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

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

TEACHERS CREDIT UNION 401(K) PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:TEACHERS CREDIT UNION
Employer identification number (EIN):350702986
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01TOMMY L LEE
0022016-01-01TOMMY L LEE
0022015-01-01TOMMY L LEE
0022014-01-01TOMMY L LEE
0022013-01-01TOMMY L LEE TOMMY L LEE2014-10-14
0022012-01-01TOMMY L LEE AMY L. SINK2013-10-15
0022011-01-01TOMMY L LEE AMY L. SINK2012-10-12
0022009-01-01TOMMY L LEE AMY L. SINK2010-10-15

Plan Statistics for TEACHERS CREDIT UNION 401(K) PLAN

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

Measure Date Value
2022: TEACHERS CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01880
Total number of active participants reported on line 7a of the Form 55002022-01-01738
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01123
Total of all active and inactive participants2022-01-01861
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-014
Total participants2022-01-01865
Number of participants with account balances2022-01-01861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: TEACHERS CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,118
Total number of active participants reported on line 7a of the Form 55002021-01-01761
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01109
Total of all active and inactive participants2021-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01873
Number of participants with account balances2021-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: TEACHERS CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01954
Total number of active participants reported on line 7a of the Form 55002020-01-01752
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01344
Total of all active and inactive participants2020-01-011,096
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-011,098
Number of participants with account balances2020-01-011,097
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0152
2019: TEACHERS CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01900
Total number of active participants reported on line 7a of the Form 55002019-01-01666
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-01252
Total of all active and inactive participants2019-01-01938
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01938
Number of participants with account balances2019-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01101
2018: TEACHERS CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01779
Total number of active participants reported on line 7a of the Form 55002018-01-01672
Number of retired or separated participants receiving benefits2018-01-0136
Number of other retired or separated participants entitled to future benefits2018-01-01188
Total of all active and inactive participants2018-01-01896
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01898
Number of participants with account balances2018-01-01897
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0191
2017: TEACHERS CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01562
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0195
Total of all active and inactive participants2017-01-01669
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01671
Number of participants with account balances2017-01-01670
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0156
2016: TEACHERS CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01637
Total number of active participants reported on line 7a of the Form 55002016-01-01525
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0179
Total of all active and inactive participants2016-01-01611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01611
Number of participants with account balances2016-01-01604
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0145
2015: TEACHERS CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01613
Total number of active participants reported on line 7a of the Form 55002015-01-01537
Number of retired or separated participants receiving benefits2015-01-018
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01617
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01617
Number of participants with account balances2015-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TEACHERS CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01630
Total number of active participants reported on line 7a of the Form 55002014-01-01544
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0167
Total of all active and inactive participants2014-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01612
Number of participants with account balances2014-01-01545
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0134
2013: TEACHERS CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01720
Total number of active participants reported on line 7a of the Form 55002013-01-01561
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0155
Total of all active and inactive participants2013-01-01616
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01616
Number of participants with account balances2013-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0132
2012: TEACHERS CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01651
Total number of active participants reported on line 7a of the Form 55002012-01-01625
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0194
Total of all active and inactive participants2012-01-01719
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01720
Number of participants with account balances2012-01-01674
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0139
2011: TEACHERS CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01605
Total number of active participants reported on line 7a of the Form 55002011-01-01606
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01651
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01651
Number of participants with account balances2011-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: TEACHERS CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01619
Total number of active participants reported on line 7a of the Form 55002009-01-01565
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0167
Total of all active and inactive participants2009-01-01632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01632
Number of participants with account balances2009-01-01617
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0113

Financial Data on TEACHERS CREDIT UNION 401(K) PLAN

Measure Date Value
2022 : TEACHERS CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,700,363
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,841,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,587,076
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$8,188,898
Value of total assets at end of year2022-12-31$81,279,155
Value of total assets at beginning of year2022-12-31$95,821,009
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$254,415
Total interest from all sources2022-12-31$141,186
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$2,472,699
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,472,699
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$50,000,000
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$3,957,508
Participant contributions at end of year2022-12-31$1,295,336
Participant contributions at beginning of year2022-12-31$1,165,780
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$185,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,541,854
Value of net assets at end of year (total assets less liabilities)2022-12-31$81,279,155
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$95,821,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$78,397
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$73,939,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$88,158,853
Interest on participant loans2022-12-31$56,176
Interest earned on other investments2022-12-31$85,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,044,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,496,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,503,146
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$4,046,152
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,587,076
Contract administrator fees2022-12-31$176,018
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : TEACHERS CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$20,450,228
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$10,383,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,065,656
Value of total corrective distributions2021-12-31$11
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,629,277
Value of total assets at end of year2021-12-31$95,821,009
Value of total assets at beginning of year2021-12-31$85,754,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$317,842
Total interest from all sources2021-12-31$160,629
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,204,192
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,204,192
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,894,413
Participant contributions at end of year2021-12-31$1,165,780
Participant contributions at beginning of year2021-12-31$1,297,451
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$765,180
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$10,066,719
Value of net assets at end of year (total assets less liabilities)2021-12-31$95,821,009
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$85,754,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$91,285
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$88,158,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$76,129,023
Interest on participant loans2021-12-31$62,518
Interest earned on other investments2021-12-31$98,111
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,496,376
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,327,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,456,130
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$3,969,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,065,656
Contract administrator fees2021-12-31$226,557
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : TEACHERS CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,290,637
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,854,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$4,574,145
Expenses. Certain deemed distributions of participant loans2020-12-31$12,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$7,629,502
Value of total assets at end of year2020-12-31$85,754,290
Value of total assets at beginning of year2020-12-31$73,317,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$267,886
Total interest from all sources2020-12-31$165,193
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,997,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,997,095
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,148,574
Participant contributions at end of year2020-12-31$1,297,451
Participant contributions at beginning of year2020-12-31$1,263,859
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$948,463
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$12,436,551
Value of net assets at end of year (total assets less liabilities)2020-12-31$85,754,290
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$73,317,739
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
Investment advisory and management fees2020-12-31$73,239
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$76,129,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$67,459,539
Interest on participant loans2020-12-31$69,269
Interest earned on other investments2020-12-31$95,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,327,816
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$4,594,341
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,498,847
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$3,532,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$4,574,145
Contract administrator fees2020-12-31$194,647
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 name2020-12-31BKD LLP
Accountancy firm EIN2020-12-31440160260
2019 : TEACHERS CREDIT UNION 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 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$18,567,761
Total income from all sources (including contributions)2019-12-31$18,567,761
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$5,367,622
Total of all expenses incurred2019-12-31$5,367,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,121,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$5,121,730
Value of total corrective distributions2019-12-31$7,848
Value of total corrective distributions2019-12-31$7,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,105,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$6,105,322
Value of total assets at end of year2019-12-31$73,317,739
Value of total assets at end of year2019-12-31$73,317,739
Value of total assets at beginning of year2019-12-31$60,117,600
Value of total assets at beginning of year2019-12-31$60,117,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$238,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$238,044
Total interest from all sources2019-12-31$161,576
Total interest from all sources2019-12-31$161,576
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,818,246
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,818,246
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,818,246
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,818,246
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$50,000,000
Value of fidelity bond cover2019-12-31$50,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,706,329
Contributions received from participants2019-12-31$2,706,329
Participant contributions at end of year2019-12-31$1,263,859
Participant contributions at end of year2019-12-31$1,263,859
Participant contributions at beginning of year2019-12-31$1,198,246
Participant contributions at beginning of year2019-12-31$1,198,246
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$158,584
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$158,584
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
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$13,200,139
Value of net income/loss2019-12-31$13,200,139
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,317,739
Value of net assets at end of year (total assets less liabilities)2019-12-31$73,317,739
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,117,600
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$60,117,600
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$67,459,539
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$67,459,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$53,714,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$53,714,942
Interest on participant loans2019-12-31$72,120
Interest on participant loans2019-12-31$72,120
Interest earned on other investments2019-12-31$89,456
Interest earned on other investments2019-12-31$89,456
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,594,341
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$4,594,341
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,204,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,204,412
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,482,617
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,482,617
Net investment gain or loss from common/collective trusts2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$3,240,409
Contributions received in cash from employer2019-12-31$3,240,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$5,121,730
Contract administrator fees2019-12-31$238,044
Contract administrator fees2019-12-31$238,044
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD LLP
Accountancy firm name2019-12-31BKD LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : TEACHERS CREDIT UNION 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$23,914,399
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,358,947
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,615,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,379,566
Value of total corrective distributions2018-12-31$18,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,253,843
Value of total assets at end of year2018-12-31$60,117,600
Value of total assets at beginning of year2018-12-31$39,460,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$218,120
Total interest from all sources2018-12-31$144,446
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,143,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,143,034
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$50,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,407,215
Participant contributions at end of year2018-12-31$1,198,246
Participant contributions at beginning of year2018-12-31$919,112
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$652,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,256,919
Value of net assets at end of year (total assets less liabilities)2018-12-31$60,117,600
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,460,120
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$53,714,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$35,380,235
Interest on participant loans2018-12-31$55,239
Interest earned on other investments2018-12-31$89,207
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,204,412
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,160,773
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,182,376
Net investment gain or loss from common/collective trusts2018-12-31$0
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$2,193,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,379,566
Contract administrator fees2018-12-31$218,120
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 name2018-12-31BKD LLP
Accountancy firm EIN2018-12-31440160260
2017 : TEACHERS CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$8,213,698
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,940,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,806,504
Value of total corrective distributions2017-12-31$5,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,011,236
Value of total assets at end of year2017-12-31$39,460,120
Value of total assets at beginning of year2017-12-31$34,187,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$128,687
Total interest from all sources2017-12-31$92,949
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$870,179
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$870,179
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$50,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,990,848
Participant contributions at end of year2017-12-31$919,112
Participant contributions at beginning of year2017-12-31$1,053,976
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$427,215
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$5,273,067
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,460,120
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$34,187,053
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$35,380,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$30,516,834
Interest on participant loans2017-12-31$45,109
Interest earned on other investments2017-12-31$47,840
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,160,773
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,616,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,239,334
Net investment gain or loss from common/collective trusts2017-12-31$0
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$593,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,806,504
Contract administrator fees2017-12-31$128,687
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 name2017-12-31BKD LLP
Accountancy firm EIN2017-12-31440160260
2016 : TEACHERS CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$53,593
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$5,185,840
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,321,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,201,390
Value of total corrective distributions2016-12-31$1,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,663,529
Value of total assets at end of year2016-12-31$34,187,053
Value of total assets at beginning of year2016-12-31$31,376,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$118,280
Total interest from all sources2016-12-31$45,190
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$662,929
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$662,929
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$50,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,862,593
Participant contributions at end of year2016-12-31$1,053,976
Participant contributions at beginning of year2016-12-31$989,866
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$168,411
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,864,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$34,187,053
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,376,199
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$30,516,834
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$27,814,231
Interest on participant loans2016-12-31$45,190
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,616,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,572,102
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,814,192
Net investment gain or loss from common/collective trusts2016-12-31$0
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$632,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,201,390
Contract administrator fees2016-12-31$118,280
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 PBGC2016-12-31Yes
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 name2016-12-31BKD LLP
Accountancy firm EIN2016-12-31440160260
2015 : TEACHERS CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,381,813
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,596,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,425,038
Value of total corrective distributions2015-12-31$34,395
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,399,442
Value of total assets at end of year2015-12-31$31,376,199
Value of total assets at beginning of year2015-12-31$32,590,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$136,905
Total interest from all sources2015-12-31$92,363
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,218,366
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,218,366
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$50,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,835,188
Participant contributions at end of year2015-12-31$989,866
Participant contributions at beginning of year2015-12-31$979,752
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,722
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,214,525
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,376,199
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$32,590,724
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$27,814,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$28,249,039
Interest on participant loans2015-12-31$44,417
Interest earned on other investments2015-12-31$47,946
Value of interest in common/collective trusts at end of year2015-12-31$0
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$2,572,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,361,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,328,358
Net investment gain or loss from common/collective trusts2015-12-31$0
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$558,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,425,038
Contract administrator fees2015-12-31$136,905
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 name2015-12-31BKD LLP
Accountancy firm EIN2015-12-31440160260
2014 : TEACHERS CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,031,853
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,157,822
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,026,689
Value of total corrective distributions2014-12-31$7,292
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,409,178
Value of total assets at end of year2014-12-31$32,590,724
Value of total assets at beginning of year2014-12-31$30,716,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$123,841
Total interest from all sources2014-12-31$121,665
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$704,395
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$704,395
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,771,861
Participant contributions at end of year2014-12-31$979,752
Participant contributions at beginning of year2014-12-31$871,783
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$83,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$29,843,371
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$1,874,031
Value of net assets at end of year (total assets less liabilities)2014-12-31$32,590,724
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$30,716,693
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$28,249,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,539
Interest on participant loans2014-12-31$44,239
Interest earned on other investments2014-12-31$77,426
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,361,933
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$796,615
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$553,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,026,689
Contract administrator fees2014-12-31$123,841
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31BKD LLP
Accountancy firm EIN2014-12-31440160260
2013 : TEACHERS CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$5,319
Total income from all sources (including contributions)2013-12-31$7,379,266
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,995,640
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,973,706
Value of total corrective distributions2013-12-31$7,409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,223,543
Value of total assets at end of year2013-12-31$30,716,693
Value of total assets at beginning of year2013-12-31$25,338,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,525
Total interest from all sources2013-12-31$54,784
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$313,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$313,916
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,605,004
Participant contributions at end of year2013-12-31$871,783
Participant contributions at beginning of year2013-12-31$1,014,390
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$101,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$29,843,371
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,811
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$5,319
Administrative expenses (other) incurred2013-12-31$14,525
Total non interest bearing cash at beginning of year2013-12-31$47
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,383,626
Value of net assets at end of year (total assets less liabilities)2013-12-31$30,716,693
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$25,333,067
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,539
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$20,999,681
Interest on participant loans2013-12-31$54,784
Value of interest in common/collective trusts at beginning of year2013-12-31$3,314,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,828,097
Net investment gain or loss from common/collective trusts2013-12-31$-41,074
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$517,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,973,706
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
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 name2013-12-31BKD, LLP
Accountancy firm EIN2013-12-31440160260
2012 : TEACHERS CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$5,319
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,148
Total income from all sources (including contributions)2012-12-31$5,775,103
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,740,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,717,112
Value of total corrective distributions2012-12-31$6,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,762,490
Value of total assets at end of year2012-12-31$25,338,386
Value of total assets at beginning of year2012-12-31$21,299,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$16,326
Total interest from all sources2012-12-31$56,876
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$327,162
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$327,162
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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$1,643,620
Participant contributions at end of year2012-12-31$1,014,390
Participant contributions at beginning of year2012-12-31$815,289
Participant contributions at beginning of year2012-12-31$50,787
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$302,891
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,811
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$19,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$5,319
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,148
Other income not declared elsewhere2012-12-31$47
Administrative expenses (other) incurred2012-12-31$16,326
Total non interest bearing cash at end of year2012-12-31$47
Total non interest bearing cash at beginning of year2012-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,035,080
Value of net assets at end of year (total assets less liabilities)2012-12-31$25,333,067
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,297,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$20,999,681
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$17,287,101
Interest on participant loans2012-12-31$56,876
Value of interest in common/collective trusts at end of year2012-12-31$3,314,457
Value of interest in common/collective trusts at beginning of year2012-12-31$3,109,214
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,524,928
Net investment gain or loss from common/collective trusts2012-12-31$103,600
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$815,979
Employer contributions (assets) at beginning of year2012-12-31$17,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,717,112
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BKD, LLP
Accountancy firm EIN2012-12-31440160260
2011 : TEACHERS CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,671,983
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,534,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,520,847
Value of total corrective distributions2011-12-31$627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,256,063
Value of total assets at end of year2011-12-31$21,299,135
Value of total assets at beginning of year2011-12-31$21,160,303
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$12,825
Total interest from all sources2011-12-31$49,163
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$274,327
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$274,327
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000,000
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$1,576,412
Participant contributions at end of year2011-12-31$815,289
Participant contributions at beginning of year2011-12-31$743,816
Participant contributions at end of year2011-12-31$50,787
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$19,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$1,148
Other income not declared elsewhere2011-12-31$333
Administrative expenses (other) incurred2011-12-31$12,825
Total non interest bearing cash at end of year2011-12-31$150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$137,684
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,297,987
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,160,303
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$17,287,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$17,507,524
Interest on participant loans2011-12-31$49,163
Value of interest in common/collective trusts at end of year2011-12-31$3,109,214
Value of interest in common/collective trusts at beginning of year2011-12-31$2,888,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,010,693
Net investment gain or loss from common/collective trusts2011-12-31$102,790
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$679,651
Employer contributions (assets) at end of year2011-12-31$17,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,520,847
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : TEACHERS CREDIT UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$77,545
Total income from all sources (including contributions)2010-12-31$4,417,360
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$651,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$615,944
Value of total corrective distributions2010-12-31$21,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,054,450
Value of total assets at end of year2010-12-31$21,160,303
Value of total assets at beginning of year2010-12-31$17,471,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,575
Total interest from all sources2010-12-31$52,777
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$276,786
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$276,786
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000,000
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$1,546,792
Participant contributions at end of year2010-12-31$743,816
Participant contributions at beginning of year2010-12-31$669,072
Participant contributions at beginning of year2010-12-31$50,670
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$136,759
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,862
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$12,101
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$77,545
Administrative expenses (other) incurred2010-12-31$13,575
Total non interest bearing cash at beginning of year2010-12-31$1,125
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$3,766,064
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,160,303
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$17,394,239
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$17,507,524
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$14,241,087
Interest on participant loans2010-12-31$52,777
Value of interest in common/collective trusts at end of year2010-12-31$2,888,101
Value of interest in common/collective trusts at beginning of year2010-12-31$2,480,231
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,913,659
Net investment gain or loss from common/collective trusts2010-12-31$119,688
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$370,899
Employer contributions (assets) at beginning of year2010-12-31$17,498
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$615,944
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : TEACHERS CREDIT UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TEACHERS CREDIT UNION 401(K) PLAN

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

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered865
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered873
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered1098
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered938
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered896
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number013-0009-7
Policy instance 1
Insurance contract or identification number013-0009-7
Number of Individuals Covered671
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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