401k Plan data: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN plan

CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN
Plan identification number	033

CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined 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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CALIFORNIA CU LEAGUE has sponsored the creation of one or more 401k plans.

Company Name: CALIFORNIA CU LEAGUE

Employer identification number (EIN): 940357265

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2022-01-01 VALASKA BEACHUM 2023-08-29
033 2021-01-01 VALASKA BEACHUM 2022-07-07
033 2020-01-01 MARLYSE BERGE 2021-07-02
033 2018-01-01 MARLYSE BERGE 2019-05-23
033 2017-01-01 MARLYSE BERGE 2018-06-07
033 2016-01-01 MARLYSE BERGE 2017-05-03
033 2015-01-01 MARLYSE L BERGE
033 2014-01-01 MARLYSE L BERGE
033 2013-01-01 MARLYSE L BERGE
033 2012-01-01 MARLYSE L BERGE
033 2011-01-01 MARLYSE BERGE
033 2009-01-01 GAIL YARBROUGH

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
033	2022-01-01	VALASKA BEACHUM	2023-08-29
033	2021-01-01	VALASKA BEACHUM	2022-07-07
033	2020-01-01	MARLYSE BERGE	2021-07-02
033	2018-01-01	MARLYSE BERGE	2019-05-23
033	2017-01-01	MARLYSE BERGE	2018-06-07
033	2016-01-01	MARLYSE BERGE	2017-05-03
033	2015-01-01	MARLYSE L BERGE
033	2014-01-01	MARLYSE L BERGE
033	2013-01-01	MARLYSE L BERGE
033	2012-01-01	MARLYSE L BERGE
033	2011-01-01	MARLYSE BERGE
033	2009-01-01	GAIL YARBROUGH

Plan Statistics for CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN

Measure Date Value
2015: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 34
Number of retired or separated participants receiving benefits 2015-01-01 12
Number of other retired or separated participants entitled to future benefits 2015-01-01 35
Total of all active and inactive participants 2015-01-01 81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 81
Number of participants with account balances 2015-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 104
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 53
Number of retired or separated participants receiving benefits 2014-01-01 14
Number of other retired or separated participants entitled to future benefits 2014-01-01 5
Total of all active and inactive participants 2014-01-01 72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 72
Number of participants with account balances 2014-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 109
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 55
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 46
Total of all active and inactive participants 2013-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 104
Number of participants with account balances 2013-01-01 104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 102
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 59
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 45
Total of all active and inactive participants 2012-01-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 109
Number of participants with account balances 2012-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 103
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 59
Number of retired or separated participants receiving benefits 2011-01-01 5
Number of other retired or separated participants entitled to future benefits 2011-01-01 38
Total of all active and inactive participants 2011-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 102
Number of participants with account balances 2011-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 1
2009: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 114
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 58
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 47
Total of all active and inactive participants 2009-01-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 107
Number of participants with account balances 2009-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 7

Measure	Date	Value
2015: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	34
Number of retired or separated participants receiving benefits	2015-01-01	12
Number of other retired or separated participants entitled to future benefits	2015-01-01	35
Total of all active and inactive participants	2015-01-01	81
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	81
Number of participants with account balances	2015-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	104
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	53
Number of retired or separated participants receiving benefits	2014-01-01	14
Number of other retired or separated participants entitled to future benefits	2014-01-01	5
Total of all active and inactive participants	2014-01-01	72
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	72
Number of participants with account balances	2014-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	109
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	55
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	46
Total of all active and inactive participants	2013-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	104
Number of participants with account balances	2013-01-01	104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	102
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	59
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	45
Total of all active and inactive participants	2012-01-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	109
Number of participants with account balances	2012-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	103
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	59
Number of retired or separated participants receiving benefits	2011-01-01	5
Number of other retired or separated participants entitled to future benefits	2011-01-01	38
Total of all active and inactive participants	2011-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	102
Number of participants with account balances	2011-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	1
2009: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	114
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	58
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	47
Total of all active and inactive participants	2009-01-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	107
Number of participants with account balances	2009-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	7

Financial Data on CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2015 : CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$2,363,255
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	$516,634
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,530,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,469,377
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$512,588
Value of total assets at end of year	2015-12-31	$11,879,907
Value of total assets at beginning of year	2015-12-31	$15,257,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$61,428
Total interest from all sources	2015-12-31	$53,980
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$200,058
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$200,058
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$246,883
Participant contributions at end of year	2015-12-31	$108,457
Participant contributions at beginning of year	2015-12-31	$115,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-1,014,171
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$11,879,907
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$15,257,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$6,644,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$6,812,200
Interest on participant loans	2015-12-31	$4,759
Interest earned on other investments	2015-12-31	$49,221
Value of interest in common/collective trusts at end of year	2015-12-31	$2,271,052
Value of interest in common/collective trusts at beginning of year	2015-12-31	$3,949,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,730,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$4,379,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-206,982
Net investment gain or loss from common/collective trusts	2015-12-31	$-43,010
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$265,705
Employer contributions (assets) at end of year	2015-12-31	$125,108
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,469,377
Contract administrator fees	2015-12-31	$61,428
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	LINDQUIST LLP
Accountancy firm EIN	2015-12-31	522385296
2014 : CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$1,822,372
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$658,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$598,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,050,565
Value of total assets at end of year	2014-12-31	$15,257,333
Value of total assets at beginning of year	2014-12-31	$14,093,414
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$60,259
Total interest from all sources	2014-12-31	$83,492
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$152,609
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$152,609
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$403,705
Participant contributions at end of year	2014-12-31	$115,934
Participant contributions at beginning of year	2014-12-31	$118,324
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$192,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,163,919
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$15,257,333
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$14,093,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$6,812,200
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$5,962,713
Interest on participant loans	2014-12-31	$4,782
Value of interest in common/collective trusts at end of year	2014-12-31	$3,949,800
Value of interest in common/collective trusts at beginning of year	2014-12-31	$3,646,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$78,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$4,379,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$4,365,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$374,126
Net investment gain or loss from common/collective trusts	2014-12-31	$161,580
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$454,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$598,194
Contract administrator fees	2014-12-31	$60,259
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	LINDQUIST LLP
Accountancy firm EIN	2014-12-31	522385296
2013 : CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,328,026
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$979,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$922,009
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$776,961
Value of total assets at end of year	2013-12-31	$14,093,414
Value of total assets at beginning of year	2013-12-31	$12,744,943
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$57,546
Total interest from all sources	2013-12-31	$101,607
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$106,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$106,420
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$378,985
Participant contributions at end of year	2013-12-31	$118,324
Participant contributions at beginning of year	2013-12-31	$181,832
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,348,471
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$14,093,414
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$12,744,943
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$5,962,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,135,656
Interest on participant loans	2013-12-31	$5,724
Interest earned on other investments	2013-12-31	$95,883
Value of interest in common/collective trusts at end of year	2013-12-31	$3,646,771
Value of interest in common/collective trusts at beginning of year	2013-12-31	$3,367,874
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$4,365,606
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$4,059,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$905,793
Net investment gain or loss from common/collective trusts	2013-12-31	$437,245
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$397,700
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$922,009
Contract administrator fees	2013-12-31	$57,546
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	LINDQUIST LLP
Accountancy firm EIN	2013-12-31	522385296
2012 : CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$4,961,140
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,747,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,697,164
Value of total corrective distributions	2012-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,038,924
Value of total assets at end of year	2012-12-31	$12,744,943
Value of total assets at beginning of year	2012-12-31	$9,530,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$50,032
Total interest from all sources	2012-12-31	$72,953
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$126,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$126,264
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$358,481
Participant contributions at end of year	2012-12-31	$181,832
Participant contributions at beginning of year	2012-12-31	$276,102
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,454,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$3,213,944
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$12,744,943
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,530,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,135,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,415,758
Interest on participant loans	2012-12-31	$10,149
Interest earned on other investments	2012-12-31	$62,804
Value of interest in common/collective trusts at end of year	2012-12-31	$3,367,874
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,960,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$4,059,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,878,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$411,305
Net investment gain or loss from common/collective trusts	2012-12-31	$311,694
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$225,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,697,164
Contract administrator fees	2012-12-31	$50,032
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	LINDQUIST LLP
Accountancy firm EIN	2012-12-31	522385296
2011 : CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$789,811
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$554,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$501,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$595,590
Value of total assets at end of year	2011-12-31	$9,530,999
Value of total assets at beginning of year	2011-12-31	$9,295,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$52,839
Total interest from all sources	2011-12-31	$57,026
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$114,341
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$114,341
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$342,585
Participant contributions at end of year	2011-12-31	$276,102
Participant contributions at beginning of year	2011-12-31	$262,362
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$40,426
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$235,239
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,530,999
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$9,295,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,415,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$4,961,253
Interest on participant loans	2011-12-31	$13,339
Interest earned on other investments	2011-12-31	$43,687
Value of interest in common/collective trusts at end of year	2011-12-31	$2,960,636
Value of interest in common/collective trusts at beginning of year	2011-12-31	$3,067,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,878,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,004,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-18,233
Net investment gain or loss from common/collective trusts	2011-12-31	$41,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$212,579
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$501,733
Contract administrator fees	2011-12-31	$52,839
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	LINDQUIST LLP
Accountancy firm EIN	2011-12-31	522385296
2010 : CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,564,288
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,052,735
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,000,792
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$555,271
Value of total assets at end of year	2010-12-31	$9,295,760
Value of total assets at beginning of year	2010-12-31	$8,784,207
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$51,943
Total interest from all sources	2010-12-31	$9,453
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$119,411
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$119,411
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$346,917
Participant contributions at end of year	2010-12-31	$262,362
Participant contributions at beginning of year	2010-12-31	$153,933
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$31,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$511,553
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$9,295,760
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$8,784,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$4,961,253
Interest on participant loans	2010-12-31	$9,453
Value of interest in common/collective trusts at end of year	2010-12-31	$3,067,450
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$8,630,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,004,695
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$515,270
Net investment gain or loss from common/collective trusts	2010-12-31	$333,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$208,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,000,792
Contract administrator fees	2010-12-31	$51,943
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	TURNER, WARREN,HWANG & CONRAD AC
Accountancy firm EIN	2010-12-31	954083485

Form 5500 Responses for CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN

2015: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	Yes
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: CALIFORNIA CREDIT UNION LEAGUE & AFFILIATES CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2625-0

Policy instance

Insurance contract or identification number	104-2625-0
Number of Individuals Covered	80
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2625-0

Policy instance

Insurance contract or identification number	104-2625-0
Number of Individuals Covered	72
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2625-0

Policy instance

Insurance contract or identification number	104-2625-0
Number of Individuals Covered	104
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2625-0

Policy instance

Insurance contract or identification number	104-2625-0
Number of Individuals Covered	109
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2625-0

Policy instance

Insurance contract or identification number	104-2625-0
Number of Individuals Covered	102
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

104-2625-0

Policy instance

Insurance contract or identification number	104-2625-0
Number of Individuals Covered	103
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	CALIFORNIA CU LEAGUE
Employer identification number (EIN):	940357265
NAIC Classification:	522130
NAIC Description:	Credit Unions