401k Plan data: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN plan

QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number	033

QUEST CREDIT UNION CAPITAL ACCUMULATION 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

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

Company Name: AZURA CREDIT UNION

Employer identification number (EIN): 480625190

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2022-01-01
033 2021-01-01
033 2020-01-01
033 2019-01-01
033 2018-01-01
033 2017-01-01 KRISTY DAVIES
033 2017-01-01 CHRISTY CAMPBELL
033 2016-01-01 CHRISTY CAMPBELL 2017-07-10
033 2015-01-01 CHRISTY S CAMPBELL 2016-07-20
033 2014-01-01 CHRISTY S CAMPBELL 2015-06-10
033 2013-01-01 CHRISTY S CAMPBELL 2014-07-31
033 2012-01-01 CHRISTY S CAMPBELL 2013-07-30
033 2011-01-01 KIM WHEELOCK 2012-08-03 VICKIE HURT 2012-08-03
033 2010-01-01 KIMBERLY WHEELOCK 2011-09-07 VICKIE L HURT 2011-09-07
033 2009-01-01 MARK C BEZDEK

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
033	2022-01-01
033	2021-01-01
033	2020-01-01
033	2019-01-01
033	2018-01-01
033	2017-01-01	KRISTY DAVIES
033	2017-01-01	CHRISTY CAMPBELL
033	2016-01-01	CHRISTY CAMPBELL	2017-07-10
033	2015-01-01	CHRISTY S CAMPBELL	2016-07-20
033	2014-01-01	CHRISTY S CAMPBELL	2015-06-10
033	2013-01-01	CHRISTY S CAMPBELL	2014-07-31
033	2012-01-01	CHRISTY S CAMPBELL	2013-07-30
033	2011-01-01	KIM WHEELOCK	2012-08-03	VICKIE HURT	2012-08-03
033	2010-01-01	KIMBERLY WHEELOCK	2011-09-07	VICKIE L HURT	2011-09-07
033	2009-01-01	MARK C BEZDEK

Plan Statistics for QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 195
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 141
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 41
Total of all active and inactive participants 2022-01-01 182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 183
Number of participants with account balances 2022-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 4
2021: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 130
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 37
Total of all active and inactive participants 2021-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 167
Number of participants with account balances 2021-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 4
2020: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 130
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 39
Total of all active and inactive participants 2020-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 169
Number of participants with account balances 2020-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 11
2019: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 139
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 179
Number of participants with account balances 2019-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 12
2018: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 137
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 37
Total of all active and inactive participants 2018-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 177
Number of participants with account balances 2018-01-01 167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 125
Number of retired or separated participants receiving benefits 2017-01-01 7
Number of other retired or separated participants entitled to future benefits 2017-01-01 27
Total of all active and inactive participants 2017-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 159
Number of participants with account balances 2017-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 3
2009: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 26
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 31
Number of participants with account balances 2009-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2022: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	195
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	141
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	41
Total of all active and inactive participants	2022-01-01	182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	183
Number of participants with account balances	2022-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	4
2021: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	130
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	37
Total of all active and inactive participants	2021-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	167
Number of participants with account balances	2021-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	4
2020: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	130
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	39
Total of all active and inactive participants	2020-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	169
Number of participants with account balances	2020-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	11
2019: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	139
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	179
Number of participants with account balances	2019-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	12
2018: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	137
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	37
Total of all active and inactive participants	2018-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	177
Number of participants with account balances	2018-01-01	167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	125
Number of retired or separated participants receiving benefits	2017-01-01	7
Number of other retired or separated participants entitled to future benefits	2017-01-01	27
Total of all active and inactive participants	2017-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	159
Number of participants with account balances	2017-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	3
2009: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	26
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	31
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	31
Number of participants with account balances	2009-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2022 : QUEST CREDIT UNION CAPITAL ACCUMULATION 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	$-1,223,660
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,594,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,546,462
Value of total corrective distributions	2022-12-31	$21,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$876,460
Value of total assets at end of year	2022-12-31	$10,159,147
Value of total assets at beginning of year	2022-12-31	$12,977,371
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$26,925
Total interest from all sources	2022-12-31	$12,808
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$225,014
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$225,014
Administrative expenses professional fees incurred	2022-12-31	$1,386
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$8,000,000
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	$423,191
Participant contributions at end of year	2022-12-31	$158,322
Participant contributions at beginning of year	2022-12-31	$156,589
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,738
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-2,818,224
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$10,159,147
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$12,977,371
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 registered invesment companies (eg mutual funds) at end of year	2022-12-31	$7,047,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,369,871
Interest on participant loans	2022-12-31	$6,813
Interest earned on other investments	2022-12-31	$5,995
Value of interest in common/collective trusts at end of year	2022-12-31	$2,515,029
Value of interest in common/collective trusts at beginning of year	2022-12-31	$3,057,573
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$437,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$393,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,884,797
Net investment gain or loss from common/collective trusts	2022-12-31	$-453,145
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	$447,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,546,462
Contract administrator fees	2022-12-31	$25,539
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	J. TENBRINK AND ASSOCIATES
Accountancy firm EIN	2022-12-31	810781371
2021 : QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,366,137
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$588,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$538,806
Value of total corrective distributions	2021-12-31	$28,168
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$813,350
Value of total assets at end of year	2021-12-31	$12,977,371
Value of total assets at beginning of year	2021-12-31	$11,199,809
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$21,601
Total interest from all sources	2021-12-31	$12,894
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$166,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$166,768
Administrative expenses professional fees incurred	2021-12-31	$985
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$399,288
Participant contributions at end of year	2021-12-31	$156,589
Participant contributions at beginning of year	2021-12-31	$196,554
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$14,801
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	$1,777,562
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$12,977,371
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,199,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,369,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,875,070
Interest on participant loans	2021-12-31	$7,732
Interest earned on other investments	2021-12-31	$5,162
Value of interest in common/collective trusts at end of year	2021-12-31	$3,057,573
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,762,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$393,338
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$365,572
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,055,630
Net investment gain or loss from common/collective trusts	2021-12-31	$317,495
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	$399,261
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$538,806
Contract administrator fees	2021-12-31	$20,616
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	J. TENBRINK AND ASSOCIATES
Accountancy firm EIN	2021-12-31	810781371
2020 : QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$4,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,469,650
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$920,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$835,448
Value of total corrective distributions	2020-12-31	$31,374
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$934,624
Value of total assets at end of year	2020-12-31	$11,199,809
Value of total assets at beginning of year	2020-12-31	$9,646,888
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$53,946
Total interest from all sources	2020-12-31	$17,623
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$150,369
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$150,369
Administrative expenses professional fees incurred	2020-12-31	$964
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$6,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$381,447
Participant contributions at end of year	2020-12-31	$196,554
Participant contributions at beginning of year	2020-12-31	$184,050
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$126,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,548,882
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,199,809
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,646,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,875,070
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$6,258,108
Interest on participant loans	2020-12-31	$10,430
Interest earned on other investments	2020-12-31	$7,193
Value of interest in common/collective trusts at end of year	2020-12-31	$2,762,613
Value of interest in common/collective trusts at beginning of year	2020-12-31	$2,671,402
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$365,572
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$533,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,063,830
Net investment gain or loss from common/collective trusts	2020-12-31	$303,204
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	$426,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$835,448
Contract administrator fees	2020-12-31	$52,982
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	J. TENBRINK AND ASSOCIATES
Accountancy firm EIN	2020-12-31	810781371
2019 : QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$2,479,171
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,603,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,532,538
Value of total corrective distributions	2019-12-31	$11,638
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$775,162
Value of total assets at end of year	2019-12-31	$9,646,888
Value of total assets at beginning of year	2019-12-31	$8,770,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$58,956
Total interest from all sources	2019-12-31	$22,306
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$135,317
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$135,317
Administrative expenses professional fees incurred	2019-12-31	$878
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
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	$363,894
Participant contributions at end of year	2019-12-31	$184,050
Participant contributions at beginning of year	2019-12-31	$229,052
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$1,553
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	$876,039
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,646,888
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,770,849
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 registered invesment companies (eg mutual funds) at end of year	2019-12-31	$6,258,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$5,232,654
Interest on participant loans	2019-12-31	$11,157
Interest earned on other investments	2019-12-31	$11,149
Value of interest in common/collective trusts at end of year	2019-12-31	$2,671,402
Value of interest in common/collective trusts at beginning of year	2019-12-31	$2,575,467
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$533,328
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$733,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,075,993
Net investment gain or loss from common/collective trusts	2019-12-31	$470,393
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	$409,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,532,538
Contract administrator fees	2019-12-31	$58,078
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	J. TENBRINK & ASSOCIATES
Accountancy firm EIN	2019-12-31	810781371
2018 : QUEST CREDIT UNION CAPITAL ACCUMULATION 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	$329,362
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$533,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$475,255
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$767,755
Value of total assets at end of year	2018-12-31	$8,770,849
Value of total assets at beginning of year	2018-12-31	$8,974,501
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$57,759
Total interest from all sources	2018-12-31	$24,770
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$124,393
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$124,393
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
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	$361,409
Participant contributions at end of year	2018-12-31	$229,052
Participant contributions at beginning of year	2018-12-31	$226,991
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$15,482
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	$-203,652
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$8,770,849
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,974,501
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$5,232,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,209,113
Interest on participant loans	2018-12-31	$12,807
Interest earned on other investments	2018-12-31	$11,963
Value of interest in common/collective trusts at end of year	2018-12-31	$2,575,467
Value of interest in common/collective trusts at beginning of year	2018-12-31	$2,904,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$733,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$634,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-447,489
Net investment gain or loss from common/collective trusts	2018-12-31	$-140,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$390,864
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$475,255
Contract administrator fees	2018-12-31	$57,759
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	J. TENBRINK & ASSOCIATES
Accountancy firm EIN	2018-12-31	810781371
2017 : QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$742,432
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	$1,767,820
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$921,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$852,621
Value of total corrective distributions	2017-12-31	$13,797
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$682,456
Value of total assets at end of year	2017-12-31	$8,974,501
Value of total assets at beginning of year	2017-12-31	$7,385,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$55,232
Total interest from all sources	2017-12-31	$22,653
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$95,157
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$95,157
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$319,316
Participant contributions at end of year	2017-12-31	$226,991
Participant contributions at beginning of year	2017-12-31	$199,572
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$31,565
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	$846,170
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,974,501
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$7,385,899
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,209,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$4,000,289
Interest on participant loans	2017-12-31	$10,401
Interest earned on other investments	2017-12-31	$12,252
Value of interest in common/collective trusts at end of year	2017-12-31	$2,904,222
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,439,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$634,175
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$746,152
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$625,278
Net investment gain or loss from common/collective trusts	2017-12-31	$342,276
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	Yes
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	$331,575
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$852,621
Contract administrator fees	2017-12-31	$55,232
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	J. TENBRINK & ASSOCIATES
Accountancy firm EIN	2017-12-31	810781371

Form 5500 Responses for QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN

2022: QUEST CREDIT UNION CAPITAL ACCUMULATION 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: QUEST CREDIT UNION CAPITAL ACCUMULATION 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: QUEST CREDIT UNION CAPITAL ACCUMULATION 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: QUEST CREDIT UNION CAPITAL ACCUMULATION 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: QUEST CREDIT UNION CAPITAL ACCUMULATION 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: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
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
2009: QUEST CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

015-0299-2

Policy instance

Insurance contract or identification number	015-0299-2
Number of Individuals Covered	183
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

015-0299-2

Policy instance

Insurance contract or identification number	015-0299-2
Number of Individuals Covered	167
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

015-0299-2

Policy instance

Insurance contract or identification number	015-0299-2
Number of Individuals Covered	169
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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	1
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

015-0299-2

Policy instance

Insurance contract or identification number	015-0299-2
Number of Individuals Covered	179
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with 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?	Yes
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

015-0299-2

Policy instance

Insurance contract or identification number	015-0299-2
Number of Individuals Covered	177
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

015-0299-2

Policy instance

Insurance contract or identification number	015-0299-2
Number of Individuals Covered	159
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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

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Company Name:	AZURA CREDIT UNION
Employer identification number (EIN):	480625190
NAIC Classification:	522130
NAIC Description:	Credit Unions