401k Plan data: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST plan

OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan Name	OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number	001

OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
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

OPERATING ENGINEERS LOCAL UNION NO 3 FCU has sponsored the creation of one or more 401k plans.

Company Name: OPERATING ENGINEERS LOCAL UNION NO 3 FCU

Employer identification number (EIN): 946131870

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2014-01-01 JEFF HAMPTON
001 2014-01-01 JEFF HAMPTON
001 2014-01-01 JEFF HAMPTON
001 2013-01-01 JEFF HAMPTON
001 2012-01-01 JEFF HAMPTON
001 2011-01-01 JEFF HAMPTON
001 2010-01-01 JEFF HAMPTON
001 2009-01-01 KATHRYN CULLEN

Plan id#	Filing Submission Date	Name of Administrator
001	2014-01-01	JEFF HAMPTON
001	2014-01-01	JEFF HAMPTON
001	2014-01-01	JEFF HAMPTON
001	2013-01-01	JEFF HAMPTON
001	2012-01-01	JEFF HAMPTON
001	2011-01-01	JEFF HAMPTON
001	2010-01-01	JEFF HAMPTON
001	2009-01-01	KATHRYN CULLEN

Plan Statistics for OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2014: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 0
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 0
Number of participants with account balances 2014-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 160
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 39
Total of all active and inactive participants 2013-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 199
Number of participants with account balances 2013-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 176
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 143
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 43
Total of all active and inactive participants 2012-01-01 186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 186
Number of participants with account balances 2012-01-01 113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 8
2011: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 130
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 41
Total of all active and inactive participants 2011-01-01 171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 171
Number of participants with account balances 2011-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 10
2010: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-01-01 178
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 133
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 32
Total of all active and inactive participants 2010-01-01 165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 165
Number of participants with account balances 2010-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 7
2009: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 142
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 35
Total of all active and inactive participants 2009-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 177
Number of participants with account balances 2009-01-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 3

Measure	Date	Value
2014: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	0
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	0
Number of participants with account balances	2014-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	160
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	39
Total of all active and inactive participants	2013-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	199
Number of participants with account balances	2013-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	176
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	143
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	43
Total of all active and inactive participants	2012-01-01	186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	186
Number of participants with account balances	2012-01-01	113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	8
2011: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	130
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	41
Total of all active and inactive participants	2011-01-01	171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	171
Number of participants with account balances	2011-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	10
2010: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-01-01	178
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	133
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	32
Total of all active and inactive participants	2010-01-01	165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	165
Number of participants with account balances	2010-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	7
2009: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	142
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	35
Total of all active and inactive participants	2009-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	177
Number of participants with account balances	2009-01-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	3

Financial Data on OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure	Date	Value
2014 : OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total transfer of assets from this plan	2014-12-31	$4,115,916
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	$546,171
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$244,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$226,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$320,768
Value of total assets at end of year	2014-12-31	$0
Value of total assets at beginning of year	2014-12-31	$3,814,335
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$18,521
Total interest from all sources	2014-12-31	$19,179
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$61,781
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	$61,781
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	Yes
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	$320,768
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$96,534
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	$301,581
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,814,335
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,871,514
Interest on participant loans	2014-12-31	$3,280
Interest earned on other investments	2014-12-31	$15,899
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$846,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$114,727
Net investment gain or loss from common/collective trusts	2014-12-31	$29,716
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$226,069
Contract administrator fees	2014-12-31	$18,521
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	2014-12-31	Yes
Did the plan have assets held for investment	2014-12-31	No
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	Yes
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	TURNER, WARREN, HWANG, & CONRAD
Accountancy firm EIN	2014-12-31	954083485
2013 : OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	$894,077
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$348,074
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$328,908
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$460,028
Value of total assets at end of year	2013-12-31	$3,814,335
Value of total assets at beginning of year	2013-12-31	$3,268,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$19,166
Total interest from all sources	2013-12-31	$55,963
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 year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
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	$285,285
Participant contributions at end of year	2013-12-31	$96,534
Participant contributions at beginning of year	2013-12-31	$112,409
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$174,743
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	$546,003
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,814,335
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,268,332
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	$2,871,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,700,146
Interest on participant loans	2013-12-31	$5,373
Interest earned on other investments	2013-12-31	$50,590
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$846,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$455,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$378,086
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$328,908
Contract administrator fees	2013-12-31	$19,166
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	2013-12-31	Yes
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	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	TURNER, WARREN, HWANG, & CONRAD
Accountancy firm EIN	2013-12-31	954083485
2012 : OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	$520,289
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$72,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$70,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$212,880
Value of total assets at end of year	2012-12-31	$3,268,332
Value of total assets at beginning of year	2012-12-31	$2,820,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$1,375
Total interest from all sources	2012-12-31	$13,895
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 year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$8,000,000
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	$205,649
Participant contributions at end of year	2012-12-31	$112,409
Participant contributions at beginning of year	2012-12-31	$120,634
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$7,231
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	$448,004
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$3,268,332
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,820,328
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	$2,700,146
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,480,319
Interest on participant loans	2012-12-31	$4,547
Interest earned on other investments	2012-12-31	$9,348
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$455,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$219,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$293,514
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$70,910
Contract administrator fees	2012-12-31	$1,375
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	TURNER, WARREN, HWANG, & CONRAD
Accountancy firm EIN	2012-12-31	954083485
2011 : OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	$280,832
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$52,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$51,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$216,884
Value of total assets at end of year	2011-12-31	$2,820,328
Value of total assets at beginning of year	2011-12-31	$2,591,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$700
Total interest from all sources	2011-12-31	$11,321
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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	$216,884
Participant contributions at end of year	2011-12-31	$120,634
Participant contributions at beginning of year	2011-12-31	$107,049
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	$228,827
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,820,328
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,591,501
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	$2,480,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,286,479
Interest on participant loans	2011-12-31	$4,570
Interest earned on other investments	2011-12-31	$6,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$219,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$197,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$52,627
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	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$51,305
Contract administrator fees	2011-12-31	$700
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	TURNER, WARREN, HWANG, & CONRAD
Accountancy firm EIN	2011-12-31	954083485
2010 : OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets	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	$486,663
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$227,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$226,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$224,492
Value of total assets at end of year	2010-12-31	$2,591,501
Value of total assets at beginning of year	2010-12-31	$2,332,349
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,475
Total interest from all sources	2010-12-31	$10,255
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$8,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$220,049
Participant contributions at end of year	2010-12-31	$107,049
Participant contributions at beginning of year	2010-12-31	$88,018
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$4,443
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	$259,152
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,591,501
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$2,332,349
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	$2,286,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$2,020,108
Interest on participant loans	2010-12-31	$3,086
Interest earned on other investments	2010-12-31	$7,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$197,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$224,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$251,916
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$226,036
Contract administrator fees	2010-12-31	$1,475
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
Accountancy firm EIN	2010-12-31	954083485
2009 : OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2014: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
2014-01-01	This submission is the final filing	Yes
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: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	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 benefit arrangement – Insurance	Yes
2012: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2011: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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 benefit arrangement – Insurance	Yes
2010: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: OPERATING ENGINEERS LOCAL UNION NO 3 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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	Yes
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	OPERATING ENGINEERS LOCAL UNION NO 3 FCU
Employer identification number (EIN):	946131870
NAIC Classification:	522130
NAIC Description:	Credit Unions