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SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameSEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES
Plan identification number 002

SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 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.
  • 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

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

Company Name:SEVEN SEVENTEEN CREDIT UNION
Employer identification number (EIN):340825325
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about SEVEN SEVENTEEN CREDIT UNION

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1957-07-18
Company Identification Number: 264944
Legal Registered Office Address: 3181 LARCHMONT AVE
-
WARREN
United States of America (USA)
444832498

More information about SEVEN SEVENTEEN CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES

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
0022017-01-01JENNIFER TAYLOR JENNIFER TAYLOR2018-10-11
0022016-01-01JENNIFER TAYLOR JENNIFER TAYLOR2017-10-11
0022016-01-01 JENNIFER TAYLOR2017-10-11
0022015-01-01JENNIFER TAYLOR
0022014-01-01JEROME MCGEE
0022013-01-01JEROME MCGEE
0022012-01-01JEROME MCGEE
0022011-01-01JEROME MCGEE
0022010-01-01JEROME MCGEE
0022009-01-01JEROME MCGEE
0022009-01-01JEROME MCGEE
0022009-01-01JEROME MCGEE

Plan Statistics for SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01295
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0179
Total of all active and inactive participants2022-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01275
Number of participants with account balances2022-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01248
Total number of active participants reported on line 7a of the Form 55002021-01-01238
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01295
Number of participants with account balances2021-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01234
Total number of active participants reported on line 7a of the Form 55002020-01-01198
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0149
Total of all active and inactive participants2020-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01248
Number of participants with account balances2020-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01211
Total number of active participants reported on line 7a of the Form 55002019-01-01193
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0140
Total of all active and inactive participants2019-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01234
Number of participants with account balances2019-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-01182
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 participants2018-01-01211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01211
Number of participants with account balances2018-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01199
Total number of active participants reported on line 7a of the Form 55002017-01-01186
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0115
Total of all active and inactive participants2017-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01201
Number of participants with account balances2017-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0112
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01199
Number of participants with account balances2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01210
Total number of active participants reported on line 7a of the Form 55002015-01-01170
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01204
Number of participants with account balances2015-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01194
Total number of active participants reported on line 7a of the Form 55002014-01-01173
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01210
Number of participants with account balances2014-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01166
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0128
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-018
2012: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01186
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0124
Total of all active and inactive participants2012-01-01193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01193
Number of participants with account balances2012-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01264
Total number of active participants reported on line 7a of the Form 55002011-01-01167
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0119
Total of all active and inactive participants2011-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01186
Number of participants with account balances2011-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01271
Total number of active participants reported on line 7a of the Form 55002010-01-01251
Number of retired or separated participants receiving benefits2010-01-0113
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01264
Number of participants with account balances2010-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01264
Total number of active participants reported on line 7a of the Form 55002009-01-01259
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0112
Total of all active and inactive participants2009-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01271
Number of participants with account balances2009-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$28,817
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$0
Total income from all sources (including contributions)2022-12-31$-1,175,028
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,877,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,864,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,583,068
Value of total assets at end of year2022-12-31$13,279,046
Value of total assets at beginning of year2022-12-31$16,359,977
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$12,478
Total interest from all sources2022-12-31$31,194
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$556,104
Participant contributions at end of year2022-12-31$368,853
Participant contributions at beginning of year2022-12-31$399,777
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,210
Other income not declared elsewhere2022-12-31$-17,567
Administrative expenses (other) incurred2022-12-31$12,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,052,114
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,279,046
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,359,977
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$11,872,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,389,589
Interest on participant loans2022-12-31$14,933
Interest earned on other investments2022-12-31$16,261
Value of interest in common/collective trusts at beginning of year2022-12-31$148,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,038,009
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,421,669
Net investment gain/loss from pooled separate accounts2022-12-31$-2,771,723
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$1,025,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,864,608
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 name2022-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2022-12-31591906466
2021 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$653,993
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$3,987,984
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,331,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,318,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,673,977
Value of total assets at end of year2021-12-31$16,359,977
Value of total assets at beginning of year2021-12-31$15,357,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,382
Total interest from all sources2021-12-31$38,027
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$552,149
Participant contributions at end of year2021-12-31$399,777
Participant contributions at beginning of year2021-12-31$405,528
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$43,184
Other income not declared elsewhere2021-12-31$935
Administrative expenses (other) incurred2021-12-31$13,382
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$1,656,520
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,359,977
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$15,357,450
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$14,389,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,193,963
Interest on participant loans2021-12-31$16,336
Interest earned on other investments2021-12-31$21,691
Value of interest in common/collective trusts at end of year2021-12-31$148,942
Value of interest in common/collective trusts at beginning of year2021-12-31$155,944
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,421,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,602,015
Net investment gain/loss from pooled separate accounts2021-12-31$2,275,045
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$1,078,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,318,082
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2021-12-31591906466
2020 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$307,409
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$3,789,383
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$192,962
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$179,935
Expenses. Certain deemed distributions of participant loans2020-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,591,526
Value of total assets at end of year2020-12-31$15,357,450
Value of total assets at beginning of year2020-12-31$12,068,438
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,016
Total interest from all sources2020-12-31$37,680
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$548,965
Participant contributions at end of year2020-12-31$405,528
Participant contributions at beginning of year2020-12-31$392,360
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,983
Other income not declared elsewhere2020-12-31$91
Administrative expenses (other) incurred2020-12-31$13,016
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$3,596,421
Value of net assets at end of year (total assets less liabilities)2020-12-31$15,357,450
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$12,068,438
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,193,963
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$10,211,394
Interest on participant loans2020-12-31$17,020
Interest earned on other investments2020-12-31$20,660
Value of interest in common/collective trusts at end of year2020-12-31$155,944
Value of interest in common/collective trusts at beginning of year2020-12-31$115,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,602,015
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,348,985
Net investment gain/loss from pooled separate accounts2020-12-31$2,126,434
Net investment gain or loss from common/collective trusts2020-12-31$33,652
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$1,030,578
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$179,935
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2020-12-31591906466
2019 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$795
Total transfer of assets from this plan2019-12-31$251,806
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$3,539,154
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,083,677
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,067,724
Value of total corrective distributions2019-12-31$704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,442,115
Value of total assets at end of year2019-12-31$12,068,438
Value of total assets at beginning of year2019-12-31$9,863,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$15,249
Total interest from all sources2019-12-31$45,411
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$490,341
Participant contributions at end of year2019-12-31$392,360
Participant contributions at beginning of year2019-12-31$431,154
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$58,046
Other income not declared elsewhere2019-12-31$-67
Administrative expenses (other) incurred2019-12-31$15,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,455,477
Value of net assets at end of year (total assets less liabilities)2019-12-31$12,068,438
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$9,863,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$10,211,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,893,690
Interest on participant loans2019-12-31$18,315
Interest earned on other investments2019-12-31$27,096
Value of interest in common/collective trusts at end of year2019-12-31$115,699
Value of interest in common/collective trusts at beginning of year2019-12-31$106,798
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,348,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,432,330
Net investment gain/loss from pooled separate accounts2019-12-31$2,026,312
Net investment gain or loss from common/collective trusts2019-12-31$25,383
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$893,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,067,724
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 name2019-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2019-12-31591906466
2018 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$442,735
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$872,697
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$786,994
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$781,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,437,141
Value of total assets at end of year2018-12-31$9,863,972
Value of total assets at beginning of year2018-12-31$10,221,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,783
Total interest from all sources2018-12-31$35,623
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$474,356
Participant contributions at end of year2018-12-31$431,154
Participant contributions at beginning of year2018-12-31$418,124
Other income not declared elsewhere2018-12-31$778
Administrative expenses (other) incurred2018-12-31$5,783
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$85,703
Value of net assets at end of year (total assets less liabilities)2018-12-31$9,863,972
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,221,004
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$7,893,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,533,675
Interest on participant loans2018-12-31$17,052
Interest earned on other investments2018-12-31$18,571
Value of interest in common/collective trusts at end of year2018-12-31$106,798
Value of interest in common/collective trusts at beginning of year2018-12-31$115,336
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,432,330
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,153,869
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-580,297
Net investment gain or loss from common/collective trusts2018-12-31$-20,548
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$962,785
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$781,211
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 name2018-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2018-12-31591906466
2017 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$86,381
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$2,796,928
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,195,488
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,182,529
Expenses. Certain deemed distributions of participant loans2017-12-31$608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,406,225
Value of total assets at end of year2017-12-31$10,221,004
Value of total assets at beginning of year2017-12-31$8,705,945
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,351
Total interest from all sources2017-12-31$34,711
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$486,726
Participant contributions at end of year2017-12-31$418,124
Participant contributions at beginning of year2017-12-31$449,912
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,314
Other income not declared elsewhere2017-12-31$793
Administrative expenses (other) incurred2017-12-31$12,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,601,440
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,221,004
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$8,705,945
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,533,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,911,566
Interest on participant loans2017-12-31$15,018
Interest earned on other investments2017-12-31$19,693
Value of interest in common/collective trusts at end of year2017-12-31$115,336
Value of interest in common/collective trusts at beginning of year2017-12-31$86,439
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,153,869
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,258,028
Net investment gain/loss from pooled separate accounts2017-12-31$1,355,199
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$914,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,182,529
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2017-12-31591906466
2016 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$235,636
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$1,840,300
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$697,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$691,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,269,946
Value of total assets at end of year2016-12-31$8,705,945
Value of total assets at beginning of year2016-12-31$7,799,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,577
Total interest from all sources2016-12-31$38,373
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$434,823
Participant contributions at end of year2016-12-31$449,912
Participant contributions at beginning of year2016-12-31$351,643
Administrative expenses (other) incurred2016-12-31$6,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,142,304
Value of net assets at end of year (total assets less liabilities)2016-12-31$8,705,945
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,799,277
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,911,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,142,529
Interest on participant loans2016-12-31$14,856
Interest earned on other investments2016-12-31$23,517
Value of interest in common/collective trusts at end of year2016-12-31$86,439
Value of interest in common/collective trusts at beginning of year2016-12-31$87,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,258,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,217,811
Net investment gain/loss from pooled separate accounts2016-12-31$531,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$835,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$691,419
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2016-12-31591906466
2015 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets from this plan2015-12-31$316,328
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$901,823
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$354,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$351,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$924,403
Value of total assets at end of year2015-12-31$7,799,277
Value of total assets at beginning of year2015-12-31$7,568,608
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,770
Total interest from all sources2015-12-31$37,568
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$417,324
Participant contributions at end of year2015-12-31$351,643
Participant contributions at beginning of year2015-12-31$275,610
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$7,332
Other income not declared elsewhere2015-12-31$-4,655
Administrative expenses (other) incurred2015-12-31$3,770
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$546,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,799,277
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,568,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,142,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$0
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$5,900,461
Interest on participant loans2015-12-31$12,467
Interest earned on other investments2015-12-31$25,101
Value of interest in common/collective trusts at end of year2015-12-31$87,294
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,217,811
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,053,528
Net investment gain/loss from pooled separate accounts2015-12-31$-55,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$507,079
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$331,677
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$351,056
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2015-12-31591906466
2014 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,668,208
Total of all expenses incurred2014-12-31$335,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$331,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,255,021
Value of total assets at end of year2014-12-31$7,568,608
Value of total assets at beginning of year2014-12-31$6,236,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,897
Total interest from all sources2014-12-31$39,070
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$405,601
Participant contributions at end of year2014-12-31$275,610
Participant contributions at beginning of year2014-12-31$217,123
Participant contributions at end of year2014-12-31$7,332
Participant contributions at beginning of year2014-12-31$6,383
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$19,565
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,332,441
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,568,608
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,236,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$5,900,461
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,843,147
Interest on participant loans2014-12-31$9,219
Interest earned on other investments2014-12-31$29,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,053,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$861,052
Net investment gain/loss from pooled separate accounts2014-12-31$374,117
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$829,855
Employer contributions (assets) at end of year2014-12-31$331,677
Employer contributions (assets) at beginning of year2014-12-31$307,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$331,870
Contract administrator fees2014-12-31$3,897
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2014-12-31591906466
2013 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2013 401k financial data
Total transfer of assets from this plan2013-12-31$66,194
Total income from all sources (including contributions)2013-12-31$1,950,966
Total of all expenses incurred2013-12-31$257,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$252,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,187,026
Value of total assets at end of year2013-12-31$6,236,167
Value of total assets at beginning of year2013-12-31$4,608,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,347
Total interest from all sources2013-12-31$28,195
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$374,367
Participant contributions at end of year2013-12-31$217,123
Participant contributions at beginning of year2013-12-31$105,511
Participant contributions at end of year2013-12-31$6,383
Participant contributions at beginning of year2013-12-31$7,170
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$43,864
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$1,693,899
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,236,167
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,608,462
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,843,147
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,489,776
Income. Interest from loans (other than to participants)2013-12-31$5,389
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22,806
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$861,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$652,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$735,745
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$768,795
Employer contributions (assets) at end of year2013-12-31$307,528
Employer contributions (assets) at beginning of year2013-12-31$353,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$252,720
Contract administrator fees2013-12-31$4,347
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2013-12-31591906466
2012 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$191,302
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,620,284
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$183,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$181,058
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,242,691
Value of total assets at end of year2012-12-31$4,608,462
Value of total assets at beginning of year2012-12-31$3,363,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,657
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$20,646
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$8,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$404,845
Participant contributions at end of year2012-12-31$105,511
Participant contributions at beginning of year2012-12-31$62,736
Participant contributions at end of year2012-12-31$7,170
Participant contributions at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$1,436,569
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,608,462
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,363,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$3,489,776
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,442,223
Interest on participant loans2012-12-31$3,206
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$652,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$512,368
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$356,947
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$837,846
Employer contributions (assets) at end of year2012-12-31$353,678
Employer contributions (assets) at beginning of year2012-12-31$345,868
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$181,058
Contract administrator fees2012-12-31$2,657
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2012-12-31591906466
2011 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$4,382,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$8,616
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,141,149
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$19,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,083
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,178,006
Value of total assets at end of year2011-12-31$3,363,195
Value of total assets at beginning of year2011-12-31$6,632,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,740
Total income from rents2011-12-31$0
Total interest from all sources2011-12-31$15,873
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$365,263
Participant contributions at end of year2011-12-31$62,736
Participant contributions at beginning of year2011-12-31$97,465
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$15,608
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$8,616
Administrative expenses (other) incurred2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$1,121,326
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,363,195
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,624,058
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,442,223
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,752,049
Interest on participant loans2011-12-31$2,657
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$13,216
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$512,368
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,767,552
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-52,730
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$812,743
Employer contributions (assets) at end of year2011-12-31$345,868
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,083
Contract administrator fees2011-12-31$1,740
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2011-12-31591906466
2010 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$8,616
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$4,455
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,590,245
Total of all expenses incurred2010-12-31$82,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$72,796
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Value of total corrective distributions2010-12-31$7,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,048,285
Value of total assets at end of year2010-12-31$6,632,674
Value of total assets at beginning of year2010-12-31$4,120,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,470
Total interest from all sources2010-12-31$25,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$527,259
Participant contributions at end of year2010-12-31$97,465
Participant contributions at beginning of year2010-12-31$75,483
Participant contributions at end of year2010-12-31$15,608
Participant contributions at beginning of year2010-12-31$10,082
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,521,026
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$8,616
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,455
Other income not declared elsewhere2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,508,073
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,624,058
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,115,985
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$4,752,049
Value of interest in pooled separate accounts at beginning of year2010-12-31$3,614,635
Interest on participant loans2010-12-31$4,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$21,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,767,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$420,240
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$516,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$72,796
Contract administrator fees2010-12-31$1,470
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31NEARMAN, MAYNARD, VALLEZ CPAS
Accountancy firm EIN2010-12-31591906466
2009 : SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES 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 SEVEN SEVENTEEN CREDIT UNION, INC 401(K) SAVINGS PLAN FOR UNION EMPLOYEES

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered275
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $14,508
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,864
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered295
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $15,037
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,837
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered248
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $11,782
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,124
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered234
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $10,568
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,507
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered211
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $10,118
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $10,118
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered201
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $9,176
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,176
Insurance broker organization code?3
Insurance broker nameBRASHEN JO A
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9871
Policy instance 1
Insurance contract or identification numberZH9871
Number of Individuals Covered204
Insurance policy start date2015-03-09
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,630
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,630
Insurance broker organization code?3
Insurance broker nameFROST FINANCIAL
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3215
Policy instance 2
Insurance contract or identification numberGH3215
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-03-09
Total amount of commissions paid to insurance brokerUSD $4,403
Total amount of fees paid to insurance companyUSD $1,452
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,403
Insurance broker organization code?3
Amount paid for insurance broker fees1452
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameNATIONAL ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3215
Policy instance 1
Insurance contract or identification numberGH3215
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $16,044
Total amount of fees paid to insurance companyUSD $3,096
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,044
Insurance broker organization code?4
Amount paid for insurance broker fees3096
Insurance broker nameNATIONAL ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3215
Policy instance 1
Insurance contract or identification numberGH3215
Number of Individuals Covered214
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,375
Total amount of fees paid to insurance companyUSD $4,871
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,375
Insurance broker organization code?4
Amount paid for insurance broker fees4871
Insurance broker nameNATIONAL ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3215
Policy instance 1
Insurance contract or identification numberGH3215
Number of Individuals Covered215
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,149
Total amount of fees paid to insurance companyUSD $1,729
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,149
Insurance broker organization code?4
Amount paid for insurance broker fees1729
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameNATIONAL ASSOCIATES
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3215
Policy instance 1
Insurance contract or identification numberGH3215
Number of Individuals Covered266
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,378
Total amount of fees paid to insurance companyUSD $1,675
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberGH3215
Policy instance 1
Insurance contract or identification numberGH3215
Number of Individuals Covered236
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $10,945
Total amount of fees paid to insurance companyUSD $2,068
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $10,945
Insurance broker organization code?4
Amount paid for insurance broker fees2068
Additional information about fees paid to insurance brokerTPA PARTNERSHIP PROGRAM
Insurance broker nameNATIONAL ASSOCIATES

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