401k Plan data: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN plan

WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	WORKERS CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number	002

WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 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.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: WORKERS CREDIT UNION

Employer identification number (EIN): 042079901

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORKERS CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 JUDITH GRIFFIN 2023-09-26
002 2021-01-01 JUDITH GRIFFIN 2022-08-03
002 2020-01-01 JUDITH GRIFFIN 2021-08-24
002 2019-01-01 JUDITH GRIFFIN 2020-09-02
002 2018-01-01 JUDITH GRIFFIN 2019-08-13
002 2017-01-01
002 2016-01-01
002 2015-01-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2022-01-01	JUDITH GRIFFIN	2023-09-26
002	2021-01-01	JUDITH GRIFFIN	2022-08-03
002	2020-01-01	JUDITH GRIFFIN	2021-08-24
002	2019-01-01	JUDITH GRIFFIN	2020-09-02
002	2018-01-01	JUDITH GRIFFIN	2019-08-13
002	2017-01-01
002	2016-01-01
002	2015-01-01

Plan Statistics for WORKERS CREDIT UNION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for WORKERS CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2022: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 408
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 354
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 95
Total of all active and inactive participants 2022-01-01 449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 449
Number of participants with account balances 2022-01-01 445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 28
2021: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 315
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 83
Total of all active and inactive participants 2021-01-01 398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 398
Number of participants with account balances 2021-01-01 396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 24
2020: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 375
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 308
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 75
Total of all active and inactive participants 2020-01-01 385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 385
Number of participants with account balances 2020-01-01 382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 30
2019: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 364
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 312
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 55
Total of all active and inactive participants 2019-01-01 367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 367
Number of participants with account balances 2019-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 20
2018: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 352
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 304
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 51
Total of all active and inactive participants 2018-01-01 355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 355
Number of participants with account balances 2018-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 21
2017: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 291
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 50
Total of all active and inactive participants 2017-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 342
Number of participants with account balances 2017-01-01 339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 22
2016: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 274
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 245
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 32
Total of all active and inactive participants 2016-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 277
Number of participants with account balances 2016-01-01 267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 15
2015: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 228
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 37
Total of all active and inactive participants 2015-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 265
Number of participants with account balances 2015-01-01 253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9

Measure	Date	Value
2022: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	408
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	354
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	95
Total of all active and inactive participants	2022-01-01	449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	449
Number of participants with account balances	2022-01-01	445
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	28
2021: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	315
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	83
Total of all active and inactive participants	2021-01-01	398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	398
Number of participants with account balances	2021-01-01	396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	24
2020: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	375
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	308
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	75
Total of all active and inactive participants	2020-01-01	385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	385
Number of participants with account balances	2020-01-01	382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	30
2019: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	364
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	312
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	55
Total of all active and inactive participants	2019-01-01	367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	367
Number of participants with account balances	2019-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	20
2018: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	352
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	304
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	51
Total of all active and inactive participants	2018-01-01	355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	355
Number of participants with account balances	2018-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	21
2017: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	291
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	50
Total of all active and inactive participants	2017-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	342
Number of participants with account balances	2017-01-01	339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	22
2016: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	274
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	245
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	32
Total of all active and inactive participants	2016-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	277
Number of participants with account balances	2016-01-01	267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	15
2015: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	228
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	37
Total of all active and inactive participants	2015-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	265
Number of participants with account balances	2015-01-01	253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9

Financial Data on WORKERS CREDIT UNION 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,341,169
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$4,360,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$4,291,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,499,984
Value of total assets at end of year	2022-12-31	$38,686,024
Value of total assets at beginning of year	2022-12-31	$45,388,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$69,275
Total interest from all sources	2022-12-31	$26,594
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,422,661
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,422,661
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$2,274,918
Participant contributions at end of year	2022-12-31	$597,201
Participant contributions at beginning of year	2022-12-31	$529,277
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$291,910
Administrative expenses (other) incurred	2022-12-31	$69,275
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-6,702,108
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$38,686,024
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$45,388,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$37,229,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$39,116,516
Interest on participant loans	2022-12-31	$26,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$5,002,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-8,290,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,933,156
Employer contributions (assets) at end of year	2022-12-31	$858,830
Employer contributions (assets) at beginning of year	2022-12-31	$739,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$4,291,664
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BOLLUS LYNCH LLP
Accountancy firm EIN	2022-12-31	043037870
2021 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$9,745,591
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$3,088,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$3,009,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,966,243
Value of total assets at end of year	2021-12-31	$45,388,132
Value of total assets at beginning of year	2021-12-31	$38,731,524
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$79,340
Total interest from all sources	2021-12-31	$28,879
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$3,885,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$3,885,071
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,967,483
Participant contributions at end of year	2021-12-31	$529,277
Participant contributions at beginning of year	2021-12-31	$654,680
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$334,806
Administrative expenses (other) incurred	2021-12-31	$79,340
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$6,656,608
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$45,388,132
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$38,731,524
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$39,116,516
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$37,382,718
Interest on participant loans	2021-12-31	$28,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$5,002,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,865,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,663,954
Employer contributions (assets) at end of year	2021-12-31	$739,597
Employer contributions (assets) at beginning of year	2021-12-31	$694,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$3,009,643
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BOLLUS LYNCH LLP
Accountancy firm EIN	2021-12-31	043037870
2020 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$9,536,362
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$3,027,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,965,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,676,084
Value of total assets at end of year	2020-12-31	$38,731,524
Value of total assets at beginning of year	2020-12-31	$32,222,190
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$61,036
Total interest from all sources	2020-12-31	$34,959
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,047,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,047,688
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,857,890
Participant contributions at end of year	2020-12-31	$654,680
Participant contributions at beginning of year	2020-12-31	$611,340
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$245,672
Administrative expenses (other) incurred	2020-12-31	$61,036
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$6,509,334
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$38,731,524
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$32,222,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$37,382,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$26,731,961
Interest on participant loans	2020-12-31	$34,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,826,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$4,777,631
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$1,572,522
Employer contributions (assets) at end of year	2020-12-31	$694,126
Employer contributions (assets) at beginning of year	2020-12-31	$1,052,777
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,965,992
Did the plan have assets held for investment	2020-12-31	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	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BOLLUS LYNCH LLP
Accountancy firm EIN	2020-12-31	043037870
2019 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$9,762,734
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$4,123,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$4,061,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$4,018,329
Value of total assets at end of year	2019-12-31	$32,222,190
Value of total assets at beginning of year	2019-12-31	$26,583,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$62,652
Total interest from all sources	2019-12-31	$133,872
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,265,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,265,792
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,601,344
Participant contributions at end of year	2019-12-31	$611,340
Participant contributions at beginning of year	2019-12-31	$593,137
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$582,828
Administrative expenses (other) incurred	2019-12-31	$62,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$5,638,751
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$32,222,190
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$26,583,439
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$26,731,961
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$21,532,681
Interest on participant loans	2019-12-31	$34,993
Interest earned on other investments	2019-12-31	$98,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,826,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,547,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$4,344,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,834,157
Employer contributions (assets) at end of year	2019-12-31	$1,052,777
Employer contributions (assets) at beginning of year	2019-12-31	$910,534
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$4,061,331
Did the plan have assets held for investment	2019-12-31	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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BOLLUS LYNCH LLP
Accountancy firm EIN	2019-12-31	043037870
2018 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$2,533
Total income from all sources (including contributions)	2018-12-31	$1,737,483
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$2,952,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$2,888,507
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,192,883
Value of total assets at end of year	2018-12-31	$26,583,439
Value of total assets at beginning of year	2018-12-31	$27,801,027
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$64,031
Total interest from all sources	2018-12-31	$91,164
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,552,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,552,600
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,476,536
Participant contributions at end of year	2018-12-31	$593,137
Participant contributions at beginning of year	2018-12-31	$604,301
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$63,432
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$2,533
Administrative expenses (other) incurred	2018-12-31	$64,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-1,215,055
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$26,583,439
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$27,798,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$21,532,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$24,262,484
Interest on participant loans	2018-12-31	$30,483
Interest earned on other investments	2018-12-31	$60,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,547,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2,297,616
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,099,164
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,652,915
Employer contributions (assets) at end of year	2018-12-31	$910,534
Employer contributions (assets) at beginning of year	2018-12-31	$636,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$2,888,507
Did the plan have assets held for investment	2018-12-31	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	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BOULLUS LYNCH LLP
Accountancy firm EIN	2018-12-31	043037870
2017 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$2,533
Total income from all sources (including contributions)	2017-12-31	$8,504,407
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,395,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,337,475
Value of total corrective distributions	2017-12-31	$2,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,446,160
Value of total assets at end of year	2017-12-31	$27,801,027
Value of total assets at beginning of year	2017-12-31	$22,691,964
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$54,921
Total interest from all sources	2017-12-31	$68,712
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,317,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,317,914
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,231,702
Participant contributions at end of year	2017-12-31	$604,301
Participant contributions at beginning of year	2017-12-31	$363,015
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,965,360
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$2,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$2,533
Administrative expenses (other) incurred	2017-12-31	$54,921
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$5,109,063
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$27,798,494
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$22,689,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$24,262,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$19,564,671
Interest on participant loans	2017-12-31	$20,229
Interest earned on other investments	2017-12-31	$48,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2,297,616
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$2,057,769
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,671,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,249,098
Employer contributions (assets) at end of year	2017-12-31	$636,626
Employer contributions (assets) at beginning of year	2017-12-31	$706,509
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$3,337,475
Did the plan have assets held for investment	2017-12-31	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	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BOULLUS LYNCH LLP
Accountancy firm EIN	2017-12-31	043037870
2016 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,533
Total income from all sources (including contributions)	2016-12-31	$3,490,703
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$1,893,917
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,851,964
Expenses. Certain deemed distributions of participant loans	2016-12-31	$11,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,349,018
Value of total assets at end of year	2016-12-31	$22,691,964
Value of total assets at beginning of year	2016-12-31	$21,095,178
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$30,650
Total interest from all sources	2016-12-31	$42,694
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$790,173
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$790,173
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,106,876
Participant contributions at end of year	2016-12-31	$363,015
Participant contributions at beginning of year	2016-12-31	$390,349
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$25,082
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$2,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$2,533
Administrative expenses (other) incurred	2016-12-31	$30,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,596,786
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$22,689,431
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,092,645
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$19,564,671
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$19,904,959
Interest on participant loans	2016-12-31	$16,079
Interest earned on other investments	2016-12-31	$26,615
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$2,057,769
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$308,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,217,060
Employer contributions (assets) at end of year	2016-12-31	$706,509
Employer contributions (assets) at beginning of year	2016-12-31	$799,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,851,964
Did the plan have assets held for investment	2016-12-31	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	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BOULLUS LYNCH LLP
Accountancy firm EIN	2016-12-31	043037870
2015 : WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,533
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,533
Total income from all sources (including contributions)	2015-12-31	$2,507,224
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,619,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,617,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,435,841
Value of total assets at end of year	2015-12-31	$21,095,178
Value of total assets at beginning of year	2015-12-31	$20,207,364
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$2,250
Total interest from all sources	2015-12-31	$15,941
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$918,055
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	$918,055
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
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	$992,728
Participant contributions at end of year	2015-12-31	$390,349
Participant contributions at beginning of year	2015-12-31	$352,724
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$153,345
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$2,533
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$2,533
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	$887,814
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,092,645
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$20,204,831
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
Investment advisory and management fees	2015-12-31	$2,250
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$19,904,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,116,966
Interest on participant loans	2015-12-31	$15,941
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-862,613
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	$1,289,768
Employer contributions (assets) at end of year	2015-12-31	$799,870
Employer contributions (assets) at beginning of year	2015-12-31	$737,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,617,160
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	BOULLUS LYNCH LLP
Accountancy firm EIN	2015-12-31	043037870

Form 5500 Responses for WORKERS CREDIT UNION 401(K) RETIREMENT PLAN

2022: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WORKERS CREDIT UNION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WORKERS CREDIT UNION 401(K) RETIREMENT 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

29571

Policy instance

Insurance contract or identification number	29571
Number of Individuals Covered	445
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

29571

Policy instance

Insurance contract or identification number	29571
Number of Individuals Covered	396
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

29571

Policy instance

Insurance contract or identification number	29571
Number of Individuals Covered	0
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

29571

Policy instance

Insurance contract or identification number	29571
Number of Individuals Covered	365
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

29571

Policy instance

Insurance contract or identification number	29571
Number of Individuals Covered	339
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

Potentially related plans

WORKERS CREDIT UNION WELFARE BENEFIT PLAN [EIN = 040279901]

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	WORKERS CREDIT UNION
Employer identification number (EIN):	042079901
NAIC Classification:	522130
NAIC Description:	Credit Unions