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BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 401k Plan overview

Plan NameBANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN
Plan identification number 002

BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

BANK-FUND STAFF FED. CRED. UNION has sponsored the creation of one or more 401k plans.

Company Name:BANK-FUND STAFF FED. CRED. UNION
Employer identification number (EIN):530209950
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KIM WHITTINGTON KIM WHITTINGTON2018-10-10
0022016-01-01SONIA WHITE SONIA WHITE2017-10-12
0022015-01-01SONIA WHITE
0022014-01-01SIORDENES1 SIORDENES12015-09-29
0022014-01-01SIORDENES1 SIORDENES12015-09-29
0022014-01-01SIORDENES1 SIORDENES12015-09-30
0022013-01-01SONIA WHITE SONIA WHITE2014-10-15
0022012-01-01SONIA WHITE
0022011-01-01SONIA WHITE SONIA WHITE2012-10-03
0022010-01-01SONIA WHITE
0022009-01-01LOUISE MENG LOUISE MENG2010-07-22

Plan Statistics for BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN

401k plan membership statisitcs for BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01471
Total number of active participants reported on line 7a of the Form 55002022-01-01337
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01137
Total of all active and inactive participants2022-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01475
Number of participants with account balances2022-01-01470
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01452
Total number of active participants reported on line 7a of the Form 55002021-01-01342
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-01470
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01471
Number of participants with account balances2021-01-01468
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01449
Total number of active participants reported on line 7a of the Form 55002020-01-01322
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01451
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01452
Number of participants with account balances2020-01-01448
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0123
2019: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01441
Total number of active participants reported on line 7a of the Form 55002019-01-01324
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01449
Number of participants with account balances2019-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01448
Total number of active participants reported on line 7a of the Form 55002018-01-01311
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01123
Total of all active and inactive participants2018-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01441
Number of participants with account balances2018-01-01440
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0115
2017: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01436
Total number of active participants reported on line 7a of the Form 55002017-01-01305
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01137
Total of all active and inactive participants2017-01-01448
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01448
Number of participants with account balances2017-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01400
Total number of active participants reported on line 7a of the Form 55002016-01-01294
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01135
Total of all active and inactive participants2016-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01435
Number of participants with account balances2016-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01328
Total number of active participants reported on line 7a of the Form 55002015-01-01291
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01419
Number of participants with account balances2015-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0177
2014: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01377
Total number of active participants reported on line 7a of the Form 55002014-01-01284
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-01113
Total of all active and inactive participants2014-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01400
Number of participants with account balances2014-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0113
2013: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01378
Total number of active participants reported on line 7a of the Form 55002013-01-01301
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0191
Total of all active and inactive participants2013-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01395
Number of participants with account balances2013-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01374
Total number of active participants reported on line 7a of the Form 55002012-01-01339
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0156
Total of all active and inactive participants2012-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01398
Number of participants with account balances2012-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0110
2011: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01380
Total number of active participants reported on line 7a of the Form 55002011-01-01324
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01381
Number of participants with account balances2011-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01370
Total number of active participants reported on line 7a of the Form 55002010-01-01367
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01386
Number of participants with account balances2010-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01356
Total number of active participants reported on line 7a of the Form 55002009-01-01305
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01370
Number of participants with account balances2009-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0112

Financial Data on BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN

Measure Date Value
2022 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-7,610,159
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,903,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,732,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,183,685
Value of total assets at end of year2022-12-31$71,708,801
Value of total assets at beginning of year2022-12-31$85,221,986
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$170,365
Total interest from all sources2022-12-31$34,558
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$829,612
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$829,612
Administrative expenses professional fees incurred2022-12-31$14,070
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,719,416
Participant contributions at end of year2022-12-31$593,704
Participant contributions at beginning of year2022-12-31$606,136
Assets. Other investments not covered elsewhere at end of year2022-12-31$833,380
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$799,671
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$214,774
Other income not declared elsewhere2022-12-31$-150,510
Administrative expenses (other) incurred2022-12-31$48,224
Total non interest bearing cash at end of year2022-12-31$523
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,513,185
Value of net assets at end of year (total assets less liabilities)2022-12-31$71,708,801
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$85,221,986
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$108,071
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$48,357,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$61,607,386
Interest on participant loans2022-12-31$34,558
Value of interest in common/collective trusts at end of year2022-12-31$21,923,948
Value of interest in common/collective trusts at beginning of year2022-12-31$22,208,793
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-12,463,493
Net investment gain or loss from common/collective trusts2022-12-31$-2,044,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$3,249,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,732,661
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTON LARSON ALLEN LLP.
Accountancy firm EIN2022-12-31410746749
2021 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$17,186,209
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,345,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,178,221
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,731,438
Value of total assets at end of year2021-12-31$85,221,986
Value of total assets at beginning of year2021-12-31$71,381,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$167,358
Total interest from all sources2021-12-31$46,151
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,386,232
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,386,232
Administrative expenses professional fees incurred2021-12-31$13,498
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,490,661
Participant contributions at end of year2021-12-31$606,136
Participant contributions at beginning of year2021-12-31$595,024
Assets. Other investments not covered elsewhere at end of year2021-12-31$799,671
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$620,039
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$336,246
Other income not declared elsewhere2021-12-31$126,909
Administrative expenses (other) incurred2021-12-31$39,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,840,630
Value of net assets at end of year (total assets less liabilities)2021-12-31$85,221,986
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$71,381,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$113,978
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$61,607,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$50,852,188
Interest on participant loans2021-12-31$37,725
Value of interest in common/collective trusts at end of year2021-12-31$22,208,793
Value of interest in common/collective trusts at beginning of year2021-12-31$9,466,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$9,847,816
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$9,847,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$8,426
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,361,069
Net investment gain or loss from common/collective trusts2021-12-31$1,534,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,904,531
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,178,221
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTON LARSON ALLEN LLP.
Accountancy firm EIN2021-12-31410746749
2020 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$14,306,790
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$7,711,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$7,574,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,265,605
Value of total assets at end of year2020-12-31$71,381,356
Value of total assets at beginning of year2020-12-31$64,785,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$136,985
Total interest from all sources2020-12-31$79,995
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$905,143
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$905,143
Administrative expenses professional fees incurred2020-12-31$12,973
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,089,067
Participant contributions at end of year2020-12-31$595,024
Participant contributions at beginning of year2020-12-31$469,816
Assets. Other investments not covered elsewhere at end of year2020-12-31$620,039
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$8,370
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$349,846
Other income not declared elsewhere2020-12-31$154,770
Administrative expenses (other) incurred2020-12-31$31,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$6,595,725
Value of net assets at end of year (total assets less liabilities)2020-12-31$71,381,356
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$64,785,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$92,260
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$50,852,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$46,475,059
Interest on participant loans2020-12-31$39,480
Value of interest in common/collective trusts at end of year2020-12-31$9,466,289
Value of interest in common/collective trusts at beginning of year2020-12-31$7,975,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$9,847,816
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$9,856,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$9,856,665
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$40,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,538,604
Net investment gain or loss from common/collective trusts2020-12-31$1,362,673
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,826,692
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$7,574,080
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTON LARSON ALLEN LLP.
Accountancy firm EIN2020-12-31410746749
2019 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$15,565,911
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,468,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,421,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,646,551
Value of total assets at end of year2019-12-31$64,785,631
Value of total assets at beginning of year2019-12-31$52,688,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$47,739
Total interest from all sources2019-12-31$98,482
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$623,282
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$623,282
Administrative expenses professional fees incurred2019-12-31$12,670
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,838,743
Participant contributions at end of year2019-12-31$469,816
Participant contributions at beginning of year2019-12-31$311,283
Assets. Other investments not covered elsewhere at end of year2019-12-31$8,370
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$275,684
Administrative expenses (other) incurred2019-12-31$12,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$12,097,104
Value of net assets at end of year (total assets less liabilities)2019-12-31$64,785,631
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$52,688,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,725
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$46,475,059
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,377,244
Interest earned on other investments2019-12-31$32,999
Value of interest in common/collective trusts at end of year2019-12-31$7,975,721
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$9,856,665
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$65,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,681,342
Net investment gain or loss from common/collective trusts2019-12-31$516,254
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,532,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,421,068
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$645,461
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,363,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,218,581
Expenses. Certain deemed distributions of participant loans2018-12-31$14,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,590,010
Value of total assets at end of year2018-12-31$52,688,527
Value of total assets at beginning of year2018-12-31$54,406,491
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$130,574
Total interest from all sources2018-12-31$31,832
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$11,750
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,586,355
Participant contributions at end of year2018-12-31$311,283
Participant contributions at beginning of year2018-12-31$262,319
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$668,914
Other income not declared elsewhere2018-12-31$129,827
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,717,964
Value of net assets at end of year (total assets less liabilities)2018-12-31$52,688,527
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$54,406,491
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$114,340
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,377,244
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,144,172
Interest on participant loans2018-12-31$31,832
Net investment gain/loss from pooled separate accounts2018-12-31$-4,106,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$2,334,741
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,218,581
Contract administrator fees2018-12-31$4,484
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$10,461,877
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,764,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,717,649
Expenses. Certain deemed distributions of participant loans2017-12-31$2,091
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,852,928
Value of total assets at end of year2017-12-31$54,406,491
Value of total assets at beginning of year2017-12-31$47,709,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$44,736
Total interest from all sources2017-12-31$22,553
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$11,500
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,539,548
Participant contributions at end of year2017-12-31$262,319
Participant contributions at beginning of year2017-12-31$179,357
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$92,165
Other income not declared elsewhere2017-12-31$51,480
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$6,697,401
Value of net assets at end of year (total assets less liabilities)2017-12-31$54,406,491
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$47,709,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$26,849
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$54,144,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$47,529,733
Interest on participant loans2017-12-31$22,553
Net investment gain/loss from pooled separate accounts2017-12-31$6,534,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$2,221,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,717,649
Contract administrator fees2017-12-31$6,387
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTON LARSEN ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,050,938
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,612,985
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,590,773
Expenses. Certain deemed distributions of participant loans2016-12-31$10,245
Value of total corrective distributions2016-12-31$87
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,592,532
Value of total assets at end of year2016-12-31$47,709,090
Value of total assets at beginning of year2016-12-31$43,271,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,880
Total interest from all sources2016-12-31$18,040
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$11,110
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,460,078
Participant contributions at end of year2016-12-31$179,357
Participant contributions at beginning of year2016-12-31$136,779
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$102,987
Other income not declared elsewhere2016-12-31$21,765
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$4,437,953
Value of net assets at end of year (total assets less liabilities)2016-12-31$47,709,090
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$43,271,137
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$47,529,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$43,134,358
Interest on participant loans2016-12-31$18,040
Net investment gain/loss from pooled separate accounts2016-12-31$3,418,601
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$2,029,467
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,590,773
Contract administrator fees2016-12-31$770
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2016-12-31410746749
2015 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,253,636
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,263,014
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,260,480
Expenses. Certain deemed distributions of participant loans2015-12-31$1,244
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,651,761
Value of total assets at end of year2015-12-31$43,271,137
Value of total assets at beginning of year2015-12-31$43,280,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,290
Total interest from all sources2015-12-31$15,645
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,473,065
Participant contributions at end of year2015-12-31$136,779
Participant contributions at beginning of year2015-12-31$174,325
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$221,230
Other income not declared elsewhere2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,378
Value of net assets at end of year (total assets less liabilities)2015-12-31$43,271,137
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$43,280,515
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$43,134,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$43,106,190
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$15,645
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-413,775
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$1,957,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,260,480
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTON LARSON ALLEN
Accountancy firm EIN2015-12-31410746749
2014 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$6,403,466
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,336,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,333,419
Value of total corrective distributions2014-12-31$1,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,785,957
Value of total assets at end of year2014-12-31$43,280,515
Value of total assets at beginning of year2014-12-31$39,213,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,676
Total interest from all sources2014-12-31$16,934
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,601,188
Participant contributions at end of year2014-12-31$174,325
Participant contributions at beginning of year2014-12-31$169,256
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$108,798
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$4,066,969
Value of net assets at end of year (total assets less liabilities)2014-12-31$43,280,515
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$39,213,546
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$43,106,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$39,044,290
Interest on participant loans2014-12-31$16,934
Net investment gain/loss from pooled separate accounts2014-12-31$2,600,575
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,075,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,333,419
Contract administrator fees2014-12-31$1,676
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31GRANT THORNTON LLP
Accountancy firm EIN2014-12-31366055558
2013 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$9,606,699
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,901,701
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,900,931
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,970,542
Value of total assets at end of year2013-12-31$39,213,546
Value of total assets at beginning of year2013-12-31$31,508,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$770
Total interest from all sources2013-12-31$15,363
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,426,577
Participant contributions at end of year2013-12-31$169,256
Participant contributions at beginning of year2013-12-31$105,765
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$645,081
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$7,704,998
Value of net assets at end of year (total assets less liabilities)2013-12-31$39,213,546
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,508,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$39,044,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,402,783
Interest on participant loans2013-12-31$15,363
Net investment gain/loss from pooled separate accounts2013-12-31$5,620,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,898,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,900,931
Contract administrator fees2013-12-31$770
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31GRANT THORNTON LLP
Accountancy firm EIN2013-12-31366055558
2012 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$6,243,171
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$633,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$632,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,213,984
Value of total assets at end of year2012-12-31$31,508,548
Value of total assets at beginning of year2012-12-31$25,898,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$490
Total interest from all sources2012-12-31$11,228
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$490
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,360,990
Participant contributions at end of year2012-12-31$105,765
Participant contributions at beginning of year2012-12-31$111,698
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,609,863
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,508,548
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$25,898,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,402,783
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$18,472,394
Interest on participant loans2012-12-31$11,228
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$7,314,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$3,017,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,830,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$632,818
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$2,408,536
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,218,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,218,141
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,394,528
Value of total assets at end of year2011-12-31$25,898,685
Value of total assets at beginning of year2011-12-31$27,708,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$420
Total interest from all sources2011-12-31$9,703
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$96
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$420
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,360,978
Participant contributions at end of year2011-12-31$111,698
Participant contributions at beginning of year2011-12-31$57,718
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$124,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,810,025
Value of net assets at end of year (total assets less liabilities)2011-12-31$25,898,685
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$27,708,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$18,472,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,164,165
Interest on participant loans2011-12-31$9,703
Value of interest in common/collective trusts at end of year2011-12-31$7,314,593
Value of interest in common/collective trusts at beginning of year2011-12-31$7,486,827
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-795,649
Net investment gain or loss from common/collective trusts2011-12-31$-200,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,909,082
Income. Dividends from common stock2011-12-31$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,218,141
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,672,641
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$856,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$856,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,287,125
Value of total assets at end of year2010-12-31$27,708,710
Value of total assets at beginning of year2010-12-31$22,892,668
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$490
Total interest from all sources2010-12-31$6,369
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,380,271
Participant contributions at end of year2010-12-31$57,718
Participant contributions at beginning of year2010-12-31$72,837
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,698
Administrative expenses (other) incurred2010-12-31$490
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,816,042
Value of net assets at end of year (total assets less liabilities)2010-12-31$27,708,710
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$22,892,668
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,164,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$15,672,577
Interest on participant loans2010-12-31$6,369
Value of interest in common/collective trusts at end of year2010-12-31$7,486,827
Value of interest in common/collective trusts at beginning of year2010-12-31$7,147,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$2,379,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,903,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$856,109
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for BANK-FUND STAFF FED. CRED. UNION EMPLOYEE RETIREMENT PLAN

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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered440
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered447
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $75,533
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,533
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered413
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $88,039
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $88,039
Insurance broker organization code?3
Insurance broker name
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered392
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $79,817
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,817
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered392
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $68,236
Total amount of fees paid to insurance companyUSD $54
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $68,236
Insurance broker organization code?3
Amount paid for insurance broker fees54
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered344
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $69,017
Total amount of fees paid to insurance companyUSD $74
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69,017
Insurance broker organization code?3
Amount paid for insurance broker fees74
Additional information about fees paid to insurance brokerSALES / MARKETING
Insurance broker nameLPL FINANCIAL LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered364
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $66,500
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-002901
Policy instance 1
Insurance contract or identification numberGA-002901
Number of Individuals Covered374
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $58,442
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $58,442
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION

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