401k Plan data: ORLANDO CREDIT UNION plan

ORLANDO CREDIT UNION 401k Plan overview

Plan Name	ORLANDO CREDIT UNION
Plan identification number	002

ORLANDO CREDIT UNION 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

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

Company Name: ORLANDO CREDIT UNION

Employer identification number (EIN): 591517872

NAIC Classification: 522130
NAIC Description: Credit Unions

Additional information about ORLANDO CREDIT UNION

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 2017-07-14

Company Identification Number: Q17000000067

Legal Registered Office Address: 1117 S WESTMORELAND DR.

ORLANDO

32805

More information about ORLANDO CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ORLANDO CREDIT UNION

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 TROY PELASKE 2018-06-13 TROY PELASKE 2018-06-13
002 2016-01-01 SUZANNE WEINSTEIN 2017-07-18 SUZANNE WEINSTEIN 2017-07-18
002 2015-01-01 SUZANNE WEINSTEIN 2016-07-28 SUZANNE WEINSTEIN 2016-07-28
002 2014-01-01 JOHN NEUSAENGER 2015-07-03 JOHN NEUSAENGER 2015-07-03
002 2013-01-01 JAYNE JOHANNESEN 2014-05-19 JOHN NEUSAENGER 2014-05-19
002 2012-01-01 JOHN NEUSAENGER 2013-06-27 JOHN NEUSAENGER 2013-06-27
002 2011-01-01 JOHN NEUSAENGER JOHN NEUSAENGER 2012-07-29
002 2009-01-01 JOHN NEUSAENGER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	TROY PELASKE	2018-06-13	TROY PELASKE	2018-06-13
002	2016-01-01	SUZANNE WEINSTEIN	2017-07-18	SUZANNE WEINSTEIN	2017-07-18
002	2015-01-01	SUZANNE WEINSTEIN	2016-07-28	SUZANNE WEINSTEIN	2016-07-28
002	2014-01-01	JOHN NEUSAENGER	2015-07-03	JOHN NEUSAENGER	2015-07-03
002	2013-01-01	JAYNE JOHANNESEN	2014-05-19	JOHN NEUSAENGER	2014-05-19
002	2012-01-01	JOHN NEUSAENGER	2013-06-27	JOHN NEUSAENGER	2013-06-27
002	2011-01-01	JOHN NEUSAENGER		JOHN NEUSAENGER	2012-07-29
002	2009-01-01	JOHN NEUSAENGER

Plan Statistics for ORLANDO CREDIT UNION

401k plan membership statisitcs for ORLANDO CREDIT UNION

Measure Date Value
2022: ORLANDO CREDIT UNION 2022 401k membership
Total participants, beginning-of-year 2022-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 73
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 25
Total of all active and inactive participants 2022-01-01 98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 98
Number of participants with account balances 2022-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: ORLANDO CREDIT UNION 2021 401k membership
Total participants, beginning-of-year 2021-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 62
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 85
Number of participants with account balances 2021-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: ORLANDO CREDIT UNION 2020 401k membership
Total participants, beginning-of-year 2020-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 62
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 23
Total of all active and inactive participants 2020-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 85
Number of participants with account balances 2020-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: ORLANDO CREDIT UNION 2019 401k membership
Total participants, beginning-of-year 2019-01-01 82
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 72
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 21
Total of all active and inactive participants 2019-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 93
Number of participants with account balances 2019-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: ORLANDO CREDIT UNION 2018 401k membership
Total participants, beginning-of-year 2018-01-01 90
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 61
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 21
Total of all active and inactive participants 2018-01-01 82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 82
Number of participants with account balances 2018-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2011: ORLANDO CREDIT UNION 2011 401k membership
Total participants, beginning-of-year 2011-01-01 98
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 78
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 9
Total of all active and inactive participants 2011-01-01 87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 87
Number of participants with account balances 2011-01-01 75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 6
2009: ORLANDO CREDIT UNION 2009 401k membership
Total participants, beginning-of-year 2009-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 84
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 62
Total of all active and inactive participants 2009-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 146
Number of participants with account balances 2009-01-01 146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 9

Measure	Date	Value
2022: ORLANDO CREDIT UNION 2022 401k membership
Total participants, beginning-of-year	2022-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	73
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	25
Total of all active and inactive participants	2022-01-01	98
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	98
Number of participants with account balances	2022-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: ORLANDO CREDIT UNION 2021 401k membership
Total participants, beginning-of-year	2021-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	62
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	85
Number of participants with account balances	2021-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: ORLANDO CREDIT UNION 2020 401k membership
Total participants, beginning-of-year	2020-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	62
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	23
Total of all active and inactive participants	2020-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	85
Number of participants with account balances	2020-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: ORLANDO CREDIT UNION 2019 401k membership
Total participants, beginning-of-year	2019-01-01	82
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	72
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	21
Total of all active and inactive participants	2019-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	93
Number of participants with account balances	2019-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: ORLANDO CREDIT UNION 2018 401k membership
Total participants, beginning-of-year	2018-01-01	90
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	61
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	21
Total of all active and inactive participants	2018-01-01	82
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	82
Number of participants with account balances	2018-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2011: ORLANDO CREDIT UNION 2011 401k membership
Total participants, beginning-of-year	2011-01-01	98
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	78
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	9
Total of all active and inactive participants	2011-01-01	87
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	87
Number of participants with account balances	2011-01-01	75
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	6
2009: ORLANDO CREDIT UNION 2009 401k membership
Total participants, beginning-of-year	2009-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	84
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	62
Total of all active and inactive participants	2009-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	146
Number of participants with account balances	2009-01-01	146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	9

Financial Data on ORLANDO CREDIT UNION

Measure	Date	Value
2022 : ORLANDO CREDIT UNION 2022 401k financial data
Transfers to/from the plan	2022-12-31	$0
Total plan liabilities at end of year	2022-12-31	$0
Total plan liabilities at beginning of year	2022-12-31	$0
Total income from all sources	2022-12-31	$-369,566
Expenses. Total of all expenses incurred	2022-12-31	$541,440
Benefits paid (including direct rollovers)	2022-12-31	$505,753
Total plan assets at end of year	2022-12-31	$4,464,042
Total plan assets at beginning of year	2022-12-31	$5,375,048
Value of fidelity bond covering the plan	2022-12-31	$5,000,000
Assets. Value of tangible personal property	2022-12-31	$0
Total contributions received or receivable from participants	2022-12-31	$339,764
Assets. Value of loans (other than to participants)	2022-12-31	$0
Expenses. Other expenses not covered elsewhere	2022-12-31	$0
Contributions received from other sources (not participants or employers)	2022-12-31	$15,310
Other income received	2022-12-31	$-979,351
Noncash contributions received	2022-12-31	$0
Net income (gross income less expenses)	2022-12-31	$-911,006
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$4,464,042
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$5,375,048
Assets. Value of participant loans	2022-12-31	$40,996
Assets. Value of assets in partnership/joint-venture interests	2022-12-31	$0
Assets. Value of real-estate (other than employer real property)	2022-12-31	$0
Assets. Value of employer securities	2022-12-31	$0
Assets. Value of employer real property	2022-12-31	$0
Total contributions received or receivable from employer(s)	2022-12-31	$254,711
Value of certain deemed distributions of participant loans	2022-12-31	$0
Value of corrective distributions	2022-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2022-12-31	$35,687
2021 : ORLANDO CREDIT UNION 2021 401k financial data
Transfers to/from the plan	2021-12-31	$0
Total plan liabilities at end of year	2021-12-31	$0
Total plan liabilities at beginning of year	2021-12-31	$0
Total income from all sources	2021-12-31	$1,257,822
Expenses. Total of all expenses incurred	2021-12-31	$396,814
Benefits paid (including direct rollovers)	2021-12-31	$362,242
Total plan assets at end of year	2021-12-31	$5,375,048
Total plan assets at beginning of year	2021-12-31	$4,514,040
Value of fidelity bond covering the plan	2021-12-31	$5,000,000
Assets. Value of tangible personal property	2021-12-31	$0
Total contributions received or receivable from participants	2021-12-31	$303,244
Assets. Value of loans (other than to participants)	2021-12-31	$0
Expenses. Other expenses not covered elsewhere	2021-12-31	$0
Contributions received from other sources (not participants or employers)	2021-12-31	$16,501
Other income received	2021-12-31	$750,477
Noncash contributions received	2021-12-31	$0
Net income (gross income less expenses)	2021-12-31	$861,008
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$5,375,048
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$4,514,040
Assets. Value of participant loans	2021-12-31	$51,447
Assets. Value of assets in partnership/joint-venture interests	2021-12-31	$0
Assets. Value of real-estate (other than employer real property)	2021-12-31	$0
Assets. Value of employer securities	2021-12-31	$0
Assets. Value of employer real property	2021-12-31	$0
Total contributions received or receivable from employer(s)	2021-12-31	$187,600
Value of certain deemed distributions of participant loans	2021-12-31	$0
Value of corrective distributions	2021-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$34,572
2020 : ORLANDO CREDIT UNION 2020 401k financial data
Transfers to/from the plan	2020-12-31	$0
Total plan liabilities at end of year	2020-12-31	$0
Total plan liabilities at beginning of year	2020-12-31	$0
Total income from all sources	2020-12-31	$1,349,003
Expenses. Total of all expenses incurred	2020-12-31	$748,856
Benefits paid (including direct rollovers)	2020-12-31	$722,099
Total plan assets at end of year	2020-12-31	$4,514,040
Total plan assets at beginning of year	2020-12-31	$3,913,893
Value of fidelity bond covering the plan	2020-12-31	$5,000,000
Total contributions received or receivable from participants	2020-12-31	$296,108
Expenses. Other expenses not covered elsewhere	2020-12-31	$0
Contributions received from other sources (not participants or employers)	2020-12-31	$111,293
Other income received	2020-12-31	$734,408
Noncash contributions received	2020-12-31	$0
Net income (gross income less expenses)	2020-12-31	$600,147
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$4,514,040
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$3,913,893
Assets. Value of participant loans	2020-12-31	$64,496
Total contributions received or receivable from employer(s)	2020-12-31	$207,194
Value of certain deemed distributions of participant loans	2020-12-31	$0
Value of corrective distributions	2020-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$26,757
2019 : ORLANDO CREDIT UNION 2019 401k financial data
Transfers to/from the plan	2019-12-31	$0
Total plan liabilities at end of year	2019-12-31	$0
Total plan liabilities at beginning of year	2019-12-31	$0
Total income from all sources	2019-12-31	$1,353,917
Expenses. Total of all expenses incurred	2019-12-31	$929,276
Benefits paid (including direct rollovers)	2019-12-31	$903,809
Total plan assets at end of year	2019-12-31	$3,913,893
Total plan assets at beginning of year	2019-12-31	$3,489,252
Value of fidelity bond covering the plan	2019-12-31	$5,000,000
Total contributions received or receivable from participants	2019-12-31	$271,159
Expenses. Other expenses not covered elsewhere	2019-12-31	$0
Contributions received from other sources (not participants or employers)	2019-12-31	$104,699
Other income received	2019-12-31	$771,780
Noncash contributions received	2019-12-31	$0
Net income (gross income less expenses)	2019-12-31	$424,641
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$3,913,893
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$3,489,252
Assets. Value of participant loans	2019-12-31	$41,252
Total contributions received or receivable from employer(s)	2019-12-31	$206,279
Value of certain deemed distributions of participant loans	2019-12-31	$0
Value of corrective distributions	2019-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$25,467
2018 : ORLANDO CREDIT UNION 2018 401k financial data
Transfers to/from the plan	2018-12-31	$0
Total plan liabilities at end of year	2018-12-31	$0
Total plan liabilities at beginning of year	2018-12-31	$0
Total income from all sources	2018-12-31	$71,641
Expenses. Total of all expenses incurred	2018-12-31	$344,049
Benefits paid (including direct rollovers)	2018-12-31	$326,356
Total plan assets at end of year	2018-12-31	$3,489,252
Total plan assets at beginning of year	2018-12-31	$3,761,660
Value of fidelity bond covering the plan	2018-12-31	$5,000,000
Total contributions received or receivable from participants	2018-12-31	$216,383
Expenses. Other expenses not covered elsewhere	2018-12-31	$0
Contributions received from other sources (not participants or employers)	2018-12-31	$0
Other income received	2018-12-31	$-284,296
Noncash contributions received	2018-12-31	$0
Net income (gross income less expenses)	2018-12-31	$-272,408
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$3,489,252
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$3,761,660
Assets. Value of participant loans	2018-12-31	$62,652
Total contributions received or receivable from employer(s)	2018-12-31	$139,554
Value of certain deemed distributions of participant loans	2018-12-31	$0
Value of corrective distributions	2018-12-31	$1,245
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$16,448
2011 : ORLANDO CREDIT UNION 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets	2011-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$0
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets to this plan	2011-12-31	$0
Total transfer of assets from this plan	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	$411,621
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$464,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$457,358
Expenses. Certain deemed distributions of participant loans	2011-12-31	$0
Value of total corrective distributions	2011-12-31	$6,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$409,263
Value of total assets at end of year	2011-12-31	$2,199,535
Value of total assets at beginning of year	2011-12-31	$2,252,658
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$896
Total income from rents	2011-12-31	$0
Total interest from all sources	2011-12-31	$2,993
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
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	$0
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$2,250,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Amount of non-exempt transactions with any party-in-interest	2011-12-31	$0
Contributions received from participants	2011-12-31	$218,846
Participant contributions at end of year	2011-12-31	$63,535
Participant contributions at beginning of year	2011-12-31	$73,460
Participant contributions at end of year	2011-12-31	$0
Participant contributions at beginning of year	2011-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$15,725
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$0
Other income not declared elsewhere	2011-12-31	$0
Administrative expenses (other) incurred	2011-12-31	$0
Liabilities. Value of operating payables at beginning of year	2011-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-53,123
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,199,535
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,252,658
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2011-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2011-12-31	$0
Investment advisory and management fees	2011-12-31	$0
Value of interest in pooled separate accounts at end of year	2011-12-31	$770,314
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$215,119
Interest on participant loans	2011-12-31	$2,993
Income. Interest from loans (other than to participants)	2011-12-31	$0
Interest earned on other investments	2011-12-31	$0
Income. Interest from US Government securities	2011-12-31	$0
Income. Interest from corporate debt instruments	2011-12-31	$0
Value of interest in common/collective trusts at end of year	2011-12-31	$1,365,686
Value of interest in common/collective trusts at beginning of year	2011-12-31	$1,964,079
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$0
Net investment gain/loss from pooled separate accounts	2011-12-31	$9,067
Net investment gain or loss from common/collective trusts	2011-12-31	$-9,702
Net gain/loss from 103.12 investment entities	2011-12-31	$0
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	Yes
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	$174,692
Employer contributions (assets) at end of year	2011-12-31	$0
Employer contributions (assets) at beginning of year	2011-12-31	$0
Income. Dividends from preferred stock	2011-12-31	$0
Income. Dividends from common stock	2011-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$457,358
Contract administrator fees	2011-12-31	$896
Liabilities. Value of benefit claims payable at beginning of year	2011-12-31	$0
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
Aggregate proceeds on sale of assets	2011-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2011-12-31	$0
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	CROSS, FERNANDEZ AND RILEY, LLP
Accountancy firm EIN	2011-12-31	593651466
2010 : ORLANDO CREDIT UNION 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets	2010-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2010-12-31	$0
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
Expenses. Interest paid	2010-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$624,492
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$284,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$275,399
Expenses. Certain deemed distributions of participant loans	2010-12-31	$0
Value of total corrective distributions	2010-12-31	$8,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$437,677
Value of total assets at end of year	2010-12-31	$2,252,658
Value of total assets at beginning of year	2010-12-31	$1,913,038
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$568
Total income from rents	2010-12-31	$0
Total interest from all sources	2010-12-31	$14,028
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$0
Administrative expenses professional fees incurred	2010-12-31	$0
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$2,250,000
If this is an individual account plan, was there a blackout period	2010-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Amount of non-exempt transactions with any party-in-interest	2010-12-31	$0
Contributions received from participants	2010-12-31	$240,068
Participant contributions at end of year	2010-12-31	$73,460
Participant contributions at beginning of year	2010-12-31	$69,383
Participant contributions at end of year	2010-12-31	$0
Participant contributions at beginning of year	2010-12-31	$350
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$7,674
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$0
Administrative expenses (other) incurred	2010-12-31	$0
Liabilities. Value of operating payables at beginning of year	2010-12-31	$0
Total non interest bearing cash at end of year	2010-12-31	$0
Total non interest bearing cash at beginning of year	2010-12-31	$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	2010-12-31	No
Income. Non cash contributions	2010-12-31	$0
Value of net income/loss	2010-12-31	$339,620
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,252,658
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,913,038
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2010-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2010-12-31	$0
Investment advisory and management fees	2010-12-31	$0
Value of interest in pooled separate accounts at end of year	2010-12-31	$215,119
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,291,926
Interest on participant loans	2010-12-31	$3,169
Income. Interest from loans (other than to participants)	2010-12-31	$0
Interest earned on other investments	2010-12-31	$11,288
Income. Interest from US Government securities	2010-12-31	$0
Income. Interest from corporate debt instruments	2010-12-31	$0
Value of interest in common/collective trusts at end of year	2010-12-31	$1,964,079
Value of interest in common/collective trusts at beginning of year	2010-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$75,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$75,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$-429
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$475,524
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$0
Net investment gain/loss from pooled separate accounts	2010-12-31	$-81,780
Net investment gain or loss from common/collective trusts	2010-12-31	$254,567
Net gain/loss from 103.12 investment entities	2010-12-31	$0
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	Yes
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	$189,935
Employer contributions (assets) at end of year	2010-12-31	$0
Employer contributions (assets) at beginning of year	2010-12-31	$350
Income. Dividends from preferred stock	2010-12-31	$0
Income. Dividends from common stock	2010-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$275,399
Contract administrator fees	2010-12-31	$568
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	Yes
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
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
Aggregate proceeds on sale of assets	2010-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
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	DOEREN MAYHEW
Accountancy firm EIN	2010-12-31	382492570

Form 5500 Responses for ORLANDO CREDIT UNION

2022: ORLANDO CREDIT UNION 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	This submission is the final filing	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ORLANDO CREDIT UNION 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	This submission is the final filing	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ORLANDO CREDIT UNION 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	This submission is the final filing	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ORLANDO CREDIT UNION 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ORLANDO CREDIT UNION 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2011: ORLANDO CREDIT UNION 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
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: ORLANDO CREDIT UNION 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 – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

521805

Policy instance

Insurance contract or identification number	521805
Number of Individuals Covered	86
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $7,292
Total amount of fees paid to insurance company	USD $2,018
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )

Policy contract number

813-06355

Policy instance

Insurance contract or identification number	813-06355
Number of Individuals Covered	0
Insurance policy start date	2010-01-01
Insurance policy end date	2010-07-01
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

521805

Policy instance

Insurance contract or identification number	521805
Number of Individuals Covered	114
Insurance policy start date	2010-07-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,614
Total amount of fees paid to insurance company	USD $3,946
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	ORLANDO CREDIT UNION
Employer identification number (EIN):	591517872
NAIC Classification:	522130
NAIC Description:	Credit Unions

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	2017-07-14
Company Identification Number:	Q17000000067
Legal Registered Office Address:	1117 S WESTMORELAND DR. ORLANDO 32805