401k Plan data: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN plan

SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

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

Company Name: SUNMARK CREDIT UNION

Employer identification number (EIN): 141364933

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2021-01-01
033 2018-01-01
033 2017-01-01 MARY KAY JANDREW
033 2016-01-01 MARY KAY JANDREW
033 2015-01-01 MARY KAY JANDREW
033 2014-01-01 MARY KAY JANDREW
033 2013-01-01 MARY KAY JANDREW
033 2012-01-01 MARY KAY JANDREW
033 2011-01-01 MARY KAY JANDREW
033 2010-01-01 MARY KAY JANDREW
033 2009-01-01 MARY KAY JANDREW

Plan Statistics for SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2021: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 329
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 260
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 82
Total of all active and inactive participants 2021-01-01 342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 342
Number of participants with account balances 2021-01-01 336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2018: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 270
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 0
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 0
Number of participants with account balances 2018-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 182
Number of retired or separated participants receiving benefits 2017-01-01 18
Number of other retired or separated participants entitled to future benefits 2017-01-01 68
Total of all active and inactive participants 2017-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 269
Number of participants with account balances 2017-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 182
Number of retired or separated participants receiving benefits 2016-01-01 9
Number of other retired or separated participants entitled to future benefits 2016-01-01 75
Total of all active and inactive participants 2016-01-01 266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 267
Number of participants with account balances 2016-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 248
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 166
Number of retired or separated participants receiving benefits 2015-01-01 11
Number of other retired or separated participants entitled to future benefits 2015-01-01 74
Total of all active and inactive participants 2015-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 252
Number of participants with account balances 2015-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 257
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 173
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 70
Total of all active and inactive participants 2014-01-01 243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 244
Number of participants with account balances 2014-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 263
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 191
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 58
Total of all active and inactive participants 2013-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 249
Number of participants with account balances 2013-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 12
2012: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 205
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 57
Total of all active and inactive participants 2012-01-01 263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 263
Number of participants with account balances 2012-01-01 225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 232
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 200
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 45
Total of all active and inactive participants 2011-01-01 245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 245
Number of participants with account balances 2011-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2010: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 209
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 194
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 38
Total of all active and inactive participants 2010-01-01 232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 232
Number of participants with account balances 2010-01-01 204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 6
2009: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 223
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 176
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 33
Total of all active and inactive participants 2009-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 209
Number of participants with account balances 2009-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 4

Measure	Date	Value
2021: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	329
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	260
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	82
Total of all active and inactive participants	2021-01-01	342
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	342
Number of participants with account balances	2021-01-01	336
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2018: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	270
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	0
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	0
Number of participants with account balances	2018-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	182
Number of retired or separated participants receiving benefits	2017-01-01	18
Number of other retired or separated participants entitled to future benefits	2017-01-01	68
Total of all active and inactive participants	2017-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	269
Number of participants with account balances	2017-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	182
Number of retired or separated participants receiving benefits	2016-01-01	9
Number of other retired or separated participants entitled to future benefits	2016-01-01	75
Total of all active and inactive participants	2016-01-01	266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	267
Number of participants with account balances	2016-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	248
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	166
Number of retired or separated participants receiving benefits	2015-01-01	11
Number of other retired or separated participants entitled to future benefits	2015-01-01	74
Total of all active and inactive participants	2015-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	252
Number of participants with account balances	2015-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	257
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	173
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	70
Total of all active and inactive participants	2014-01-01	243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	244
Number of participants with account balances	2014-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	263
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	191
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	58
Total of all active and inactive participants	2013-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	249
Number of participants with account balances	2013-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	12
2012: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	205
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	57
Total of all active and inactive participants	2012-01-01	263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	263
Number of participants with account balances	2012-01-01	225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	232
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	200
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	45
Total of all active and inactive participants	2011-01-01	245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	245
Number of participants with account balances	2011-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2010: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	209
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	194
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	38
Total of all active and inactive participants	2010-01-01	232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	232
Number of participants with account balances	2010-01-01	204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	6
2009: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	223
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	176
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	33
Total of all active and inactive participants	2009-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	209
Number of participants with account balances	2009-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	4

Financial Data on SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2021 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$645,823
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	$3,386,344
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,430,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,361,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,814,451
Value of total assets at end of year	2021-12-31	$19,546,956
Value of total assets at beginning of year	2021-12-31	$16,945,732
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$69,500
Total interest from all sources	2021-12-31	$21,854
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$151,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$151,763
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,299,100
Participant contributions at end of year	2021-12-31	$399,764
Participant contributions at beginning of year	2021-12-31	$440,640
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$139,034
Other income not declared elsewhere	2021-12-31	$9,718
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$1,955,401
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$19,546,956
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$16,945,732
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$536
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$10,777,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$9,389,553
Value of interest in pooled separate accounts at end of year	2021-12-31	$8,369,663
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$7,115,539
Interest on participant loans	2021-12-31	$21,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$599,467
Net investment gain/loss from pooled separate accounts	2021-12-31	$789,091
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$376,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,361,443
Contract administrator fees	2021-12-31	$68,964
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN, LLP
Accountancy firm EIN	2021-12-31	410746749
2018 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total transfer of assets from this plan	2018-12-31	$12,081,538
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	$437,042
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,024,596
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$974,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,093,459
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$12,669,092
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$49,666
Total interest from all sources	2018-12-31	$51,572
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$165,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$165,018
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$747,807
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$381,400
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$106,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-587,554
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$12,669,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,353,302
Interest on participant loans	2018-12-31	$23,664
Interest earned on other investments	2018-12-31	$27,908
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,258,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$1,675,714
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-670,406
Net investment gain or loss from common/collective trusts	2018-12-31	$-202,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$239,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$974,930
Contract administrator fees	2018-12-31	$49,666
Did the plan have assets held for investment	2018-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	FIRLEY,MORAN,FREER&EASSA, CPA, P.C.
Accountancy firm EIN	2018-12-31	161148763
2017 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$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	$2,655,999
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$682,528
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$640,784
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$985,766
Value of total assets at end of year	2017-12-31	$12,669,092
Value of total assets at beginning of year	2017-12-31	$10,695,621
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$41,744
Total interest from all sources	2017-12-31	$41,541
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$130,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$130,426
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$717,814
Participant contributions at end of year	2017-12-31	$381,400
Participant contributions at beginning of year	2017-12-31	$335,315
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$29,672
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,973,471
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$12,669,092
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,695,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$7,353,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,770,790
Interest on participant loans	2017-12-31	$15,623
Interest earned on other investments	2017-12-31	$25,918
Value of interest in common/collective trusts at end of year	2017-12-31	$3,258,676
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,684,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$1,675,714
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$1,905,434
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,034,351
Net investment gain or loss from common/collective trusts	2017-12-31	$463,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$238,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$640,784
Contract administrator fees	2017-12-31	$41,744
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	FIRLEY,MORAN,FREER&EASSA, CPA, P.C.
Accountancy firm EIN	2017-12-31	161148763
2016 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$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	$1,817,965
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$746,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$711,752
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$998,970
Value of total assets at end of year	2016-12-31	$10,695,621
Value of total assets at beginning of year	2016-12-31	$9,624,360
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$34,952
Total interest from all sources	2016-12-31	$42,845
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$117,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$117,334
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$659,249
Participant contributions at end of year	2016-12-31	$335,315
Participant contributions at beginning of year	2016-12-31	$398,170
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$128,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,071,261
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,695,621
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,624,360
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,770,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$4,960,129
Interest on participant loans	2016-12-31	$15,135
Interest earned on other investments	2016-12-31	$27,710
Value of interest in common/collective trusts at end of year	2016-12-31	$2,684,082
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,525,473
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$1,905,434
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$1,740,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$459,978
Net investment gain or loss from common/collective trusts	2016-12-31	$198,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$211,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$711,752
Contract administrator fees	2016-12-31	$34,952
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	FIRLEY,MORAN,FREER&EASSA, CPA, P.C.
Accountancy firm EIN	2016-12-31	161148763
2015 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$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	$775,558
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,135,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,098,561
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$811,069
Value of total assets at end of year	2015-12-31	$9,624,360
Value of total assets at beginning of year	2015-12-31	$9,983,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$36,550
Total interest from all sources	2015-12-31	$45,610
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$120,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$120,252
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$567,928
Participant contributions at end of year	2015-12-31	$398,170
Participant contributions at beginning of year	2015-12-31	$348,595
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$58,240
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-359,553
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,624,360
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,983,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$4,960,129
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$5,068,660
Interest on participant loans	2015-12-31	$15,464
Interest earned on other investments	2015-12-31	$30,146
Value of interest in common/collective trusts at end of year	2015-12-31	$2,525,473
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,691,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$1,740,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,875,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-145,109
Net investment gain or loss from common/collective trusts	2015-12-31	$-56,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$184,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,098,561
Contract administrator fees	2015-12-31	$36,550
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	FIRLEY,MORAN,FREER&EASSA, CPA, P.C.
Accountancy firm EIN	2015-12-31	161148763
2014 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,073,785
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$923,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$890,046
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,507,189
Value of total assets at end of year	2014-12-31	$9,983,913
Value of total assets at beginning of year	2014-12-31	$8,833,996
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$33,822
Total interest from all sources	2014-12-31	$46,457
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$110,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$110,536
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$591,307
Participant contributions at end of year	2014-12-31	$348,595
Participant contributions at beginning of year	2014-12-31	$267,123
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$714,376
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,149,917
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,983,913
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,833,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$5,068,660
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$4,895,288
Interest on participant loans	2014-12-31	$13,576
Interest earned on other investments	2014-12-31	$32,881
Value of interest in common/collective trusts at end of year	2014-12-31	$2,691,010
Value of interest in common/collective trusts at beginning of year	2014-12-31	$2,410,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,875,648
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,260,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$300,710
Net investment gain or loss from common/collective trusts	2014-12-31	$108,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$201,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$890,046
Contract administrator fees	2014-12-31	$33,822
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	FIRLEY,MORAN,FREER&EASSA,CPA,P.C.
Accountancy firm EIN	2014-12-31	161148763
2013 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$2,295,152
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,181,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,145,715
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$907,535
Value of total assets at end of year	2013-12-31	$8,833,996
Value of total assets at beginning of year	2013-12-31	$7,720,012
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$35,453
Total interest from all sources	2013-12-31	$36,032
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$88,803
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$88,803
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$657,049
Participant contributions at end of year	2013-12-31	$267,123
Participant contributions at beginning of year	2013-12-31	$276,463
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$19,343
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	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 appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,113,984
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,833,996
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,720,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$4,895,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$3,879,751
Interest on participant loans	2013-12-31	$11,681
Interest earned on other investments	2013-12-31	$24,351
Value of interest in common/collective trusts at end of year	2013-12-31	$2,410,995
Value of interest in common/collective trusts at beginning of year	2013-12-31	$2,525,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,260,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,038,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$942,982
Net investment gain or loss from common/collective trusts	2013-12-31	$319,800
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$231,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,145,715
Contract administrator fees	2013-12-31	$35,453
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	FIRLEY,MORAN,FREER&EASSA,CPA,P.C.
Accountancy firm EIN	2013-12-31	161148763
2012 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,655,407
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$448,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$415,669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$874,304
Value of total assets at end of year	2012-12-31	$7,720,012
Value of total assets at beginning of year	2012-12-31	$6,513,125
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$32,851
Total interest from all sources	2012-12-31	$38,000
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$87,215
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$87,215
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$641,644
Participant contributions at end of year	2012-12-31	$276,463
Participant contributions at beginning of year	2012-12-31	$377,712
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,540
Total non interest bearing cash at end of year	2012-12-31	$0
Total non interest bearing cash at beginning of year	2012-12-31	$37,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,206,887
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,720,012
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,513,125
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$3,879,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$3,030,090
Interest on participant loans	2012-12-31	$13,673
Interest earned on other investments	2012-12-31	$24,327
Value of interest in common/collective trusts at end of year	2012-12-31	$2,525,018
Value of interest in common/collective trusts at beginning of year	2012-12-31	$2,108,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,038,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$958,946
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$396,250
Net investment gain or loss from common/collective trusts	2012-12-31	$259,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$227,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$415,669
Contract administrator fees	2012-12-31	$32,851
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	FIRLEY,MORAN,FREER&EASSA,CPA,P.C.
Accountancy firm EIN	2012-12-31	161148763
2011 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$838,567
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$197,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$164,222
Value of total corrective distributions	2011-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$844,923
Value of total assets at end of year	2011-12-31	$6,513,125
Value of total assets at beginning of year	2011-12-31	$5,872,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$33,524
Total interest from all sources	2011-12-31	$40,483
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$63,953
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$63,953
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$632,416
Participant contributions at end of year	2011-12-31	$377,712
Participant contributions at beginning of year	2011-12-31	$286,840
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$6,590
Total non interest bearing cash at end of year	2011-12-31	$37,500
Total non interest bearing cash at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$0
Value of net income/loss	2011-12-31	$640,821
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,513,125
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,872,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$3,030,090
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$2,953,582
Interest on participant loans	2011-12-31	$16,245
Interest earned on other investments	2011-12-31	$24,238
Value of interest in common/collective trusts at end of year	2011-12-31	$2,108,877
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,878,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$958,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$753,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-124,702
Net investment gain or loss from common/collective trusts	2011-12-31	$13,910
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$205,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$164,222
Contract administrator fees	2011-12-31	$33,524
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	Yes
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	FIRLEY, MORAN, FREER & ESSA, P.C.
Accountancy firm EIN	2011-12-31	161148763
2010 : SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,444,826
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$199,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$166,603
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$825,234
Value of total assets at end of year	2010-12-31	$5,872,304
Value of total assets at beginning of year	2010-12-31	$4,626,573
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$32,492
Total interest from all sources	2010-12-31	$12,951
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$58,669
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$58,669
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$572,150
Participant contributions at end of year	2010-12-31	$286,840
Participant contributions at beginning of year	2010-12-31	$222,811
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$50,037
Other income not declared elsewhere	2010-12-31	$21,762
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,245,731
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,872,304
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,626,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$2,953,582
Interest on participant loans	2010-12-31	$12,951
Value of interest in common/collective trusts at end of year	2010-12-31	$1,878,075
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$4,403,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$753,807
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$328,718
Net investment gain or loss from common/collective trusts	2010-12-31	$197,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$203,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$166,603
Contract administrator fees	2010-12-31	$32,492
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	FIRLEY,MORAN,FREER & ESSA,P.C.
Accountancy firm EIN	2010-12-31	161148763

Form 5500 Responses for SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN

2021: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2018: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: SUNMARK FEDERAL CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )

Policy contract number

31505

Policy instance

Insurance contract or identification number	31505
Number of Individuals Covered	342
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
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 number

819730

Policy instance

Insurance contract or identification number	819730
Number of Individuals Covered	342
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	0
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	269
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	252
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	244
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	249
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	263
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	245
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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

Policy contract number

031-1143-3

Policy instance

Insurance contract or identification number	031-1143-3
Number of Individuals Covered	232
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	SUNMARK CREDIT UNION
Employer identification number (EIN):	141364933
NAIC Classification:	522130
NAIC Description:	Credit Unions