401k Plan data: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN plan

HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN
Plan identification number	001

HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 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

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

Company Name: HEALTH CARE CREDIT UNION

Employer identification number (EIN): 876127681

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about HEALTH CARE CREDIT UNION

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division

Incorporation Date: 1960-05-06

Company Identification Number: 601134170

More information about HEALTH CARE CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2013-01-01 SCOT BAUMGARTNER SCOT BAUMGARTNER 2014-10-15
001 2012-01-01 SCOT BAUMGARTNER SCOT BAUMGARTNER 2013-10-15
001 2011-01-01 SCOT BAUMGARTNER SCOT BAUMGARTNER 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2013-01-01	SCOT BAUMGARTNER	SCOT BAUMGARTNER	2014-10-15
001	2012-01-01	SCOT BAUMGARTNER	SCOT BAUMGARTNER	2013-10-15
001	2011-01-01	SCOT BAUMGARTNER	SCOT BAUMGARTNER	2012-10-15

Plan Statistics for HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN

Measure Date Value
2013: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 0
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 14
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 3
Total of all active and inactive participants 2012-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 26
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2013: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	0
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	14
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	3
Total of all active and inactive participants	2012-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	26
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	24
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	24
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2013 : HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total plan liabilities at end of year	2013-12-31	$0
Total plan liabilities at beginning of year	2013-12-31	$0
Total income from all sources	2013-12-31	$2,018
Expenses. Total of all expenses incurred	2013-12-31	$1,225,734
Benefits paid (including direct rollovers)	2013-12-31	$1,225,734
Total plan assets at end of year	2013-12-31	$0
Total plan assets at beginning of year	2013-12-31	$1,223,716
Value of fidelity bond covering the plan	2013-12-31	$250,000
Total contributions received or receivable from participants	2013-12-31	$0
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$2,018
Noncash contributions received	2013-12-31	$0
Net income (gross income less expenses)	2013-12-31	$-1,223,716
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$0
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,223,716
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2013-12-31	$0
2012 : HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total plan liabilities at end of year	2012-12-31	$0
Total plan liabilities at beginning of year	2012-12-31	$0
Total income from all sources	2012-12-31	$93,168
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$1,223,716
Total plan assets at beginning of year	2012-12-31	$1,130,548
Value of fidelity bond covering the plan	2012-12-31	$250,000
Total contributions received or receivable from participants	2012-12-31	$0
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$33,168
Noncash contributions received	2012-12-31	$0
Net income (gross income less expenses)	2012-12-31	$93,168
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,223,716
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,130,548
Total contributions received or receivable from employer(s)	2012-12-31	$60,000
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$0
2011 : HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total plan liabilities at end of year	2011-12-31	$0
Total plan liabilities at beginning of year	2011-12-31	$0
Total income from all sources	2011-12-31	$78,295
Expenses. Total of all expenses incurred	2011-12-31	$4,791
Benefits paid (including direct rollovers)	2011-12-31	$1,063
Total plan assets at end of year	2011-12-31	$1,130,548
Total plan assets at beginning of year	2011-12-31	$1,057,044
Value of fidelity bond covering the plan	2011-12-31	$250,000
Total contributions received or receivable from participants	2011-12-31	$0
Expenses. Other expenses not covered elsewhere	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$918
Noncash contributions received	2011-12-31	$0
Net income (gross income less expenses)	2011-12-31	$73,504
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,130,548
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$1,057,044
Total contributions received or receivable from employer(s)	2011-12-31	$77,377
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$3,728
2010 : HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total plan liabilities at end of year	2010-12-31	$0
Total plan liabilities at beginning of year	2010-12-31	$0
Total income from all sources	2010-12-31	$209,268
Expenses. Total of all expenses incurred	2010-12-31	$299,371
Benefits paid (including direct rollovers)	2010-12-31	$289,700
Total plan assets at end of year	2010-12-31	$1,057,044
Total plan assets at beginning of year	2010-12-31	$1,147,147
Value of fidelity bond covering the plan	2010-12-31	$250,000
Total contributions received or receivable from participants	2010-12-31	$0
Expenses. Other expenses not covered elsewhere	2010-12-31	$9,671
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$109,668
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-90,103
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$1,057,044
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,147,147
Total contributions received or receivable from employer(s)	2010-12-31	$99,600
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN

2013: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	Yes
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HEALTH CARE CREDIT UNION DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HEALTH CARE CREDIT UNION
Employer identification number (EIN):	876127681
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Washington Secretary of State Corporations Division
Incorporation Date:	1960-05-06
Company Identification Number:	601134170