator fees2019-12-31$73,347
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 name2019-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2019-12-31810781371
2018 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$528,693
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$967,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$885,775
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,264,890
Value of total assets at end of year2018-12-31$14,215,285
Value of total assets at beginning of year2018-12-31$14,654,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$82,056
Total interest from all sources2018-12-31$42,529
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$226,754
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$226,754
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
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$577,724
Participant contributions at end of year2018-12-31$336,305
Participant contributions at beginning of year2018-12-31$316,214
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,427
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-439,138
Value of net assets at end of year (total assets less liabilities)2018-12-31$14,215,285
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,654,423
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,030,325
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,697,254
Interest on participant loans2018-12-31$16,497
Interest earned on other investments2018-12-31$26,032
Value of interest in common/collective trusts at end of year2018-12-31$2,842,189
Value of interest in common/collective trusts at beginning of year2018-12-31$3,296,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,006,466
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,344,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-836,871
Net investment gain or loss from common/collective trusts2018-12-31$-168,609
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$677,739
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$885,775
Contract administrator fees2018-12-31$82,056
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 name2018-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2018-12-31810781371
2017 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$3,209,127
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$590,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$517,022
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,300,278
Value of total assets at end of year2017-12-31$14,654,423
Value of total assets at beginning of year2017-12-31$12,035,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$73,591
Total interest from all sources2017-12-31$35,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$179,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$179,109
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
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$541,916
Participant contributions at end of year2017-12-31$316,214
Participant contributions at beginning of year2017-12-31$251,236
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$128,909
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$2,618,514
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,654,423
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,035,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,697,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,376,168
Interest on participant loans2017-12-31$12,999
Interest earned on other investments2017-12-31$22,165
Value of interest in common/collective trusts at end of year2017-12-31$3,296,018
Value of interest in common/collective trusts at beginning of year2017-12-31$2,699,905
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,344,937
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,708,600
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,294,733
Net investment gain or loss from common/collective trusts2017-12-31$399,843
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$629,453
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$517,022
Contract administrator fees2017-12-31$73,591
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 name2017-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2017-12-31810781371
2016 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$2,433,439
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$564,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$507,155
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,638,208
Value of total assets at end of year2016-12-31$12,035,909
Value of total assets at beginning of year2016-12-31$10,167,121
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$57,496
Total interest from all sources2016-12-31$34,612
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$125,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$125,341
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
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$501,883
Participant contributions at end of year2016-12-31$251,236
Participant contributions at beginning of year2016-12-31$213,929
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$546,062
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$1,868,788
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,035,909
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,167,121
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,376,168
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,766,667
Interest on participant loans2016-12-31$9,710
Interest earned on other investments2016-12-31$24,902
Value of interest in common/collective trusts at end of year2016-12-31$2,699,905
Value of interest in common/collective trusts at beginning of year2016-12-31$2,564,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,708,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,622,427
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$451,246
Net investment gain or loss from common/collective trusts2016-12-31$184,032
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$590,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$507,155
Contract administrator fees2016-12-31$57,496
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 name2016-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2016-12-31810781371
2015 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$951,266
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$601,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$539,975
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$995,526
Value of total assets at end of year2015-12-31$10,167,121
Value of total assets at beginning of year2015-12-31$9,817,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$61,953
Total interest from all sources2015-12-31$33,971
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$153,305
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$153,305
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
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$441,707
Participant contributions at end of year2015-12-31$213,929
Participant contributions at beginning of year2015-12-31$204,142
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$16,337
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$349,338
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,167,121
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,817,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$5,766,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,615,756
Interest on participant loans2015-12-31$8,189
Interest earned on other investments2015-12-31$25,782
Value of interest in common/collective trusts at end of year2015-12-31$2,564,098
Value of interest in common/collective trusts at beginning of year2015-12-31$2,571,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,622,427
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,426,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-188,567
Net investment gain or loss from common/collective trusts2015-12-31$-42,969
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$537,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$539,975
Contract administrator fees2015-12-31$61,953
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 name2015-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2015-12-31810781371
2014 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$1,486,073
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$544,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$487,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$916,072
Value of total assets at end of year2014-12-31$9,817,783
Value of total assets at beginning of year2014-12-31$8,876,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$57,717
Total interest from all sources2014-12-31$25,347
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$122,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$122,611
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$415,249
Participant contributions at end of year2014-12-31$204,142
Participant contributions at beginning of year2014-12-31$216,349
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$941,107
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,817,783
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$8,876,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,615,756
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,545,073
Interest on participant loans2014-12-31$9,135
Interest earned on other investments2014-12-31$16,212
Value of interest in common/collective trusts at end of year2014-12-31$2,571,286
Value of interest in common/collective trusts at beginning of year2014-12-31$2,345,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,426,599
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$769,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$311,126
Net investment gain or loss from common/collective trusts2014-12-31$110,917
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$500,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$487,249
Contract administrator fees2014-12-31$57,717
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2014-12-31431592217
2013 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$2,155,576
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$279,871
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$226,691
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$839,391
Value of total assets at end of year2013-12-31$8,876,676
Value of total assets at beginning of year2013-12-31$7,000,971
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$53,180
Total interest from all sources2013-12-31$25,667
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$87,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$87,553
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 period2013-12-31Yes
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$361,844
Participant contributions at end of year2013-12-31$216,349
Participant contributions at beginning of year2013-12-31$206,730
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$10,845
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$1,875,705
Value of net assets at end of year (total assets less liabilities)2013-12-31$8,876,676
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,000,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,545,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,896,155
Interest on participant loans2013-12-31$9,373
Interest earned on other investments2013-12-31$16,294
Value of interest in common/collective trusts at end of year2013-12-31$2,345,379
Value of interest in common/collective trusts at beginning of year2013-12-31$2,167,586
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$769,875
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$730,500
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$923,796
Net investment gain or loss from common/collective trusts2013-12-31$279,169
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$466,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$226,691
Contract administrator fees2013-12-31$53,180
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2013-12-31431592217
2012 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$142,839
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$1,558,748
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$575,445
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$529,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$808,553
Value of total assets at end of year2012-12-31$7,000,971
Value of total assets at beginning of year2012-12-31$5,874,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$45,576
Total interest from all sources2012-12-31$23,224
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$86,993
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$86,993
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$350,820
Participant contributions at end of year2012-12-31$206,730
Participant contributions at beginning of year2012-12-31$173,283
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$10,553
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$983,303
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,000,971
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,874,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,896,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,165,223
Interest on participant loans2012-12-31$7,588
Interest earned on other investments2012-12-31$15,636
Value of interest in common/collective trusts at end of year2012-12-31$2,167,586
Value of interest in common/collective trusts at beginning of year2012-12-31$1,969,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$730,500
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$566,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$420,998
Net investment gain or loss from common/collective trusts2012-12-31$218,980
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$447,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$529,869
Contract administrator fees2012-12-31$45,576
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2012-12-31431592217
2011 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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$695,493
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$190,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$149,230
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$713,983
Value of total assets at end of year2011-12-31$5,874,829
Value of total assets at beginning of year2011-12-31$5,369,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$40,776
Total interest from all sources2011-12-31$25,781
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$66,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$66,861
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$266,163
Participant contributions at end of year2011-12-31$173,283
Participant contributions at beginning of year2011-12-31$206,529
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$107,531
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$505,487
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,874,829
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,369,342
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,165,223
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,906,804
Interest on participant loans2011-12-31$9,734
Interest earned on other investments2011-12-31$16,047
Value of interest in common/collective trusts at end of year2011-12-31$1,969,997
Value of interest in common/collective trusts at beginning of year2011-12-31$1,741,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$566,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$514,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-139,467
Net investment gain or loss from common/collective trusts2011-12-31$28,335
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$340,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$149,230
Contract administrator fees2011-12-31$40,776
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2011-12-31431592217
2010 : CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$1,162,746
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$214,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$178,250
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$569,807
Value of total assets at end of year2010-12-31$5,369,342
Value of total assets at beginning of year2010-12-31$4,420,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,094
Total interest from all sources2010-12-31$7,926
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$54,407
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$54,407
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$226,360
Participant contributions at end of year2010-12-31$206,529
Participant contributions at beginning of year2010-12-31$85,912
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,214
Other income not declared elsewhere2010-12-31$15,634
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$948,402
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,369,342
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,420,940
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,906,804
Interest on participant loans2010-12-31$7,926
Value of interest in common/collective trusts at end of year2010-12-31$1,741,866
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$4,335,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$514,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$346,712
Net investment gain or loss from common/collective trusts2010-12-31$168,260
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$306,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$178,250
Contract administrator fees2010-12-31$36,094
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 name2010-12-31J TENBRINK AND ASSOCIATES
Accountancy firm EIN2010-12-31431592217

Form 5500 Responses for CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN

2022: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION 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: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes
2008: CREDIT UNION OF AMERICA CAPITAL ACCUMULATION PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo
2008-01-01Plan funding arrangement – TrustYes
2008-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered313
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered308
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 Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered277
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered268
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered237
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered217
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered196
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered198
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered199
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered162
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number015-0002-0
Policy instance 1
Insurance contract or identification number015-0002-0
Number of Individuals Covered138
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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