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MUNICIPAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameMUNICIPAL CREDIT UNION 401(K) PLAN
Plan identification number 002

MUNICIPAL 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.

401k Sponsoring company profile

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

Company Name:MUNICIPAL CREDIT UNION
Employer identification number (EIN):135261470
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about MUNICIPAL CREDIT UNION

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: C0124990

More information about MUNICIPAL CREDIT UNION

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01SHANNON MASHBURN
0022016-01-01LINDA LAMBERT KIM THOMPSON2017-10-11
0022015-01-01LINDA LAMBERT
0022014-01-01KIM THOMPSON
0022013-01-01KIM THOMPSON LINDA LAMBERT2014-10-09
0022012-01-01KIM THOMPSON KIM THOMPSON2013-10-15
0022011-01-01ANA PUELLO
0022010-01-01KIM THOMPSON ANA PUELLO2011-10-17
0022009-01-01KIM THOMPSON ANA PUELLO2010-10-15

Plan Statistics for MUNICIPAL CREDIT UNION 401(K) PLAN

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

Measure Date Value
2022: MUNICIPAL CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01386
Total number of active participants reported on line 7a of the Form 55002022-01-01301
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01115
Total of all active and inactive participants2022-01-01417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01417
Number of participants with account balances2022-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MUNICIPAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01266
Total number of active participants reported on line 7a of the Form 55002021-01-01236
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0183
Total of all active and inactive participants2021-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01320
Number of participants with account balances2021-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MUNICIPAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01289
Total number of active participants reported on line 7a of the Form 55002020-01-01156
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01209
Number of participants with account balances2020-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MUNICIPAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01795
Total number of active participants reported on line 7a of the Form 55002019-01-01527
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01565
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01566
Number of participants with account balances2019-01-0136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MUNICIPAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01653
Total number of active participants reported on line 7a of the Form 55002018-01-01572
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01621
Number of participants with account balances2018-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MUNICIPAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01634
Total number of active participants reported on line 7a of the Form 55002017-01-01594
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0140
Total of all active and inactive participants2017-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01634
Number of participants with account balances2017-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MUNICIPAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01635
Total number of active participants reported on line 7a of the Form 55002016-01-01589
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0132
Total of all active and inactive participants2016-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01621
Number of participants with account balances2016-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MUNICIPAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01614
Total number of active participants reported on line 7a of the Form 55002015-01-01586
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0132
Total of all active and inactive participants2015-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01618
Number of participants with account balances2015-01-01267
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MUNICIPAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01606
Total number of active participants reported on line 7a of the Form 55002014-01-01566
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01595
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01595
Number of participants with account balances2014-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MUNICIPAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01602
Total number of active participants reported on line 7a of the Form 55002013-01-01538
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0153
Total of all active and inactive participants2013-01-01591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01593
Number of participants with account balances2013-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MUNICIPAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01600
Total number of active participants reported on line 7a of the Form 55002012-01-01531
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01583
Number of participants with account balances2012-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MUNICIPAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01578
Total number of active participants reported on line 7a of the Form 55002011-01-01512
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0176
Total of all active and inactive participants2011-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01589
Number of participants with account balances2011-01-01294
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MUNICIPAL CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01584
Total number of active participants reported on line 7a of the Form 55002010-01-01525
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0147
Total of all active and inactive participants2010-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01572
Number of participants with account balances2010-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MUNICIPAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01527
Total number of active participants reported on line 7a of the Form 55002009-01-01514
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0145
Total of all active and inactive participants2009-01-01559
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01560
Number of participants with account balances2009-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MUNICIPAL CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : MUNICIPAL CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$1,471,096
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,443,279
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,327,985
Expenses. Certain deemed distributions of participant loans2022-12-31$39,353
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,856,271
Value of total assets at end of year2022-12-31$14,016,494
Value of total assets at beginning of year2022-12-31$14,988,677
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,941
Total interest from all sources2022-12-31$9,767
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$31,396
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$31,396
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,664,547
Participant contributions at end of year2022-12-31$277,179
Participant contributions at beginning of year2022-12-31$152,214
Participant contributions at beginning of year2022-12-31$45,251
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$864,785
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$42,396
Administrative expenses (other) incurred2022-12-31$33
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-972,183
Value of net assets at end of year (total assets less liabilities)2022-12-31$14,016,494
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$14,988,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$15,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,945,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,772,270
Value of interest in pooled separate accounts at end of year2022-12-31$96,605
Value of interest in pooled separate accounts at beginning of year2022-12-31$179,915
Interest on participant loans2022-12-31$9,767
Value of interest in common/collective trusts at end of year2022-12-31$11,697,316
Value of interest in common/collective trusts at beginning of year2022-12-31$12,814,159
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-346,633
Net investment gain/loss from pooled separate accounts2022-12-31$-58,620
Net investment gain or loss from common/collective trusts2022-12-31$-2,021,085
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,326,939
Employer contributions (assets) at beginning of year2022-12-31$24,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,285,589
Contract administrator fees2022-12-31$60,269
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31COHNREZNICK LLP
Accountancy firm EIN2022-12-31221478099
2021 : MUNICIPAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,208,857
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,282,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,189,203
Expenses. Certain deemed distributions of participant loans2021-12-31$36,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,582,571
Value of total assets at end of year2021-12-31$14,988,677
Value of total assets at beginning of year2021-12-31$13,062,357
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$56,769
Total interest from all sources2021-12-31$11,148
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$19,780
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$19,780
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
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$1,048,282
Participant contributions at end of year2021-12-31$152,214
Participant contributions at beginning of year2021-12-31$253,750
Participant contributions at end of year2021-12-31$45,251
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$983,491
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$1,926,320
Value of net assets at end of year (total assets less liabilities)2021-12-31$14,988,677
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,062,357
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
Investment advisory and management fees2021-12-31$285
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,772,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$983,018
Value of interest in pooled separate accounts at end of year2021-12-31$179,915
Value of interest in pooled separate accounts at beginning of year2021-12-31$110,317
Interest on participant loans2021-12-31$11,148
Value of interest in common/collective trusts at end of year2021-12-31$12,814,159
Value of interest in common/collective trusts at beginning of year2021-12-31$11,715,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$222,774
Net investment gain/loss from pooled separate accounts2021-12-31$24,595
Net investment gain or loss from common/collective trusts2021-12-31$1,347,989
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$550,798
Employer contributions (assets) at end of year2021-12-31$24,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,189,203
Contract administrator fees2021-12-31$56,484
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31COHNREZNICK LLP
Accountancy firm EIN2021-12-31221478099
2020 : MUNICIPAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,443,294
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,585,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,547,132
Expenses. Certain deemed distributions of participant loans2020-12-31$2,662
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$647,674
Value of total assets at end of year2020-12-31$13,060,006
Value of total assets at beginning of year2020-12-31$14,202,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$35,937
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$26,481
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$9,009
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$9,009
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$647,674
Participant contributions at end of year2020-12-31$251,399
Participant contributions at beginning of year2020-12-31$492,233
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$23,745
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
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
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-1,142,437
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,060,006
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,202,443
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$983,018
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,375,034
Value of interest in pooled separate accounts at end of year2020-12-31$110,317
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$28,394
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$11,715,272
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,335,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,335,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-1,913
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-1,412,141
Net investment gain/loss from pooled separate accounts2020-12-31$16,438
Net investment gain or loss from common/collective trusts2020-12-31$2,155,833
Net gain/loss from 103.12 investment entities2020-12-31$0
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,523,387
Contract administrator fees2020-12-31$35,937
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BDO USA, LLP
Accountancy firm EIN2020-12-31135381590
2019 : MUNICIPAL 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$3,845,171
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,208,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,203,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$931,978
Value of total assets at end of year2019-12-31$14,202,443
Value of total assets at beginning of year2019-12-31$13,565,554
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,395
Total interest from all sources2019-12-31$45,246
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$138,853
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$4,395
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$12,000,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$914,635
Participant contributions at end of year2019-12-31$492,233
Participant contributions at beginning of year2019-12-31$552,361
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$17,343
Other income not declared elsewhere2019-12-31$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$636,889
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,202,443
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,565,554
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$12,375,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,291,541
Interest on participant loans2019-12-31$34,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,335,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,721,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,721,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$10,514
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,729,094
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$0
Income. Dividends from common stock2019-12-31$138,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,203,887
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
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 name2019-12-31BDO USA, LLP
Accountancy firm EIN2019-12-31135381590
2018 : MUNICIPAL 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$25,723
Total income from all sources (including contributions)2018-12-31$396,124
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,616,993
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,609,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,247,693
Value of total assets at end of year2018-12-31$13,565,554
Value of total assets at beginning of year2018-12-31$14,812,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$7,036
Total interest from all sources2018-12-31$52,294
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$112,664
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$112,664
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$12,000,000
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$1,230,795
Participant contributions at end of year2018-12-31$552,361
Participant contributions at beginning of year2018-12-31$416,032
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$39,452
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$16,898
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$25,723
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,220,869
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,565,554
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,786,423
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$11,291,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,294,535
Interest on participant loans2018-12-31$31,453
Income. Interest from loans (other than to participants)2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,721,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,061,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,061,482
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$20,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,016,527
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$697
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,609,957
Contract administrator fees2018-12-31$7,036
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 name2018-12-31BDO USA, LLP
Accountancy firm EIN2018-12-31135381590
2017 : MUNICIPAL 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$25,723
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$3,183,450
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$477,218
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$447,355
Value of total corrective distributions2017-12-31$25,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,124,923
Value of total assets at end of year2017-12-31$14,812,146
Value of total assets at beginning of year2017-12-31$12,080,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,140
Total interest from all sources2017-12-31$25,979
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$87,831
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$87,831
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$12,000,000
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$1,116,092
Participant contributions at end of year2017-12-31$416,032
Participant contributions at beginning of year2017-12-31$454,806
Participant contributions at end of year2017-12-31$39,452
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-43,894
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$8,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$25,723
Total non interest bearing cash at end of year2017-12-31$645
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$2,706,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,786,423
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,080,191
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$12,294,535
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$9,676,880
Interest on participant loans2017-12-31$21,466
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,061,482
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,992,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,992,399
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,513
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,944,717
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$447,355
Contract administrator fees2017-12-31$4,140
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLIFONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : MUNICIPAL 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$43,894
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$35,438
Total income from all sources (including contributions)2016-12-31$1,763,261
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$551,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$547,313
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$934,104
Value of total assets at end of year2016-12-31$12,124,085
Value of total assets at beginning of year2016-12-31$10,904,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,335
Total interest from all sources2016-12-31$25,285
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$76,674
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$76,674
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$886,973
Participant contributions at end of year2016-12-31$454,806
Participant contributions at beginning of year2016-12-31$472,240
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$39,062
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$47,131
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$43,894
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$35,438
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$1,211,613
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,080,191
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,868,578
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$9,676,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$8,686,616
Interest on participant loans2016-12-31$25,285
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,992,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,706,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,706,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$727,198
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$547,313
Contract administrator fees2016-12-31$4,335
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 name2016-12-31EISNERAMPER LLP
Accountancy firm EIN2016-12-31131639826
2015 : MUNICIPAL 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$35,438
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$27,723
Total income from all sources (including contributions)2015-12-31$1,056,657
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$890,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$885,846
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$913,459
Value of total assets at end of year2015-12-31$10,904,016
Value of total assets at beginning of year2015-12-31$10,730,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,085
Total interest from all sources2015-12-31$28,088
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$69,846
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$69,846
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$891,407
Participant contributions at end of year2015-12-31$472,240
Participant contributions at beginning of year2015-12-31$464,427
Participant contributions at end of year2015-12-31$39,062
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$22,052
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$35,438
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$27,723
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$165,726
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,868,578
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,702,852
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$8,686,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,462,876
Interest on participant loans2015-12-31$28,088
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,706,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,803,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,803,272
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$45,264
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$885,846
Contract administrator fees2015-12-31$5,085
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 name2015-12-31EISNERAMPER LLP
Accountancy firm EIN2015-12-31131639826
2014 : MUNICIPAL 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$27,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$14,339
Total income from all sources (including contributions)2014-12-31$1,476,793
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$409,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$405,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$865,191
Value of total assets at end of year2014-12-31$10,730,575
Value of total assets at beginning of year2014-12-31$9,650,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,680
Total interest from all sources2014-12-31$22,370
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$74,119
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$74,119
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
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$841,366
Participant contributions at end of year2014-12-31$464,427
Participant contributions at beginning of year2014-12-31$401,124
Participant contributions at end of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,825
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$27,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$14,339
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$1,067,063
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,702,852
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,635,789
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$8,462,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,342,595
Interest on participant loans2014-12-31$22,370
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,803,272
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,906,409
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,906,409
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$515,113
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$405,050
Contract administrator fees2014-12-31$4,680
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 name2014-12-31EISNERAMPER LLP
Accountancy firm EIN2014-12-31131639826
2013 : MUNICIPAL 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$14,339
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$14,526
Total income from all sources (including contributions)2013-12-31$2,362,686
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$422,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$418,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,008,899
Value of total assets at end of year2013-12-31$9,650,128
Value of total assets at beginning of year2013-12-31$7,710,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,625
Total interest from all sources2013-12-31$26,753
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$46,723
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$46,723
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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$829,138
Participant contributions at end of year2013-12-31$401,124
Participant contributions at beginning of year2013-12-31$286,045
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$178,513
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$14,339
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$14,526
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$1,939,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,635,789
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$7,696,032
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$7,342,595
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,360,416
Interest on participant loans2013-12-31$26,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,906,409
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,064,097
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,064,097
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,280,311
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$1,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$418,304
Contract administrator fees2013-12-31$4,625
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 name2013-12-31EISNERAMPER LLP
Accountancy firm EIN2013-12-31131639826
2012 : MUNICIPAL 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$14,526
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,006
Total income from all sources (including contributions)2012-12-31$1,346,665
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$291,101
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$268,232
Expenses. Certain deemed distributions of participant loans2012-12-31$18,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$788,223
Value of total assets at end of year2012-12-31$7,710,558
Value of total assets at beginning of year2012-12-31$6,657,474
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,260
Total interest from all sources2012-12-31$20,249
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$54,143
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$54,143
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$779,832
Participant contributions at end of year2012-12-31$286,045
Participant contributions at beginning of year2012-12-31$262,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$14,526
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$17,006
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$1,055,564
Value of net assets at end of year (total assets less liabilities)2012-12-31$7,696,032
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,640,468
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$5,360,416
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$6,394,642
Interest on participant loans2012-12-31$20,185
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,064,097
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$64
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$484,050
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$8,391
Employer contributions (assets) at end of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$268,232
Contract administrator fees2012-12-31$4,260
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 name2012-12-31EISNERAMPER LLP
Accountancy firm EIN2012-12-31131639826
2011 : MUNICIPAL 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$17,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$36,119
Total income from all sources (including contributions)2011-12-31$689,759
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$156,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$152,732
Value of total corrective distributions2011-12-31$280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$809,779
Value of total assets at end of year2011-12-31$6,657,474
Value of total assets at beginning of year2011-12-31$6,143,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,340
Total interest from all sources2011-12-31$20,075
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$45,110
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$45,110
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$725,554
Participant contributions at end of year2011-12-31$262,832
Participant contributions at beginning of year2011-12-31$247,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$17,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$36,119
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$533,407
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,640,468
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,107,061
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$6,394,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,896,132
Interest on participant loans2011-12-31$20,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-185,205
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$84,225
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$152,732
Contract administrator fees2011-12-31$3,340
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 name2011-12-31EISNERAMPER LLP
Accountancy firm EIN2011-12-31131639826
2010 : MUNICIPAL 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$36,119
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$30,750
Total income from all sources (including contributions)2010-12-31$1,338,587
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$212,219
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$207,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$833,974
Value of total assets at end of year2010-12-31$6,143,180
Value of total assets at beginning of year2010-12-31$5,011,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,676
Total interest from all sources2010-12-31$14,254
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$42,256
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$42,256
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$723,315
Participant contributions at end of year2010-12-31$247,048
Participant contributions at beginning of year2010-12-31$198,574
Participant contributions at beginning of year2010-12-31$138
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$110,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$36,119
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$30,750
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$1,126,368
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,107,061
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,980,693
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$5,896,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,812,731
Interest on participant loans2010-12-31$16,792
Interest earned on other investments2010-12-31$-2,782
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$244
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$448,103
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$207,543
Contract administrator fees2010-12-31$4,676
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 name2010-12-31EISNERAMPER LLP
Accountancy firm EIN2010-12-31131639826
2009 : MUNICIPAL 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 MUNICIPAL CREDIT UNION 401(K) PLAN

2022: MUNICIPAL CREDIT UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MUNICIPAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
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: MUNICIPAL CREDIT UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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 planYes
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: MUNICIPAL 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MUNICIPAL CREDIT UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MUNICIPAL 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MUNICIPAL 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MUNICIPAL 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MUNICIPAL 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MUNICIPAL 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MUNICIPAL 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MUNICIPAL 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: MUNICIPAL 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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: MUNICIPAL 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 is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470087
Policy instance 1
Insurance contract or identification number470087
Number of Individuals Covered417
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470087
Policy instance 1
Insurance contract or identification number470087
Number of Individuals Covered320
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
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number470087
Policy instance 1
Insurance contract or identification number470087
Number of Individuals Covered0
Insurance policy start date2020-04-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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