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UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameUTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN
Plan identification number 002

UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:UTILITIES EMPLOYEES CREDIT UNION
Employer identification number (EIN):231278971
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about UTILITIES EMPLOYEES CREDIT UNION

Jurisdiction of Incorporation: COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF STATE
Incorporation Date:
Company Identification Number: 4640

More information about UTILITIES EMPLOYEES CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UTILITIES EMPLOYEES 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
0022019-01-01
0022018-01-01
0022017-01-01PHILLIP N. GEIGER2018-07-26
0022016-01-01BRET H KREVOLIN2017-07-11 BRET H KREVOLIN2017-07-11
0022015-01-01BRET H. KREVOLIN2016-05-25
0022014-01-01BRET KREVOLIN2015-07-07 BRET KREVOLIN2015-07-07
0022013-01-01PATRICIA A. ZYMA2014-07-22
0022012-01-01PATRICIA ZYMA PATRICIA ZYMA2013-07-24
0022011-01-01PATRICIA ZYMA
0022010-01-01PATRICIA ZYMA
0022009-01-01PATRICIA ZYMA

Plan Statistics for UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN

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

Measure Date Value
2022: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01130
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0145
Total of all active and inactive participants2022-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01138
Number of participants with account balances2022-01-01137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-0192
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01129
Number of participants with account balances2021-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01124
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01126
Number of participants with account balances2020-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01123
Total number of active participants reported on line 7a of the Form 55002019-01-0193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0131
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01124
Number of participants with account balances2019-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01122
Total number of active participants reported on line 7a of the Form 55002018-01-0190
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Number of participants with account balances2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2012: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01101
Total number of active participants reported on line 7a of the Form 55002012-01-0188
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01103
Number of participants with account balances2012-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0197
Total number of active participants reported on line 7a of the Form 55002011-01-0187
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0113
Total of all active and inactive participants2011-01-01100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01101
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0194
Total number of active participants reported on line 7a of the Form 55002010-01-0183
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-0197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-0197
Number of participants with account balances2010-01-0189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0186
Total number of active participants reported on line 7a of the Form 55002009-01-0181
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0113
Total of all active and inactive participants2009-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0194
Number of participants with account balances2009-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : UTILITIES EMPLOYEES 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$0
Total income from all sources (including contributions)2022-12-31$-1,461,696
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,141,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,125,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,851,153
Value of total assets at end of year2022-12-31$16,443,436
Value of total assets at beginning of year2022-12-31$19,046,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$15,216
Total interest from all sources2022-12-31$5,635
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$291,722
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$291,722
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
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$643,704
Participant contributions at end of year2022-12-31$119,688
Participant contributions at beginning of year2022-12-31$73,871
Participant contributions at end of year2022-12-31$20,748
Participant contributions at beginning of year2022-12-31$18,940
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$582,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,602,843
Value of net assets at end of year (total assets less liabilities)2022-12-31$16,443,436
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,046,279
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,817,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,545,614
Interest on participant loans2022-12-31$3,751
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$148,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$96,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$96,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,610,206
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$625,345
Employer contributions (assets) at end of year2022-12-31$336,340
Employer contributions (assets) at beginning of year2022-12-31$311,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,125,931
Contract administrator fees2022-12-31$15,216
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 name2022-12-31RKL, LLP
Accountancy firm EIN2022-12-31232108173
2021 : UTILITIES EMPLOYEES 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$3,362,291
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,566,349
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,555,137
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,187,156
Value of total assets at end of year2021-12-31$19,046,279
Value of total assets at beginning of year2021-12-31$17,250,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$11,212
Total interest from all sources2021-12-31$3,187
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$298,790
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$298,790
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$610,461
Participant contributions at end of year2021-12-31$73,871
Participant contributions at beginning of year2021-12-31$89,885
Participant contributions at end of year2021-12-31$18,940
Participant contributions at beginning of year2021-12-31$16,543
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$112
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$1,795,942
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,046,279
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,250,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,545,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,292,851
Interest on participant loans2021-12-31$3,133
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$96,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$538,384
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$538,384
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$54
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,873,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$576,583
Employer contributions (assets) at end of year2021-12-31$311,600
Employer contributions (assets) at beginning of year2021-12-31$312,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,555,137
Contract administrator fees2021-12-31$11,212
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 name2021-12-31RKL, LLP
Accountancy firm EIN2021-12-31232108173
2020 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$3,343,009
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$452,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$442,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,182,050
Value of total assets at end of year2020-12-31$17,250,337
Value of total assets at beginning of year2020-12-31$14,360,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,217
Total interest from all sources2020-12-31$8,103
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$225,613
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$225,613
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$573,475
Participant contributions at end of year2020-12-31$89,885
Participant contributions at beginning of year2020-12-31$119,881
Participant contributions at end of year2020-12-31$16,543
Participant contributions at beginning of year2020-12-31$23,525
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$40,611
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,890,059
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,250,337
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,360,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,292,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,440,974
Interest on participant loans2020-12-31$5,264
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$538,384
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$499,331
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$499,331
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,927,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$567,964
Employer contributions (assets) at end of year2020-12-31$312,674
Employer contributions (assets) at beginning of year2020-12-31$276,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$442,733
Contract administrator fees2020-12-31$10,217
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31RKL, LLP
Accountancy firm EIN2020-12-31232108173
2019 : UTILITIES EMPLOYEES 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$3,884,462
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,650,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,638,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,063,184
Value of total assets at end of year2019-12-31$14,360,278
Value of total assets at beginning of year2019-12-31$13,126,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,214
Total interest from all sources2019-12-31$17,551
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$270,151
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$270,151
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$547,209
Participant contributions at end of year2019-12-31$119,881
Participant contributions at beginning of year2019-12-31$111,002
Participant contributions at end of year2019-12-31$23,525
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$1,233,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,360,278
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,126,327
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$13,440,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,267,870
Interest on participant loans2019-12-31$6,333
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$499,331
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$492,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$492,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$11,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,533,576
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$515,975
Employer contributions (assets) at end of year2019-12-31$276,567
Employer contributions (assets) at beginning of year2019-12-31$254,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,638,297
Contract administrator fees2019-12-31$12,214
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 name2019-12-31RKL, LLP
Accountancy firm EIN2019-12-31232108173
2018 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,134,478
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$833,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$823,805
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,968,523
Value of total assets at end of year2018-12-31$13,126,327
Value of total assets at beginning of year2018-12-31$12,825,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,160
Total interest from all sources2018-12-31$10,704
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$247,246
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$247,246
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$553,341
Participant contributions at end of year2018-12-31$111,002
Participant contributions at beginning of year2018-12-31$74,604
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$905,663
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$300,513
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,126,327
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,825,814
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$12,267,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,429,333
Interest on participant loans2018-12-31$3,652
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$492,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$64,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$64,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,091,995
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$509,519
Employer contributions (assets) at end of year2018-12-31$254,641
Employer contributions (assets) at beginning of year2018-12-31$257,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$823,805
Contract administrator fees2018-12-31$10,160
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 name2018-12-31RKL, LLP
Accountancy firm EIN2018-12-31232108173
2012 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2012 401k financial data
Total income from all sources2012-12-31$1,433,556
Expenses. Total of all expenses incurred2012-12-31$271,922
Benefits paid (including direct rollovers)2012-12-31$271,387
Total plan assets at end of year2012-12-31$5,736,503
Total plan assets at beginning of year2012-12-31$4,574,869
Value of fidelity bond covering the plan2012-12-31$9,000,000
Total contributions received or receivable from participants2012-12-31$448,592
Contributions received from other sources (not participants or employers)2012-12-31$97,667
Other income received2012-12-31$660,137
Net income (gross income less expenses)2012-12-31$1,161,634
Net plan assets at end of year (total assets less liabilities)2012-12-31$5,736,503
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,574,869
Assets. Value of participant loans2012-12-31$73,085
Total contributions received or receivable from employer(s)2012-12-31$227,160
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$535
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2011 401k financial data
Total income from all sources2011-12-31$477,864
Expenses. Total of all expenses incurred2011-12-31$56,406
Benefits paid (including direct rollovers)2011-12-31$55,845
Total plan assets at end of year2011-12-31$4,574,869
Total plan assets at beginning of year2011-12-31$4,153,411
Value of fidelity bond covering the plan2011-12-31$9,000,000
Total contributions received or receivable from participants2011-12-31$419,900
Contributions received from other sources (not participants or employers)2011-12-31$5,709
Other income received2011-12-31$-148,330
Net income (gross income less expenses)2011-12-31$421,458
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,574,869
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,153,411
Assets. Value of participant loans2011-12-31$45,087
Total contributions received or receivable from employer(s)2011-12-31$200,585
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$561
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN 2010 401k financial data
Total income from all sources2010-12-31$1,109,804
Expenses. Total of all expenses incurred2010-12-31$83,281
Benefits paid (including direct rollovers)2010-12-31$82,851
Total plan assets at end of year2010-12-31$4,153,411
Total plan assets at beginning of year2010-12-31$3,126,888
Value of fidelity bond covering the plan2010-12-31$9,000,000
Total contributions received or receivable from participants2010-12-31$383,898
Contributions received from other sources (not participants or employers)2010-12-31$23,958
Other income received2010-12-31$519,426
Net income (gross income less expenses)2010-12-31$1,026,523
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,153,411
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$3,126,888
Assets. Value of participant loans2010-12-31$49,463
Total contributions received or receivable from employer(s)2010-12-31$182,522
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$430
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : UTILITIES EMPLOYEES 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 UTILITIES EMPLOYEES CREDIT UNION 401(K) PLAN

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

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