401k Plan data: C.U. COMPANIES 401(K) PLAN plan

C.U. COMPANIES 401(K) PLAN 401k Plan overview

Plan Name	C.U. COMPANIES 401(K) PLAN
Plan identification number	001

C.U. COMPANIES 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

SERVION, INC. DBA THE SERVION GROUP has sponsored the creation of one or more 401k plans.

Company Name: SERVION, INC. DBA THE SERVION GROUP

Employer identification number (EIN): 411592297

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan C.U. COMPANIES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-09-01 WENDY EVERSON
001 2016-09-01 WENDY EVERSON
001 2015-09-01 WENDY EVERSON BRAD CRANDALL 2017-04-19
001 2014-09-01 WENDY EVERSON 2015-11-20
001 2013-09-01 WENDY EVERSON 2014-10-29
001 2012-09-01 WENDY EVERSON 2014-02-13
001 2011-09-01 VANAE PEARSON 2012-11-06
001 2010-09-01 VANAE PEARSON 2012-11-06

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-09-01	WENDY EVERSON
001	2016-09-01	WENDY EVERSON
001	2015-09-01	WENDY EVERSON		BRAD CRANDALL	2017-04-19
001	2014-09-01	WENDY EVERSON	2015-11-20
001	2013-09-01	WENDY EVERSON	2014-10-29
001	2012-09-01	WENDY EVERSON	2014-02-13
001	2011-09-01	VANAE PEARSON	2012-11-06
001	2010-09-01	VANAE PEARSON	2012-11-06

Plan Statistics for C.U. COMPANIES 401(K) PLAN

401k plan membership statisitcs for C.U. COMPANIES 401(K) PLAN

Measure Date Value
2022: C.U. COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 201
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 63
Total of all active and inactive participants 2022-01-01 264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 264
Number of participants with account balances 2022-01-01 33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: C.U. COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 245
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 46
Total of all active and inactive participants 2021-01-01 291
Total participants 2021-01-01 291
Number of participants with account balances 2021-01-01 242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: C.U. COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 205
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 212
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 38
Total of all active and inactive participants 2020-01-01 250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 250
Number of participants with account balances 2020-01-01 210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: C.U. COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 167
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 34
Total of all active and inactive participants 2019-01-01 201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 201
Number of participants with account balances 2019-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: C.U. COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 163
Number of retired or separated participants receiving benefits 2018-01-01 5
Number of other retired or separated participants entitled to future benefits 2018-01-01 24
Total of all active and inactive participants 2018-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 192
Number of participants with account balances 2018-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: C.U. COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-09-01 185
Total number of active participants reported on line 7a of the Form 5500 2017-09-01 159
Number of retired or separated participants receiving benefits 2017-09-01 7
Number of other retired or separated participants entitled to future benefits 2017-09-01 23
Total of all active and inactive participants 2017-09-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-09-01 0
Total participants 2017-09-01 189
Number of participants with account balances 2017-09-01 159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-09-01 0
2016: C.U. COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-09-01 156
Total number of active participants reported on line 7a of the Form 5500 2016-09-01 152
Number of retired or separated participants receiving benefits 2016-09-01 6
Number of other retired or separated participants entitled to future benefits 2016-09-01 26
Total of all active and inactive participants 2016-09-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-09-01 0
Total participants 2016-09-01 184
Number of participants with account balances 2016-09-01 151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-09-01 0
2015: C.U. COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-09-01 128
Total number of active participants reported on line 7a of the Form 5500 2015-09-01 127
Number of retired or separated participants receiving benefits 2015-09-01 8
Number of other retired or separated participants entitled to future benefits 2015-09-01 19
Total of all active and inactive participants 2015-09-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-09-01 0
Total participants 2015-09-01 154
Number of participants with account balances 2015-09-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-09-01 0

Measure	Date	Value
2022: C.U. COMPANIES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	201
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	63
Total of all active and inactive participants	2022-01-01	264
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	264
Number of participants with account balances	2022-01-01	33
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: C.U. COMPANIES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	245
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	46
Total of all active and inactive participants	2021-01-01	291
Total participants	2021-01-01	291
Number of participants with account balances	2021-01-01	242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: C.U. COMPANIES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	205
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	212
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	38
Total of all active and inactive participants	2020-01-01	250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	250
Number of participants with account balances	2020-01-01	210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: C.U. COMPANIES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	167
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	34
Total of all active and inactive participants	2019-01-01	201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	201
Number of participants with account balances	2019-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: C.U. COMPANIES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	163
Number of retired or separated participants receiving benefits	2018-01-01	5
Number of other retired or separated participants entitled to future benefits	2018-01-01	24
Total of all active and inactive participants	2018-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	192
Number of participants with account balances	2018-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: C.U. COMPANIES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-09-01	185
Total number of active participants reported on line 7a of the Form 5500	2017-09-01	159
Number of retired or separated participants receiving benefits	2017-09-01	7
Number of other retired or separated participants entitled to future benefits	2017-09-01	23
Total of all active and inactive participants	2017-09-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-09-01	0
Total participants	2017-09-01	189
Number of participants with account balances	2017-09-01	159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-09-01	0
2016: C.U. COMPANIES 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-09-01	156
Total number of active participants reported on line 7a of the Form 5500	2016-09-01	152
Number of retired or separated participants receiving benefits	2016-09-01	6
Number of other retired or separated participants entitled to future benefits	2016-09-01	26
Total of all active and inactive participants	2016-09-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-09-01	0
Total participants	2016-09-01	184
Number of participants with account balances	2016-09-01	151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-09-01	0
2015: C.U. COMPANIES 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-09-01	128
Total number of active participants reported on line 7a of the Form 5500	2015-09-01	127
Number of retired or separated participants receiving benefits	2015-09-01	8
Number of other retired or separated participants entitled to future benefits	2015-09-01	19
Total of all active and inactive participants	2015-09-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-09-01	0
Total participants	2015-09-01	154
Number of participants with account balances	2015-09-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-09-01	0

Financial Data on C.U. COMPANIES 401(K) PLAN

Measure	Date	Value
2022 : C.U. COMPANIES 401(K) PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$307
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$2,293
Total income from all sources (including contributions)	2022-12-31	$-1,130,862
Total of all expenses incurred	2022-12-31	$1,316,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,256,575
Expenses. Certain deemed distributions of participant loans	2022-12-31	$-7,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,988,475
Value of total assets at end of year	2022-12-31	$12,360,017
Value of total assets at beginning of year	2022-12-31	$14,809,132
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,991
Total interest from all sources	2022-12-31	$9,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,049,560
Participant contributions at end of year	2022-12-31	$263,464
Participant contributions at beginning of year	2022-12-31	$124,070
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$286,602
Liabilities. Value of operating payables at end of year	2022-12-31	$307
Liabilities. Value of operating payables at beginning of year	2022-12-31	$2,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,447,129
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,359,710
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,806,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$66,991
Interest on participant loans	2022-12-31	$9,792
Value of interest in common/collective trusts at end of year	2022-12-31	$12,096,553
Value of interest in common/collective trusts at beginning of year	2022-12-31	$14,685,062
Net investment gain or loss from common/collective trusts	2022-12-31	$-3,129,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$652,313
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,256,575
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	WIPFLI LLC
Accountancy firm EIN	2022-12-31	360758449
2021 : C.U. COMPANIES 401(K) PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$2,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1,239
Total income from all sources (including contributions)	2021-12-31	$4,039,690
Total of all expenses incurred	2021-12-31	$856,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$801,930
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,708,877
Value of total assets at end of year	2021-12-31	$14,809,132
Value of total assets at beginning of year	2021-12-31	$11,625,078
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$42,473
Total interest from all sources	2021-12-31	$7,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,040,685
Participant contributions at end of year	2021-12-31	$124,070
Participant contributions at beginning of year	2021-12-31	$141,867
Participant contributions at beginning of year	2021-12-31	$443
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$24,187
Liabilities. Value of operating payables at end of year	2021-12-31	$2,293
Liabilities. Value of operating payables at beginning of year	2021-12-31	$1,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,183,000
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,806,839
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,623,839
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$42,473
Interest on participant loans	2021-12-31	$7,860
Value of interest in common/collective trusts at end of year	2021-12-31	$14,685,062
Value of interest in common/collective trusts at beginning of year	2021-12-31	$11,482,768
Net investment gain or loss from common/collective trusts	2021-12-31	$2,322,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$644,005
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$801,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	WIPFLI LLC
Accountancy firm EIN	2021-12-31	360758449
2020 : C.U. COMPANIES 401(K) PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,239
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$3,270,494
Total of all expenses incurred	2020-12-31	$264,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$236,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,490,738
Value of total assets at end of year	2020-12-31	$11,625,078
Value of total assets at beginning of year	2020-12-31	$8,617,530
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$28,058
Total interest from all sources	2020-12-31	$8,570
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$877,934
Participant contributions at end of year	2020-12-31	$141,867
Participant contributions at beginning of year	2020-12-31	$154,380
Participant contributions at end of year	2020-12-31	$443
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$88,024
Liabilities. Value of operating payables at end of year	2020-12-31	$1,239
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$3,006,309
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,623,839
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$8,617,530
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$28,058
Interest on participant loans	2020-12-31	$8,570
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$11,482,768
Value of interest in common/collective trusts at beginning of year	2020-12-31	$8,463,150
Net investment gain or loss from common/collective trusts	2020-12-31	$1,771,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$524,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$236,127
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	WIPFLI LLC
Accountancy firm EIN	2020-12-31	360758449
2019 : C.U. COMPANIES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,768,913
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$540,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$540,130
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,155,488
Value of total assets at end of year	2019-12-31	$8,617,530
Value of total assets at beginning of year	2019-12-31	$6,388,747
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$0
Total interest from all sources	2019-12-31	$8,907
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$707,504
Participant contributions at end of year	2019-12-31	$154,380
Participant contributions at beginning of year	2019-12-31	$152,529
Participant contributions at beginning of year	2019-12-31	$13,666
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,228,783
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$8,617,530
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,388,747
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Income. Interest from loans (other than to participants)	2019-12-31	$8,907
Value of interest in common/collective trusts at end of year	2019-12-31	$8,463,150
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,201,959
Net investment gain or loss from common/collective trusts	2019-12-31	$1,604,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$447,984
Employer contributions (assets) at beginning of year	2019-12-31	$20,593
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$540,130
Contract administrator fees	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	WIPFLI LLC
Accountancy firm EIN	2019-12-31	360758449
2018 : C.U. COMPANIES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$504,951
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$749,460
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$749,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$980,730
Value of total assets at end of year	2018-12-31	$6,388,747
Value of total assets at beginning of year	2018-12-31	$6,633,256
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$0
Total interest from all sources	2018-12-31	$4,701
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$595,500
Participant contributions at end of year	2018-12-31	$152,529
Participant contributions at beginning of year	2018-12-31	$81,340
Participant contributions at end of year	2018-12-31	$13,666
Participant contributions at beginning of year	2018-12-31	$17,099
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$12,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-244,509
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,388,747
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$6,633,256
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$6,523,424
Income. Interest from loans (other than to participants)	2018-12-31	$4,701
Value of interest in common/collective trusts at end of year	2018-12-31	$6,201,959
Net investment gain or loss from common/collective trusts	2018-12-31	$-480,480
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$372,800
Employer contributions (assets) at end of year	2018-12-31	$20,593
Employer contributions (assets) at beginning of year	2018-12-31	$11,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$749,460
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	WIPFLI LLC
Accountancy firm EIN	2018-12-31	390758449
2017 : C.U. COMPANIES 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$758,258
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$23,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$23,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$294,759
Value of total assets at end of year	2017-12-31	$6,633,256
Value of total assets at beginning of year	2017-12-31	$5,898,469
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$0
Total interest from all sources	2017-12-31	$849
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$176,874
Participant contributions at end of year	2017-12-31	$81,340
Participant contributions at beginning of year	2017-12-31	$39,311
Participant contributions at end of year	2017-12-31	$17,099
Participant contributions at beginning of year	2017-12-31	$75
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$734,787
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$6,633,256
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$5,898,469
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$6,523,424
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,859,024
Income. Interest from loans (other than to participants)	2017-12-31	$849
Net investment gain or loss from common/collective trusts	2017-12-31	$462,650
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$116,224
Employer contributions (assets) at end of year	2017-12-31	$11,393
Employer contributions (assets) at beginning of year	2017-12-31	$59
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$23,471
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	WIPFLI LLP
Accountancy firm EIN	2017-12-31	390758449
Total unrealized appreciation/depreciation of assets	2017-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-08-31	$0
Total income from all sources (including contributions)	2017-08-31	$1,549,181
Total loss/gain on sale of assets	2017-08-31	$0
Total of all expenses incurred	2017-08-31	$77,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-08-31	$76,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-08-31	$856,599
Value of total assets at end of year	2017-08-31	$5,898,469
Value of total assets at beginning of year	2017-08-31	$4,426,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-08-31	$875
Total interest from all sources	2017-08-31	$1,164
Total dividends received (eg from common stock, registered investment company shares)	2017-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-08-31	No
Was this plan covered by a fidelity bond	2017-08-31	Yes
Value of fidelity bond cover	2017-08-31	$500,000
If this is an individual account plan, was there a blackout period	2017-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-08-31	No
Contributions received from participants	2017-08-31	$486,398
Participant contributions at end of year	2017-08-31	$39,311
Participant contributions at beginning of year	2017-08-31	$18,225
Participant contributions at end of year	2017-08-31	$75
Participant contributions at beginning of year	2017-08-31	$13,899
Income. Received or receivable in cash from other sources (including rollovers)	2017-08-31	$104,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Value of net income/loss	2017-08-31	$1,471,753
Value of net assets at end of year (total assets less liabilities)	2017-08-31	$5,898,469
Value of net assets at beginning of year (total assets less liabilities)	2017-08-31	$4,426,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-08-31	No
Were any leases to which the plan was party in default or uncollectible	2017-08-31	No
Investment advisory and management fees	2017-08-31	$875
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-08-31	$5,859,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-08-31	$4,385,724
Income. Interest from loans (other than to participants)	2017-08-31	$1,164
Net investment gain or loss from common/collective trusts	2017-08-31	$691,418
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-08-31	No
Was there a failure to transmit to the plan any participant contributions	2017-08-31	No
Has the plan failed to provide any benefit when due under the plan	2017-08-31	No
Contributions received in cash from employer	2017-08-31	$265,545
Employer contributions (assets) at end of year	2017-08-31	$59
Employer contributions (assets) at beginning of year	2017-08-31	$8,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-08-31	$76,553
Did the plan have assets held for investment	2017-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-08-31	Disclaimer
Accountancy firm name	2017-08-31	WIPFLI LLP
Accountancy firm EIN	2017-08-31	390758449
2016 : C.U. COMPANIES 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-08-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-08-31	$0
Total income from all sources (including contributions)	2016-08-31	$788,826
Total loss/gain on sale of assets	2016-08-31	$0
Total of all expenses incurred	2016-08-31	$260,369
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-08-31	$247,933
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-08-31	$531,243
Value of total assets at end of year	2016-08-31	$4,426,716
Value of total assets at beginning of year	2016-08-31	$3,898,259
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-08-31	$12,436
Total interest from all sources	2016-08-31	$925
Total dividends received (eg from common stock, registered investment company shares)	2016-08-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-08-31	No
Was this plan covered by a fidelity bond	2016-08-31	Yes
Value of fidelity bond cover	2016-08-31	$1,500,000
If this is an individual account plan, was there a blackout period	2016-08-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-08-31	No
Contributions received from participants	2016-08-31	$331,408
Participant contributions at end of year	2016-08-31	$18,225
Participant contributions at beginning of year	2016-08-31	$30,101
Participant contributions at end of year	2016-08-31	$13,899
Participant contributions at beginning of year	2016-08-31	$8,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Value of net income/loss	2016-08-31	$528,457
Value of net assets at end of year (total assets less liabilities)	2016-08-31	$4,426,716
Value of net assets at beginning of year (total assets less liabilities)	2016-08-31	$3,898,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-08-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-08-31	No
Were any leases to which the plan was party in default or uncollectible	2016-08-31	No
Investment advisory and management fees	2016-08-31	$12,436
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-08-31	$4,385,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-08-31	$3,847,158
Income. Interest from loans (other than to participants)	2016-08-31	$925
Net investment gain or loss from common/collective trusts	2016-08-31	$256,658
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-08-31	No
Was there a failure to transmit to the plan any participant contributions	2016-08-31	No
Has the plan failed to provide any benefit when due under the plan	2016-08-31	No
Contributions received in cash from employer	2016-08-31	$199,835
Employer contributions (assets) at end of year	2016-08-31	$8,868
Employer contributions (assets) at beginning of year	2016-08-31	$12,592
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-08-31	$247,933
Did the plan have assets held for investment	2016-08-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-08-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-08-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-08-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-08-31	Disclaimer
Accountancy firm name	2016-08-31	WIPFLI LLP
Accountancy firm EIN	2016-08-31	390758449

Form 5500 Responses for C.U. COMPANIES 401(K) PLAN

2022: C.U. COMPANIES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: C.U. COMPANIES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: C.U. COMPANIES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: C.U. COMPANIES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: C.U. COMPANIES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: C.U. COMPANIES 401(K) PLAN 2017 form 5500 responses
2017-09-01	Type of plan entity	Single employer plan
2017-09-01	Submission has been amended	No
2017-09-01	This submission is the final filing	No
2017-09-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-09-01	Plan is a collectively bargained plan	No
2017-09-01	Plan funding arrangement – Trust	Yes
2017-09-01	Plan benefit arrangement - Trust	Yes
2016: C.U. COMPANIES 401(K) PLAN 2016 form 5500 responses
2016-09-01	Type of plan entity	Single employer plan
2016-09-01	Submission has been amended	No
2016-09-01	This submission is the final filing	No
2016-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-09-01	Plan is a collectively bargained plan	No
2016-09-01	Plan funding arrangement – Trust	Yes
2016-09-01	Plan benefit arrangement - Trust	Yes
2015: C.U. COMPANIES 401(K) PLAN 2015 form 5500 responses
2015-09-01	Type of plan entity	Single employer plan
2015-09-01	Submission has been amended	No
2015-09-01	This submission is the final filing	No
2015-09-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-09-01	Plan is a collectively bargained plan	No
2015-09-01	Plan funding arrangement – Trust	Yes
2015-09-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

511746-01

Policy instance

Insurance contract or identification number	511746-01
Number of Individuals Covered	19
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

511746-01

Policy instance

Insurance contract or identification number	511746-01
Number of Individuals Covered	15
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

Potentially related plans

C.U. COMPANIES 401(K) PLAN [EIN = 411592298]

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Company Name:	SERVION, INC. DBA THE SERVION GROUP
Employer identification number (EIN):	411592297
NAIC Classification:	522130
NAIC Description:	Credit Unions