401k Plan data: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN plan

SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan Name	SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN
Plan identification number	033

SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

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 SCHOOLS FED CU CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
033 2017-01-01 GARY J VIEN
033 2016-01-01 GARY J VIEN
033 2015-01-01 PAM MCCATTY
033 2014-01-01 PAM MCCATTY
033 2013-01-01 PAMELA I MC CATTY
033 2012-01-01 PAMELA I MC CATTY
033 2011-01-01 PAM MCCATTY
033 2009-01-01 PAM MCCATTY

Plan id#	Filing Submission Date	Name of Administrator
033	2017-01-01	GARY J VIEN
033	2016-01-01	GARY J VIEN
033	2015-01-01	PAM MCCATTY
033	2014-01-01	PAM MCCATTY
033	2013-01-01	PAMELA I MC CATTY
033	2012-01-01	PAMELA I MC CATTY
033	2011-01-01	PAM MCCATTY
033	2009-01-01	PAM MCCATTY

Plan Statistics for SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN

Measure Date Value
2017: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,552
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,395
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 1,301
Number of retired or separated participants receiving benefits 2016-01-01 49
Number of other retired or separated participants entitled to future benefits 2016-01-01 186
Total of all active and inactive participants 2016-01-01 1,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 1,536
Number of participants with account balances 2016-01-01 1,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,266
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,158
Number of retired or separated participants receiving benefits 2015-01-01 130
Number of other retired or separated participants entitled to future benefits 2015-01-01 161
Total of all active and inactive participants 2015-01-01 1,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,449
Number of participants with account balances 2015-01-01 1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,209
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 1,049
Number of retired or separated participants receiving benefits 2014-01-01 4
Number of other retired or separated participants entitled to future benefits 2014-01-01 185
Total of all active and inactive participants 2014-01-01 1,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 1,238
Number of participants with account balances 2014-01-01 1,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,116
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 1,015
Number of retired or separated participants receiving benefits 2013-01-01 3
Number of other retired or separated participants entitled to future benefits 2013-01-01 158
Total of all active and inactive participants 2013-01-01 1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,176
Number of participants with account balances 2013-01-01 1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 32
2012: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,085
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 950
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 151
Total of all active and inactive participants 2012-01-01 1,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 1,105
Number of participants with account balances 2012-01-01 1,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 96
2011: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,042
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 898
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 183
Total of all active and inactive participants 2011-01-01 1,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 1,081
Number of participants with account balances 2011-01-01 1,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 91
2009: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,139
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 950
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 130
Total of all active and inactive participants 2009-01-01 1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 1,082
Number of participants with account balances 2009-01-01 1,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2017: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,552
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,395
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	1,301
Number of retired or separated participants receiving benefits	2016-01-01	49
Number of other retired or separated participants entitled to future benefits	2016-01-01	186
Total of all active and inactive participants	2016-01-01	1,536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	1,536
Number of participants with account balances	2016-01-01	1,525
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,266
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,158
Number of retired or separated participants receiving benefits	2015-01-01	130
Number of other retired or separated participants entitled to future benefits	2015-01-01	161
Total of all active and inactive participants	2015-01-01	1,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,449
Number of participants with account balances	2015-01-01	1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,209
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	1,049
Number of retired or separated participants receiving benefits	2014-01-01	4
Number of other retired or separated participants entitled to future benefits	2014-01-01	185
Total of all active and inactive participants	2014-01-01	1,238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	1,238
Number of participants with account balances	2014-01-01	1,231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,116
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	1,015
Number of retired or separated participants receiving benefits	2013-01-01	3
Number of other retired or separated participants entitled to future benefits	2013-01-01	158
Total of all active and inactive participants	2013-01-01	1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,176
Number of participants with account balances	2013-01-01	1,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	32
2012: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,085
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	950
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	151
Total of all active and inactive participants	2012-01-01	1,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	1,105
Number of participants with account balances	2012-01-01	1,036
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	96
2011: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,042
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	898
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	183
Total of all active and inactive participants	2011-01-01	1,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	1,081
Number of participants with account balances	2011-01-01	1,022
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	91
2009: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,139
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	950
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	130
Total of all active and inactive participants	2009-01-01	1,082
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	1,082
Number of participants with account balances	2009-01-01	1,071
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN

Measure	Date	Value
2017 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$71,751,762
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$19,200,365
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$5,682,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$5,465,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$10,146,814
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$58,233,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$217,237
Total interest from all sources	2017-12-31	$228,400
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,075,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,075,529
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$5,452,549
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,746,426
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$696,185
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash at beginning of year	2017-12-31	$354,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$13,518,010
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	$58,233,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$43,990,196
Interest on participant loans	2017-12-31	$141,495
Interest earned on other investments	2017-12-31	$86,905
Value of interest in common/collective trusts at end of year	2017-12-31	$0
Value of interest in common/collective trusts at beginning of year	2017-12-31	$5,068,451
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$6,074,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$7,008,282
Net investment gain or loss from common/collective trusts	2017-12-31	$741,340
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$3,998,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$5,465,118
Contract administrator fees	2017-12-31	$217,237
Did the plan have assets held for investment	2017-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MOSS ADAMS LLC
Accountancy firm EIN	2017-12-31	910189318
2016 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$14,877,238
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$4,152,220
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,973,236
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$11,409,574
Value of total assets at end of year	2016-12-31	$58,233,752
Value of total assets at beginning of year	2016-12-31	$47,508,734
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$178,984
Total interest from all sources	2016-12-31	$200,705
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$632,498
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$632,498
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$15,000,000
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
Contributions received from participants	2016-12-31	$4,501,350
Participant contributions at end of year	2016-12-31	$2,746,426
Participant contributions at beginning of year	2016-12-31	$2,304,761
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$3,392,134
Total non interest bearing cash at end of year	2016-12-31	$354,102
Total non interest bearing cash at beginning of year	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 appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$10,725,018
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$58,233,752
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$47,508,734
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$43,990,196
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$27,534,816
Interest on participant loans	2016-12-31	$109,158
Interest earned on other investments	2016-12-31	$91,547
Value of interest in common/collective trusts at end of year	2016-12-31	$5,068,451
Value of interest in common/collective trusts at beginning of year	2016-12-31	$11,541,378
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$6,074,577
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$6,127,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$2,122,785
Net investment gain or loss from common/collective trusts	2016-12-31	$511,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
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	$3,516,090
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$3,973,236
Contract administrator fees	2016-12-31	$178,984
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MOSS ADAMS LLC
Accountancy firm EIN	2016-12-31	910189318
2015 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$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	$7,237,063
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$3,061,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$2,897,200
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$7,397,192
Value of total assets at end of year	2015-12-31	$47,508,734
Value of total assets at beginning of year	2015-12-31	$43,332,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$163,903
Total interest from all sources	2015-12-31	$174,332
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$738,561
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$738,561
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,860,070
Participant contributions at end of year	2015-12-31	$2,304,761
Participant contributions at beginning of year	2015-12-31	$1,853,198
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$426,024
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	$4,175,960
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$47,508,734
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$43,332,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$27,534,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$25,465,992
Interest on participant loans	2015-12-31	$84,765
Interest earned on other investments	2015-12-31	$89,567
Value of interest in common/collective trusts at end of year	2015-12-31	$11,541,378
Value of interest in common/collective trusts at beginning of year	2015-12-31	$10,977,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$6,127,779
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,036,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-844,138
Net investment gain or loss from common/collective trusts	2015-12-31	$-228,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$3,111,098
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$2,897,200
Contract administrator fees	2015-12-31	$163,903
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084437
2014 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$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	$7,895,950
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$2,628,497
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$2,499,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$5,535,224
Value of total assets at end of year	2014-12-31	$43,332,774
Value of total assets at beginning of year	2014-12-31	$38,065,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$129,118
Total interest from all sources	2014-12-31	$174,464
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$541,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$541,852
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$2,993,884
Participant contributions at end of year	2014-12-31	$1,853,198
Participant contributions at beginning of year	2014-12-31	$1,707,713
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$105,217
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	$5,267,453
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$43,332,774
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$38,065,321
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	$25,465,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$21,043,593
Interest on participant loans	2014-12-31	$75,779
Interest earned on other investments	2014-12-31	$98,685
Value of interest in common/collective trusts at end of year	2014-12-31	$10,977,272
Value of interest in common/collective trusts at beginning of year	2014-12-31	$9,787,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,036,312
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,526,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$1,215,187
Net investment gain or loss from common/collective trusts	2014-12-31	$429,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
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	$2,436,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$2,499,379
Contract administrator fees	2014-12-31	$129,118
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2014-12-31	593262654
2013 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$8,552,226
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$2,379,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$2,258,979
Value of total corrective distributions	2013-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$3,848,909
Value of total assets at end of year	2013-12-31	$38,065,321
Value of total assets at beginning of year	2013-12-31	$31,892,327
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$120,253
Total interest from all sources	2013-12-31	$182,654
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$376,236
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$376,236
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$2,127,615
Participant contributions at end of year	2013-12-31	$1,707,713
Participant contributions at beginning of year	2013-12-31	$1,644,268
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$29,637
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	$6,172,994
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$38,065,321
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$31,892,327
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	$21,043,593
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$16,213,704
Interest on participant loans	2013-12-31	$69,667
Interest earned on other investments	2013-12-31	$112,987
Value of interest in common/collective trusts at end of year	2013-12-31	$9,787,126
Value of interest in common/collective trusts at beginning of year	2013-12-31	$8,901,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,526,889
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$5,133,164
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$3,119,585
Net investment gain or loss from common/collective trusts	2013-12-31	$1,024,842
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	$1,691,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$2,258,979
Contract administrator fees	2013-12-31	$120,253
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2013-12-31	593262654
2012 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$6,442,414
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$1,661,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$1,532,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$3,559,552
Value of total assets at end of year	2012-12-31	$31,892,327
Value of total assets at beginning of year	2012-12-31	$27,111,091
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$128,352
Total interest from all sources	2012-12-31	$195,312
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$384,310
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	$384,310
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,935,390
Participant contributions at end of year	2012-12-31	$1,644,268
Participant contributions at beginning of year	2012-12-31	$1,670,951
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$93,914
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	$4,781,236
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$31,892,327
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$27,111,091
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	$16,213,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$12,853,118
Interest on participant loans	2012-12-31	$73,456
Interest earned on other investments	2012-12-31	$121,856
Value of interest in common/collective trusts at end of year	2012-12-31	$8,901,191
Value of interest in common/collective trusts at beginning of year	2012-12-31	$7,763,988
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$5,133,164
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$4,823,034
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,440,488
Net investment gain or loss from common/collective trusts	2012-12-31	$862,752
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	$1,530,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$1,532,826
Contract administrator fees	2012-12-31	$128,352
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	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2012-12-31	593262654
2011 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$2,588,230
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$1,355,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,222,155
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,311,327
Value of total assets at end of year	2011-12-31	$27,111,091
Value of total assets at beginning of year	2011-12-31	$25,878,283
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$133,267
Total interest from all sources	2011-12-31	$210,555
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$305,027
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	$305,027
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$7,500,000
If this is an individual account plan, was there a blackout period	2011-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$1,385,224
Participant contributions at end of year	2011-12-31	$1,670,951
Participant contributions at beginning of year	2011-12-31	$1,631,220
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$85,001
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,232,808
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$27,111,091
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$25,878,283
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	$12,853,118
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$12,530,000
Interest on participant loans	2011-12-31	$79,298
Interest earned on other investments	2011-12-31	$131,257
Value of interest in common/collective trusts at end of year	2011-12-31	$7,763,988
Value of interest in common/collective trusts at beginning of year	2011-12-31	$7,613,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$4,823,034
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$4,104,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-368,635
Net investment gain or loss from common/collective trusts	2011-12-31	$129,956
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
Contributions received in cash from employer	2011-12-31	$841,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,222,155
Contract administrator fees	2011-12-31	$133,267
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	Yes
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	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2011-12-31	593262654
2010 : SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$4,780,351
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,678,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,542,898
Value of total corrective distributions	2010-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,182,761
Value of total assets at end of year	2010-12-31	$25,878,283
Value of total assets at beginning of year	2010-12-31	$22,776,843
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$136,013
Total interest from all sources	2010-12-31	$76,864
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$280,615
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	$280,615
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$7,500,000
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
Contributions received from participants	2010-12-31	$1,312,067
Participant contributions at end of year	2010-12-31	$1,631,220
Participant contributions at beginning of year	2010-12-31	$1,326,410
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$57,278
Other income not declared elsewhere	2010-12-31	$123,402
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	$3,101,440
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$25,878,283
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$22,776,843
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	$12,530,000
Interest on participant loans	2010-12-31	$76,864
Value of interest in common/collective trusts at end of year	2010-12-31	$7,613,013
Assets. Value of investments in 103.12 investment entities at beginning of year	2010-12-31	$21,450,433
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$4,104,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$1,287,107
Net investment gain or loss from common/collective trusts	2010-12-31	$829,602
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	$813,416
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,542,898
Contract administrator fees	2010-12-31	$136,013
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	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	HUTTO & CARVER, P.A.
Accountancy firm EIN	2010-12-31	593262654

Form 5500 Responses for SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN

2017: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: SUNCOAST SCHOOLS FED CU CAPITAL ACCUMULATION PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

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

Policy contract number

009-0018-4

Policy instance

Insurance contract or identification number	009-0018-4
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	SUNCOAST CREDIT UNION
Employer identification number (EIN):	590291451
NAIC Classification:	522130
NAIC Description:	Credit Unions