401k Plan data: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST plan

POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan Name	POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number	001

POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
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

POLISH AND SLAVIC FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: POLISH AND SLAVIC FEDERAL CREDIT UNION

Employer identification number (EIN): 112433592

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-12-01 IRA J BRIEF
001 2011-12-01 IRA BRIEF IRA BRIEF 2013-08-21
001 2010-12-01 AGATA KROL
001 2009-12-01 LORI O'TOOLE LORI O'TOOLE 2011-09-06
001 2008-12-01

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2012-12-01	IRA J BRIEF
001	2011-12-01	IRA BRIEF	IRA BRIEF	2013-08-21
001	2010-12-01	AGATA KROL
001	2009-12-01	LORI O'TOOLE	LORI O'TOOLE	2011-09-06
001	2008-12-01

Plan Statistics for POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2012: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year 2012-12-01 271
Total number of active participants reported on line 7a of the Form 5500 2012-12-01 0
Number of retired or separated participants receiving benefits 2012-12-01 0
Number of other retired or separated participants entitled to future benefits 2012-12-01 0
Total of all active and inactive participants 2012-12-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-12-01 0
Total participants 2012-12-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-12-01 0
2011: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year 2011-12-01 296
Total number of active participants reported on line 7a of the Form 5500 2011-12-01 240
Number of retired or separated participants receiving benefits 2011-12-01 0
Number of other retired or separated participants entitled to future benefits 2011-12-01 23
Total of all active and inactive participants 2011-12-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-12-01 0
Total participants 2011-12-01 263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-12-01 27
2010: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year 2010-12-01 294
Total number of active participants reported on line 7a of the Form 5500 2010-12-01 266
Number of retired or separated participants receiving benefits 2010-12-01 0
Number of other retired or separated participants entitled to future benefits 2010-12-01 13
Total of all active and inactive participants 2010-12-01 279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-12-01 0
Total participants 2010-12-01 279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-12-01 13
2009: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year 2009-12-01 266
Total number of active participants reported on line 7a of the Form 5500 2009-12-01 249
Number of other retired or separated participants entitled to future benefits 2009-12-01 11
Total of all active and inactive participants 2009-12-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-12-01 0
Total participants 2009-12-01 260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-12-01 6

Measure	Date	Value
2012: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year	2012-12-01	271
Total number of active participants reported on line 7a of the Form 5500	2012-12-01	0
Number of retired or separated participants receiving benefits	2012-12-01	0
Number of other retired or separated participants entitled to future benefits	2012-12-01	0
Total of all active and inactive participants	2012-12-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-12-01	0
Total participants	2012-12-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-12-01	0
2011: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year	2011-12-01	296
Total number of active participants reported on line 7a of the Form 5500	2011-12-01	240
Number of retired or separated participants receiving benefits	2011-12-01	0
Number of other retired or separated participants entitled to future benefits	2011-12-01	23
Total of all active and inactive participants	2011-12-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-12-01	0
Total participants	2011-12-01	263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-12-01	27
2010: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year	2010-12-01	294
Total number of active participants reported on line 7a of the Form 5500	2010-12-01	266
Number of retired or separated participants receiving benefits	2010-12-01	0
Number of other retired or separated participants entitled to future benefits	2010-12-01	13
Total of all active and inactive participants	2010-12-01	279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-12-01	0
Total participants	2010-12-01	279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-12-01	13
2009: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year	2009-12-01	266
Total number of active participants reported on line 7a of the Form 5500	2009-12-01	249
Number of other retired or separated participants entitled to future benefits	2009-12-01	11
Total of all active and inactive participants	2009-12-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-12-01	0
Total participants	2009-12-01	260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-12-01	6

Financial Data on POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2013 : POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-09-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-09-30	$0
Total income from all sources (including contributions)	2013-09-30	$3,657,991
Total loss/gain on sale of assets	2013-09-30	$0
Total of all expenses incurred	2013-09-30	$17,272,674
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-09-30	$17,272,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-09-30	$3,211,459
Value of total assets at end of year	2013-09-30	$0
Value of total assets at beginning of year	2013-09-30	$13,614,683
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-09-30	$0
Total interest from all sources	2013-09-30	$446,532
Total dividends received (eg from common stock, registered investment company shares)	2013-09-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-09-30	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2013-09-30	$2,803
Was this plan covered by a fidelity bond	2013-09-30	Yes
Value of fidelity bond cover	2013-09-30	$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-09-30	$0
Were there any nonexempt tranactions with any party-in-interest	2013-09-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-09-30	No
Value of net income/loss	2013-09-30	$-13,614,683
Value of net assets at end of year (total assets less liabilities)	2013-09-30	$0
Value of net assets at beginning of year (total assets less liabilities)	2013-09-30	$13,614,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-09-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-09-30	No
Were any leases to which the plan was party in default or uncollectible	2013-09-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-09-30	$446,532
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-09-30	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-09-30	$13,614,683
Expenses. Payments to insurance carriers foe the provision of benefits	2013-09-30	$948,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-09-30	Yes
Was there a failure to transmit to the plan any participant contributions	2013-09-30	No
Has the plan failed to provide any benefit when due under the plan	2013-09-30	No
Contributions received in cash from employer	2013-09-30	$3,211,459
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-09-30	$16,324,329
Did the plan have assets held for investment	2013-09-30	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	2013-09-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-09-30	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-09-30	Yes
Opinion of an independent qualified public accountant for this plan	2013-09-30	Disclaimer
Accountancy firm name	2013-09-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2013-09-30	410746749
2012 : POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-11-30	$0
Total income from all sources (including contributions)	2012-11-30	$2,188,416
Total loss/gain on sale of assets	2012-11-30	$0
Total of all expenses incurred	2012-11-30	$1,900,462
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-11-30	$1,900,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-11-30	$1,844,539
Value of total assets at end of year	2012-11-30	$13,614,683
Value of total assets at beginning of year	2012-11-30	$13,326,729
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-11-30	$0
Total interest from all sources	2012-11-30	$343,877
Total dividends received (eg from common stock, registered investment company shares)	2012-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-11-30	No
Was this plan covered by a fidelity bond	2012-11-30	Yes
Value of fidelity bond cover	2012-11-30	$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2012-11-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-11-30	No
Value of net income/loss	2012-11-30	$287,954
Value of net assets at end of year (total assets less liabilities)	2012-11-30	$13,614,683
Value of net assets at beginning of year (total assets less liabilities)	2012-11-30	$13,326,729
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-11-30	No
Were any leases to which the plan was party in default or uncollectible	2012-11-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-11-30	$343,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-11-30	$13,614,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-11-30	$13,326,729
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-11-30	No
Was there a failure to transmit to the plan any participant contributions	2012-11-30	No
Has the plan failed to provide any benefit when due under the plan	2012-11-30	No
Contributions received in cash from employer	2012-11-30	$1,844,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-11-30	$1,900,462
Did the plan have assets held for investment	2012-11-30	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	2012-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2012-11-30	Disclaimer
Accountancy firm name	2012-11-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2012-11-30	410746749
2011 : POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-11-30	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-11-30	$0
Total income from all sources (including contributions)	2011-11-30	$3,095,981
Total loss/gain on sale of assets	2011-11-30	$0
Total of all expenses incurred	2011-11-30	$168,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-11-30	$168,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-11-30	$2,728,224
Value of total assets at end of year	2011-11-30	$13,326,729
Value of total assets at beginning of year	2011-11-30	$10,399,468
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-11-30	$0
Total interest from all sources	2011-11-30	$367,757
Total dividends received (eg from common stock, registered investment company shares)	2011-11-30	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-11-30	No
Was this plan covered by a fidelity bond	2011-11-30	Yes
Value of fidelity bond cover	2011-11-30	$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-11-30	$0
Were there any nonexempt tranactions with any party-in-interest	2011-11-30	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-11-30	No
Value of net income/loss	2011-11-30	$2,927,261
Value of net assets at end of year (total assets less liabilities)	2011-11-30	$13,326,729
Value of net assets at beginning of year (total assets less liabilities)	2011-11-30	$10,399,468
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-11-30	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-11-30	No
Were any leases to which the plan was party in default or uncollectible	2011-11-30	No
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-11-30	$367,757
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-11-30	$13,326,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-11-30	$10,399,468
Expenses. Payments to insurance carriers foe the provision of benefits	2011-11-30	$139,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-11-30	No
Was there a failure to transmit to the plan any participant contributions	2011-11-30	No
Has the plan failed to provide any benefit when due under the plan	2011-11-30	No
Contributions received in cash from employer	2011-11-30	$2,728,224
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-11-30	$29,312
Did the plan have assets held for investment	2011-11-30	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	2011-11-30	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-11-30	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-11-30	Yes
Opinion of an independent qualified public accountant for this plan	2011-11-30	Disclaimer
Accountancy firm name	2011-11-30	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2011-11-30	410746749
2010 : POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-11-30	$0

Form 5500 Responses for POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

2012: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-12-01	Type of plan entity	Single employer plan
2012-12-01	Submission has been amended	No
2012-12-01	This submission is the final filing	Yes
2012-12-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2012-12-01	Plan is a collectively bargained plan	No
2012-12-01	Plan funding arrangement – Insurance	Yes
2012-12-01	Plan benefit arrangement – Insurance	Yes
2011: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-12-01	Type of plan entity	Single employer plan
2011-12-01	Submission has been amended	No
2011-12-01	This submission is the final filing	No
2011-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-12-01	Plan is a collectively bargained plan	No
2011-12-01	Plan funding arrangement – Insurance	Yes
2011-12-01	Plan benefit arrangement – Insurance	Yes
2010: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-12-01	Type of plan entity	Single employer plan
2010-12-01	Submission has been amended	No
2010-12-01	This submission is the final filing	No
2010-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-12-01	Plan is a collectively bargained plan	No
2010-12-01	Plan funding arrangement – Insurance	Yes
2010-12-01	Plan benefit arrangement – Insurance	Yes
2009: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-12-01	Type of plan entity	Single employer plan
2009-12-01	Submission has been amended	No
2009-12-01	This submission is the final filing	No
2009-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-12-01	Plan is a collectively bargained plan	No
2009-12-01	Plan funding arrangement – Insurance	Yes
2009-12-01	Plan benefit arrangement – Insurance	Yes
2008: POLISH & SLAVIC FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2008 form 5500 responses
2008-12-01	Type of plan entity	Single employer plan
2008-12-01	Submission has been amended	No
2008-12-01	This submission is the final filing	No
2008-12-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-12-01	Plan is a collectively bargained plan	No

Insurance Providers Used on plan

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

Policy contract number

031-2143-6

Policy instance

Insurance contract or identification number	031-2143-6
Number of Individuals Covered	0
Insurance policy start date	2012-12-01
Insurance policy end date	2013-09-30
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-2143-6

Policy instance

Insurance contract or identification number	031-2143-6
Number of Individuals Covered	263
Insurance policy start date	2011-12-01
Insurance policy end date	2012-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-2143-6

Policy instance

Insurance contract or identification number	031-2143-6
Number of Individuals Covered	279
Insurance policy start date	2010-12-01
Insurance policy end date	2011-11-30
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	POLISH AND SLAVIC FEDERAL CREDIT UNION
Employer identification number (EIN):	112433592
NAIC Classification:	522130
NAIC Description:	Credit Unions