401k Plan data: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN plan

EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 401k Plan overview

Plan Name	EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN
Plan identification number	002

EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
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.
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

EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION

Employer identification number (EIN): 520695019

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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 2018-01-01
002 2017-01-01 LAURA EACHO
002 2016-01-01 LAURA EACHO
002 2015-01-01 CHRIS CONWAY
002 2014-01-01 CHRIS CONWAY
002 2013-01-01 CHRIS CONWAY
002 2012-01-01 CHRISTOPHER CONWAY 2013-05-06
002 2011-01-01 CHRISTOPHER CONWAY 2012-05-07
002 2010-01-01 CHRISTOPHER CONWAY 2011-03-23 CHRISTOPHER CONWAY 2011-03-23

Plan Statistics for EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN

401k plan membership statisitcs for EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN

Measure Date Value
2022: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 68
Total of all active and inactive participants 2022-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 220
Number of participants with account balances 2022-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 16
2021: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 143
Number of retired or separated participants receiving benefits 2021-01-01 7
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 211
Number of participants with account balances 2021-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 23
2020: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 208
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 166
Number of retired or separated participants receiving benefits 2020-01-01 4
Number of other retired or separated participants entitled to future benefits 2020-01-01 52
Total of all active and inactive participants 2020-01-01 222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 222
Number of participants with account balances 2020-01-01 222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 18
2019: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 212
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 158
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 49
Total of all active and inactive participants 2019-01-01 208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 208
Number of participants with account balances 2019-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 23
2018: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 217
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 165
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 43
Total of all active and inactive participants 2018-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 212
Number of participants with account balances 2018-01-01 185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 24
2017: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 201
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 171
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 215
Number of participants with account balances 2017-01-01 180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 19
2016: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 162
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 38
Total of all active and inactive participants 2016-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 201
Number of participants with account balances 2016-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 18
2015: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 196
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 157
Number of retired or separated participants receiving benefits 2015-01-01 4
Number of other retired or separated participants entitled to future benefits 2015-01-01 56
Total of all active and inactive participants 2015-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 218
Number of participants with account balances 2015-01-01 218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 20
2014: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 194
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 147
Number of retired or separated participants receiving benefits 2014-01-01 3
Number of other retired or separated participants entitled to future benefits 2014-01-01 45
Total of all active and inactive participants 2014-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 196
Number of participants with account balances 2014-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 14
2013: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 133
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 59
Total of all active and inactive participants 2013-01-01 193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 193
Number of participants with account balances 2013-01-01 193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 5

Measure	Date	Value
2022: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	68
Total of all active and inactive participants	2022-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	220
Number of participants with account balances	2022-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	16
2021: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	143
Number of retired or separated participants receiving benefits	2021-01-01	7
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	211
Number of participants with account balances	2021-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	23
2020: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	208
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	166
Number of retired or separated participants receiving benefits	2020-01-01	4
Number of other retired or separated participants entitled to future benefits	2020-01-01	52
Total of all active and inactive participants	2020-01-01	222
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	222
Number of participants with account balances	2020-01-01	222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	18
2019: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	212
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	158
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	49
Total of all active and inactive participants	2019-01-01	208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	208
Number of participants with account balances	2019-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	23
2018: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	217
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	165
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	43
Total of all active and inactive participants	2018-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	212
Number of participants with account balances	2018-01-01	185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	24
2017: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	201
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	171
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	215
Number of participants with account balances	2017-01-01	180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	19
2016: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	162
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	38
Total of all active and inactive participants	2016-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	201
Number of participants with account balances	2016-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	18
2015: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	196
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	157
Number of retired or separated participants receiving benefits	2015-01-01	4
Number of other retired or separated participants entitled to future benefits	2015-01-01	56
Total of all active and inactive participants	2015-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	218
Number of participants with account balances	2015-01-01	218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	20
2014: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	194
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	147
Number of retired or separated participants receiving benefits	2014-01-01	3
Number of other retired or separated participants entitled to future benefits	2014-01-01	45
Total of all active and inactive participants	2014-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	196
Number of participants with account balances	2014-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	14
2013: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	133
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	59
Total of all active and inactive participants	2013-01-01	193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	193
Number of participants with account balances	2013-01-01	193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	5

Financial Data on EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN

Measure	Date	Value
2022 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$-1,061,882
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,316,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,253,303
Expenses. Certain deemed distributions of participant loans	2022-12-31	$11,960
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$897,273
Value of total assets at end of year	2022-12-31	$12,208,117
Value of total assets at beginning of year	2022-12-31	$14,586,272
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$51,010
Total interest from all sources	2022-12-31	$21,354
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$595,488
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	$595,488
Administrative expenses professional fees incurred	2022-12-31	$11,000
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
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
Participant contributions at end of year	2022-12-31	$142,145
Participant contributions at beginning of year	2022-12-31	$129,248
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,580
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	$-2,378,155
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,208,117
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,586,272
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	$10,231,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,753,625
Interest on participant loans	2022-12-31	$7,376
Interest earned on other investments	2022-12-31	$13,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$961,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$859,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,575,997
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	$873,693
Employer contributions (assets) at end of year	2022-12-31	$873,693
Employer contributions (assets) at beginning of year	2022-12-31	$844,312
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,253,303
Contract administrator fees	2022-12-31	$40,010
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2022-12-31	521373858
2021 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$2,644,233
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$442,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$384,272
Expenses. Certain deemed distributions of participant loans	2021-12-31	$3,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,009,782
Value of total assets at end of year	2021-12-31	$14,586,272
Value of total assets at beginning of year	2021-12-31	$12,384,426
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$54,922
Total interest from all sources	2021-12-31	$17,095
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$781,180
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	$781,180
Administrative expenses professional fees incurred	2021-12-31	$10,700
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Participant contributions at end of year	2021-12-31	$129,248
Participant contributions at beginning of year	2021-12-31	$90,528
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$165,470
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$2,201,846
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,586,272
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$12,384,426
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	$12,753,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,548,972
Interest on participant loans	2021-12-31	$5,311
Interest earned on other investments	2021-12-31	$11,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$859,087
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$821,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$836,176
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	$844,312
Employer contributions (assets) at end of year	2021-12-31	$844,312
Employer contributions (assets) at beginning of year	2021-12-31	$923,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$384,272
Contract administrator fees	2021-12-31	$44,222
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2021-12-31	521373858
2020 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,168,521
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$325,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$279,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$923,154
Value of total assets at end of year	2020-12-31	$12,384,426
Value of total assets at beginning of year	2020-12-31	$10,540,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$45,915
Total interest from all sources	2020-12-31	$15,255
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$440,542
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	$440,542
Administrative expenses professional fees incurred	2020-12-31	$10,400
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Participant contributions at end of year	2020-12-31	$90,528
Participant contributions at beginning of year	2020-12-31	$76,151
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	$1,843,506
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$12,384,426
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$10,540,920
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	$10,548,972
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,828,862
Interest on participant loans	2020-12-31	$3,839
Interest earned on other investments	2020-12-31	$11,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$821,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$810,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$789,570
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	$923,154
Employer contributions (assets) at end of year	2020-12-31	$923,154
Employer contributions (assets) at beginning of year	2020-12-31	$825,844
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$279,100
Contract administrator fees	2020-12-31	$35,515
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2020-12-31	521373858
2019 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$2,420,275
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$506,678
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$464,182
Expenses. Certain deemed distributions of participant loans	2019-12-31	$8,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$837,473
Value of total assets at end of year	2019-12-31	$10,540,920
Value of total assets at beginning of year	2019-12-31	$8,627,323
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$34,237
Total interest from all sources	2019-12-31	$15,372
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$407,439
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	$407,439
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Participant contributions at end of year	2019-12-31	$76,151
Participant contributions at beginning of year	2019-12-31	$49,308
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$11,175
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	$1,913,597
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$10,540,920
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,627,323
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	$8,828,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,940,096
Interest on participant loans	2019-12-31	$2,688
Interest earned on other investments	2019-12-31	$12,684
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$810,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$828,211
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,159,991
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	$826,298
Employer contributions (assets) at end of year	2019-12-31	$825,844
Employer contributions (assets) at beginning of year	2019-12-31	$809,708
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$464,182
Contract administrator fees	2019-12-31	$34,237
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2019-12-31	521373858
2018 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$-307,305
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$461,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$431,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$8,621
Value of total assets at end of year	2018-12-31	$7,817,615
Value of total assets at beginning of year	2018-12-31	$8,586,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$30,492
Total interest from all sources	2018-12-31	$227,090
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$437,094
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	$437,094
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Participant contributions at end of year	2018-12-31	$49,308
Participant contributions at beginning of year	2018-12-31	$77,927
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$8,621
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	$-768,806
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$7,817,615
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$8,586,421
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	$6,940,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$7,123,496
Interest on participant loans	2018-12-31	$2,944
Interest earned on other investments	2018-12-31	$224,146
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$828,211
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$611,440
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-980,110
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
Employer contributions (assets) at end of year	2018-12-31	$0
Employer contributions (assets) at beginning of year	2018-12-31	$773,558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$431,009
Contract administrator fees	2018-12-31	$30,492
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2018-12-31	521373858
2017 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$2,696,808
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$380,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$353,228
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,638,725
Value of total assets at end of year	2017-12-31	$8,586,421
Value of total assets at beginning of year	2017-12-31	$6,270,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$27,548
Total interest from all sources	2017-12-31	$11,670
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$312,820
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	$312,820
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$773,558
Amount contributed by the employer to the plan for this plan year	2017-12-31	$773,558
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Participant contributions at end of year	2017-12-31	$77,927
Participant contributions at beginning of year	2017-12-31	$77,769
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$122,001
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	$2,316,032
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$8,586,421
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$6,270,389
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	$7,123,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$5,611,772
Interest on participant loans	2017-12-31	$3,407
Interest earned on other investments	2017-12-31	$8,263
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$611,440
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$580,848
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$733,593
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	$1,516,724
Employer contributions (assets) at end of year	2017-12-31	$773,558
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$353,228
Contract administrator fees	2017-12-31	$27,548
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2017-12-31	521373858
2016 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$3,910
Total income from all sources (including contributions)	2016-12-31	$417,720
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$491,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$468,559
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$42
Value of total assets at end of year	2016-12-31	$6,270,389
Value of total assets at beginning of year	2016-12-31	$6,347,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$22,791
Total interest from all sources	2016-12-31	$10,806
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$217,900
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$217,900
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$743,165
Amount contributed by the employer to the plan for this plan year	2016-12-31	$743,165
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$77,769
Participant contributions at beginning of year	2016-12-31	$68,840
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$42
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$535
Administrative expenses (other) incurred	2016-12-31	$450
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	$-73,630
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$6,270,389
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$6,344,019
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 registered invesment companies (eg mutual funds) at end of year	2016-12-31	$5,611,772
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$5,107,930
Interest on participant loans	2016-12-31	$3,270
Interest earned on other investments	2016-12-31	$7,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$580,848
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$452,945
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$368,093
Net investment gain/loss from pooled separate accounts	2016-12-31	$-179,121
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	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$717,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$468,559
Contract administrator fees	2016-12-31	$22,341
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
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$3,910
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2016-12-31	521373858
2015 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$3,910
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$9,185
Total income from all sources (including contributions)	2015-12-31	$636,155
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$780,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$747,663
Expenses. Certain deemed distributions of participant loans	2015-12-31	$7,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$718,194
Value of total assets at end of year	2015-12-31	$6,347,929
Value of total assets at beginning of year	2015-12-31	$6,497,655
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$25,932
Total interest from all sources	2015-12-31	$3,422
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	$500,000
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
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$717,679
Amount contributed by the employer to the plan for this plan year	2015-12-31	$717,679
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$68,840
Participant contributions at beginning of year	2015-12-31	$74,759
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$515
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$175
Other income not declared elsewhere	2015-12-31	$6,188
Administrative expenses (other) incurred	2015-12-31	$7,515
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$9,185
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	$-144,451
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$6,344,019
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$6,488,470
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
Investment advisory and management fees	2015-12-31	$18,417
Value of interest in pooled separate accounts at end of year	2015-12-31	$5,107,930
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$5,354,263
Interest on participant loans	2015-12-31	$3,422
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$452,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$492,548
Net investment gain/loss from pooled separate accounts	2015-12-31	$-91,649
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	$717,679
Employer contributions (assets) at end of year	2015-12-31	$717,679
Employer contributions (assets) at beginning of year	2015-12-31	$575,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$747,663
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$3,910
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2015-12-31	521373858
2014 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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	$9,185
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$9,405
Total income from all sources (including contributions)	2014-12-31	$878,291
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$795,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$750,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$575,910
Value of total assets at end of year	2014-12-31	$6,497,655
Value of total assets at beginning of year	2014-12-31	$6,415,157
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$44,787
Total interest from all sources	2014-12-31	$3,028
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
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
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$575,910
Amount contributed by the employer to the plan for this plan year	2014-12-31	$575,910
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$74,759
Participant contributions at beginning of year	2014-12-31	$56,720
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$175
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$0
Liabilities. Value of operating payables at end of year	2014-12-31	$9,185
Liabilities. Value of operating payables at beginning of year	2014-12-31	$9,395
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	$82,718
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$6,488,470
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$6,405,752
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
Investment advisory and management fees	2014-12-31	$28,792
Value of interest in pooled separate accounts at end of year	2014-12-31	$5,354,263
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$5,339,736
Interest on participant loans	2014-12-31	$3,028
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$492,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$449,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$299,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$575,910
Employer contributions (assets) at end of year	2014-12-31	$575,910
Employer contributions (assets) at beginning of year	2014-12-31	$569,196
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$750,786
Contract administrator fees	2014-12-31	$15,995
Liabilities. Value of benefit claims payable at end of year	2014-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2014-12-31	$10
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2014-12-31	521373858
2013 : EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total transfer of assets to this plan	2013-12-31	$2,136,005
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$9,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$6,975
Total income from all sources (including contributions)	2013-12-31	$1,343,365
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$797,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$748,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$578,246
Value of total assets at end of year	2013-12-31	$6,415,157
Value of total assets at beginning of year	2013-12-31	$3,730,412
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$48,798
Total interest from all sources	2013-12-31	$3,361
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$569,197
Amount contributed by the employer to the plan for this plan year	2013-12-31	$569,197
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$56,720
Participant contributions at beginning of year	2013-12-31	$42,237
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$9,050
Liabilities. Value of operating payables at end of year	2013-12-31	$9,395
Liabilities. Value of operating payables at beginning of year	2013-12-31	$6,975
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	$546,310
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$6,405,752
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$3,723,437
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
Investment advisory and management fees	2013-12-31	$32,931
Value of interest in pooled separate accounts at end of year	2013-12-31	$5,339,736
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$2,921,296
Interest on participant loans	2013-12-31	$3,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$449,505
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$369,728
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$761,758
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	$569,196
Employer contributions (assets) at end of year	2013-12-31	$569,196
Employer contributions (assets) at beginning of year	2013-12-31	$397,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$748,257
Contract administrator fees	2013-12-31	$15,867
Liabilities. Value of benefit claims payable at end of year	2013-12-31	$10
Liabilities. Value of benefit claims payable at beginning of year	2013-12-31	$0
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	DELEON & STANG, CPAS AND ADVISORS
Accountancy firm EIN	2013-12-31	521373858

Form 5500 Responses for EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE PLAN

2022: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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: EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION MONEY PURCHASE 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

Insurance Providers Used on plan

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

Policy contract number

894289+087

Policy instance

Insurance contract or identification number	894289+087
Number of Individuals Covered	15
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $4,132
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 $4,132
Insurance broker organization code?	4

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

Policy contract number

894289+087

Policy instance

Insurance contract or identification number	894289+087
Number of Individuals Covered	13
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $3,953
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 $3,953
Insurance broker organization code?	4

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

Policy contract number

894289+087

Policy instance

Insurance contract or identification number	894289+087
Number of Individuals Covered	14
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $3,902
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 $3,902
Insurance broker organization code?	4

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

Policy contract number

894289+087

Policy instance

Insurance contract or identification number	894289+087
Number of Individuals Covered	14
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $3,650
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 $3,650
Insurance broker organization code?	4

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

Policy contract number

894289+087

Policy instance

Insurance contract or identification number	894289+087
Number of Individuals Covered	14
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $3,108
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 $3,108
Insurance broker organization code?	4

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

Policy contract number

894289+087

Policy instance

Insurance contract or identification number	894289+087
Number of Individuals Covered	14
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $2,576
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 $2,576
Insurance broker organization code?	4
Insurance broker name	LINCOLN NATIONAL ADVISORS

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

Policy contract number

GP 16440

Policy instance

Insurance contract or identification number	GP 16440
Number of Individuals Covered	187
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $29,786
Total amount of fees paid to insurance company	USD $30
Are there contracts with allocated funds for individual policies?	No
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?	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
Commission paid to Insurance Broker	USD $29,786
Amount paid for insurance broker fees	30
Additional information about fees paid to insurance broker	COMMISSIONS AND FEES
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

GP 16440

Policy instance

Insurance contract or identification number	GP 16440
Number of Individuals Covered	157
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $30,629
Total amount of fees paid to insurance company	USD $36
Are there contracts with allocated funds for individual policies?	No
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?	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
Commission paid to Insurance Broker	USD $30,629
Amount paid for insurance broker fees	36
Additional information about fees paid to insurance broker	COMMISSIONS AND FEES
Insurance broker organization code?	4
Insurance broker name	LINCOLN FINANCIAL ADVISORS

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

Policy contract number

GP 16440

Policy instance

Insurance contract or identification number	GP 16440
Number of Individuals Covered	180
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $25,367
Total amount of fees paid to insurance company	USD $3,525
Are there contracts with allocated funds for individual policies?	No
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?	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
Commission paid to Insurance Broker	USD $25,367
Amount paid for insurance broker fees	25
Additional information about fees paid to insurance broker	COMMISSIONS
Insurance broker organization code?	4
Insurance broker name	COASTAL PENSION SERVICES

Potentially related plans

EDUCATIONAL SYSTEMS FOR YOUNG CHILDREN, INC. PROFIT SHARING PLAN [EIN = 204948476]

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Company Name:	EDUCATIONAL SYSTEMS FEDERAL CREDIT UNION
Employer identification number (EIN):	520695019
NAIC Classification:	522130
NAIC Description:	Credit Unions