?>
Logo

OREGON COMMUNITY CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameOREGON COMMUNITY CREDIT UNION 401(K) PLAN
Plan identification number 033

OREGON COMMUNITY CREDIT UNION 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:OREGON COMMUNITY CREDIT UNION
Employer identification number (EIN):930492535
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OREGON COMMUNITY CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332022-01-01TRACEY E. KEFFER2023-09-20 TRACEY E. KEFFER2023-09-20
0332021-01-01TRACEY E. KEFFER2022-10-09
0332020-01-01TRACEY E. KEFFER2021-09-24
0332019-01-01RONALD F. NEUMANN2020-10-12
0332018-01-01RONALD F. NEUMANN2019-10-04
0332017-01-01
0332016-01-01
0332015-01-01
0332014-01-01D. AMANDA JONES
0332014-01-01D. AMANDA JONES
0332013-01-01D. AMANDA JONES
0332012-01-01D. AMANDA JONES
0332011-01-01D. AMANDA JONES
0332009-01-01PENSION PLANNERS NORTHWEST

Plan Statistics for OREGON COMMUNITY CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for OREGON COMMUNITY CREDIT UNION 401(K) PLAN

Measure Date Value
2022: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01672
Total number of active participants reported on line 7a of the Form 55002022-01-01587
Number of retired or separated participants receiving benefits2022-01-0180
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01694
Number of participants with account balances2022-01-01668
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01526
Total number of active participants reported on line 7a of the Form 55002021-01-01541
Number of retired or separated participants receiving benefits2021-01-01125
Number of other retired or separated participants entitled to future benefits2021-01-011
Total of all active and inactive participants2021-01-01667
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01667
Number of participants with account balances2021-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0121
2020: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01488
Total number of active participants reported on line 7a of the Form 55002020-01-01414
Number of retired or separated participants receiving benefits2020-01-0120
Number of other retired or separated participants entitled to future benefits2020-01-0182
Total of all active and inactive participants2020-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01516
Number of participants with account balances2020-01-01457
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0126
2019: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01473
Total number of active participants reported on line 7a of the Form 55002019-01-01387
Number of retired or separated participants receiving benefits2019-01-0115
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01481
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01481
Number of participants with account balances2019-01-01436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0124
2018: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01420
Total number of active participants reported on line 7a of the Form 55002018-01-01377
Number of retired or separated participants receiving benefits2018-01-0116
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-01463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01463
Number of participants with account balances2018-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0124
2017: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01341
Number of retired or separated participants receiving benefits2017-01-0115
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01414
Number of participants with account balances2017-01-01395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0131
2016: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01394
Total number of active participants reported on line 7a of the Form 55002016-01-01325
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01392
Number of participants with account balances2016-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0123
2015: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01366
Total number of active participants reported on line 7a of the Form 55002015-01-01314
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01391
Number of participants with account balances2015-01-01375
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0130
2014: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01331
Total number of active participants reported on line 7a of the Form 55002014-01-01292
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0168
Total of all active and inactive participants2014-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01360
Number of participants with account balances2014-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01309
Total number of active participants reported on line 7a of the Form 55002013-01-01281
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0148
Total of all active and inactive participants2013-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01329
Number of participants with account balances2013-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01297
Total number of active participants reported on line 7a of the Form 55002012-01-01263
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0154
Total of all active and inactive participants2012-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01317
Number of participants with account balances2012-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01286
Total number of active participants reported on line 7a of the Form 55002011-01-01240
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0155
Total of all active and inactive participants2011-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01295
Number of participants with account balances2011-01-01251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0113
2009: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01320
Total number of active participants reported on line 7a of the Form 55002009-01-01239
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0168
Total of all active and inactive participants2009-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01307
Number of participants with account balances2009-01-01257
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0130

Financial Data on OREGON COMMUNITY CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : OREGON COMMUNITY CREDIT UNION 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$0
Total income from all sources (including contributions)2022-12-31$-1,298,001
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,444,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,271,817
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,652,291
Value of total assets at end of year2022-12-31$46,499,296
Value of total assets at beginning of year2022-12-31$50,241,400
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$172,286
Total interest from all sources2022-12-31$68,642
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$992,798
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$992,798
Administrative expenses professional fees incurred2022-12-31$59,974
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,964,841
Participant contributions at end of year2022-12-31$917,052
Participant contributions at beginning of year2022-12-31$904,371
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$100,167
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$633,696
Other income not declared elsewhere2022-12-31$77,384
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$49,113,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,742,104
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,499,296
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$50,241,400
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
Investment advisory and management fees2022-12-31$39,297
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,561,580
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$41,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,021,148
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$27,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,089,116
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,053,754
Employer contributions (assets) at end of year2022-12-31$-484
Employer contributions (assets) at beginning of year2022-12-31$123,604
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,271,817
Contract administrator fees2022-12-31$73,015
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
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 name2022-12-31JONES & ROTH, P.C.
Accountancy firm EIN2022-12-31930819646
2021 : OREGON COMMUNITY CREDIT UNION 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$12,362,423
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,358,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,230,453
Value of total corrective distributions2021-12-31$571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$6,106,081
Value of total assets at end of year2021-12-31$50,241,400
Value of total assets at beginning of year2021-12-31$45,237,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$127,803
Total interest from all sources2021-12-31$47,621
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$22,257
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,322,323
Participant contributions at end of year2021-12-31$904,371
Participant contributions at beginning of year2021-12-31$943,671
Participant contributions at end of year2021-12-31$100,167
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,346,238
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$227
Other income not declared elsewhere2021-12-31$-38
Total non interest bearing cash at end of year2021-12-31$49,113,258
Total non interest bearing cash at beginning of year2021-12-31$46,620
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$5,003,596
Value of net assets at end of year (total assets less liabilities)2021-12-31$50,241,400
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$45,237,804
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
Investment advisory and management fees2021-12-31$39,997
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$43,942,197
Income. Interest from loans (other than to participants)2021-12-31$44,136
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,485
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$302,624
Net investment gain/loss from pooled separate accounts2021-12-31$6,208,759
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$2,437,520
Employer contributions (assets) at end of year2021-12-31$123,604
Employer contributions (assets) at beginning of year2021-12-31$2,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,230,453
Contract administrator fees2021-12-31$65,549
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31JONES & ROTH, P.C.
Accountancy firm EIN2021-12-31930819646
2020 : OREGON COMMUNITY CREDIT UNION 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$11,218,886
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,333,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,209,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,781,470
Value of total assets at end of year2020-12-31$45,237,804
Value of total assets at beginning of year2020-12-31$37,352,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$123,698
Total interest from all sources2020-12-31$47,890
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$27,723
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,976,174
Participant contributions at end of year2020-12-31$943,671
Participant contributions at beginning of year2020-12-31$809,905
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$68
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$677,959
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$227
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$11
Other income not declared elsewhere2020-12-31$-53
Total non interest bearing cash at end of year2020-12-31$46,620
Total non interest bearing cash at beginning of year2020-12-31$32,189
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$7,885,621
Value of net assets at end of year (total assets less liabilities)2020-12-31$45,237,804
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$37,352,183
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
Investment advisory and management fees2020-12-31$40,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$43,942,197
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$36,222,802
Interest on participant loans2020-12-31$43,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$4,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$302,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$287,212
Net investment gain/loss from pooled separate accounts2020-12-31$6,389,579
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$2,127,337
Employer contributions (assets) at end of year2020-12-31$2,465
Employer contributions (assets) at beginning of year2020-12-31$-4
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,209,567
Contract administrator fees2020-12-31$55,975
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 name2020-12-31JONES & ROTH, P.C.
Accountancy firm EIN2020-12-31930819646
2019 : OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$7,478
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,478
Total income from all sources (including contributions)2019-12-31$10,825,212
Total income from all sources (including contributions)2019-12-31$10,825,212
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,803,412
Total of all expenses incurred2019-12-31$2,803,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,660,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,660,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,221,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,221,384
Value of total assets at end of year2019-12-31$37,352,183
Value of total assets at end of year2019-12-31$37,352,183
Value of total assets at beginning of year2019-12-31$29,337,861
Value of total assets at beginning of year2019-12-31$29,337,861
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$142,980
Total interest from all sources2019-12-31$46,313
Total interest from all sources2019-12-31$46,313
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$21,901
Administrative expenses professional fees incurred2019-12-31$21,901
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,832,832
Contributions received from participants2019-12-31$1,832,832
Participant contributions at end of year2019-12-31$809,905
Participant contributions at end of year2019-12-31$809,905
Participant contributions at beginning of year2019-12-31$863,469
Participant contributions at beginning of year2019-12-31$863,469
Participant contributions at end of year2019-12-31$68
Participant contributions at end of year2019-12-31$68
Participant contributions at beginning of year2019-12-31$-423
Participant contributions at beginning of year2019-12-31$-423
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$369,248
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$369,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$11
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$-3,295
Other income not declared elsewhere2019-12-31$-3,295
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$7,478
Liabilities. Value of operating payables at beginning of year2019-12-31$7,478
Total non interest bearing cash at end of year2019-12-31$32,189
Total non interest bearing cash at end of year2019-12-31$32,189
Total non interest bearing cash at beginning of year2019-12-31$27,417
Total non interest bearing cash at beginning of year2019-12-31$27,417
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
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$8,021,800
Value of net income/loss2019-12-31$8,021,800
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,352,183
Value of net assets at end of year (total assets less liabilities)2019-12-31$37,352,183
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,330,383
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$29,330,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$10,000
Investment advisory and management fees2019-12-31$10,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,222,802
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$36,222,802
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,216,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$28,216,973
Interest on participant loans2019-12-31$42,947
Interest on participant loans2019-12-31$42,947
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,366
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$3,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$287,212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$287,212
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$273,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$273,496
Net investment gain/loss from pooled separate accounts2019-12-31$6,560,810
Net investment gain/loss from pooled separate accounts2019-12-31$6,560,810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,019,304
Contributions received in cash from employer2019-12-31$2,019,304
Employer contributions (assets) at end of year2019-12-31$-4
Employer contributions (assets) at end of year2019-12-31$-4
Employer contributions (assets) at beginning of year2019-12-31$-43,071
Employer contributions (assets) at beginning of year2019-12-31$-43,071
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,660,432
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,660,432
Contract administrator fees2019-12-31$111,079
Contract administrator fees2019-12-31$111,079
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31JONES & ROTH, P.C.
Accountancy firm name2019-12-31JONES & ROTH, P.C.
Accountancy firm EIN2019-12-31930819646
Accountancy firm EIN2019-12-31930819646
2018 : OREGON COMMUNITY CREDIT UNION 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$7,478
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$1,556,703
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,095,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,998,690
Value of total corrective distributions2018-12-31$7
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,586,354
Value of total assets at end of year2018-12-31$29,337,861
Value of total assets at beginning of year2018-12-31$31,868,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$96,417
Total interest from all sources2018-12-31$36,049
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$18,085
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,548,475
Participant contributions at end of year2018-12-31$863,469
Participant contributions at beginning of year2018-12-31$787,805
Participant contributions at end of year2018-12-31$-423
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$306,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$310
Other income not declared elsewhere2018-12-31$69,166
Liabilities. Value of operating payables at end of year2018-12-31$7,478
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$27,417
Total non interest bearing cash at beginning of year2018-12-31$34,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,538,411
Value of net assets at end of year (total assets less liabilities)2018-12-31$29,330,383
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,868,794
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$28,216,973
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$30,627,535
Interest on participant loans2018-12-31$39,559
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-3,510
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$273,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$418,102
Net investment gain/loss from pooled separate accounts2018-12-31$-2,134,866
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$1,731,731
Employer contributions (assets) at end of year2018-12-31$-43,071
Employer contributions (assets) at beginning of year2018-12-31$220
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,998,690
Contract administrator fees2018-12-31$78,332
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 name2018-12-31JONES & ROTH, P.C.
Accountancy firm EIN2018-12-31930819646
2017 : OREGON COMMUNITY CREDIT UNION 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$7,597,006
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,223,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,178,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,096,735
Value of total assets at end of year2017-12-31$31,868,794
Value of total assets at beginning of year2017-12-31$25,495,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$45,289
Total interest from all sources2017-12-31$34,541
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,398,508
Participant contributions at end of year2017-12-31$787,805
Participant contributions at beginning of year2017-12-31$619,529
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$130,032
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$310
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$56
Other income not declared elsewhere2017-12-31$105,102
Total non interest bearing cash at end of year2017-12-31$34,822
Total non interest bearing cash at beginning of year2017-12-31$31,502
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$6,373,555
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,868,794
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$25,495,239
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$30,627,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$24,423,264
Interest on participant loans2017-12-31$31,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2,880
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$418,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$420,152
Net investment gain/loss from pooled separate accounts2017-12-31$4,360,628
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$1,568,195
Employer contributions (assets) at end of year2017-12-31$220
Employer contributions (assets) at beginning of year2017-12-31$736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,178,162
Contract administrator fees2017-12-31$45,289
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 name2017-12-31JONES & ROTH, P.C.
Accountancy firm EIN2017-12-31930819646
2016 : OREGON COMMUNITY CREDIT UNION 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$4,596,110
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$997,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$960,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,956,283
Value of total assets at end of year2016-12-31$25,495,239
Value of total assets at beginning of year2016-12-31$21,896,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$36,442
Total interest from all sources2016-12-31$24,823
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,304,328
Participant contributions at end of year2016-12-31$619,529
Participant contributions at beginning of year2016-12-31$567,000
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$196,228
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$56
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$138
Other income not declared elsewhere2016-12-31$68,593
Total non interest bearing cash at end of year2016-12-31$31,502
Total non interest bearing cash at beginning of year2016-12-31$30,829
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$3,598,996
Value of net assets at end of year (total assets less liabilities)2016-12-31$25,495,239
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$21,896,243
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$24,423,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,882,620
Interest on participant loans2016-12-31$23,099
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,724
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$420,152
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$406,164
Net investment gain/loss from pooled separate accounts2016-12-31$1,546,411
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,455,727
Employer contributions (assets) at end of year2016-12-31$736
Employer contributions (assets) at beginning of year2016-12-31$9,492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$960,672
Contract administrator fees2016-12-31$36,442
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 name2016-12-31JONES & ROTH, P.C.
Accountancy firm EIN2016-12-31930819646
2015 : OREGON COMMUNITY CREDIT UNION 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$2,336,505
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,026,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$989,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,467,965
Value of total assets at end of year2015-12-31$21,896,243
Value of total assets at beginning of year2015-12-31$20,586,734
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$37,650
Total interest from all sources2015-12-31$20,292
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$37,647
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,133,296
Participant contributions at end of year2015-12-31$567,000
Participant contributions at beginning of year2015-12-31$293,789
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$85,961
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$138
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$57,734
Total non interest bearing cash at end of year2015-12-31$30,829
Total non interest bearing cash at beginning of year2015-12-31$23,830
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$1,309,509
Value of net assets at end of year (total assets less liabilities)2015-12-31$21,896,243
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,586,734
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
Investment advisory and management fees2015-12-31$3
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,882,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$19,372,018
Interest on participant loans2015-12-31$18,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1,526
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$406,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$373,526
Net investment gain/loss from pooled separate accounts2015-12-31$-209,486
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,248,708
Employer contributions (assets) at end of year2015-12-31$9,492
Employer contributions (assets) at beginning of year2015-12-31$523,571
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$989,346
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 & ROTH, P.C.
Accountancy firm EIN2015-12-31930819646
2014 : OREGON COMMUNITY CREDIT UNION 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$3,035,591
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$847,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$844,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,046,733
Value of total assets at end of year2014-12-31$20,586,734
Value of total assets at beginning of year2014-12-31$18,398,875
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,183
Total interest from all sources2014-12-31$10,148
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
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$836,789
Participant contributions at end of year2014-12-31$293,789
Participant contributions at beginning of year2014-12-31$239,573
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$212,168
Administrative expenses (other) incurred2014-12-31$2
Total non interest bearing cash at end of year2014-12-31$23,830
Total non interest bearing cash at beginning of year2014-12-31$8,770
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$2,187,859
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,586,734
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,398,875
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$19,372,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$17,245,352
Interest on participant loans2014-12-31$8,655
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$1,493
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$373,526
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$315,828
Net investment gain/loss from pooled separate accounts2014-12-31$978,710
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$997,776
Employer contributions (assets) at end of year2014-12-31$523,571
Employer contributions (assets) at beginning of year2014-12-31$589,352
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$844,549
Contract administrator fees2014-12-31$3,181
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 & ROTH, P.C.
Accountancy firm EIN2014-12-31930819646
2013 : OREGON COMMUNITY CREDIT UNION 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$4,585,652
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$924,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$904,738
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,799,089
Value of total assets at end of year2013-12-31$18,398,875
Value of total assets at beginning of year2013-12-31$14,737,341
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,380
Total interest from all sources2013-12-31$6,327
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
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$726,952
Participant contributions at end of year2013-12-31$239,573
Participant contributions at beginning of year2013-12-31$141,247
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$110,610
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$-264
Administrative expenses (other) incurred2013-12-31$17
Total non interest bearing cash at end of year2013-12-31$8,770
Total non interest bearing cash at beginning of year2013-12-31$24,117
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$3,661,534
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,398,875
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,737,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$17,245,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,687,748
Interest on participant loans2013-12-31$4,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$315,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$277,722
Net investment gain/loss from pooled separate accounts2013-12-31$2,780,236
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$961,527
Employer contributions (assets) at end of year2013-12-31$589,352
Employer contributions (assets) at beginning of year2013-12-31$606,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$904,738
Contract administrator fees2013-12-31$19,363
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 name2013-12-31JONES & ROTH, P.C.
Accountancy firm EIN2013-12-31930819646
2012 : OREGON COMMUNITY CREDIT UNION 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$0
Total income from all sources (including contributions)2012-12-31$3,161,732
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$972,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$951,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,606,358
Value of total assets at end of year2012-12-31$14,737,341
Value of total assets at beginning of year2012-12-31$12,547,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,786
Total interest from all sources2012-12-31$6,471
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$20,464
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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$628,144
Participant contributions at end of year2012-12-31$141,247
Participant contributions at beginning of year2012-12-31$98,573
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$21,439
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$-264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$322
Total non interest bearing cash at end of year2012-12-31$24,117
Total non interest bearing cash at beginning of year2012-12-31$20,464
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$2,189,630
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,737,341
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$12,547,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,687,748
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,685,623
Interest on participant loans2012-12-31$4,362
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,109
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$277,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$249,853
Net investment gain/loss from pooled separate accounts2012-12-31$1,548,903
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$956,775
Employer contributions (assets) at end of year2012-12-31$606,771
Employer contributions (assets) at beginning of year2012-12-31$493,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$951,316
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 name2012-12-31JONES & ROTH, P.C.
Accountancy firm EIN2012-12-31930819646
2011 : OREGON COMMUNITY CREDIT UNION 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,039,143
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$683,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$664,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,421,015
Value of total assets at end of year2011-12-31$12,547,711
Value of total assets at beginning of year2011-12-31$12,192,225
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$19,532
Total interest from all sources2011-12-31$5,814
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$18,946
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$598,391
Participant contributions at end of year2011-12-31$98,573
Participant contributions at beginning of year2011-12-31$116,319
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$901
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$6,140
Administrative expenses (other) incurred2011-12-31$586
Total non interest bearing cash at end of year2011-12-31$20,464
Total non interest bearing cash at beginning of year2011-12-31$31,256
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$355,486
Value of net assets at end of year (total assets less liabilities)2011-12-31$12,547,711
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,192,225
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,685,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,480,510
Interest on participant loans2011-12-31$3,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,920
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$249,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$118,602
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-387,686
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$816,484
Employer contributions (assets) at end of year2011-12-31$493,198
Employer contributions (assets) at beginning of year2011-12-31$444,637
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$664,125
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 name2011-12-31JONES & ROTH, P.C.
Accountancy firm EIN2011-12-31930819646
2010 : OREGON COMMUNITY CREDIT UNION 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$2,594,412
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$582,486
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$565,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,232,466
Value of total assets at end of year2010-12-31$12,192,225
Value of total assets at beginning of year2010-12-31$10,180,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$16,572
Total interest from all sources2010-12-31$4,666
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$503,954
Participant contributions at end of year2010-12-31$116,319
Participant contributions at beginning of year2010-12-31$34,902
Participant contributions at end of year2010-12-31$901
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,044
Administrative expenses (other) incurred2010-12-31$495
Total non interest bearing cash at end of year2010-12-31$31,256
Total non interest bearing cash at beginning of year2010-12-31$24,913
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$2,011,926
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,192,225
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,180,299
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,480,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,695,413
Interest on participant loans2010-12-31$2,709
Interest earned on other investments2010-12-31$1,957
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$118,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$92,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,357,280
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$714,468
Employer contributions (assets) at end of year2010-12-31$444,637
Employer contributions (assets) at beginning of year2010-12-31$332,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$565,914
Contract administrator fees2010-12-31$16,077
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 name2010-12-31JONES & ROTH, P.C.
Accountancy firm EIN2010-12-31930819646
2009 : OREGON COMMUNITY CREDIT UNION 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 OREGON COMMUNITY CREDIT UNION 401(K) PLAN

2022: OREGON COMMUNITY CREDIT UNION 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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2020: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2019: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2018: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2017: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2016: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2015: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2014: OREGON COMMUNITY CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 benefit arrangement – InsuranceYes
2013: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2012: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2011: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes
2009: OREGON COMMUNITY CREDIT UNION 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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered499
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $42,391
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
Amount paid for insurance broker fees42391
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered499
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $34,389
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
Amount paid for insurance broker fees34389
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered466
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $40,239
Total amount of fees paid to insurance companyUSD $39,245
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
Commission paid to Insurance BrokerUSD $40,239
Insurance broker organization code?7
Amount paid for insurance broker fees39245
Additional information about fees paid to insurance brokerTPA FEES AND COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered452
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $48,679
Total amount of fees paid to insurance companyUSD $17,984
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
Commission paid to Insurance BrokerUSD $48,679
Insurance broker organization code?7
Amount paid for insurance broker fees17984
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered417
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $42,994
Total amount of fees paid to insurance companyUSD $19,059
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
Commission paid to Insurance BrokerUSD $42,994
Insurance broker organization code?7
Amount paid for insurance broker fees19059
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker namePENSION PLANNERS NORTHWEST
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered388
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $37,313
Total amount of fees paid to insurance companyUSD $10,705
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $37,313
Insurance broker organization code?7
Amount paid for insurance broker fees10702
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered355
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,581
Total amount of fees paid to insurance companyUSD $9,641
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $38,581
Insurance broker organization code?7
Amount paid for insurance broker fees9639
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameT. ROWE PRICE ASSOCIATES, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered291
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $35,276
Total amount of fees paid to insurance companyUSD $8,012
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $35,276
Insurance broker organization code?7
Amount paid for insurance broker fees7995
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH CO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered274
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $33,061
Total amount of fees paid to insurance companyUSD $6,913
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $33,061
Insurance broker organization code?7
Amount paid for insurance broker fees6591
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameFIDELITY MANAGEMENT & RESEARCH CO
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered253
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $30,897
Total amount of fees paid to insurance companyUSD $6,760
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number71289
Policy instance 1
Insurance contract or identification number71289
Number of Individuals Covered236
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $25,783
Total amount of fees paid to insurance companyUSD $5,555
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,783
Insurance broker organization code?7
Amount paid for insurance broker fees5059
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker nameVANGUARD GROUP INC.

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3