401k Plan data: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN plan

PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 401k Plan overview

Plan Name	PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN
Plan identification number	002

PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

PARTNERS 1ST FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: PARTNERS 1ST FEDERAL CREDIT UNION

Employer identification number (EIN): 351079936

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 TRAVIS G. BECK
002 2016-01-01 TRAVIS G. BECK TRAVIS G. BECK 2017-07-27
002 2015-01-01 TRAVIS G. BECK TRAVIS G. BECK 2016-09-07
002 2014-01-01 TRAVIS G. BECK TRAVIS G. BECK 2015-09-02
002 2013-01-01 CARLA C. BIENZ
002 2012-01-01 CARLA BIENZ
002 2011-01-01 CARLA BIENZ
002 2010-01-01 CARLA BIENZ
002 2009-01-01 DAVID FLEMING

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	TRAVIS G. BECK
002	2016-01-01	TRAVIS G. BECK	TRAVIS G. BECK	2017-07-27
002	2015-01-01	TRAVIS G. BECK	TRAVIS G. BECK	2016-09-07
002	2014-01-01	TRAVIS G. BECK	TRAVIS G. BECK	2015-09-02
002	2013-01-01	CARLA C. BIENZ
002	2012-01-01	CARLA BIENZ
002	2011-01-01	CARLA BIENZ
002	2010-01-01	CARLA BIENZ
002	2009-01-01	DAVID FLEMING

Plan Statistics for PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 158
Number of retired or separated participants receiving benefits 2022-01-01 5
Number of other retired or separated participants entitled to future benefits 2022-01-01 34
Total of all active and inactive participants 2022-01-01 197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 197
Number of participants with account balances 2022-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 18
2021: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 152
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 35
Total of all active and inactive participants 2021-01-01 191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 191
Number of participants with account balances 2021-01-01 191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 12
2020: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 172
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 148
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 25
Total of all active and inactive participants 2020-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 177
Number of participants with account balances 2020-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 16
2019: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 172
Number of participants with account balances 2019-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 9
2018: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 138
Number of retired or separated participants receiving benefits 2018-01-01 14
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 182
Number of participants with account balances 2018-01-01 182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 135
Number of retired or separated participants receiving benefits 2017-01-01 14
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 178
Number of participants with account balances 2017-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 107
Number of retired or separated participants receiving benefits 2016-01-01 10
Number of other retired or separated participants entitled to future benefits 2016-01-01 32
Total of all active and inactive participants 2016-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 150
Number of participants with account balances 2016-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 7
2015: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 104
Number of retired or separated participants receiving benefits 2015-01-01 8
Number of other retired or separated participants entitled to future benefits 2015-01-01 42
Total of all active and inactive participants 2015-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 154
Number of participants with account balances 2015-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 8
2014: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 99
Number of retired or separated participants receiving benefits 2014-01-01 10
Number of other retired or separated participants entitled to future benefits 2014-01-01 38
Total of all active and inactive participants 2014-01-01 147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 147
Number of participants with account balances 2014-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 109
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 144
Number of participants with account balances 2013-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 111
Number of retired or separated participants receiving benefits 2012-01-01 5
Number of other retired or separated participants entitled to future benefits 2012-01-01 25
Total of all active and inactive participants 2012-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 141
Number of participants with account balances 2012-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 7
2011: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 113
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 25
Total of all active and inactive participants 2011-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 141
Number of participants with account balances 2011-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 8
2010: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 125
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 19
Total of all active and inactive participants 2010-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 146
Number of participants with account balances 2010-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 12
2009: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 119
Number of retired or separated participants receiving benefits 2009-01-01 1
Number of other retired or separated participants entitled to future benefits 2009-01-01 18
Total of all active and inactive participants 2009-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 138
Number of participants with account balances 2009-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 6

Measure	Date	Value
2022: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	158
Number of retired or separated participants receiving benefits	2022-01-01	5
Number of other retired or separated participants entitled to future benefits	2022-01-01	34
Total of all active and inactive participants	2022-01-01	197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	197
Number of participants with account balances	2022-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	18
2021: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	152
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	35
Total of all active and inactive participants	2021-01-01	191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	191
Number of participants with account balances	2021-01-01	191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	12
2020: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	172
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	148
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	25
Total of all active and inactive participants	2020-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	177
Number of participants with account balances	2020-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	16
2019: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	172
Number of participants with account balances	2019-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	9
2018: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	138
Number of retired or separated participants receiving benefits	2018-01-01	14
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	182
Number of participants with account balances	2018-01-01	182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	135
Number of retired or separated participants receiving benefits	2017-01-01	14
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	178
Number of participants with account balances	2017-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	107
Number of retired or separated participants receiving benefits	2016-01-01	10
Number of other retired or separated participants entitled to future benefits	2016-01-01	32
Total of all active and inactive participants	2016-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	150
Number of participants with account balances	2016-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	7
2015: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	104
Number of retired or separated participants receiving benefits	2015-01-01	8
Number of other retired or separated participants entitled to future benefits	2015-01-01	42
Total of all active and inactive participants	2015-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	154
Number of participants with account balances	2015-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	8
2014: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	99
Number of retired or separated participants receiving benefits	2014-01-01	10
Number of other retired or separated participants entitled to future benefits	2014-01-01	38
Total of all active and inactive participants	2014-01-01	147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	147
Number of participants with account balances	2014-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	109
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	144
Number of participants with account balances	2013-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	111
Number of retired or separated participants receiving benefits	2012-01-01	5
Number of other retired or separated participants entitled to future benefits	2012-01-01	25
Total of all active and inactive participants	2012-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	141
Number of participants with account balances	2012-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	7
2011: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	113
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	25
Total of all active and inactive participants	2011-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	141
Number of participants with account balances	2011-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	8
2010: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	125
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	19
Total of all active and inactive participants	2010-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	146
Number of participants with account balances	2010-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	12
2009: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	119
Number of retired or separated participants receiving benefits	2009-01-01	1
Number of other retired or separated participants entitled to future benefits	2009-01-01	18
Total of all active and inactive participants	2009-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	138
Number of participants with account balances	2009-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	6

Financial Data on PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN

Measure	Date	Value
2022 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$-595,185
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,788,619
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,730,472
Expenses. Certain deemed distributions of participant loans	2022-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,479,512
Value of total assets at end of year	2022-12-31	$14,893,581
Value of total assets at beginning of year	2022-12-31	$17,277,385
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$58,147
Total interest from all sources	2022-12-31	$84,924
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$327,667
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$327,667
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$619,348
Participant contributions at end of year	2022-12-31	$280,417
Participant contributions at beginning of year	2022-12-31	$142,775
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$8,748
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$3,756
Other income not declared elsewhere	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,383,804
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,893,581
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$17,277,385
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$12,579,067
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$14,144,504
Interest on participant loans	2022-12-31	$7,479
Interest earned on other investments	2022-12-31	$77,445
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$2,034,097
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,971,340
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,487,288
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$856,408
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$10,018
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,730,472
Contract administrator fees	2022-12-31	$58,147
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	FORVIS, LLP
Accountancy firm EIN	2022-12-31	440160260
2021 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,998,549
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$913,721
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$857,988
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,208,086
Value of total assets at end of year	2021-12-31	$17,277,385
Value of total assets at beginning of year	2021-12-31	$15,192,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$55,733
Total interest from all sources	2021-12-31	$116,289
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,048,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,048,917
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$551,510
Participant contributions at end of year	2021-12-31	$142,775
Participant contributions at beginning of year	2021-12-31	$119,783
Participant contributions at end of year	2021-12-31	$8,748
Participant contributions at beginning of year	2021-12-31	$7,619
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$77,756
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,084,828
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$17,277,385
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,192,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$14,144,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$11,599,989
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$35,765
Interest on participant loans	2021-12-31	$6,462
Interest earned on other investments	2021-12-31	$109,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,971,340
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$3,419,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$625,257
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$578,820
Employer contributions (assets) at end of year	2021-12-31	$10,018
Employer contributions (assets) at beginning of year	2021-12-31	$9,758
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$857,988
Contract administrator fees	2021-12-31	$55,733
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	FORVIS, LLP
Accountancy firm EIN	2021-12-31	440160260
2020 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$2,374,673
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$754,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$721,413
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,018,677
Value of total assets at end of year	2020-12-31	$15,192,557
Value of total assets at beginning of year	2020-12-31	$13,572,173
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$32,876
Total interest from all sources	2020-12-31	$119,626
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$266,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$266,207
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$485,136
Participant contributions at end of year	2020-12-31	$119,783
Participant contributions at beginning of year	2020-12-31	$99,892
Participant contributions at end of year	2020-12-31	$7,619
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,147
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,620,384
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,192,557
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$13,572,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$11,599,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$10,257,467
Value of interest in pooled separate accounts at end of year	2020-12-31	$35,765
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$267
Interest on participant loans	2020-12-31	$5,895
Interest earned on other investments	2020-12-31	$113,731
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$3,419,643
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$3,214,547
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$957,323
Net investment gain/loss from pooled separate accounts	2020-12-31	$12,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$520,394
Employer contributions (assets) at end of year	2020-12-31	$9,758
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$721,413
Contract administrator fees	2020-12-31	$32,876
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BKD, LLP
Accountancy firm EIN	2020-12-31	440160260
2019 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$3,273,172
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$912,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$893,193
Expenses. Certain deemed distributions of participant loans	2019-12-31	$3,921
Value of total corrective distributions	2019-12-31	$962
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,173,892
Value of total assets at end of year	2019-12-31	$13,572,173
Value of total assets at beginning of year	2019-12-31	$11,211,390
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$14,313
Total interest from all sources	2019-12-31	$135,756
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$190,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$190,312
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$454,882
Participant contributions at end of year	2019-12-31	$99,892
Participant contributions at beginning of year	2019-12-31	$101,161
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$176,610
Other income not declared elsewhere	2019-12-31	$2,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,360,783
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$13,572,173
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$11,211,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,403
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$10,257,467
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$0
Value of interest in pooled separate accounts at end of year	2019-12-31	$267
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$7,918,879
Interest on participant loans	2019-12-31	$5,911
Interest earned on other investments	2019-12-31	$129,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$3,214,547
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$3,191,350
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,263,025
Net investment gain/loss from pooled separate accounts	2019-12-31	$507,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$542,400
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$893,193
Contract administrator fees	2019-12-31	$11,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BKD, LLP
Accountancy firm EIN	2019-12-31	440160260
2018 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$547,493
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,305,999
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,294,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,027,234
Value of total assets at end of year	2018-12-31	$11,211,390
Value of total assets at beginning of year	2018-12-31	$11,969,896
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$11,595
Total interest from all sources	2018-12-31	$126,465
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$454,398
Participant contributions at end of year	2018-12-31	$101,161
Participant contributions at beginning of year	2018-12-31	$95,913
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$49,686
Administrative expenses (other) incurred	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-758,506
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$11,211,390
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$11,969,896
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$7,918,879
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$8,753,922
Interest on participant loans	2018-12-31	$4,590
Interest earned on other investments	2018-12-31	$121,875
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$3,191,350
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$3,120,061
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-606,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$523,150
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,294,404
Contract administrator fees	2018-12-31	$11,595
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,544,357
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$774,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$765,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,162,295
Value of total assets at end of year	2017-12-31	$11,969,896
Value of total assets at beginning of year	2017-12-31	$10,199,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,030
Total interest from all sources	2017-12-31	$4,380
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$382,854
Participant contributions at end of year	2017-12-31	$95,913
Participant contributions at beginning of year	2017-12-31	$108,146
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$314,438
Other income not declared elsewhere	2017-12-31	$119,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,769,908
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$11,969,896
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,199,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$8,753,922
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$7,014,698
Interest on participant loans	2017-12-31	$4,380
Interest earned on other investments	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$3,120,061
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$3,077,144
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,258,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$465,003
Employer contributions (assets) at end of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$765,419
Contract administrator fees	2017-12-31	$9,030
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$1,744,448
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$591,262
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$586,160
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,009,766
Value of total assets at end of year	2016-12-31	$10,199,988
Value of total assets at beginning of year	2016-12-31	$9,046,802
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,102
Total interest from all sources	2016-12-31	$4,173
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$5,102
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$338,988
Participant contributions at end of year	2016-12-31	$108,146
Participant contributions at beginning of year	2016-12-31	$100,576
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$345,328
Other income not declared elsewhere	2016-12-31	$110,896
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,153,186
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,199,988
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,046,802
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$7,014,698
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$6,323,203
Interest on participant loans	2016-12-31	$4,173
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$3,077,144
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$2,623,023
Net investment gain/loss from pooled separate accounts	2016-12-31	$619,613
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$325,450
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$586,160
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$4,972
Total income from all sources (including contributions)	2015-12-31	$675,162
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$609,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$606,497
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$638,133
Value of total assets at end of year	2015-12-31	$9,046,802
Value of total assets at beginning of year	2015-12-31	$8,986,183
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,074
Total interest from all sources	2015-12-31	$4,754
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Administrative expenses professional fees incurred	2015-12-31	$3,074
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$318,412
Participant contributions at end of year	2015-12-31	$100,576
Participant contributions at beginning of year	2015-12-31	$119,834
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$8,478
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$4,972
Other income not declared elsewhere	2015-12-31	$110,962
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$65,591
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,046,802
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,981,211
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$6,323,203
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$6,344,921
Interest on participant loans	2015-12-31	$4,754
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$2,623,023
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$2,521,428
Net investment gain/loss from pooled separate accounts	2015-12-31	$-78,687
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$311,243
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$606,497
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$4,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$5,290
Total income from all sources (including contributions)	2014-12-31	$1,232,651
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$549,663
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$540,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$727,000
Value of total assets at end of year	2014-12-31	$8,986,183
Value of total assets at beginning of year	2014-12-31	$8,303,513
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$9,042
Total interest from all sources	2014-12-31	$4,235
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Administrative expenses professional fees incurred	2014-12-31	$4,410
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$314,796
Participant contributions at end of year	2014-12-31	$119,834
Participant contributions at beginning of year	2014-12-31	$97,920
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$120,985
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$4,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$5,290
Other income not declared elsewhere	2014-12-31	$100,574
Administrative expenses (other) incurred	2014-12-31	$4,632
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$682,988
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,981,211
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$8,298,223
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$6,344,921
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,818,535
Interest on participant loans	2014-12-31	$4,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$2,521,428
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$2,386,866
Net investment gain/loss from pooled separate accounts	2014-12-31	$400,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$291,219
Employer contributions (assets) at beginning of year	2014-12-31	$192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$540,621
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN	2014-12-31	351939627
2013 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$5,290
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$8,908
Total income from all sources (including contributions)	2013-12-31	$2,047,636
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$1,206,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,197,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$955,190
Value of total assets at end of year	2013-12-31	$8,303,513
Value of total assets at beginning of year	2013-12-31	$7,465,574
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,351
Total interest from all sources	2013-12-31	$4,318
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Administrative expenses professional fees incurred	2013-12-31	$3,244
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$4,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$352,809
Participant contributions at end of year	2013-12-31	$97,920
Participant contributions at beginning of year	2013-12-31	$117,481
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$139,051
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$5,290
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$8,908
Other income not declared elsewhere	2013-12-31	$106,055
Administrative expenses (other) incurred	2013-12-31	$5,107
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$841,557
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$8,298,223
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,456,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,818,535
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$4,822,452
Interest on participant loans	2013-12-31	$4,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$2,386,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,525,641
Net investment gain/loss from pooled separate accounts	2013-12-31	$982,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$463,330
Employer contributions (assets) at end of year	2013-12-31	$192
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,197,728
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN	2013-12-31	351939627
2012 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$8,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$4,330
Total income from all sources (including contributions)	2012-12-31	$1,346,742
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$283,020
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$272,801
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$760,234
Value of total assets at end of year	2012-12-31	$7,465,574
Value of total assets at beginning of year	2012-12-31	$6,397,274
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,219
Total interest from all sources	2012-12-31	$4,686
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Administrative expenses professional fees incurred	2012-12-31	$3,605
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$4,500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$384,467
Participant contributions at end of year	2012-12-31	$117,481
Participant contributions at beginning of year	2012-12-31	$117,218
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$72,834
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$8,908
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$4,330
Other income not declared elsewhere	2012-12-31	$93,156
Administrative expenses (other) incurred	2012-12-31	$6,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,063,722
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,456,666
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,392,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$4,822,452
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,032,274
Interest on participant loans	2012-12-31	$4,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,525,641
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,247,782
Net investment gain/loss from pooled separate accounts	2012-12-31	$488,666
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$302,933
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$272,801
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN	2012-12-31	351939627
2011 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$4,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$11,509
Total income from all sources (including contributions)	2011-12-31	$923,947
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$443,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$435,108
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$975,290
Value of total assets at end of year	2011-12-31	$6,397,274
Value of total assets at beginning of year	2011-12-31	$5,923,987
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$8,373
Total interest from all sources	2011-12-31	$3,484
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Administrative expenses professional fees incurred	2011-12-31	$3,495
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$4,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$410,964
Participant contributions at end of year	2011-12-31	$117,218
Participant contributions at beginning of year	2011-12-31	$71,575
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$92,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$4,330
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$11,509
Other income not declared elsewhere	2011-12-31	$80,131
Administrative expenses (other) incurred	2011-12-31	$3,263
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$480,466
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,392,944
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,912,478
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,032,274
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$4,015,487
Interest on participant loans	2011-12-31	$3,484
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,247,782
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,836,904
Net investment gain/loss from pooled separate accounts	2011-12-31	$-134,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$472,168
Employer contributions (assets) at beginning of year	2011-12-31	$21
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$435,108
Contract administrator fees	2011-12-31	$1,615
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BADEN GAGE & SCHROEDER, LLC
Accountancy firm EIN	2011-12-31	351939627
2010 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$11,509
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$6,059
Total income from all sources (including contributions)	2010-12-31	$1,388,498
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$254,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$226,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$842,150
Value of total assets at end of year	2010-12-31	$5,923,987
Value of total assets at beginning of year	2010-12-31	$4,784,786
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,226
Total interest from all sources	2010-12-31	$2,970
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$4,500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$413,288
Participant contributions at end of year	2010-12-31	$71,575
Participant contributions at beginning of year	2010-12-31	$43,357
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$1,248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$11,509
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$6,059
Other income not declared elsewhere	2010-12-31	$66,979
Administrative expenses (other) incurred	2010-12-31	$11,330
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$1,133,751
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$5,912,478
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,778,727
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$4,015,487
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$3,224,908
Interest on participant loans	2010-12-31	$2,970
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,836,904
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,516,494
Net investment gain/loss from pooled separate accounts	2010-12-31	$476,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$427,614
Employer contributions (assets) at end of year	2010-12-31	$21
Employer contributions (assets) at beginning of year	2010-12-31	$27
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$226,521
Contract administrator fees	2010-12-31	$16,896
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BADEN GAGE & SCHROEDER
Accountancy firm EIN	2010-12-31	351939627
2009 : PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN

2022: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: PARTNERS 1ST FEDERAL CREDIT UNION 401K RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896031/896706

Policy instance

Insurance contract or identification number	896031/896706
Number of Individuals Covered	29
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP85145

Policy instance

Insurance contract or identification number	GP85145
Number of Individuals Covered	0
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896031087

Policy instance

Insurance contract or identification number	896031087
Number of Individuals Covered	26
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP85145

Policy instance

Insurance contract or identification number	GP85145
Number of Individuals Covered	39
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $369
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	369
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT
Insurance broker organization code?	5

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896031087

Policy instance

Insurance contract or identification number	896031087
Number of Individuals Covered	26
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP85145

Policy instance

Insurance contract or identification number	GP85145
Number of Individuals Covered	41
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,936
Total amount of fees paid to insurance company	USD $4,870
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,936
Insurance broker organization code?	4
Amount paid for insurance broker fees	4870
Additional information about fees paid to insurance broker	TPA ONGOING ADMIN REIMBURSEMENT

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

896031087

Policy instance

Insurance contract or identification number	896031087
Number of Individuals Covered	5
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP85145

Policy instance

Insurance contract or identification number	GP85145
Number of Individuals Covered	178
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,940
Total amount of fees paid to insurance company	USD $5,525
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $17,940
Insurance broker organization code?	4
Amount paid for insurance broker fees	5525
Additional information about fees paid to insurance broker	TPA SUBSIDY
Insurance broker name	ASCENSUS CONSULTING

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Company Name:	PARTNERS 1ST FEDERAL CREDIT UNION
Employer identification number (EIN):	351079936
NAIC Classification:	522130
NAIC Description:	Credit Unions