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FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameFOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 033

FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:FOX COMMUNITIES CREDIT UNION
Employer identification number (EIN):390738415
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0332022-01-01
0332021-01-01
0332020-01-01
0332019-01-01
0332018-01-01
0332017-01-01BRUCE KOTAREK
0332017-01-01BRUCE KOTAREK
0332016-01-01BRUCE KOTAREK
0332015-01-01BRUCE KOTAREK
0332014-01-01BRUCE KOTAREK
0332013-01-01BRUCE KOTAREK
0332012-01-01BRUCE KOTAREK
0332011-01-01BRUCE KOTAREK
0332010-01-01BRUCE KOTAREK
0332009-01-01TERRI GREEN

Plan Statistics for FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01565
Total number of active participants reported on line 7a of the Form 55002022-01-01435
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01144
Total of all active and inactive participants2022-01-01579
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01580
Number of participants with account balances2022-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01552
Total number of active participants reported on line 7a of the Form 55002021-01-01420
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01142
Total of all active and inactive participants2021-01-01562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01564
Number of participants with account balances2021-01-01564
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0138
2020: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01382
Total number of active participants reported on line 7a of the Form 55002020-01-01431
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01544
Number of participants with account balances2020-01-01543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01453
Total number of active participants reported on line 7a of the Form 55002019-01-01376
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01452
Number of participants with account balances2019-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01452
Total number of active participants reported on line 7a of the Form 55002018-01-01361
Number of retired or separated participants receiving benefits2018-01-017
Number of other retired or separated participants entitled to future benefits2018-01-0184
Total of all active and inactive participants2018-01-01452
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01453
Number of participants with account balances2018-01-01451
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0147
2017: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01395
Total number of active participants reported on line 7a of the Form 55002017-01-01369
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0169
Total of all active and inactive participants2017-01-01450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01451
Number of participants with account balances2017-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0135
2016: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01352
Total number of active participants reported on line 7a of the Form 55002016-01-01321
Number of retired or separated participants receiving benefits2016-01-012
Number of other retired or separated participants entitled to future benefits2016-01-0176
Total of all active and inactive participants2016-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01400
Number of participants with account balances2016-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0122
2015: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01328
Total number of active participants reported on line 7a of the Form 55002015-01-01280
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0172
Total of all active and inactive participants2015-01-01353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01353
Number of participants with account balances2015-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01373
Total number of active participants reported on line 7a of the Form 55002014-01-01278
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0150
Total of all active and inactive participants2014-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01328
Number of participants with account balances2014-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01270
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0169
Total of all active and inactive participants2013-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01341
Number of participants with account balances2013-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0130
2012: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01306
Total number of active participants reported on line 7a of the Form 55002012-01-01257
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01339
Number of participants with account balances2012-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0126
2011: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01289
Total number of active participants reported on line 7a of the Form 55002011-01-01240
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0164
Total of all active and inactive participants2011-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01306
Number of participants with account balances2011-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2010: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01274
Total number of active participants reported on line 7a of the Form 55002010-01-01239
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0150
Total of all active and inactive participants2010-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01289
Number of participants with account balances2010-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01270
Total number of active participants reported on line 7a of the Form 55002009-01-01238
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01274
Number of participants with account balances2009-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$817,830
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$0
Total income from all sources (including contributions)2022-12-31$-2,850,228
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,911,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,811,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,141,617
Value of total assets at end of year2022-12-31$39,017,564
Value of total assets at beginning of year2022-12-31$44,961,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$100,396
Total interest from all sources2022-12-31$80,780
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$813,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$813,042
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,978,864
Participant contributions at end of year2022-12-31$372,784
Participant contributions at beginning of year2022-12-31$417,280
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$838,395
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,761,880
Value of net assets at end of year (total assets less liabilities)2022-12-31$39,017,564
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$44,961,614
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$95,659
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,788,319
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,931,390
Interest on participant loans2022-12-31$17,609
Interest earned on other investments2022-12-31$63,171
Value of interest in common/collective trusts at end of year2022-12-31$6,561,831
Value of interest in common/collective trusts at beginning of year2022-12-31$7,316,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,294,630
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,296,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,754,272
Net investment gain or loss from common/collective trusts2022-12-31$-1,131,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,324,358
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,811,256
Contract administrator fees2022-12-31$4,737
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WIPFLI LLP
Accountancy firm EIN2022-12-31390758449
2021 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,849,453
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$5,591,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,402,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,995,950
Value of total assets at end of year2021-12-31$44,961,614
Value of total assets at beginning of year2021-12-31$41,703,726
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$189,424
Total interest from all sources2021-12-31$75,549
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$684,186
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$684,186
Administrative expenses professional fees incurred2021-12-31$3,318
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,737,495
Participant contributions at end of year2021-12-31$417,280
Participant contributions at beginning of year2021-12-31$460,630
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$149,027
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,257,888
Value of net assets at end of year (total assets less liabilities)2021-12-31$44,961,614
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,703,726
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,931,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$30,957,981
Interest on participant loans2021-12-31$21,325
Interest earned on other investments2021-12-31$54,224
Value of interest in common/collective trusts at end of year2021-12-31$7,316,549
Value of interest in common/collective trusts at beginning of year2021-12-31$6,413,628
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,296,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,871,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,246,170
Net investment gain or loss from common/collective trusts2021-12-31$847,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,109,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,402,141
Contract administrator fees2021-12-31$186,106
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WIPFLI LLP
Accountancy firm EIN2021-12-31390758449
2020 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$2,186,501
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$9,090,159
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,583,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,431,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,540,968
Value of total assets at end of year2020-12-31$41,703,726
Value of total assets at beginning of year2020-12-31$34,011,035
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$152,693
Total interest from all sources2020-12-31$91,416
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$653,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$653,680
Administrative expenses professional fees incurred2020-12-31$3,384
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,650,785
Participant contributions at end of year2020-12-31$460,630
Participant contributions at beginning of year2020-12-31$429,864
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$800,479
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,506,190
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,703,726
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,011,035
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$30,957,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$24,536,514
Interest on participant loans2020-12-31$23,068
Interest earned on other investments2020-12-31$68,348
Value of interest in common/collective trusts at end of year2020-12-31$6,413,628
Value of interest in common/collective trusts at beginning of year2020-12-31$5,563,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,871,487
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,480,882
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,983,753
Net investment gain or loss from common/collective trusts2020-12-31$820,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,089,704
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,431,276
Contract administrator fees2020-12-31$149,309
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WIPFLI LLP
Accountancy firm EIN2020-12-31390758449
2019 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$8,577,457
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,800,655
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,652,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,590,818
Value of total assets at end of year2019-12-31$34,011,035
Value of total assets at beginning of year2019-12-31$27,234,233
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$148,021
Total interest from all sources2019-12-31$78,776
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$540,316
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$540,316
Administrative expenses professional fees incurred2019-12-31$2,881
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,323,047
Participant contributions at end of year2019-12-31$429,864
Participant contributions at beginning of year2019-12-31$439,408
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$363,392
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$27,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$6,776,802
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,011,035
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,234,233
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$24,536,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,200,164
Interest on participant loans2019-12-31$22,963
Interest earned on other investments2019-12-31$55,813
Value of interest in common/collective trusts at end of year2019-12-31$5,563,775
Value of interest in common/collective trusts at beginning of year2019-12-31$5,222,815
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,480,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,344,140
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,362,849
Net investment gain or loss from common/collective trusts2019-12-31$1,004,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$904,379
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,652,634
Contract administrator fees2019-12-31$145,140
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WIPFLI LLP
Accountancy firm EIN2019-12-31390758449
2018 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$889,406
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,508,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,364,658
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,428,949
Value of total assets at end of year2018-12-31$27,234,233
Value of total assets at beginning of year2018-12-31$28,853,316
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$143,831
Total interest from all sources2018-12-31$62,620
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$472,983
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$472,983
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,203,005
Participant contributions at end of year2018-12-31$439,408
Participant contributions at beginning of year2018-12-31$425,942
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$439,238
Total non interest bearing cash at end of year2018-12-31$27,706
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,619,083
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,234,233
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$28,853,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$19,200,164
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,395,907
Interest on participant loans2018-12-31$23,571
Interest earned on other investments2018-12-31$39,049
Value of interest in common/collective trusts at end of year2018-12-31$5,222,815
Value of interest in common/collective trusts at beginning of year2018-12-31$5,620,296
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,344,140
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,411,171
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,742,118
Net investment gain or loss from common/collective trusts2018-12-31$-333,028
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$786,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,364,658
Contract administrator fees2018-12-31$143,831
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WIPFLI LLP
Accountancy firm EIN2018-12-31390758449
2017 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$2,827,445
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$5,877,888
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$535,969
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$399,169
Value of total corrective distributions2017-12-31$124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,093,650
Value of total assets at end of year2017-12-31$28,853,316
Value of total assets at beginning of year2017-12-31$20,683,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$136,676
Total interest from all sources2017-12-31$48,825
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$343,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$343,050
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,102,641
Participant contributions at end of year2017-12-31$425,942
Participant contributions at beginning of year2017-12-31$376,273
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$240,810
Other income not declared elsewhere2017-12-31$1,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$5,341,919
Value of net assets at end of year (total assets less liabilities)2017-12-31$28,853,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,683,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,395,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$13,535,429
Interest on participant loans2017-12-31$17,416
Interest earned on other investments2017-12-31$31,409
Value of interest in common/collective trusts at end of year2017-12-31$5,620,296
Value of interest in common/collective trusts at beginning of year2017-12-31$4,564,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,411,171
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,207,476
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,622,080
Net investment gain or loss from common/collective trusts2017-12-31$769,185
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$750,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$399,169
Contract administrator fees2017-12-31$136,676
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WIPFLI LLP
Accountancy firm EIN2017-12-31390758449
2016 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$3,368,362
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$542,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$437,200
Value of total corrective distributions2016-12-31$153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,772,025
Value of total assets at end of year2016-12-31$20,683,952
Value of total assets at beginning of year2016-12-31$17,858,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$105,226
Total interest from all sources2016-12-31$45,745
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$244,843
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$244,843
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$927,683
Participant contributions at end of year2016-12-31$376,273
Participant contributions at beginning of year2016-12-31$465,801
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$193,764
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$20
Value of net income/loss2016-12-31$2,825,783
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,683,952
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,858,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$13,535,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$11,328,038
Interest on participant loans2016-12-31$18,153
Interest earned on other investments2016-12-31$27,592
Value of interest in common/collective trusts at end of year2016-12-31$4,564,774
Value of interest in common/collective trusts at beginning of year2016-12-31$4,438,583
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,207,476
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,625,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$935,936
Net investment gain or loss from common/collective trusts2016-12-31$369,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$650,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$437,200
Contract administrator fees2016-12-31$105,226
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WIPFLI LLP
Accountancy firm EIN2016-12-31390758449
2015 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$467,775
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,275,641
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,028,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$926,632
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,391,561
Value of total assets at end of year2015-12-31$17,858,169
Value of total assets at beginning of year2015-12-31$17,143,397
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$102,012
Total interest from all sources2015-12-31$48,096
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$294,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$294,363
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$789,055
Participant contributions at end of year2015-12-31$465,801
Participant contributions at beginning of year2015-12-31$390,684
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$40,252
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$246,997
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,858,169
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,143,397
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$11,328,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$10,082,703
Interest on participant loans2015-12-31$18,177
Interest earned on other investments2015-12-31$29,919
Value of interest in common/collective trusts at end of year2015-12-31$4,438,583
Value of interest in common/collective trusts at beginning of year2015-12-31$4,915,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,625,747
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,754,597
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-458,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$562,254
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$926,632
Contract administrator fees2015-12-31$102,012
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2015-12-31390912608
2014 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,252,403
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,186,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,096,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,207,132
Value of total assets at end of year2014-12-31$17,143,397
Value of total assets at beginning of year2014-12-31$16,077,015
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$89,651
Total interest from all sources2014-12-31$273,515
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 year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$696,173
Participant contributions at end of year2014-12-31$390,684
Participant contributions at beginning of year2014-12-31$382,835
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$11,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,066,382
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,143,397
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,077,015
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$10,082,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$8,989,676
Interest on participant loans2014-12-31$16,089
Interest earned on other investments2014-12-31$257,426
Value of interest in common/collective trusts at end of year2014-12-31$4,915,413
Value of interest in common/collective trusts at beginning of year2014-12-31$4,982,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,754,597
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,722,201
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$771,756
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$499,161
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,096,370
Contract administrator fees2014-12-31$89,651
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2014-12-31390912608
2013 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,557,111
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$557,490
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$473,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,142,951
Value of total assets at end of year2013-12-31$16,077,015
Value of total assets at beginning of year2013-12-31$13,077,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$83,784
Total interest from all sources2013-12-31$54,810
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$151,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$151,510
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$9,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$667,962
Participant contributions at end of year2013-12-31$382,835
Participant contributions at beginning of year2013-12-31$239,731
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,451
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,999,621
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,077,015
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$13,077,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$8,989,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$6,227,421
Interest on participant loans2013-12-31$13,792
Interest earned on other investments2013-12-31$41,018
Value of interest in common/collective trusts at end of year2013-12-31$4,982,303
Value of interest in common/collective trusts at beginning of year2013-12-31$4,169,608
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,722,201
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,440,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,589,488
Net investment gain or loss from common/collective trusts2013-12-31$618,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$463,538
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$473,706
Contract administrator fees2013-12-31$83,784
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAWKINS ASH CPAS, LLP
Accountancy firm EIN2013-12-31390912608
2012 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$86,282
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,542,513
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$553,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$486,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,168,856
Value of total assets at end of year2012-12-31$13,077,394
Value of total assets at beginning of year2012-12-31$11,002,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$67,250
Total interest from all sources2012-12-31$54,517
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$142,472
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$142,472
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$662,860
Participant contributions at end of year2012-12-31$239,731
Participant contributions at beginning of year2012-12-31$229,609
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$73,446
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$39,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,988,730
Value of net assets at end of year (total assets less liabilities)2012-12-31$13,077,394
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,002,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$6,227,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,580,854
Interest on participant loans2012-12-31$9,931
Interest earned on other investments2012-12-31$44,586
Value of interest in common/collective trusts at end of year2012-12-31$4,169,608
Value of interest in common/collective trusts at beginning of year2012-12-31$3,567,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,440,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,585,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$732,933
Net investment gain or loss from common/collective trusts2012-12-31$443,735
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$432,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$486,533
Contract administrator fees2012-12-31$67,250
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31WIPFLI
Accountancy firm EIN2012-12-31390758449
2011 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,076,952
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$384,339
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$319,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,083,138
Value of total assets at end of year2011-12-31$11,002,382
Value of total assets at beginning of year2011-12-31$10,309,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$65,275
Total interest from all sources2011-12-31$53,177
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$123,664
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$123,664
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$8,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$641,246
Participant contributions at end of year2011-12-31$229,609
Participant contributions at beginning of year2011-12-31$139,970
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$26,587
Total non interest bearing cash at end of year2011-12-31$39,522
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$692,613
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,002,382
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,309,769
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,580,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,437,117
Interest on participant loans2011-12-31$9,163
Interest earned on other investments2011-12-31$44,014
Value of interest in common/collective trusts at end of year2011-12-31$3,567,366
Value of interest in common/collective trusts at beginning of year2011-12-31$3,530,340
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,585,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,202,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-192,595
Net investment gain or loss from common/collective trusts2011-12-31$9,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$415,305
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$319,064
Contract administrator fees2011-12-31$65,275
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31WIPFLI
Accountancy firm EIN2011-12-31390758449
2010 : FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,250,628
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$335,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$274,621
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,054,151
Value of total assets at end of year2010-12-31$10,309,769
Value of total assets at beginning of year2010-12-31$8,394,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$61,067
Total interest from all sources2010-12-31$7,344
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$99,751
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$99,751
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$8,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$610,676
Participant contributions at end of year2010-12-31$139,970
Participant contributions at beginning of year2010-12-31$120,825
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$19,789
Other income not declared elsewhere2010-12-31$34,265
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,914,940
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,309,769
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,394,829
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,437,117
Interest on participant loans2010-12-31$7,344
Value of interest in common/collective trusts at end of year2010-12-31$3,530,340
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$8,274,004
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,202,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$670,070
Net investment gain or loss from common/collective trusts2010-12-31$385,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$423,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$274,621
Contract administrator fees2010-12-31$61,067
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31WIPFLI
Accountancy firm EIN2010-12-31390758449

Form 5500 Responses for FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN

2022: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FOX COMMUNITIES CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number04/8-0144-1
Policy instance 1
Insurance contract or identification number04/8-0144-1
Number of Individuals Covered580
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number04/8-0144-1
Policy instance 1
Insurance contract or identification number04/8-0144-1
Number of Individuals Covered564
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number04/8-0144-1
Policy instance 1
Insurance contract or identification number04/8-0144-1
Number of Individuals Covered544
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number04/8-0144-1
Policy instance 2
Insurance contract or identification number04/8-0144-1
Number of Individuals Covered452
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered453
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered451
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered350
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered328
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered341
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered339
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered306
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number048-0144-1
Policy instance 1
Insurance contract or identification number048-0144-1
Number of Individuals Covered289
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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