401k Plan data: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
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

BAYLOR HEALTH CARE SYSTEM CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: BAYLOR HEALTH CARE SYSTEM CREDIT UNION

Employer identification number (EIN): 751058426

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-04-01 DELANA HULING 2024-01-05
001 2021-04-01 DELANA HULING 2023-01-13
001 2020-04-01 ANTHONY REED 2021-09-30
001 2019-04-01 ANTHONY REED 2020-10-20
001 2018-04-01 ANTHONY REED 2019-10-04
001 2017-04-01 KARL E KOUNS 2018-09-05
001 2016-04-01 KARL E KOUNS 2017-11-13
001 2015-04-01 KARL E KOUNS 2016-07-25
001 2014-04-01 KARL E KOUNS 2015-09-08
001 2013-04-01 KARL E KOUNS 2014-08-18
001 2012-04-01 KARL E KOUNS 2014-01-09
001 2011-04-01 KARL KOUNS 2012-09-20
001 2010-04-01 KARL KOUNS 2011-06-27

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-04-01	DELANA HULING	2024-01-05
001	2021-04-01	DELANA HULING	2023-01-13
001	2020-04-01	ANTHONY REED	2021-09-30
001	2019-04-01	ANTHONY REED	2020-10-20
001	2018-04-01	ANTHONY REED	2019-10-04
001	2017-04-01	KARL E KOUNS	2018-09-05
001	2016-04-01	KARL E KOUNS	2017-11-13
001	2015-04-01	KARL E KOUNS	2016-07-25
001	2014-04-01	KARL E KOUNS	2015-09-08
001	2013-04-01	KARL E KOUNS	2014-08-18
001	2012-04-01	KARL E KOUNS	2014-01-09
001	2011-04-01	KARL KOUNS	2012-09-20
001	2010-04-01	KARL KOUNS	2011-06-27

Plan Statistics for BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2023: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets 2023-03-31 3,164,428
Acturial value of plan assets 2023-03-31 3,164,428
Funding target for retired participants and beneficiaries receiving payment 2023-03-31 0
Number of terminated vested participants 2023-03-31 1
Fundng target for terminated vested participants 2023-03-31 195,217
Active participant vested funding target 2023-03-31 1,326,306
Number of active participants 2023-03-31 10
Total funding liabilities for active participants 2023-03-31 1,395,829
Total participant count 2023-03-31 11
Total funding target for all participants 2023-03-31 1,591,046
Balance at beginning of prior year after applicable adjustments 2023-03-31 1,178,691
Prefunding balance at beginning of prior year after applicable adjustments 2023-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2023-03-31 0
Prefunding balanced used to offset prior years funding requirement 2023-03-31 0
Amount remaining of carryover balance 2023-03-31 1,178,691
Amount remaining of prefunding balance 2023-03-31 0
Present value of excess contributions 2023-03-31 222,977
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2023-03-31 235,062
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2023-03-31 0
Reductions in caryover balances due to elections or deemed elections 2023-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2023-03-31 0
Balance of carryovers at beginning of current year 2023-03-31 1,219,827
Balance of prefunding at beginning of current year 2023-03-31 0
Total employer contributions 2023-03-31 170,824
Total employee contributions 2023-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2023-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2023-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2023-03-31 166,218
Unpaid minimum required contributions for all prior years 2023-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2023-03-31 0
Remaining amount of unpaid minimum required contributions 2023-03-31 0
Minimum required contributions for current year target normal cost 2023-03-31 115,469
Net shortfall amortization installment of oustanding balance 2023-03-31 0
Waiver amortization installment 2023-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2023-03-31 0
Carryover balance elected to use to offset funding requirement 2023-03-31 0
Prefunding balance elected to use to offset funding requirement 2023-03-31 0
Additional cash requirement 2023-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2023-03-31 166,218
Unpaid minimum required contributions for current year 2023-03-31 0
Unpaid minimum required contributions for all years 2023-03-31 0
2022: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets 2022-03-31 3,362,870
Acturial value of plan assets 2022-03-31 3,362,870
Funding target for retired participants and beneficiaries receiving payment 2022-03-31 0
Number of terminated vested participants 2022-03-31 0
Fundng target for terminated vested participants 2022-03-31 0
Active participant vested funding target 2022-03-31 1,669,529
Number of active participants 2022-03-31 11
Total funding liabilities for active participants 2022-03-31 1,745,796
Total participant count 2022-03-31 11
Total funding target for all participants 2022-03-31 1,745,796
Balance at beginning of prior year after applicable adjustments 2022-03-31 876,611
Prefunding balance at beginning of prior year after applicable adjustments 2022-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2022-03-31 0
Prefunding balanced used to offset prior years funding requirement 2022-03-31 0
Amount remaining of carryover balance 2022-03-31 876,611
Amount remaining of prefunding balance 2022-03-31 0
Present value of excess contributions 2022-03-31 38,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-03-31 40,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-03-31 0
Reductions in caryover balances due to elections or deemed elections 2022-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-03-31 0
Balance of carryovers at beginning of current year 2022-03-31 1,178,691
Balance of prefunding at beginning of current year 2022-03-31 0
Total employer contributions 2022-03-31 232,325
Total employee contributions 2022-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2022-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-03-31 222,977
Unpaid minimum required contributions for all prior years 2022-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-03-31 0
Remaining amount of unpaid minimum required contributions 2022-03-31 0
Minimum required contributions for current year target normal cost 2022-03-31 156,307
Net shortfall amortization installment of oustanding balance 2022-03-31 0
Waiver amortization installment 2022-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-03-31 0
Carryover balance elected to use to offset funding requirement 2022-03-31 0
Prefunding balance elected to use to offset funding requirement 2022-03-31 0
Additional cash requirement 2022-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2022-03-31 222,977
Unpaid minimum required contributions for current year 2022-03-31 0
Unpaid minimum required contributions for all years 2022-03-31 0
2021: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets 2021-03-31 2,724,299
Acturial value of plan assets 2021-03-31 2,724,299
Funding target for retired participants and beneficiaries receiving payment 2021-03-31 0
Number of terminated vested participants 2021-03-31 1
Fundng target for terminated vested participants 2021-03-31 326,761
Active participant vested funding target 2021-03-31 1,506,298
Number of active participants 2021-03-31 11
Total funding liabilities for active participants 2021-03-31 1,549,547
Total participant count 2021-03-31 12
Total funding target for all participants 2021-03-31 1,876,308
Balance at beginning of prior year after applicable adjustments 2021-03-31 933,459
Prefunding balance at beginning of prior year after applicable adjustments 2021-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2021-03-31 0
Prefunding balanced used to offset prior years funding requirement 2021-03-31 0
Amount remaining of carryover balance 2021-03-31 933,459
Amount remaining of prefunding balance 2021-03-31 0
Present value of excess contributions 2021-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-03-31 0
Reductions in caryover balances due to elections or deemed elections 2021-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-03-31 0
Balance of carryovers at beginning of current year 2021-03-31 876,611
Balance of prefunding at beginning of current year 2021-03-31 0
Total employer contributions 2021-03-31 222,002
Total employee contributions 2021-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2021-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-03-31 213,940
Unpaid minimum required contributions for all prior years 2021-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-03-31 0
Remaining amount of unpaid minimum required contributions 2021-03-31 0
Minimum required contributions for current year target normal cost 2021-03-31 175,737
Net shortfall amortization installment of oustanding balance 2021-03-31 0
Waiver amortization installment 2021-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-03-31 175,737
Carryover balance elected to use to offset funding requirement 2021-03-31 0
Prefunding balance elected to use to offset funding requirement 2021-03-31 0
Additional cash requirement 2021-03-31 175,737
Contributions allocatedtoward minimum required contributions for current year 2021-03-31 213,940
Unpaid minimum required contributions for current year 2021-03-31 0
Unpaid minimum required contributions for all years 2021-03-31 0
2020: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets 2020-03-31 3,923,444
Acturial value of plan assets 2020-03-31 3,923,444
Funding target for retired participants and beneficiaries receiving payment 2020-03-31 0
Number of terminated vested participants 2020-03-31 0
Fundng target for terminated vested participants 2020-03-31 0
Active participant vested funding target 2020-03-31 2,503,116
Number of active participants 2020-03-31 11
Total funding liabilities for active participants 2020-03-31 2,508,874
Total participant count 2020-03-31 11
Total funding target for all participants 2020-03-31 2,508,874
Balance at beginning of prior year after applicable adjustments 2020-03-31 892,323
Prefunding balance at beginning of prior year after applicable adjustments 2020-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2020-03-31 0
Prefunding balanced used to offset prior years funding requirement 2020-03-31 0
Amount remaining of carryover balance 2020-03-31 892,323
Amount remaining of prefunding balance 2020-03-31 0
Present value of excess contributions 2020-03-31 157,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-03-31 165,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-03-31 0
Reductions in caryover balances due to elections or deemed elections 2020-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2020-03-31 0
Balance of carryovers at beginning of current year 2020-03-31 933,459
Balance of prefunding at beginning of current year 2020-03-31 0
Total employer contributions 2020-03-31 0
Total employee contributions 2020-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-03-31 0
Unpaid minimum required contributions for all prior years 2020-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-03-31 0
Remaining amount of unpaid minimum required contributions 2020-03-31 0
Minimum required contributions for current year target normal cost 2020-03-31 114,757
Net shortfall amortization installment of oustanding balance 2020-03-31 0
Waiver amortization installment 2020-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-03-31 0
Carryover balance elected to use to offset funding requirement 2020-03-31 0
Prefunding balance elected to use to offset funding requirement 2020-03-31 0
Additional cash requirement 2020-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for current year 2020-03-31 0
Unpaid minimum required contributions for all years 2020-03-31 0
2019: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets 2019-03-31 3,594,990
Acturial value of plan assets 2019-03-31 3,594,990
Funding target for retired participants and beneficiaries receiving payment 2019-03-31 0
Number of terminated vested participants 2019-03-31 0
Fundng target for terminated vested participants 2019-03-31 0
Active participant vested funding target 2019-03-31 2,129,069
Number of active participants 2019-03-31 11
Total funding liabilities for active participants 2019-03-31 2,136,299
Total participant count 2019-03-31 11
Total funding target for all participants 2019-03-31 2,136,299
Balance at beginning of prior year after applicable adjustments 2019-03-31 862,898
Prefunding balance at beginning of prior year after applicable adjustments 2019-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2019-03-31 0
Prefunding balanced used to offset prior years funding requirement 2019-03-31 0
Amount remaining of carryover balance 2019-03-31 862,898
Amount remaining of prefunding balance 2019-03-31 0
Present value of excess contributions 2019-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-03-31 0
Reductions in caryover balances due to elections or deemed elections 2019-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2019-03-31 0
Balance of carryovers at beginning of current year 2019-03-31 892,323
Balance of prefunding at beginning of current year 2019-03-31 0
Total employer contributions 2019-03-31 161,958
Total employee contributions 2019-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2019-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-03-31 157,451
Unpaid minimum required contributions for all prior years 2019-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-03-31 0
Remaining amount of unpaid minimum required contributions 2019-03-31 0
Minimum required contributions for current year target normal cost 2019-03-31 117,934
Net shortfall amortization installment of oustanding balance 2019-03-31 0
Waiver amortization installment 2019-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2019-03-31 0
Carryover balance elected to use to offset funding requirement 2019-03-31 0
Prefunding balance elected to use to offset funding requirement 2019-03-31 0
Additional cash requirement 2019-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2019-03-31 157,451
Unpaid minimum required contributions for current year 2019-03-31 0
Unpaid minimum required contributions for all years 2019-03-31 0
2018: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets 2018-03-31 3,476,455
Acturial value of plan assets 2018-03-31 3,476,455
Funding target for retired participants and beneficiaries receiving payment 2018-03-31 0
Number of terminated vested participants 2018-03-31 0
Fundng target for terminated vested participants 2018-03-31 0
Active participant vested funding target 2018-03-31 1,795,906
Number of active participants 2018-03-31 11
Total funding liabilities for active participants 2018-03-31 1,804,911
Total participant count 2018-03-31 11
Total funding target for all participants 2018-03-31 1,804,911
Balance at beginning of prior year after applicable adjustments 2018-03-31 821,182
Prefunding balance at beginning of prior year after applicable adjustments 2018-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2018-03-31 0
Prefunding balanced used to offset prior years funding requirement 2018-03-31 0
Amount remaining of carryover balance 2018-03-31 821,182
Amount remaining of prefunding balance 2018-03-31 0
Present value of excess contributions 2018-03-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-03-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-03-31 0
Reductions in caryover balances due to elections or deemed elections 2018-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2018-03-31 0
Balance of carryovers at beginning of current year 2018-03-31 862,898
Balance of prefunding at beginning of current year 2018-03-31 0
Total employer contributions 2018-03-31 0
Total employee contributions 2018-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2018-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2018-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-03-31 0
Unpaid minimum required contributions for all prior years 2018-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2018-03-31 0
Remaining amount of unpaid minimum required contributions 2018-03-31 0
Minimum required contributions for current year target normal cost 2018-03-31 87,619
Net shortfall amortization installment of oustanding balance 2018-03-31 0
Waiver amortization installment 2018-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2018-03-31 0
Carryover balance elected to use to offset funding requirement 2018-03-31 0
Prefunding balance elected to use to offset funding requirement 2018-03-31 0
Additional cash requirement 2018-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for current year 2018-03-31 0
Unpaid minimum required contributions for all years 2018-03-31 0
2017: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets 2017-03-31 3,308,358
Acturial value of plan assets 2017-03-31 3,308,358
Funding target for retired participants and beneficiaries receiving payment 2017-03-31 0
Number of terminated vested participants 2017-03-31 0
Fundng target for terminated vested participants 2017-03-31 0
Active participant vested funding target 2017-03-31 1,554,033
Number of active participants 2017-03-31 10
Total funding liabilities for active participants 2017-03-31 1,558,456
Total participant count 2017-03-31 10
Total funding target for all participants 2017-03-31 1,558,456
Balance at beginning of prior year after applicable adjustments 2017-03-31 828,974
Prefunding balance at beginning of prior year after applicable adjustments 2017-03-31 0
Carryover balanced portion elected for use to offset prior years funding requirement 2017-03-31 0
Prefunding balanced used to offset prior years funding requirement 2017-03-31 0
Amount remaining of carryover balance 2017-03-31 828,974
Amount remaining of prefunding balance 2017-03-31 0
Present value of excess contributions 2017-03-31 954,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-03-31 1,012,734
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-03-31 0
Reductions in caryover balances due to elections or deemed elections 2017-03-31 0
Reductions in prefunding balances due to elections or deemed elections 2017-03-31 0
Balance of carryovers at beginning of current year 2017-03-31 821,182
Balance of prefunding at beginning of current year 2017-03-31 0
Total employer contributions 2017-03-31 0
Total employee contributions 2017-03-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2017-03-31 0
Contributions made to avoid restrictions adjusted to valuation date 2017-03-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-03-31 0
Unpaid minimum required contributions for all prior years 2017-03-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-03-31 0
Remaining amount of unpaid minimum required contributions 2017-03-31 0
Minimum required contributions for current year target normal cost 2017-03-31 75,159
Net shortfall amortization installment of oustanding balance 2017-03-31 0
Waiver amortization installment 2017-03-31 0
Waived amount of outstanding balance 2017-03-31 0
Total funding amount beforereflecting carryover/prefunding balances 2017-03-31 0
Carryover balance elected to use to offset funding requirement 2017-03-31 0
Prefunding balance elected to use to offset funding requirement 2017-03-31 0
Additional cash requirement 2017-03-31 0
Contributions allocatedtoward minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for current year 2017-03-31 0
Unpaid minimum required contributions for all years 2017-03-31 0

Measure	Date	Value
2023: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2023 401k membership
Market value of plan assets	2023-03-31	3,164,428
Acturial value of plan assets	2023-03-31	3,164,428
Funding target for retired participants and beneficiaries receiving payment	2023-03-31	0
Number of terminated vested participants	2023-03-31	1
Fundng target for terminated vested participants	2023-03-31	195,217
Active participant vested funding target	2023-03-31	1,326,306
Number of active participants	2023-03-31	10
Total funding liabilities for active participants	2023-03-31	1,395,829
Total participant count	2023-03-31	11
Total funding target for all participants	2023-03-31	1,591,046
Balance at beginning of prior year after applicable adjustments	2023-03-31	1,178,691
Prefunding balance at beginning of prior year after applicable adjustments	2023-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2023-03-31	0
Prefunding balanced used to offset prior years funding requirement	2023-03-31	0
Amount remaining of carryover balance	2023-03-31	1,178,691
Amount remaining of prefunding balance	2023-03-31	0
Present value of excess contributions	2023-03-31	222,977
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2023-03-31	235,062
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2023-03-31	0
Reductions in caryover balances due to elections or deemed elections	2023-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2023-03-31	0
Balance of carryovers at beginning of current year	2023-03-31	1,219,827
Balance of prefunding at beginning of current year	2023-03-31	0
Total employer contributions	2023-03-31	170,824
Total employee contributions	2023-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2023-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2023-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2023-03-31	166,218
Unpaid minimum required contributions for all prior years	2023-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2023-03-31	0
Remaining amount of unpaid minimum required contributions	2023-03-31	0
Minimum required contributions for current year target normal cost	2023-03-31	115,469
Net shortfall amortization installment of oustanding balance	2023-03-31	0
Waiver amortization installment	2023-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2023-03-31	0
Carryover balance elected to use to offset funding requirement	2023-03-31	0
Prefunding balance elected to use to offset funding requirement	2023-03-31	0
Additional cash requirement	2023-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2023-03-31	166,218
Unpaid minimum required contributions for current year	2023-03-31	0
Unpaid minimum required contributions for all years	2023-03-31	0
2022: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets	2022-03-31	3,362,870
Acturial value of plan assets	2022-03-31	3,362,870
Funding target for retired participants and beneficiaries receiving payment	2022-03-31	0
Number of terminated vested participants	2022-03-31	0
Fundng target for terminated vested participants	2022-03-31	0
Active participant vested funding target	2022-03-31	1,669,529
Number of active participants	2022-03-31	11
Total funding liabilities for active participants	2022-03-31	1,745,796
Total participant count	2022-03-31	11
Total funding target for all participants	2022-03-31	1,745,796
Balance at beginning of prior year after applicable adjustments	2022-03-31	876,611
Prefunding balance at beginning of prior year after applicable adjustments	2022-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2022-03-31	0
Prefunding balanced used to offset prior years funding requirement	2022-03-31	0
Amount remaining of carryover balance	2022-03-31	876,611
Amount remaining of prefunding balance	2022-03-31	0
Present value of excess contributions	2022-03-31	38,203
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-03-31	40,090
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-03-31	0
Reductions in caryover balances due to elections or deemed elections	2022-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-03-31	0
Balance of carryovers at beginning of current year	2022-03-31	1,178,691
Balance of prefunding at beginning of current year	2022-03-31	0
Total employer contributions	2022-03-31	232,325
Total employee contributions	2022-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2022-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-03-31	222,977
Unpaid minimum required contributions for all prior years	2022-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-03-31	0
Remaining amount of unpaid minimum required contributions	2022-03-31	0
Minimum required contributions for current year target normal cost	2022-03-31	156,307
Net shortfall amortization installment of oustanding balance	2022-03-31	0
Waiver amortization installment	2022-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-03-31	0
Carryover balance elected to use to offset funding requirement	2022-03-31	0
Prefunding balance elected to use to offset funding requirement	2022-03-31	0
Additional cash requirement	2022-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2022-03-31	222,977
Unpaid minimum required contributions for current year	2022-03-31	0
Unpaid minimum required contributions for all years	2022-03-31	0
2021: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets	2021-03-31	2,724,299
Acturial value of plan assets	2021-03-31	2,724,299
Funding target for retired participants and beneficiaries receiving payment	2021-03-31	0
Number of terminated vested participants	2021-03-31	1
Fundng target for terminated vested participants	2021-03-31	326,761
Active participant vested funding target	2021-03-31	1,506,298
Number of active participants	2021-03-31	11
Total funding liabilities for active participants	2021-03-31	1,549,547
Total participant count	2021-03-31	12
Total funding target for all participants	2021-03-31	1,876,308
Balance at beginning of prior year after applicable adjustments	2021-03-31	933,459
Prefunding balance at beginning of prior year after applicable adjustments	2021-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2021-03-31	0
Prefunding balanced used to offset prior years funding requirement	2021-03-31	0
Amount remaining of carryover balance	2021-03-31	933,459
Amount remaining of prefunding balance	2021-03-31	0
Present value of excess contributions	2021-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-03-31	0
Reductions in caryover balances due to elections or deemed elections	2021-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-03-31	0
Balance of carryovers at beginning of current year	2021-03-31	876,611
Balance of prefunding at beginning of current year	2021-03-31	0
Total employer contributions	2021-03-31	222,002
Total employee contributions	2021-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2021-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-03-31	213,940
Unpaid minimum required contributions for all prior years	2021-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-03-31	0
Remaining amount of unpaid minimum required contributions	2021-03-31	0
Minimum required contributions for current year target normal cost	2021-03-31	175,737
Net shortfall amortization installment of oustanding balance	2021-03-31	0
Waiver amortization installment	2021-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-03-31	175,737
Carryover balance elected to use to offset funding requirement	2021-03-31	0
Prefunding balance elected to use to offset funding requirement	2021-03-31	0
Additional cash requirement	2021-03-31	175,737
Contributions allocatedtoward minimum required contributions for current year	2021-03-31	213,940
Unpaid minimum required contributions for current year	2021-03-31	0
Unpaid minimum required contributions for all years	2021-03-31	0
2020: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets	2020-03-31	3,923,444
Acturial value of plan assets	2020-03-31	3,923,444
Funding target for retired participants and beneficiaries receiving payment	2020-03-31	0
Number of terminated vested participants	2020-03-31	0
Fundng target for terminated vested participants	2020-03-31	0
Active participant vested funding target	2020-03-31	2,503,116
Number of active participants	2020-03-31	11
Total funding liabilities for active participants	2020-03-31	2,508,874
Total participant count	2020-03-31	11
Total funding target for all participants	2020-03-31	2,508,874
Balance at beginning of prior year after applicable adjustments	2020-03-31	892,323
Prefunding balance at beginning of prior year after applicable adjustments	2020-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2020-03-31	0
Prefunding balanced used to offset prior years funding requirement	2020-03-31	0
Amount remaining of carryover balance	2020-03-31	892,323
Amount remaining of prefunding balance	2020-03-31	0
Present value of excess contributions	2020-03-31	157,451
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-03-31	165,859
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-03-31	0
Reductions in caryover balances due to elections or deemed elections	2020-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2020-03-31	0
Balance of carryovers at beginning of current year	2020-03-31	933,459
Balance of prefunding at beginning of current year	2020-03-31	0
Total employer contributions	2020-03-31	0
Total employee contributions	2020-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-03-31	0
Unpaid minimum required contributions for all prior years	2020-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-03-31	0
Remaining amount of unpaid minimum required contributions	2020-03-31	0
Minimum required contributions for current year target normal cost	2020-03-31	114,757
Net shortfall amortization installment of oustanding balance	2020-03-31	0
Waiver amortization installment	2020-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-03-31	0
Carryover balance elected to use to offset funding requirement	2020-03-31	0
Prefunding balance elected to use to offset funding requirement	2020-03-31	0
Additional cash requirement	2020-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for current year	2020-03-31	0
Unpaid minimum required contributions for all years	2020-03-31	0
2019: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets	2019-03-31	3,594,990
Acturial value of plan assets	2019-03-31	3,594,990
Funding target for retired participants and beneficiaries receiving payment	2019-03-31	0
Number of terminated vested participants	2019-03-31	0
Fundng target for terminated vested participants	2019-03-31	0
Active participant vested funding target	2019-03-31	2,129,069
Number of active participants	2019-03-31	11
Total funding liabilities for active participants	2019-03-31	2,136,299
Total participant count	2019-03-31	11
Total funding target for all participants	2019-03-31	2,136,299
Balance at beginning of prior year after applicable adjustments	2019-03-31	862,898
Prefunding balance at beginning of prior year after applicable adjustments	2019-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2019-03-31	0
Prefunding balanced used to offset prior years funding requirement	2019-03-31	0
Amount remaining of carryover balance	2019-03-31	862,898
Amount remaining of prefunding balance	2019-03-31	0
Present value of excess contributions	2019-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-03-31	0
Reductions in caryover balances due to elections or deemed elections	2019-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2019-03-31	0
Balance of carryovers at beginning of current year	2019-03-31	892,323
Balance of prefunding at beginning of current year	2019-03-31	0
Total employer contributions	2019-03-31	161,958
Total employee contributions	2019-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2019-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-03-31	157,451
Unpaid minimum required contributions for all prior years	2019-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-03-31	0
Remaining amount of unpaid minimum required contributions	2019-03-31	0
Minimum required contributions for current year target normal cost	2019-03-31	117,934
Net shortfall amortization installment of oustanding balance	2019-03-31	0
Waiver amortization installment	2019-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2019-03-31	0
Carryover balance elected to use to offset funding requirement	2019-03-31	0
Prefunding balance elected to use to offset funding requirement	2019-03-31	0
Additional cash requirement	2019-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2019-03-31	157,451
Unpaid minimum required contributions for current year	2019-03-31	0
Unpaid minimum required contributions for all years	2019-03-31	0
2018: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets	2018-03-31	3,476,455
Acturial value of plan assets	2018-03-31	3,476,455
Funding target for retired participants and beneficiaries receiving payment	2018-03-31	0
Number of terminated vested participants	2018-03-31	0
Fundng target for terminated vested participants	2018-03-31	0
Active participant vested funding target	2018-03-31	1,795,906
Number of active participants	2018-03-31	11
Total funding liabilities for active participants	2018-03-31	1,804,911
Total participant count	2018-03-31	11
Total funding target for all participants	2018-03-31	1,804,911
Balance at beginning of prior year after applicable adjustments	2018-03-31	821,182
Prefunding balance at beginning of prior year after applicable adjustments	2018-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2018-03-31	0
Prefunding balanced used to offset prior years funding requirement	2018-03-31	0
Amount remaining of carryover balance	2018-03-31	821,182
Amount remaining of prefunding balance	2018-03-31	0
Present value of excess contributions	2018-03-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-03-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-03-31	0
Reductions in caryover balances due to elections or deemed elections	2018-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2018-03-31	0
Balance of carryovers at beginning of current year	2018-03-31	862,898
Balance of prefunding at beginning of current year	2018-03-31	0
Total employer contributions	2018-03-31	0
Total employee contributions	2018-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2018-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2018-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-03-31	0
Unpaid minimum required contributions for all prior years	2018-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2018-03-31	0
Remaining amount of unpaid minimum required contributions	2018-03-31	0
Minimum required contributions for current year target normal cost	2018-03-31	87,619
Net shortfall amortization installment of oustanding balance	2018-03-31	0
Waiver amortization installment	2018-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2018-03-31	0
Carryover balance elected to use to offset funding requirement	2018-03-31	0
Prefunding balance elected to use to offset funding requirement	2018-03-31	0
Additional cash requirement	2018-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for current year	2018-03-31	0
Unpaid minimum required contributions for all years	2018-03-31	0
2017: BAYLOR HEALTH CARE SYSTEM CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-03-31	3,308,358
Acturial value of plan assets	2017-03-31	3,308,358
Funding target for retired participants and beneficiaries receiving payment	2017-03-31	0
Number of terminated vested participants	2017-03-31	0
Fundng target for terminated vested participants	2017-03-31	0
Active participant vested funding target	2017-03-31	1,554,033
Number of active participants	2017-03-31	10
Total funding liabilities for active participants	2017-03-31	1,558,456
Total participant count	2017-03-31	10
Total funding target for all participants	2017-03-31	1,558,456
Balance at beginning of prior year after applicable adjustments	2017-03-31	828,974
Prefunding balance at beginning of prior year after applicable adjustments	2017-03-31	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-03-31	0
Prefunding balanced used to offset prior years funding requirement	2017-03-31	0
Amount remaining of carryover balance	2017-03-31	828,974
Amount remaining of prefunding balance	2017-03-31	0
Present value of excess contributions	2017-03-31	954,509
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-03-31	1,012,734
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-03-31	0
Reductions in caryover balances due to elections or deemed elections	2017-03-31	0
Reductions in prefunding balances due to elections or deemed elections	2017-03-31	0
Balance of carryovers at beginning of current year	2017-03-31	821,182
Balance of prefunding at beginning of current year	2017-03-31	0
Total employer contributions	2017-03-31	0
Total employee contributions	2017-03-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-03-31	0
Contributions made to avoid restrictions adjusted to valuation date	2017-03-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-03-31	0
Unpaid minimum required contributions for all prior years	2017-03-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-03-31	0
Remaining amount of unpaid minimum required contributions	2017-03-31	0
Minimum required contributions for current year target normal cost	2017-03-31	75,159
Net shortfall amortization installment of oustanding balance	2017-03-31	0
Waiver amortization installment	2017-03-31	0
Waived amount of outstanding balance	2017-03-31	0
Total funding amount beforereflecting carryover/prefunding balances	2017-03-31	0
Carryover balance elected to use to offset funding requirement	2017-03-31	0
Prefunding balance elected to use to offset funding requirement	2017-03-31	0
Additional cash requirement	2017-03-31	0
Contributions allocatedtoward minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for current year	2017-03-31	0
Unpaid minimum required contributions for all years	2017-03-31	0

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Company Name:	BAYLOR HEALTH CARE SYSTEM CREDIT UNION
Employer identification number (EIN):	751058426
NAIC Classification:	522130
NAIC Description:	Credit Unions