401k Plan data: MERITRUST CREDIT UNION 401(K) PLAN plan

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

Plan Name	MERITRUST CREDIT UNION 401(K) PLAN
Plan identification number	002

MERITRUST CREDIT UNION 401(K) PLAN Benefits

401k Plan Type

Defined 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.

401k Sponsoring company profile

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

Company Name: MERITRUST CREDIT UNION

Employer identification number (EIN): 480570799

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 JESSICA MARSON
002 2016-01-01 JESSICA MARSON
002 2015-01-01 DIANA LITTLE
002 2014-01-01 DIANA LITTLE
002 2013-01-01 BYRON STOUT
002 2012-01-01 BYRON STOUT
002 2011-01-01 BYRON STOUT
002 2009-01-01 BILL VALENTAS
002 2009-01-01 BILL VALENTAS

Plan Statistics for MERITRUST CREDIT UNION 401(K) PLAN

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

Measure Date Value
2022: MERITRUST CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 463
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 357
Number of retired or separated participants receiving benefits 2022-01-01 16
Number of other retired or separated participants entitled to future benefits 2022-01-01 124
Total of all active and inactive participants 2022-01-01 497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 497
Number of participants with account balances 2022-01-01 497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 41
2021: MERITRUST CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 328
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 339
Number of retired or separated participants receiving benefits 2021-01-01 9
Number of other retired or separated participants entitled to future benefits 2021-01-01 107
Total of all active and inactive participants 2021-01-01 455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 455
Number of participants with account balances 2021-01-01 455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 44
2020: MERITRUST CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 432
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 324
Number of retired or separated participants receiving benefits 2020-01-01 7
Number of other retired or separated participants entitled to future benefits 2020-01-01 106
Total of all active and inactive participants 2020-01-01 437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 437
Number of participants with account balances 2020-01-01 436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 49
2019: MERITRUST CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 433
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 347
Number of retired or separated participants receiving benefits 2019-01-01 8
Number of other retired or separated participants entitled to future benefits 2019-01-01 77
Total of all active and inactive participants 2019-01-01 432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 432
Number of participants with account balances 2019-01-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 49
2018: MERITRUST CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 399
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 333
Number of retired or separated participants receiving benefits 2018-01-01 3
Number of other retired or separated participants entitled to future benefits 2018-01-01 81
Total of all active and inactive participants 2018-01-01 417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 417
Number of participants with account balances 2018-01-01 416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 36
2017: MERITRUST CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 418
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 321
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 69
Total of all active and inactive participants 2017-01-01 395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 395
Number of participants with account balances 2017-01-01 394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 29
2016: MERITRUST CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 385
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 307
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 111
Total of all active and inactive participants 2016-01-01 418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 418
Number of participants with account balances 2016-01-01 412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 35
2015: MERITRUST CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 360
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 316
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 72
Total of all active and inactive participants 2015-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 388
Number of participants with account balances 2015-01-01 384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 30
2014: MERITRUST CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 318
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 283
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 74
Total of all active and inactive participants 2014-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 357
Number of participants with account balances 2014-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 38
2013: MERITRUST CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 282
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 261
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 50
Total of all active and inactive participants 2013-01-01 311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 311
Number of participants with account balances 2013-01-01 301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 29
2012: MERITRUST CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 272
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 232
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 46
Total of all active and inactive participants 2012-01-01 278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 279
Number of participants with account balances 2012-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 24
2011: MERITRUST CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 258
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 239
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 32
Total of all active and inactive participants 2011-01-01 271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 272
Number of participants with account balances 2011-01-01 202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 9
2009: MERITRUST CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 287
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 224
Number of other retired or separated participants entitled to future benefits 2009-01-01 163
Total of all active and inactive participants 2009-01-01 387
Total participants 2009-01-01 387
Number of participants with account balances 2009-01-01 155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 37

Measure	Date	Value
2022: MERITRUST CREDIT UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	463
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	357
Number of retired or separated participants receiving benefits	2022-01-01	16
Number of other retired or separated participants entitled to future benefits	2022-01-01	124
Total of all active and inactive participants	2022-01-01	497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	497
Number of participants with account balances	2022-01-01	497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	41
2021: MERITRUST CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	328
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	339
Number of retired or separated participants receiving benefits	2021-01-01	9
Number of other retired or separated participants entitled to future benefits	2021-01-01	107
Total of all active and inactive participants	2021-01-01	455
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	455
Number of participants with account balances	2021-01-01	455
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	44
2020: MERITRUST CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	432
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	324
Number of retired or separated participants receiving benefits	2020-01-01	7
Number of other retired or separated participants entitled to future benefits	2020-01-01	106
Total of all active and inactive participants	2020-01-01	437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	437
Number of participants with account balances	2020-01-01	436
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	49
2019: MERITRUST CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	433
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	347
Number of retired or separated participants receiving benefits	2019-01-01	8
Number of other retired or separated participants entitled to future benefits	2019-01-01	77
Total of all active and inactive participants	2019-01-01	432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	432
Number of participants with account balances	2019-01-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	49
2018: MERITRUST CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	399
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	333
Number of retired or separated participants receiving benefits	2018-01-01	3
Number of other retired or separated participants entitled to future benefits	2018-01-01	81
Total of all active and inactive participants	2018-01-01	417
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	417
Number of participants with account balances	2018-01-01	416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	36
2017: MERITRUST CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	418
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	321
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	69
Total of all active and inactive participants	2017-01-01	395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	395
Number of participants with account balances	2017-01-01	394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	29
2016: MERITRUST CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	385
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	307
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	111
Total of all active and inactive participants	2016-01-01	418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	418
Number of participants with account balances	2016-01-01	412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	35
2015: MERITRUST CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	360
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	316
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	72
Total of all active and inactive participants	2015-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	388
Number of participants with account balances	2015-01-01	384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	30
2014: MERITRUST CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	318
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	283
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	74
Total of all active and inactive participants	2014-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	357
Number of participants with account balances	2014-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	38
2013: MERITRUST CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	282
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	261
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	50
Total of all active and inactive participants	2013-01-01	311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	311
Number of participants with account balances	2013-01-01	301
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	29
2012: MERITRUST CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	272
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	232
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	46
Total of all active and inactive participants	2012-01-01	278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	279
Number of participants with account balances	2012-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	24
2011: MERITRUST CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	258
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	239
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	32
Total of all active and inactive participants	2011-01-01	271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	272
Number of participants with account balances	2011-01-01	202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	9
2009: MERITRUST CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	287
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	224
Number of other retired or separated participants entitled to future benefits	2009-01-01	163
Total of all active and inactive participants	2009-01-01	387
Total participants	2009-01-01	387
Number of participants with account balances	2009-01-01	155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	37

Financial Data on MERITRUST CREDIT UNION 401(K) PLAN

Measure	Date	Value
2022 : MERITRUST CREDIT UNION 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-2,279,577
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,038,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$987,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,945,813
Value of total assets at end of year	2022-12-31	$26,223,949
Value of total assets at beginning of year	2022-12-31	$29,542,248
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$50,830
Total interest from all sources	2022-12-31	$26,922
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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	$9,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,628,774
Participant contributions at end of year	2022-12-31	$603,078
Participant contributions at beginning of year	2022-12-31	$523,996
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$-45
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$99,555
Other income not declared elsewhere	2022-12-31	$8,821
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	$-3,318,299
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26,223,949
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$29,542,248
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
Value of interest in pooled separate accounts at end of year	2022-12-31	$24,153,728
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$27,704,668
Interest on participant loans	2022-12-31	$26,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$910,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$798,677
Net investment gain/loss from pooled separate accounts	2022-12-31	$-5,261,133
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	$1,217,484
Employer contributions (assets) at end of year	2022-12-31	$556,560
Employer contributions (assets) at beginning of year	2022-12-31	$514,952
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$987,892
Contract administrator fees	2022-12-31	$50,830
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	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2022-12-31	481032601
2021 : MERITRUST CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$7,589,524
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,232,957
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,183,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,598,680
Value of total assets at end of year	2021-12-31	$29,542,248
Value of total assets at beginning of year	2021-12-31	$24,185,681
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$49,480
Total interest from all sources	2021-12-31	$24,095
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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	$7,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,531,550
Participant contributions at end of year	2021-12-31	$523,996
Participant contributions at beginning of year	2021-12-31	$466,321
Participant contributions at end of year	2021-12-31	$-45
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$499,035
Other income not declared elsewhere	2021-12-31	$8,354
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	$5,356,567
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$29,542,248
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$24,185,681
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$27,704,668
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$22,718,285
Interest on participant loans	2021-12-31	$24,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$798,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,001,075
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,958,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,568,095
Employer contributions (assets) at end of year	2021-12-31	$514,952
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,183,477
Contract administrator fees	2021-12-31	$49,480
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	Disclaimer
Accountancy firm name	2021-12-31	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2021-12-31	481032601
2020 : MERITRUST CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$5,933,844
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$716,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$695,317
Expenses. Certain deemed distributions of participant loans	2020-12-31	$4,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$2,435,816
Value of total assets at end of year	2020-12-31	$24,185,681
Value of total assets at beginning of year	2020-12-31	$18,968,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$17,317
Total interest from all sources	2020-12-31	$28,483
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan 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	$7,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,409,896
Participant contributions at end of year	2020-12-31	$466,321
Participant contributions at beginning of year	2020-12-31	$484,472
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$74,257
Other income not declared elsewhere	2020-12-31	$8,873
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	$5,216,930
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$24,185,681
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$18,968,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$22,718,285
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$17,879,185
Interest on participant loans	2020-12-31	$28,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,001,075
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$605,094
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,460,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$951,663
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$695,317
Contract administrator fees	2020-12-31	$17,317
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2020-12-31	481032601
2019 : MERITRUST CREDIT UNION 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	$5,938,331
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$974,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$955,524
Expenses. Certain deemed distributions of participant loans	2019-12-31	$40
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$2,548,935
Value of total assets at end of year	2019-12-31	$18,968,751
Value of total assets at beginning of year	2019-12-31	$14,005,402
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$19,418
Total interest from all sources	2019-12-31	$26,650
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	$7,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,346,676
Participant contributions at end of year	2019-12-31	$484,472
Participant contributions at beginning of year	2019-12-31	$465,856
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$148,309
Other income not declared elsewhere	2019-12-31	$5,552
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	$4,963,349
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$18,968,751
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$14,005,402
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
Value of interest in pooled separate accounts at end of year	2019-12-31	$17,879,185
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$13,045,842
Interest on participant loans	2019-12-31	$26,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$605,094
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$484,667
Net investment gain/loss from pooled separate accounts	2019-12-31	$3,357,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$1,053,950
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$9,037
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$955,524
Contract administrator fees	2019-12-31	$19,418
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	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2019-12-31	481032601
2018 : MERITRUST CREDIT UNION 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	$1,711,494
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$1,082,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,062,422
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,405,778
Value of total assets at end of year	2018-12-31	$14,005,402
Value of total assets at beginning of year	2018-12-31	$13,376,200
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,870
Total interest from all sources	2018-12-31	$24,616
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	$7,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,218,794
Participant contributions at end of year	2018-12-31	$465,856
Participant contributions at beginning of year	2018-12-31	$350,302
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$68,508
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	$629,202
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$14,005,402
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,376,200
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$13,045,842
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$12,443,524
Interest on participant loans	2018-12-31	$19,506
Interest earned on other investments	2018-12-31	$5,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$484,667
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$582,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-718,900
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,118,476
Employer contributions (assets) at end of year	2018-12-31	$9,037
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,062,422
Contract administrator fees	2018-12-31	$19,870
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	2018-12-31	No
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	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2018-12-31	481032601
2017 : MERITRUST CREDIT UNION 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	$3,711,107
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$788,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$769,155
Expenses. Certain deemed distributions of participant loans	2017-12-31	$19
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,795,349
Value of total assets at end of year	2017-12-31	$13,376,200
Value of total assets at beginning of year	2017-12-31	$10,453,601
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,334
Total interest from all sources	2017-12-31	$18,028
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	$7,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$1,064,122
Participant contributions at end of year	2017-12-31	$350,302
Participant contributions at beginning of year	2017-12-31	$319,034
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$244,696
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	$2,922,599
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,376,200
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,453,601
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$12,443,524
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,619,361
Interest on participant loans	2017-12-31	$12,471
Interest earned on other investments	2017-12-31	$5,557
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$582,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$515,206
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$1,897,730
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	$486,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$769,155
Contract administrator fees	2017-12-31	$19,334
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	2017-12-31	No
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	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2017-12-31	481032601
2016 : MERITRUST CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$2,098,654
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$665,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$654,441
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,469,916
Value of total assets at end of year	2016-12-31	$10,453,601
Value of total assets at beginning of year	2016-12-31	$9,020,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$10,467
Total interest from all sources	2016-12-31	$14,504
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$919,281
Participant contributions at end of year	2016-12-31	$319,034
Participant contributions at beginning of year	2016-12-31	$348,443
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$31,235
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$123,434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,432,709
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,453,601
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$9,020,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,619,361
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$8,633,571
Interest on participant loans	2016-12-31	$11,875
Interest earned on other investments	2016-12-31	$2,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$515,206
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$614,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$427,201
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$7,643
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$654,441
Contract administrator fees	2016-12-31	$10,467
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	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	ALLEN, GIBBS & HOULIK, L.C.
Accountancy firm EIN	2016-12-31	481032601
2015 : MERITRUST CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$1,144,361
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$297,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$283,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,203,935
Value of total assets at end of year	2015-12-31	$9,020,892
Value of total assets at beginning of year	2015-12-31	$8,173,913
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$13,474
Total interest from all sources	2015-12-31	$11,150
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$777,196
Participant contributions at end of year	2015-12-31	$348,443
Participant contributions at beginning of year	2015-12-31	$285,926
Participant contributions at end of year	2015-12-31	$31,235
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$73,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$846,979
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$9,020,892
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$8,173,913
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$8,633,571
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$7,887,987
Interest on participant loans	2015-12-31	$11,150
Net investment gain/loss from pooled separate accounts	2015-12-31	$-70,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$353,141
Employer contributions (assets) at end of year	2015-12-31	$7,643
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$283,908
Contract administrator fees	2015-12-31	$13,474
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	ALLEN GIBBS & HOULIK LC
Accountancy firm EIN	2015-12-31	481032601
2014 : MERITRUST CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$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	$1,453,641
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$604,419
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$596,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$980,918
Value of total assets at end of year	2014-12-31	$8,173,913
Value of total assets at beginning of year	2014-12-31	$7,324,691
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,207
Total interest from all sources	2014-12-31	$7,679
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$9,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$642,167
Participant contributions at end of year	2014-12-31	$285,926
Participant contributions at beginning of year	2014-12-31	$254,419
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$23,428
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$41,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$849,222
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$8,173,913
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$7,324,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$7,887,987
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$7,035,850
Interest on participant loans	2014-12-31	$7,679
Net investment gain/loss from pooled separate accounts	2014-12-31	$465,044
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$297,517
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$10,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$596,212
Contract administrator fees	2014-12-31	$8,207
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	ALLEN GIBBS & HOULIK LC
Accountancy firm EIN	2014-12-31	481032601
2013 : MERITRUST CREDIT UNION 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$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	$2,149,356
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$372,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$365,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$935,785
Value of total assets at end of year	2013-12-31	$7,324,691
Value of total assets at beginning of year	2013-12-31	$5,547,386
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,602
Total interest from all sources	2013-12-31	$8,243
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$580,227
Participant contributions at end of year	2013-12-31	$254,419
Participant contributions at beginning of year	2013-12-31	$239,838
Participant contributions at end of year	2013-12-31	$23,428
Participant contributions at beginning of year	2013-12-31	$21,642
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$101,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,777,305
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$7,324,691
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$5,547,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$7,035,850
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$5,275,953
Interest on participant loans	2013-12-31	$8,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$0
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,205,328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$253,588
Employer contributions (assets) at end of year	2013-12-31	$10,994
Employer contributions (assets) at beginning of year	2013-12-31	$9,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$365,449
Contract administrator fees	2013-12-31	$6,602
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	ALLEN GIBBS & HOULIK LC
Accountancy firm EIN	2013-12-31	481032601
2012 : MERITRUST CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$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	$1,329,268
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$162,390
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$157,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$810,510
Value of total assets at end of year	2012-12-31	$5,547,386
Value of total assets at beginning of year	2012-12-31	$4,380,508
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,801
Total interest from all sources	2012-12-31	$6,979
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$552,204
Participant contributions at end of year	2012-12-31	$239,838
Participant contributions at beginning of year	2012-12-31	$217,778
Participant contributions at end of year	2012-12-31	$21,642
Participant contributions at beginning of year	2012-12-31	$17,545
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$26,438
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,166,878
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$5,547,386
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$4,380,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$5,275,953
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$4,137,050
Interest on participant loans	2012-12-31	$6,979
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Net investment gain/loss from pooled separate accounts	2012-12-31	$511,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$231,868
Employer contributions (assets) at end of year	2012-12-31	$9,953
Employer contributions (assets) at beginning of year	2012-12-31	$8,135
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$157,589
Contract administrator fees	2012-12-31	$4,801
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	ALLEN GIBBS AND HOULIK LC
Accountancy firm EIN	2012-12-31	481032601
2011 : MERITRUST CREDIT UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$31,318
Total income from all sources (including contributions)	2011-12-31	$711,648
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$212,150
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$177,208
Value of total corrective distributions	2011-12-31	$31,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$740,808
Value of total assets at end of year	2011-12-31	$4,380,508
Value of total assets at beginning of year	2011-12-31	$3,912,328
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$3,942
Total interest from all sources	2011-12-31	$6,058
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$7,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$503,347
Participant contributions at end of year	2011-12-31	$217,778
Participant contributions at beginning of year	2011-12-31	$150,387
Participant contributions at end of year	2011-12-31	$17,545
Participant contributions at beginning of year	2011-12-31	$17,319
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$14,837
Liabilities. Value of operating payables at beginning of year	2011-12-31	$31,318
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$499,498
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$4,380,508
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,881,010
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$4,137,050
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$3,736,574
Interest on participant loans	2011-12-31	$6,058
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$-35,218
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$222,624
Employer contributions (assets) at end of year	2011-12-31	$8,135
Employer contributions (assets) at beginning of year	2011-12-31	$8,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$177,208
Contract administrator fees	2011-12-31	$3,942
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	ALLEN GIBBS & HOULIK
Accountancy firm EIN	2011-12-31	481032601

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

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

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815676

Policy instance

Insurance contract or identification number	815676
Number of Individuals Covered	497
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $57,215
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $57,215
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815676

Policy instance

Insurance contract or identification number	815676
Number of Individuals Covered	453
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $65,396
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $65,396
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815676

Policy instance

Insurance contract or identification number	815676
Number of Individuals Covered	435
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $48,382
Total amount of fees paid to insurance company	USD $9,337
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $48,382
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815676

Policy instance

Insurance contract or identification number	815676
Number of Individuals Covered	429
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $39,768
Total amount of fees paid to insurance company	USD $7,659
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $39,768
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER COMMISSIONS
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

815676

Policy instance

Insurance contract or identification number	815676
Number of Individuals Covered	394
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $17,277
Total amount of fees paid to insurance company	USD $8,259
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $17,277
Insurance broker organization code?	3
Amount paid for insurance broker fees	8259
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	NORTHWESTERN MUTUAL INVESTMENT SERV

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807613

Policy instance

Insurance contract or identification number	807613
Number of Individuals Covered	388
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $26,550
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,550
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INV SVS

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807613

Policy instance

Insurance contract or identification number	807613
Number of Individuals Covered	357
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $24,073
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,073
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INV SVS

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807613

Policy instance

Insurance contract or identification number	807613
Number of Individuals Covered	311
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $19,536
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,536
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INV SVS

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807613

Policy instance

Insurance contract or identification number	807613
Number of Individuals Covered	279
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $15,276
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $15,276
Insurance broker organization code?	3
Insurance broker name	NORTHWESTERN MUTUAL INV SVS

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807613

Policy instance

Insurance contract or identification number	807613
Number of Individuals Covered	272
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $12,932
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Potentially related plans

MERITRUST CREDIT UNION DEFINED BENEFIT PLAN [EIN = 460570799]

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Company Name:	MERITRUST CREDIT UNION
Employer identification number (EIN):	480570799
NAIC Classification:	522130
NAIC Description:	Credit Unions