401k Plan data: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN plan

FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 401k Plan overview

Plan Name	FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN
Plan identification number	001

FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN Benefits

401k Plan Type

Defined 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

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

Company Name: FORT WORTH COMMUNITY CREDIT UNION

Employer identification number (EIN): 750796472

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 TAMMY TRUDELLE
001 2016-01-01 TAMMY TRUDELLE
001 2015-01-01 TAMMY TRUDELLE
001 2014-01-01 TAMMY TRUDELLE
001 2013-01-01 TAMMY TRUDELLE
001 2012-01-01 TAMMY TRUDELLE TAMMY TRUDELLE 2013-10-04
001 2011-01-01 TAMMY TRUDELLE
001 2010-01-01 TAMMY TRUDELLE
001 2009-01-01 TAMMY TRUDELLE

Plan Statistics for FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN

401k plan membership statisitcs for FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN

Measure Date Value
2022: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 237
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 180
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 47
Total of all active and inactive participants 2022-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 228
Number of participants with account balances 2022-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 14
2021: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 183
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 52
Total of all active and inactive participants 2021-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 235
Number of participants with account balances 2021-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 216
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 31
Total of all active and inactive participants 2020-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 247
Number of participants with account balances 2020-01-01 229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 239
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 213
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 2
Total participants 2019-01-01 249
Number of participants with account balances 2019-01-01 223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 206
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 235
Number of participants with account balances 2018-01-01 217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 7
2017: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 212
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 240
Number of participants with account balances 2017-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 236
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 197
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 29
Total of all active and inactive participants 2016-01-01 226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 226
Number of participants with account balances 2016-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8
2015: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 231
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 196
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 32
Total of all active and inactive participants 2015-01-01 228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 228
Number of participants with account balances 2015-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 7
2014: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 210
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 183
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 37
Total of all active and inactive participants 2014-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 220
Number of participants with account balances 2014-01-01 198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 188
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 19
Total of all active and inactive participants 2013-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 207
Number of participants with account balances 2013-01-01 195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 199
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 11
Total of all active and inactive participants 2012-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 210
Number of participants with account balances 2012-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 4
2011: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 175
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 189
Number of participants with account balances 2011-01-01 161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 4
2010: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 163
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 10
Total of all active and inactive participants 2010-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 173
Number of participants with account balances 2010-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 159
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 7
Total of all active and inactive participants 2009-01-01 166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 166
Number of participants with account balances 2009-01-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2022: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	237
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	180
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	47
Total of all active and inactive participants	2022-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	228
Number of participants with account balances	2022-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	14
2021: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	183
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	52
Total of all active and inactive participants	2021-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	235
Number of participants with account balances	2021-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	216
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	31
Total of all active and inactive participants	2020-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	247
Number of participants with account balances	2020-01-01	229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	239
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	213
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	2
Total participants	2019-01-01	249
Number of participants with account balances	2019-01-01	223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	206
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	235
Number of participants with account balances	2018-01-01	217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	7
2017: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	212
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	240
Number of participants with account balances	2017-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	236
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	197
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	29
Total of all active and inactive participants	2016-01-01	226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	226
Number of participants with account balances	2016-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8
2015: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	231
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	196
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	32
Total of all active and inactive participants	2015-01-01	228
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	228
Number of participants with account balances	2015-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	7
2014: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	210
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	183
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	37
Total of all active and inactive participants	2014-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	220
Number of participants with account balances	2014-01-01	198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	188
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	19
Total of all active and inactive participants	2013-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	207
Number of participants with account balances	2013-01-01	195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	199
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	11
Total of all active and inactive participants	2012-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	210
Number of participants with account balances	2012-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	4
2011: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	175
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	189
Number of participants with account balances	2011-01-01	161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	4
2010: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	163
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	10
Total of all active and inactive participants	2010-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	173
Number of participants with account balances	2010-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	159
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	7
Total of all active and inactive participants	2009-01-01	166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	166
Number of participants with account balances	2009-01-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN

Measure	Date	Value
2022 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-5,437,611
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,248,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,226,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,587,108
Value of total assets at end of year	2022-12-31	$31,037,300
Value of total assets at beginning of year	2022-12-31	$37,723,475
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$22,411
Total interest from all sources	2022-12-31	$267,744
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$879,211
Participant contributions at end of year	2022-12-31	$491,450
Participant contributions at beginning of year	2022-12-31	$432,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,686,175
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$31,037,300
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$37,723,475
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$21,358,026
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$30,200,957
Interest on participant loans	2022-12-31	$16,269
Interest earned on other investments	2022-12-31	$251,475
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$9,187,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$7,090,416
Net investment gain/loss from pooled separate accounts	2022-12-31	$-7,292,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$707,897
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,226,153
Contract administrator fees	2022-12-31	$22,411
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	STILL BURTON, LLP
Accountancy firm EIN	2022-12-31	823247531
2021 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$6,648,500
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,012,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,970,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,914,418
Value of total assets at end of year	2021-12-31	$37,723,475
Value of total assets at beginning of year	2021-12-31	$35,087,500
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$41,970
Total interest from all sources	2021-12-31	$238,308
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$915,310
Participant contributions at end of year	2021-12-31	$432,102
Participant contributions at beginning of year	2021-12-31	$529,959
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$252,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,635,975
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$37,723,475
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$35,087,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$30,200,957
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$28,137,043
Interest on participant loans	2021-12-31	$19,590
Interest earned on other investments	2021-12-31	$218,718
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$7,090,416
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$6,420,498
Net investment gain/loss from pooled separate accounts	2021-12-31	$4,495,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$746,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,970,555
Contract administrator fees	2021-12-31	$41,970
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	STILL BURTON, LLP
Accountancy firm EIN	2021-12-31	823247531
2020 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$7,902,151
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,844,053
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,819,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,733,965
Value of total assets at end of year	2020-12-31	$35,087,500
Value of total assets at beginning of year	2020-12-31	$30,029,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,782
Total interest from all sources	2020-12-31	$213,056
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$874,577
Participant contributions at end of year	2020-12-31	$529,959
Participant contributions at beginning of year	2020-12-31	$603,669
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$127,814
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$5,058,098
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$35,087,500
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$30,029,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$28,137,043
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$24,376,683
Interest on participant loans	2020-12-31	$26,426
Interest earned on other investments	2020-12-31	$186,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$6,420,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$5,049,050
Net investment gain/loss from pooled separate accounts	2020-12-31	$5,955,130
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$731,574
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,819,271
Contract administrator fees	2020-12-31	$24,782
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	STILL BURTON, LLP
Accountancy firm EIN	2020-12-31	823247531
2019 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$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	$7,075,473
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,499,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,492,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,753,266
Value of total assets at end of year	2019-12-31	$30,029,402
Value of total assets at beginning of year	2019-12-31	$24,453,101
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,994
Total interest from all sources	2019-12-31	$186,520
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$822,510
Participant contributions at end of year	2019-12-31	$603,669
Participant contributions at beginning of year	2019-12-31	$585,106
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$235,523
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,576,301
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$30,029,402
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$24,453,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$24,376,683
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$18,776,014
Interest on participant loans	2019-12-31	$28,221
Interest earned on other investments	2019-12-31	$158,299
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$5,049,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$5,091,981
Net investment gain/loss from pooled separate accounts	2019-12-31	$5,135,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$695,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,492,178
Contract administrator fees	2019-12-31	$6,994
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	STILL BURTON, LLP
Accountancy firm EIN	2019-12-31	823247531
2018 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$496,448
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$732,194
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$699,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,390,036
Value of total assets at end of year	2018-12-31	$24,453,101
Value of total assets at beginning of year	2018-12-31	$24,688,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$32,722
Total interest from all sources	2018-12-31	$191,068
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$725,799
Participant contributions at end of year	2018-12-31	$585,106
Participant contributions at beginning of year	2018-12-31	$524,629
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$13,693
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-235,746
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$24,453,101
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$24,688,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$18,776,014
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$19,753,056
Interest on participant loans	2018-12-31	$23,794
Interest earned on other investments	2018-12-31	$167,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$5,091,981
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$4,411,162
Net investment gain/loss from pooled separate accounts	2018-12-31	$-1,084,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$650,544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$699,472
Contract administrator fees	2018-12-31	$32,722
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	STILL BURTON, LLP
Accountancy firm EIN	2018-12-31	823247531
2017 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$5,374,850
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$1,250,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$1,230,994
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,642,047
Value of total assets at end of year	2017-12-31	$24,688,847
Value of total assets at beginning of year	2017-12-31	$20,564,660
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,669
Total interest from all sources	2017-12-31	$154,778
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$853,180
Participant contributions at end of year	2017-12-31	$524,629
Participant contributions at beginning of year	2017-12-31	$493,350
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$167,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$4,124,187
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$24,688,847
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$20,564,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$19,753,056
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$16,097,092
Interest on participant loans	2017-12-31	$20,005
Interest earned on other investments	2017-12-31	$134,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$4,411,162
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,974,218
Net investment gain/loss from pooled separate accounts	2017-12-31	$3,578,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$620,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$1,230,994
Contract administrator fees	2017-12-31	$19,669
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	STILL BURTON, LLP
Accountancy firm EIN	2017-12-31	823247531
2016 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$2,609,364
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$661,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$646,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,207,763
Value of total assets at end of year	2016-12-31	$20,564,660
Value of total assets at beginning of year	2016-12-31	$18,617,124
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$15,192
Total interest from all sources	2016-12-31	$124,401
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$619,739
Participant contributions at end of year	2016-12-31	$493,350
Participant contributions at beginning of year	2016-12-31	$391,455
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$29,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,947,536
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$20,564,660
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$18,617,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$16,097,092
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$15,083,747
Interest on participant loans	2016-12-31	$13,484
Interest earned on other investments	2016-12-31	$110,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,974,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,141,922
Net investment gain/loss from pooled separate accounts	2016-12-31	$1,277,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$558,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$646,636
Contract administrator fees	2016-12-31	$15,192
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	PBM HELIN DONOVAN
Accountancy firm EIN	2016-12-31	743001153
2015 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,525,103
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$389,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$374,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,206,855
Value of total assets at end of year	2015-12-31	$18,617,124
Value of total assets at beginning of year	2015-12-31	$17,481,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$15,649
Total interest from all sources	2015-12-31	$112,789
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$590,430
Participant contributions at end of year	2015-12-31	$391,455
Participant contributions at beginning of year	2015-12-31	$375,765
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$83,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$1,135,236
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$18,617,124
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$17,481,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$15,083,747
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$14,731,207
Interest on participant loans	2015-12-31	$12,719
Interest earned on other investments	2015-12-31	$100,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,141,922
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,374,916
Net investment gain/loss from pooled separate accounts	2015-12-31	$205,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$532,614
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$374,218
Contract administrator fees	2015-12-31	$15,649
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2015-12-31	743001153
2014 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$2,286,636
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$662,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$639,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,133,674
Value of total assets at end of year	2014-12-31	$17,481,888
Value of total assets at beginning of year	2014-12-31	$15,857,635
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$22,946
Total interest from all sources	2014-12-31	$91,872
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$590,984
Participant contributions at end of year	2014-12-31	$375,765
Participant contributions at beginning of year	2014-12-31	$425,118
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$6,164
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,624,253
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$17,481,888
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$15,857,635
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$14,731,207
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$13,357,625
Interest on participant loans	2014-12-31	$12,749
Interest earned on other investments	2014-12-31	$79,123
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,374,916
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,074,892
Net investment gain/loss from pooled separate accounts	2014-12-31	$1,061,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$536,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$639,437
Contract administrator fees	2014-12-31	$22,946
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2014-12-31	743001153
2013 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$4,077,455
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$233,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$222,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,069,058
Value of total assets at end of year	2013-12-31	$15,857,635
Value of total assets at beginning of year	2013-12-31	$12,013,563
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$10,755
Total interest from all sources	2013-12-31	$92,457
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$568,228
Participant contributions at end of year	2013-12-31	$425,118
Participant contributions at beginning of year	2013-12-31	$371,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$3,844,072
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$15,857,635
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,013,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$13,357,625
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$9,209,245
Interest on participant loans	2013-12-31	$12,539
Interest earned on other investments	2013-12-31	$79,918
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,074,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,432,883
Net investment gain/loss from pooled separate accounts	2013-12-31	$2,915,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$500,830
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$222,628
Contract administrator fees	2013-12-31	$10,755
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	PMB HELLIN DONOVAN
Accountancy firm EIN	2013-12-31	743001153
2012 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$2,310,705
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$260,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$251,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$984,734
Value of total assets at end of year	2012-12-31	$12,013,563
Value of total assets at beginning of year	2012-12-31	$9,963,174
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$8,689
Total interest from all sources	2012-12-31	$92,344
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$496,462
Participant contributions at end of year	2012-12-31	$371,435
Participant contributions at beginning of year	2012-12-31	$392,221
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$21,851
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$2,050,389
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,013,563
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,963,174
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$9,209,245
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$7,370,730
Interest on participant loans	2012-12-31	$14,099
Interest earned on other investments	2012-12-31	$78,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,432,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,200,223
Net investment gain/loss from pooled separate accounts	2012-12-31	$1,233,627
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$466,421
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$251,627
Contract administrator fees	2012-12-31	$8,689
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2012-12-31	743001153
2011 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$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	$836,063
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$109,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$98,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$931,259
Value of total assets at end of year	2011-12-31	$9,963,174
Value of total assets at beginning of year	2011-12-31	$9,236,724
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,340
Total interest from all sources	2011-12-31	$76,105
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$473,987
Participant contributions at end of year	2011-12-31	$392,221
Participant contributions at beginning of year	2011-12-31	$275,445
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$510
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$726,450
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,963,174
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,236,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$7,370,730
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$7,557,389
Interest on participant loans	2011-12-31	$11,141
Interest earned on other investments	2011-12-31	$64,964
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,200,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,403,890
Net investment gain/loss from pooled separate accounts	2011-12-31	$-171,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$456,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$98,273
Contract administrator fees	2011-12-31	$11,340
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2011-12-31	743001153
2010 : FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,079,683
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$283,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$253,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$935,179
Value of total assets at end of year	2010-12-31	$9,236,724
Value of total assets at beginning of year	2010-12-31	$7,440,196
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$29,354
Total interest from all sources	2010-12-31	$59,526
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$462,335
Participant contributions at end of year	2010-12-31	$275,445
Participant contributions at beginning of year	2010-12-31	$271,122
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$17,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,796,528
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,236,724
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$7,440,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$7,557,389
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$5,495,810
Interest on participant loans	2010-12-31	$9,119
Interest earned on other investments	2010-12-31	$50,407
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,403,890
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,673,264
Net investment gain/loss from pooled separate accounts	2010-12-31	$1,084,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$454,962
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$253,801
Contract administrator fees	2010-12-31	$29,354
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	PMB HELIN DONOVAN
Accountancy firm EIN	2010-12-31	743001153

Form 5500 Responses for FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN

2022: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: FORT WORTH COMMUNITY CREDIT UNION RETIREMENT INVESTMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	228
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $28,021
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,021
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	235
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $46,297
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $46,297
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	247
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $41,012
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $41,012
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	249
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $37,613
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $37,613
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	235
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $34,905
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,905
Insurance broker organization code?	3

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	240
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $31,234
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $31,234
Insurance broker organization code?	3
Insurance broker name	JOHN LOONEY

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	228
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $25,302
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $25,302
Insurance broker organization code?	3
Insurance broker name	JOHN LOONEY

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	220
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $22,802
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $22,802
Insurance broker organization code?	3
Insurance broker name	JOHN LOONEY

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	207
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $27,446
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $14,402
Insurance broker organization code?	3
Insurance broker name	JOHN LOONEY

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	210
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $29,906
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $29,906
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES, INC.

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	189
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $26,135
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

502754

Policy instance

Insurance contract or identification number	502754
Number of Individuals Covered	173
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $22,191
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,157
Insurance broker organization code?	3
Insurance broker name	GALLAGHER BENEFIT SERVICES, INC.

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Company Name:	FORT WORTH COMMUNITY CREDIT UNION
Employer identification number (EIN):	750796472
NAIC Classification:	522130
NAIC Description:	Credit Unions