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QUORUM FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameQUORUM FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number 001

QUORUM FEDERAL CREDIT UNION 401(K) PLAN Benefits

401k Plan TypeDefined 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

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

Company Name:QUORUM FEDERAL CREDIT UNION
Employer identification number (EIN):131517541
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan QUORUM FEDERAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01GLENN SHUSTER
0012016-01-01GLENN SHUSTER
0012015-01-01GLENN SHUSTER
0012014-01-01GLENN SHUSTER
0012013-01-01GLENN SHUSTER
0012012-01-01GLENN SHUSTER
0012011-01-01ANNE COLUCCI GLENN SHUSTER2012-10-15
0012010-01-01ANNE COLUCCI GLENN SHUSTER2011-10-12
0012009-01-01ANNE COLUCCI GLENN SHUSTER2010-10-14

Plan Statistics for QUORUM FEDERAL CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for QUORUM FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2021: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01202
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01195
Total number of active participants reported on line 7a of the Form 55002020-01-01136
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01201
Number of participants with account balances2020-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01179
Total number of active participants reported on line 7a of the Form 55002019-01-01124
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0163
Total of all active and inactive participants2019-01-01190
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01190
Number of participants with account balances2019-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0120
2018: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01164
Total number of active participants reported on line 7a of the Form 55002018-01-01124
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01177
Number of participants with account balances2018-01-01171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01158
Total number of active participants reported on line 7a of the Form 55002017-01-01117
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01164
Number of participants with account balances2017-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01154
Total number of active participants reported on line 7a of the Form 55002016-01-01115
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01155
Number of participants with account balances2016-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01152
Total number of active participants reported on line 7a of the Form 55002015-01-01118
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0130
Total of all active and inactive participants2015-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01151
Number of participants with account balances2015-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01148
Total number of active participants reported on line 7a of the Form 55002014-01-01118
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01152
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01140
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0133
Total of all active and inactive participants2013-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01143
Number of participants with account balances2013-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01140
Total number of active participants reported on line 7a of the Form 55002012-01-01108
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0130
Total of all active and inactive participants2012-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01138
Number of participants with account balances2012-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01140
Number of participants with account balances2011-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01151
Total number of active participants reported on line 7a of the Form 55002010-01-01124
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01150
Number of participants with account balances2010-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01154
Total number of active participants reported on line 7a of the Form 55002009-01-01125
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01151
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on QUORUM FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2021 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$21,459,304
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$5,260,683
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,172,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,058,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,468,890
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$17,370,765
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$113,947
Total interest from all sources2021-12-31$29,352
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$304,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$304,730
Administrative expenses professional fees incurred2021-12-31$1,566
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,196,504
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$336,189
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$530,837
Other income not declared elsewhere2021-12-31$19,055
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,088,539
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,370,765
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,855,351
Interest on participant loans2021-12-31$16,317
Interest earned on other investments2021-12-31$13,035
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$2,183,083
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$996,142
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,147,137
Net investment gain or loss from common/collective trusts2021-12-31$291,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$741,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,058,197
Contract administrator fees2021-12-31$112,381
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,828,346
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$600,609
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$524,322
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,187,283
Value of total assets at end of year2020-12-31$17,370,765
Value of total assets at beginning of year2020-12-31$13,143,028
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$76,287
Total interest from all sources2020-12-31$17,185
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$256,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$256,912
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$967,608
Participant contributions at end of year2020-12-31$336,189
Participant contributions at beginning of year2020-12-31$303,969
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$567,569
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,227,737
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,370,765
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$13,143,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,855,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,584,885
Interest on participant loans2020-12-31$17,185
Value of interest in common/collective trusts at end of year2020-12-31$2,183,083
Value of interest in common/collective trusts at beginning of year2020-12-31$1,744,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$996,142
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$509,957
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,096,326
Net investment gain or loss from common/collective trusts2020-12-31$270,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$652,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$524,322
Contract administrator fees2020-12-31$76,287
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$4,086,465
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,138,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,072,578
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,688,661
Value of total assets at end of year2019-12-31$13,143,028
Value of total assets at beginning of year2019-12-31$10,195,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$66,216
Total interest from all sources2019-12-31$26,994
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$232,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$232,860
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$808,016
Participant contributions at end of year2019-12-31$303,969
Participant contributions at beginning of year2019-12-31$297,268
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$320,571
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,947,671
Value of net assets at end of year (total assets less liabilities)2019-12-31$13,143,028
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,195,357
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,584,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,503,116
Interest on participant loans2019-12-31$17,064
Interest earned on other investments2019-12-31$9,930
Value of interest in common/collective trusts at end of year2019-12-31$1,744,217
Value of interest in common/collective trusts at beginning of year2019-12-31$1,047,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$509,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$347,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,895,736
Net investment gain or loss from common/collective trusts2019-12-31$242,214
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$560,074
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,072,578
Contract administrator fees2019-12-31$66,216
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$831,548
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$613,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$548,947
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,381,480
Value of total assets at end of year2018-12-31$10,195,357
Value of total assets at beginning of year2018-12-31$9,977,164
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,408
Total interest from all sources2018-12-31$20,966
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$199,797
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$199,797
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$739,012
Participant contributions at end of year2018-12-31$297,268
Participant contributions at beginning of year2018-12-31$263,498
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$117,052
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$28,658
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$218,193
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,195,357
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$9,977,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,503,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,315,026
Interest on participant loans2018-12-31$14,384
Interest earned on other investments2018-12-31$6,582
Value of interest in common/collective trusts at end of year2018-12-31$1,047,470
Value of interest in common/collective trusts at beginning of year2018-12-31$1,051,495
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$347,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$318,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-712,241
Net investment gain or loss from common/collective trusts2018-12-31$-58,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$525,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$548,947
Contract administrator fees2018-12-31$64,408
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,352,905
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$849,512
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$795,676
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$890,572
Value of total assets at end of year2017-12-31$9,977,164
Value of total assets at beginning of year2017-12-31$8,473,771
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$53,836
Total interest from all sources2017-12-31$19,002
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$154,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$154,050
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$654,616
Participant contributions at end of year2017-12-31$263,498
Participant contributions at beginning of year2017-12-31$272,157
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,999
Total non interest bearing cash at end of year2017-12-31$28,658
Total non interest bearing cash at beginning of year2017-12-31$25,771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,503,393
Value of net assets at end of year (total assets less liabilities)2017-12-31$9,977,164
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,473,771
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,315,026
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,852,816
Interest on participant loans2017-12-31$13,184
Interest earned on other investments2017-12-31$5,818
Value of interest in common/collective trusts at end of year2017-12-31$1,051,495
Value of interest in common/collective trusts at beginning of year2017-12-31$908,551
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$318,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$414,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,140,987
Net investment gain or loss from common/collective trusts2017-12-31$148,294
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$218,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$795,676
Contract administrator fees2017-12-31$53,836
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,582,887
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$729,699
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$680,831
Value of total corrective distributions2016-12-31$927
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$958,857
Value of total assets at end of year2016-12-31$8,473,771
Value of total assets at beginning of year2016-12-31$7,620,583
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$47,941
Total interest from all sources2016-12-31$18,214
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$121,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$121,334
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$714,821
Participant contributions at end of year2016-12-31$272,157
Participant contributions at beginning of year2016-12-31$264,707
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$16,226
Total non interest bearing cash at end of year2016-12-31$25,771
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$853,188
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,473,771
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,620,583
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,852,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,174,726
Interest on participant loans2016-12-31$12,286
Interest earned on other investments2016-12-31$5,928
Value of interest in common/collective trusts at end of year2016-12-31$908,551
Value of interest in common/collective trusts at beginning of year2016-12-31$844,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$414,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$336,887
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$417,646
Net investment gain or loss from common/collective trusts2016-12-31$66,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$227,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$680,831
Contract administrator fees2016-12-31$47,941
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,079,577
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$411,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$366,303
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,072,503
Value of total assets at end of year2015-12-31$7,620,583
Value of total assets at beginning of year2015-12-31$6,952,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$45,148
Total interest from all sources2015-12-31$16,272
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$194,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$194,136
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$643,070
Participant contributions at end of year2015-12-31$264,707
Participant contributions at beginning of year2015-12-31$251,788
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$211,078
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$668,126
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,620,583
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,952,457
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,174,726
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,653,021
Interest on participant loans2015-12-31$10,735
Interest earned on other investments2015-12-31$5,537
Value of interest in common/collective trusts at end of year2015-12-31$844,263
Value of interest in common/collective trusts at beginning of year2015-12-31$737,569
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$336,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$310,079
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-187,904
Net investment gain or loss from common/collective trusts2015-12-31$-15,430
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$218,355
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$366,303
Contract administrator fees2015-12-31$45,148
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,248,366
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$269,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$232,261
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$804,669
Value of total assets at end of year2014-12-31$6,952,457
Value of total assets at beginning of year2014-12-31$5,973,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$37,249
Total interest from all sources2014-12-31$16,005
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$144,898
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$144,898
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$582,505
Participant contributions at end of year2014-12-31$251,788
Participant contributions at beginning of year2014-12-31$254,576
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,281
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$978,856
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,952,457
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,973,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,653,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,829,007
Interest on participant loans2014-12-31$10,618
Value of interest in common/collective trusts at end of year2014-12-31$737,569
Value of interest in common/collective trusts at beginning of year2014-12-31$613,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$5,387
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$310,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$276,967
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$257,188
Net investment gain or loss from common/collective trusts2014-12-31$25,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$198,883
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$232,261
Contract administrator fees2014-12-31$37,249
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,539,497
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$255,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$222,200
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$697,672
Value of total assets at end of year2013-12-31$5,973,601
Value of total assets at beginning of year2013-12-31$4,689,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$33,293
Total interest from all sources2013-12-31$13,391
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$75,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$75,779
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$515,165
Participant contributions at end of year2013-12-31$254,576
Participant contributions at beginning of year2013-12-31$169,099
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,284,004
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,973,601
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,689,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,829,007
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,811,271
Interest on participant loans2013-12-31$7,926
Interest earned on other investments2013-12-31$5,465
Value of interest in common/collective trusts at end of year2013-12-31$613,051
Value of interest in common/collective trusts at beginning of year2013-12-31$491,681
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$276,967
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$217,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$672,324
Net investment gain or loss from common/collective trusts2013-12-31$80,331
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$182,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$222,200
Contract administrator fees2013-12-31$33,293
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,223,025
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$414,880
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$387,410
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$699,355
Value of total assets at end of year2012-12-31$4,689,597
Value of total assets at beginning of year2012-12-31$3,881,452
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,470
Total interest from all sources2012-12-31$12,641
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$84,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$84,386
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$519,747
Participant contributions at end of year2012-12-31$169,099
Participant contributions at beginning of year2012-12-31$135,970
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$808,145
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,689,597
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,881,452
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,811,271
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,114,178
Interest on participant loans2012-12-31$6,244
Interest earned on other investments2012-12-31$6,397
Value of interest in common/collective trusts at end of year2012-12-31$491,681
Value of interest in common/collective trusts at beginning of year2012-12-31$381,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$217,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$249,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$375,794
Net investment gain or loss from common/collective trusts2012-12-31$50,849
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$174,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$387,410
Contract administrator fees2012-12-31$27,470
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$840,765
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$209,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$185,455
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$858,429
Value of total assets at end of year2011-12-31$3,881,452
Value of total assets at beginning of year2011-12-31$3,250,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,252
Total interest from all sources2011-12-31$11,070
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$69,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$69,293
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$7,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$457,859
Participant contributions at end of year2011-12-31$135,970
Participant contributions at beginning of year2011-12-31$93,050
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$238,691
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$631,058
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,881,452
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,250,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,114,178
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,574,017
Interest on participant loans2011-12-31$5,065
Interest earned on other investments2011-12-31$6,005
Value of interest in common/collective trusts at end of year2011-12-31$381,728
Value of interest in common/collective trusts at beginning of year2011-12-31$399,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$249,576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$183,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-98,597
Net investment gain or loss from common/collective trusts2011-12-31$570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$161,879
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$185,455
Contract administrator fees2011-12-31$24,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,067,001
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$155,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$151,047
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$671,560
Value of total assets at end of year2010-12-31$3,250,394
Value of total assets at beginning of year2010-12-31$2,339,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,671
Total interest from all sources2010-12-31$4,126
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$58,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$58,756
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$7,000,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$437,970
Participant contributions at end of year2010-12-31$93,050
Participant contributions at beginning of year2010-12-31$68,347
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$97,102
Other income not declared elsewhere2010-12-31$708
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$911,283
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,250,394
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,339,111
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,574,017
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,062,007
Interest on participant loans2010-12-31$4,126
Value of interest in common/collective trusts at end of year2010-12-31$399,366
Value of interest in common/collective trusts at beginning of year2010-12-31$198,233
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$10,524
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$10,524
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$183,961
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$316,883
Net investment gain or loss from common/collective trusts2010-12-31$14,968
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$136,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$151,047
Contract administrator fees2010-12-31$4,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CROWE HORWATH LLP
Accountancy firm EIN2010-12-31350921680
2009 : QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for QUORUM FEDERAL CREDIT UNION 401(K) PLAN

2021: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: QUORUM FEDERAL CREDIT UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered201
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered190
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered164
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered151
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered152
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered143
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered138
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered140
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number031-1855-9
Policy instance 1
Insurance contract or identification number031-1855-9
Number of Individuals Covered150
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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