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GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 401k Plan overview

Plan NameGEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND
Plan identification number 011

GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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)
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GEORGIA CREDIT UNION AFFILIATES
Employer identification number (EIN):581556060
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0112017-01-01JAMIE S FRISTOE
0112017-01-01JAMIE S FRISTOE
0112017-01-01JAMIE S FRISTOE
0112016-01-01JAMIE S FRISTOE
0112016-01-01
0112015-01-01JAMIE S FRISTOE
0112014-01-01JAMIE S FRISTOE
0112014-01-01JAMIE S FRISTOE
0112013-01-01JAMIE S FRISTOE
0112012-01-01JAMIE S FRISTOE
0112011-01-01JAMIE FRISTOE JAMIE FRISTOE2012-10-12
0112010-01-01JAMIE FRISTOE JAMIE FRISTOE2011-09-20
0112009-01-01JAMIE FRISTOE JAMIE FRISTOE2010-09-16

Plan Statistics for GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND

401k plan membership statisitcs for GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND

Measure Date Value
2017: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01244
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01145
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0190
Total of all active and inactive participants2016-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01238
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01246
Total number of active participants reported on line 7a of the Form 55002015-01-01146
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0191
Total of all active and inactive participants2015-01-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01243
Number of participants with account balances2015-01-01243
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01252
Total number of active participants reported on line 7a of the Form 55002014-01-01166
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0169
Total of all active and inactive participants2014-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01235
Number of participants with account balances2014-01-01231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01247
Total number of active participants reported on line 7a of the Form 55002013-01-01155
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0174
Total of all active and inactive participants2013-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01230
Number of participants with account balances2013-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01227
Total number of active participants reported on line 7a of the Form 55002012-01-01147
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0193
Total of all active and inactive participants2012-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01241
Number of participants with account balances2012-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0112
2011: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01245
Total number of active participants reported on line 7a of the Form 55002011-01-01135
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-0162
Total of all active and inactive participants2011-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01208
Number of participants with account balances2011-01-01208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0118
2010: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01242
Total number of active participants reported on line 7a of the Form 55002010-01-01185
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0155
Total of all active and inactive participants2010-01-01241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01241
Number of participants with account balances2010-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0120
2009: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01250
Total number of active participants reported on line 7a of the Form 55002009-01-01197
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0144
Total of all active and inactive participants2009-01-01242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01242
Number of participants with account balances2009-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0122

Financial Data on GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND

Measure Date Value
2017 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$7,288,357
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$7,288,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,288,796
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$329,086
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$293,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$337,668
Value of total assets at end of year2017-12-31$7,288,357
Value of total assets at beginning of year2017-12-31$6,328,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$35,810
Total interest from all sources2017-12-31$16,641
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$86,705
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2017-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$86,705
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$7,288,357
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$12,460
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$959,710
Value of net assets at end of year (total assets less liabilities)2017-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,328,647
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,521,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,882,334
Interest earned on other investments2017-12-31$16,641
Value of interest in common/collective trusts at end of year2017-12-31$1,566,676
Value of interest in common/collective trusts at beginning of year2017-12-31$1,339,817
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,174,050
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,106,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$643,230
Net investment gain or loss from common/collective trusts2017-12-31$204,552
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$337,668
Employer contributions (assets) at end of year2017-12-31$13,471
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$293,276
Contract administrator fees2017-12-31$35,810
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 PBGC2017-12-31Yes
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 LARSON ALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$6,931
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$804,832
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$787,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$755,737
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$321,311
Value of total assets at end of year2016-12-31$6,328,647
Value of total assets at beginning of year2016-12-31$6,317,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,475
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$97,313
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$97,313
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$-668
Minimum employer required contribution for this plan year2016-12-31$336,337
Amount contributed by the employer to the plan for this plan year2016-12-31$337,005
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$0
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,620
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,328,647
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,317,958
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$3,882,334
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,600,324
Interest on participant loans2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$1,339,817
Value of interest in common/collective trusts at beginning of year2016-12-31$1,535,148
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,106,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,182,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$280,628
Net investment gain or loss from common/collective trusts2016-12-31$105,580
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
Contributions received in cash from employer2016-12-31$321,311
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$755,737
Contract administrator fees2016-12-31$31,475
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 LLP
Accountancy firm EIN2016-12-31410746749
2015 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2015 401k financial data
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$343,560
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$419,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$385,396
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$353,935
Value of total assets at end of year2015-12-31$6,317,958
Value of total assets at beginning of year2015-12-31$6,393,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$34,005
Total interest from all sources2015-12-31$18,278
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$93,042
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$93,042
Was this plan covered by a fidelity bond2015-12-31No
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
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$360,420
Amount contributed by the employer to the plan for this plan year2015-12-31$360,420
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-75,841
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,317,958
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,393,799
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,600,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,815,593
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$18,278
Value of interest in common/collective trusts at end of year2015-12-31$1,535,148
Value of interest in common/collective trusts at beginning of year2015-12-31$1,603,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,182,486
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$974,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-92,624
Net investment gain or loss from common/collective trusts2015-12-31$-29,071
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
Contributions received in cash from employer2015-12-31$353,935
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$385,396
Contract administrator fees2015-12-31$34,005
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 LLP
Accountancy firm EIN2015-12-31410746749
2014 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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$789,755
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$854,675
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$822,777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$367,872
Value of total assets at end of year2014-12-31$6,393,799
Value of total assets at beginning of year2014-12-31$6,458,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,898
Total interest from all sources2014-12-31$21,023
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$84,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$84,663
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$378,006
Amount contributed by the employer to the plan for this plan year2014-12-31$378,006
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-64,920
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,393,799
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,458,719
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$3,815,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,630,000
Interest earned on other investments2014-12-31$21,023
Value of interest in common/collective trusts at end of year2014-12-31$1,603,549
Value of interest in common/collective trusts at beginning of year2014-12-31$1,618,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$974,657
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,210,485
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$249,878
Net investment gain or loss from common/collective trusts2014-12-31$66,319
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$367,872
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$822,777
Contract administrator fees2014-12-31$31,898
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 name2014-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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$1,253,119
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$415,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$384,691
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$377,124
Value of total assets at end of year2013-12-31$6,458,719
Value of total assets at beginning of year2013-12-31$5,620,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$30,671
Total interest from all sources2013-12-31$27,821
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$65,247
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$65,247
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
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$374,098
Amount contributed by the employer to the plan for this plan year2013-12-31$374,098
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
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$837,757
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,458,719
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,620,962
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$3,630,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,883,358
Interest earned on other investments2013-12-31$27,821
Value of interest in common/collective trusts at end of year2013-12-31$1,618,234
Value of interest in common/collective trusts at beginning of year2013-12-31$1,446,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,210,485
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,291,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$610,300
Net investment gain or loss from common/collective trusts2013-12-31$172,627
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$377,124
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$384,691
Contract administrator fees2013-12-31$30,671
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 name2013-12-31CLIFTON LARSON ALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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$889,010
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$286,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$257,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$336,226
Value of total assets at end of year2012-12-31$5,620,962
Value of total assets at beginning of year2012-12-31$5,017,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$28,200
Total interest from all sources2012-12-31$27,650
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$68,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$68,583
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$321,695
Amount contributed by the employer to the plan for this plan year2012-12-31$321,695
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
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$602,971
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,620,962
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,017,991
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$2,883,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,537,348
Interest earned on other investments2012-12-31$27,650
Value of interest in common/collective trusts at end of year2012-12-31$1,446,325
Value of interest in common/collective trusts at beginning of year2012-12-31$1,494,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,291,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$985,665
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$299,204
Net investment gain or loss from common/collective trusts2012-12-31$157,347
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$336,226
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$257,839
Contract administrator fees2012-12-31$28,200
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 name2012-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2012-12-31431947695
2011 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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$410,268
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$606,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$576,728
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$363,128
Value of total assets at end of year2011-12-31$5,017,991
Value of total assets at beginning of year2011-12-31$5,214,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$29,779
Total interest from all sources2011-12-31$27,676
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$60,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$60,476
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$363,128
Amount contributed by the employer to the plan for this plan year2011-12-31$363,128
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-196,239
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,017,991
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,214,230
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$2,537,348
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,990,907
Interest earned on other investments2011-12-31$27,676
Value of interest in common/collective trusts at end of year2011-12-31$1,494,978
Value of interest in common/collective trusts at beginning of year2011-12-31$1,512,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$985,665
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$710,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-64,893
Net investment gain or loss from common/collective trusts2011-12-31$23,881
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$363,128
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$576,728
Contract administrator fees2011-12-31$29,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2011-12-31431947695
2010 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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$908,183
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$221,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$194,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$390,745
Value of total assets at end of year2010-12-31$5,214,230
Value of total assets at beginning of year2010-12-31$4,527,189
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$26,199
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$60,443
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$60,443
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$390,745
Amount contributed by the employer to the plan for this plan year2010-12-31$390,745
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$0
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$28,315
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$687,041
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,214,230
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,527,189
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$2,990,907
Interest on participant loans2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$1,512,413
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$4,527,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$710,910
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$238,278
Net investment gain or loss from common/collective trusts2010-12-31$190,402
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$390,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$194,943
Contract administrator fees2010-12-31$26,199
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 name2010-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2010-12-31431947695
2009 : GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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$380,797
Amount contributed by the employer to the plan for this plan year2009-12-31$380,797

Form 5500 Responses for GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND

2017: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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
2017-01-01Plan benefit arrangement - TrustYes
2016: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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
2016-01-01Plan benefit arrangement - TrustYes
2015: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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
2015-01-01Plan benefit arrangement - TrustYes
2014: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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
2014-01-01Plan benefit arrangement - TrustYes
2013: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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
2013-01-01Plan benefit arrangement - TrustYes
2012: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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
2012-01-01Plan benefit arrangement - TrustYes
2011: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 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: GEORGIA CREDIT UNION AFFILIATES RETIREMENT SAVINGS FUND 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number010-0811-1
Policy instance 1
Insurance contract or identification number010-0811-1
Number of Individuals Covered215
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare 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

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