401k Plan data: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN plan

SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 401k Plan overview

Plan Name	SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN
Plan identification number	001

SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

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

Company Name: SUNCOAST CREDIT UNION

Employer identification number (EIN): 590291451

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2016-01-01
001 2015-01-01
001 2014-01-01 PAM MCCATTY
001 2013-01-01 PAM MCCATTY
001 2012-01-01 PAM MCCATTY
001 2011-01-01 PAM MCCATTY
001 2010-01-01 PAM MCCATTY
001 2009-01-01 PAM MCCATTY

Plan Statistics for SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN

401k plan membership statisitcs for SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN

Measure Date Value
2016: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 969
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Total of all active and inactive participants 2016-01-01 0
Total participants 2016-01-01 0
2015: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 994
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 510
Number of retired or separated participants receiving benefits 2015-01-01 217
Number of other retired or separated participants entitled to future benefits 2015-01-01 230
Total of all active and inactive participants 2015-01-01 957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 12
Total participants 2015-01-01 969
2014: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,013
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 553
Number of retired or separated participants receiving benefits 2014-01-01 201
Number of other retired or separated participants entitled to future benefits 2014-01-01 224
Total of all active and inactive participants 2014-01-01 978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 16
Total participants 2014-01-01 994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,024
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 600
Number of retired or separated participants receiving benefits 2013-01-01 179
Number of other retired or separated participants entitled to future benefits 2013-01-01 219
Total of all active and inactive participants 2013-01-01 998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 15
Total participants 2013-01-01 1,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 6
2012: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,050
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 642
Number of retired or separated participants receiving benefits 2012-01-01 170
Number of other retired or separated participants entitled to future benefits 2012-01-01 206
Total of all active and inactive participants 2012-01-01 1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 6
Total participants 2012-01-01 1,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 18
2011: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,110
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 711
Number of retired or separated participants receiving benefits 2011-01-01 144
Number of other retired or separated participants entitled to future benefits 2011-01-01 190
Total of all active and inactive participants 2011-01-01 1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 5
Total participants 2011-01-01 1,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 33
2010: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,193
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 800
Number of retired or separated participants receiving benefits 2010-01-01 127
Number of other retired or separated participants entitled to future benefits 2010-01-01 179
Total of all active and inactive participants 2010-01-01 1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 4
Total participants 2010-01-01 1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 74
2009: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,175
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 912
Number of retired or separated participants receiving benefits 2009-01-01 115
Number of other retired or separated participants entitled to future benefits 2009-01-01 162
Total of all active and inactive participants 2009-01-01 1,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 1,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 66

Measure	Date	Value
2016: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	969
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Total of all active and inactive participants	2016-01-01	0
Total participants	2016-01-01	0
2015: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	994
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	510
Number of retired or separated participants receiving benefits	2015-01-01	217
Number of other retired or separated participants entitled to future benefits	2015-01-01	230
Total of all active and inactive participants	2015-01-01	957
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	12
Total participants	2015-01-01	969
2014: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,013
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	553
Number of retired or separated participants receiving benefits	2014-01-01	201
Number of other retired or separated participants entitled to future benefits	2014-01-01	224
Total of all active and inactive participants	2014-01-01	978
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	16
Total participants	2014-01-01	994
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,024
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	600
Number of retired or separated participants receiving benefits	2013-01-01	179
Number of other retired or separated participants entitled to future benefits	2013-01-01	219
Total of all active and inactive participants	2013-01-01	998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	15
Total participants	2013-01-01	1,013
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	6
2012: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,050
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	642
Number of retired or separated participants receiving benefits	2012-01-01	170
Number of other retired or separated participants entitled to future benefits	2012-01-01	206
Total of all active and inactive participants	2012-01-01	1,018
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	6
Total participants	2012-01-01	1,024
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	18
2011: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,110
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	711
Number of retired or separated participants receiving benefits	2011-01-01	144
Number of other retired or separated participants entitled to future benefits	2011-01-01	190
Total of all active and inactive participants	2011-01-01	1,045
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	5
Total participants	2011-01-01	1,050
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	33
2010: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,193
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	800
Number of retired or separated participants receiving benefits	2010-01-01	127
Number of other retired or separated participants entitled to future benefits	2010-01-01	179
Total of all active and inactive participants	2010-01-01	1,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	4
Total participants	2010-01-01	1,110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	74
2009: SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,175
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	912
Number of retired or separated participants receiving benefits	2009-01-01	115
Number of other retired or separated participants entitled to future benefits	2009-01-01	162
Total of all active and inactive participants	2009-01-01	1,189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	1,193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	66

Financial Data on SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN

Measure	Date	Value
2016 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$332,753
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$153,534
Total income from all sources (including contributions)	2016-12-31	$10,039,532
Total of all expenses incurred	2016-12-31	$86,768,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$86,416,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$0
Value of total assets at end of year	2016-12-31	$332,753
Value of total assets at beginning of year	2016-12-31	$76,882,909
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$352,851
Total interest from all sources	2016-12-31	$38,597
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2016-12-31	$332,753
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-12-31	$51,753,509
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$2,786,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$332,753
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$153,534
Administrative expenses (other) incurred	2016-12-31	$332,753
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-76,729,375
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$76,729,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Interest earned on other investments	2016-12-31	$38,597
Value of interest in common/collective trusts at end of year	2016-12-31	$332,753
Value of interest in common/collective trusts at beginning of year	2016-12-31	$70,928,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$3,168,204
Net investment gain or loss from common/collective trusts	2016-12-31	$10,000,935
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$34,662,547
Contract administrator fees	2016-12-31	$20,098
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2016-12-31	454084437
2015 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-4,403,587
Total unrealized appreciation/depreciation of assets	2015-12-31	$-4,403,587
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$153,534
Total income from all sources (including contributions)	2015-12-31	$-4,000
Total of all expenses incurred	2015-12-31	$2,729,503
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,401,498
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,706,921
Value of total assets at end of year	2015-12-31	$76,882,909
Value of total assets at beginning of year	2015-12-31	$79,462,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$328,005
Total interest from all sources	2015-12-31	$182,743
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$2,786,170
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$153,534
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,733,503
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$76,729,375
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$79,462,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Interest earned on other investments	2015-12-31	$182,743
Value of interest in common/collective trusts at end of year	2015-12-31	$70,928,535
Value of interest in common/collective trusts at beginning of year	2015-12-31	$77,974,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$3,168,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$1,488,806
Net investment gain or loss from common/collective trusts	2015-12-31	$1,509,923
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$2,706,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,401,498
Contract administrator fees	2015-12-31	$328,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	No
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$9,567,968
Total unrealized appreciation/depreciation of assets	2014-12-31	$9,567,968
Total income from all sources (including contributions)	2014-12-31	$13,493,762
Total of all expenses incurred	2014-12-31	$2,425,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,194,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,000,000
Value of total assets at end of year	2014-12-31	$79,462,878
Value of total assets at beginning of year	2014-12-31	$68,394,326
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$230,533
Total interest from all sources	2014-12-31	$72,779
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2014-12-31	$0
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$248,312
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$11,068,552
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$79,462,878
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$68,394,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$66,520,370
Interest earned on other investments	2014-12-31	$72,779
Value of interest in common/collective trusts at end of year	2014-12-31	$77,974,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$1,488,806
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$1,625,644
Net investment gain or loss from common/collective trusts	2014-12-31	$1,853,015
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,194,677
Contract administrator fees	2014-12-31	$230,533
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2014-12-31	593262654
2013 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$-5,287,127
Total unrealized appreciation/depreciation of assets	2013-12-31	$-5,287,127
Total income from all sources (including contributions)	2013-12-31	$7,119,216
Total of all expenses incurred	2013-12-31	$2,136,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,010,067
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$6,770,000
Value of total assets at end of year	2013-12-31	$68,394,326
Value of total assets at beginning of year	2013-12-31	$63,411,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$126,701
Total interest from all sources	2013-12-31	$54,994
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Total non interest bearing cash at end of year	2013-12-31	$248,312
Total non interest bearing cash at beginning of year	2013-12-31	$59,609
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$4,982,448
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$68,394,326
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$63,411,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$66,520,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$61,526,149
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$54,994
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$1,625,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$1,826,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$5,581,349
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$6,770,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,010,067
Contract administrator fees	2013-12-31	$126,701
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2013-12-31	593262654
2012 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$7,689,019
Total unrealized appreciation/depreciation of assets	2012-12-31	$7,689,019
Total income from all sources (including contributions)	2012-12-31	$10,626,937
Total of all expenses incurred	2012-12-31	$2,070,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,794,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,900,000
Value of total assets at end of year	2012-12-31	$63,411,878
Value of total assets at beginning of year	2012-12-31	$54,855,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$275,989
Total interest from all sources	2012-12-31	$51,678
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$0
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Total non interest bearing cash at end of year	2012-12-31	$59,609
Total non interest bearing cash at beginning of year	2012-12-31	$64,143
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$8,556,219
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$63,411,878
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$54,855,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$61,526,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$53,483,020
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$51,678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$1,826,120
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$1,308,496
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$986,240
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$1,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,794,729
Contract administrator fees	2012-12-31	$275,989
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2012-12-31	593262654
2011 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-2,213,727
Total unrealized appreciation/depreciation of assets	2011-12-31	$-2,213,727
Total income from all sources (including contributions)	2011-12-31	$-1,012,960
Total of all expenses incurred	2011-12-31	$1,707,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,694,878
Value of total assets at end of year	2011-12-31	$54,855,659
Value of total assets at beginning of year	2011-12-31	$57,575,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$12,346
Total interest from all sources	2011-12-31	$60,490
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$678,610
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$678,610
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Total non interest bearing cash at end of year	2011-12-31	$64,143
Total non interest bearing cash at beginning of year	2011-12-31	$439,177
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-2,720,184
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$54,855,659
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$57,575,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$53,483,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$55,681,477
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$60,490
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$1,308,496
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,455,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$461,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,694,878
Contract administrator fees	2011-12-31	$12,346
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2011-12-31	593262654
2010 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$4,435,636
Total unrealized appreciation/depreciation of assets	2010-12-31	$4,435,636
Total income from all sources (including contributions)	2010-12-31	$7,468,819
Total of all expenses incurred	2010-12-31	$1,483,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,470,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,000,000
Value of total assets at end of year	2010-12-31	$57,575,843
Value of total assets at beginning of year	2010-12-31	$51,590,549
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$12,789
Total interest from all sources	2010-12-31	$67,765
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$1,656,920
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$1,656,920
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Total non interest bearing cash at end of year	2010-12-31	$439,177
Total non interest bearing cash at beginning of year	2010-12-31	$439,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$5,985,294
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$57,575,843
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$51,590,549
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$55,681,477
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$49,280,423
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$67,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$1,455,189
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$1,870,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$308,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,470,736
Contract administrator fees	2010-12-31	$12,789
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2010-12-31	593262654
2009 : SUNCOAST CREDIT UNION EMPLOYEES' PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0