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CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 401k Plan overview

Plan NameCREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN
Plan identification number 033

CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:CREDIT UNION OF DENVER
Employer identification number (EIN):840186846
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about CREDIT UNION OF DENVER

Jurisdiction of Incorporation: Colorado Department of State
Incorporation Date: 1931-08-11
Company Identification Number: 19871001229
Legal Registered Office Address: 9305 W. ALAMEDA AVE

LAKEWOOD
United States of America (USA)
80226

More information about CREDIT UNION OF DENVER

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332024-01-01KRISTIN THOMPSON
0332023-01-01
0332023-01-01KRISTIN THOMPSON
0332022-01-01
0332022-01-01KRISTIN THOMPSON
0332021-01-01
0332021-01-01KRISTIN THOMPSON
0332020-01-01
0332019-01-01
0332018-01-01
0332017-01-01KRISTIN THOMPSON
0332016-01-01KRISTIN THOMPSON PATTIE MILLER2017-09-11
0332015-01-01JUDY GIEBLER PATTIE MILLER2016-09-08
0332014-01-01JUDY GIEBLER PATTIE MILLER2015-09-04
0332013-01-01JUDY GIEBLER PATTIE MILLER2014-10-09
0332012-01-01JUDY GIEBLER PATTIE MILLER2013-07-29
0332011-01-01JUDY GIEBLER PATTIE MILLER2012-07-26
0332009-01-01JUDY GIEBLER PATTIE MILLER2010-07-08

Financial Data on CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN

Measure Date Value
2023 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,700,949
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$666,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$623,889
Value of total corrective distributions2023-12-31$1,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,234,605
Value of total assets at end of year2023-12-31$11,129,737
Value of total assets at beginning of year2023-12-31$9,095,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$41,216
Total interest from all sources2023-12-31$14,830
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$263,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$263,270
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$2,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$738,241
Other income not declared elsewhere2023-12-31$7,811
Administrative expenses (other) incurred2023-12-31$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,034,174
Value of net assets at end of year (total assets less liabilities)2023-12-31$11,129,737
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$9,095,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$9,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$9,182,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,651,874
Interest earned on other investments2023-12-31$14,830
Value of interest in common/collective trusts at end of year2023-12-31$1,250,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$697,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,443,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,108,616
Net investment gain or loss from common/collective trusts2023-12-31$71,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$496,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$623,889
Contract administrator fees2023-12-31$30,986
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN2023-12-31840930288
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$2,700,949
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$666,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$623,889
Value of total corrective distributions2023-01-01$1,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$1,234,605
Value of total assets at end of year2023-01-01$11,129,737
Value of total assets at beginning of year2023-01-01$9,095,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$41,216
Total interest from all sources2023-01-01$14,830
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$263,270
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$263,270
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$2,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$738,241
Other income not declared elsewhere2023-01-01$7,811
Administrative expenses (other) incurred2023-01-01$350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$2,034,174
Value of net assets at end of year (total assets less liabilities)2023-01-01$11,129,737
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$9,095,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$9,880
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$9,182,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$7,651,874
Interest earned on other investments2023-01-01$14,830
Value of interest in common/collective trusts at end of year2023-01-01$1,250,417
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$697,268
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,443,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,108,616
Net investment gain or loss from common/collective trusts2023-01-01$71,817
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$496,364
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$623,889
Contract administrator fees2023-01-01$30,986
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN2023-01-01840930288
2022 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-944,024
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,850,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,798,568
Value of total corrective distributions2022-12-31$945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,041,308
Value of total assets at end of year2022-12-31$9,095,563
Value of total assets at beginning of year2022-12-31$13,889,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$50,532
Total interest from all sources2022-12-31$22,131
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$301,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$301,131
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$637,287
Other income not declared elsewhere2022-12-31$17,856
Administrative expenses (other) incurred2022-12-31$50,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,794,069
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,095,563
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,889,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,651,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,771,169
Interest earned on other investments2022-12-31$22,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,443,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,118,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,326,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$404,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,798,568
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN2022-12-31840930288
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-944,024
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,850,045
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,798,568
Value of total corrective distributions2022-01-01$945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,041,308
Value of total assets at end of year2022-01-01$9,095,563
Value of total assets at beginning of year2022-01-01$13,889,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$50,532
Total interest from all sources2022-01-01$22,131
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$301,131
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$301,131
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$2,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$637,287
Other income not declared elsewhere2022-01-01$17,856
Administrative expenses (other) incurred2022-01-01$50,532
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-4,794,069
Value of net assets at end of year (total assets less liabilities)2022-01-01$9,095,563
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$13,889,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$7,651,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$11,771,169
Interest earned on other investments2022-01-01$22,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,443,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$2,118,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,326,450
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$404,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,798,568
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN2022-01-01840930288
2021 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,543,671
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$546,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$485,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$935,494
Value of total assets at end of year2021-12-31$13,889,632
Value of total assets at beginning of year2021-12-31$11,892,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$60,910
Total interest from all sources2021-12-31$16,854
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$741,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$741,608
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$574,512
Other income not declared elsewhere2021-12-31$17,218
Administrative expenses (other) incurred2021-12-31$60,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,997,453
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,889,632
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,892,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,771,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,467,024
Interest earned on other investments2021-12-31$16,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,118,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,425,155
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$832,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$360,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$485,308
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN2021-12-31840930288
2020 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,517,159
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,378,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,325,909
Value of total corrective distributions2020-12-31$1,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$897,822
Value of total assets at end of year2020-12-31$11,892,179
Value of total assets at beginning of year2020-12-31$10,753,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$50,898
Total interest from all sources2020-12-31$8,100
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$469,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$469,937
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$540,700
Other income not declared elsewhere2020-12-31$15,044
Administrative expenses (other) incurred2020-12-31$50,898
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,138,448
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,892,179
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,753,731
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,467,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,084,012
Interest earned on other investments2020-12-31$8,100
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,425,155
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$669,719
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,126,256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$357,122
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,325,909
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BROCK AND COMPANY CPAS P.C.
Accountancy firm EIN2020-12-31840930288
2019 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,892,249
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,728,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,677,984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$823,292
Value of total assets at end of year2019-12-31$10,753,731
Value of total assets at beginning of year2019-12-31$9,589,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$50,487
Total interest from all sources2019-12-31$7,748
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$397,822
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$397,822
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$468,878
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$42,158
Other income not declared elsewhere2019-12-31$14,614
Administrative expenses (other) incurred2019-12-31$50,487
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,163,778
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,753,731
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,589,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,084,012
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,843,774
Interest earned on other investments2019-12-31$7,748
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$669,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$746,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,648,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$312,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,677,984
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BROCK AND COMPANY
Accountancy firm EIN2019-12-31840930288
2018 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$220,827
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$657,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$606,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$734,757
Value of total assets at end of year2018-12-31$9,589,953
Value of total assets at beginning of year2018-12-31$10,026,376
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$50,524
Total interest from all sources2018-12-31$7,646
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$473,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$473,216
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$8,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$435,738
Other income not declared elsewhere2018-12-31$15,276
Administrative expenses (other) incurred2018-12-31$50,524
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-436,423
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,589,953
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,026,376
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,843,774
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,308,380
Interest earned on other investments2018-12-31$7,646
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$746,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$717,996
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,010,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$299,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$606,726
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BROCK AND COMPANY
Accountancy firm EIN2018-12-31840930288
2017 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,270,856
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$792,797
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$771,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$714,283
Value of total assets at end of year2017-12-31$10,026,376
Value of total assets at beginning of year2017-12-31$8,548,317
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$21,497
Total interest from all sources2017-12-31$7,387
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$251,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$251,329
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$409,858
Other income not declared elsewhere2017-12-31$6,353
Administrative expenses (other) incurred2017-12-31$21,497
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,478,059
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,026,376
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,548,317
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$9,308,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,847,862
Interest earned on other investments2017-12-31$7,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$717,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$700,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,291,504
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$304,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$771,300
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BROCK AND COMPANY
Accountancy firm EIN2017-12-31840930288
2016 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,215,116
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$747,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$727,173
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$649,224
Value of total assets at end of year2016-12-31$8,548,317
Value of total assets at beginning of year2016-12-31$8,080,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,131
Total interest from all sources2016-12-31$5,659
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$211,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$211,574
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$393,465
Administrative expenses (other) incurred2016-12-31$20,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$467,812
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,548,317
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,080,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,847,862
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,607,720
Interest earned on other investments2016-12-31$5,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$700,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$472,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$348,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$255,759
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$727,173
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BROCK AND COMPANY
Accountancy firm EIN2016-12-31840930288
2015 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$721,684
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$320,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$317,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$736,714
Value of total assets at end of year2015-12-31$8,080,505
Value of total assets at beginning of year2015-12-31$7,679,735
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,681
Total interest from all sources2015-12-31$4,267
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$341,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$341,812
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$446,303
Administrative expenses (other) incurred2015-12-31$3,681
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$400,770
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,080,505
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,679,735
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$7,607,720
Value of interest in pooled separate accounts at beginning of year2015-12-31$7,235,711
Interest earned on other investments2015-12-31$4,267
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$472,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$444,024
Net investment gain/loss from pooled separate accounts2015-12-31$-361,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$290,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$317,233
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31JONES MERTSCHING CPAS, P.C.
Accountancy firm EIN2015-12-31840919886
2014 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,085,440
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$529,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$516,773
Value of total corrective distributions2014-12-31$4,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$633,818
Value of total assets at end of year2014-12-31$7,679,735
Value of total assets at beginning of year2014-12-31$7,124,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,632
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$8,632
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$382,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$555,483
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,679,735
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,124,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$7,235,711
Value of interest in pooled separate accounts at beginning of year2014-12-31$6,632,604
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$444,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$491,648
Net investment gain/loss from pooled separate accounts2014-12-31$451,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$251,107
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$516,773
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31JONES MERTSCHING CPAS, P.C.
Accountancy firm EIN2014-12-31840919886
2013 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,836,334
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$352,191
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$346,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$593,556
Value of total assets at end of year2013-12-31$7,124,252
Value of total assets at beginning of year2013-12-31$5,640,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,154
Total interest from all sources2013-12-31$0
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 year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$6,154
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$356,068
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,484,143
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,124,252
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,640,109
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$6,632,604
Value of interest in pooled separate accounts at beginning of year2013-12-31$5,178,578
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$491,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$461,531
Net investment gain/loss from pooled separate accounts2013-12-31$1,242,778
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$237,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$346,037
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31TINUCCI, JONES & COMPANY, P.C.
Accountancy firm EIN2013-12-31840919886
2012 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$94
Total income from all sources (including contributions)2012-12-31$1,282,878
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$856,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$850,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$575,738
Value of total assets at end of year2012-12-31$5,640,109
Value of total assets at beginning of year2012-12-31$5,213,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,923
Total interest from all sources2012-12-31$12,135
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$1,840
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$337,451
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$14,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$94
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$426,453
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,640,109
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,213,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,083
Value of interest in pooled separate accounts at end of year2012-12-31$5,178,578
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,609,111
Interest earned on other investments2012-12-31$12,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$461,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$604,639
Net investment gain/loss from pooled separate accounts2012-12-31$695,005
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$223,337
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$850,502
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31TINUCCI, JONES & COMPANY, P.C.
Accountancy firm EIN2012-12-31840919886
2011 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$94
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$447,946
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$105,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$100,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$576,071
Value of total assets at end of year2011-12-31$5,213,750
Value of total assets at beginning of year2011-12-31$4,870,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,909
Total interest from all sources2011-12-31$15,686
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$1,450
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$342,882
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$17,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$94
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$342,880
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,213,656
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,870,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,459
Value of interest in pooled separate accounts at end of year2011-12-31$4,609,111
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,296,012
Interest earned on other investments2011-12-31$15,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$604,639
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$574,764
Net investment gain/loss from pooled separate accounts2011-12-31$-143,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$216,004
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$100,157
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31TINUCCI, JONES & COMPANY, P.C.
Accountancy firm EIN2011-12-31840919886
2010 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,072,097
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$191,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$190,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$550,024
Value of total assets at end of year2010-12-31$4,870,776
Value of total assets at beginning of year2010-12-31$3,990,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,901
Total interest from all sources2010-12-31$15,702
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$285
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$340,201
Other income not declared elsewhere2010-12-31$-50
Administrative expenses (other) incurred2010-12-31$186
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$880,192
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,870,776
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,990,584
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,430
Value of interest in pooled separate accounts at end of year2010-12-31$4,296,012
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,511,150
Interest earned on other investments2010-12-31$15,702
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$574,764
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$479,434
Net investment gain/loss from pooled separate accounts2010-12-31$506,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$209,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$190,004
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31TINUCCI, JONES & COMPANY, P.C.
Accountancy firm EIN2010-12-31840918886
2009 : CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN

2023: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CREDIT UNION OF DENVER RETIREMENT / 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1
Insurance contract or identification numberYH1176
Number of Individuals Covered180
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1
Insurance contract or identification numberYH1176
Number of Individuals Covered133
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberYH1176
Policy instance 1

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