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PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NamePARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:PARK COMMUNITY CREDIT UNION
Employer identification number (EIN):610654642
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHARON A. WILLIAMS
0012016-01-01SHARON A. THOMPSON
0012015-01-01SHARON A. THOMPSON
0012014-01-01SHARON A. THOMPSON
0012013-01-01SHARON A. THOMPSON
0012012-01-01SHARON A. THOMPSON
0012011-01-01SHARON THOMPSON
0012010-01-01SHARON A THOMPSON
0012009-01-01SHARON A. THOMPSON

Plan Statistics for PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-3132,268,664
Acturial value of plan assets2022-12-3132,268,664
Funding target for retired participants and beneficiaries receiving payment2022-12-310
Number of terminated vested participants2022-12-31121
Fundng target for terminated vested participants2022-12-313,057,179
Active participant vested funding target2022-12-319,362,795
Number of active participants2022-12-31234
Total funding liabilities for active participants2022-12-319,410,644
Total participant count2022-12-31356
Total funding target for all participants2022-12-3112,467,823
Balance at beginning of prior year after applicable adjustments2022-12-312,576,121
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3131,812
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-312,576,121
Amount remaining of prefunding balance2022-12-3131,812
Present value of excess contributions2022-12-317,471,533
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-317,886,950
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-312,703,381
Balance of prefunding at beginning of current year2022-12-3133,384
Total employer contributions2022-12-315,300,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-315,247,694
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,212,546
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-315,247,694
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01356
Total number of active participants reported on line 7a of the Form 55002022-01-01203
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-3125,396,844
Acturial value of plan assets2021-12-3125,396,844
Funding target for retired participants and beneficiaries receiving payment2021-12-310
Number of terminated vested participants2021-12-31104
Fundng target for terminated vested participants2021-12-312,221,301
Active participant vested funding target2021-12-319,513,438
Number of active participants2021-12-31253
Total funding liabilities for active participants2021-12-319,553,751
Total participant count2021-12-31357
Total funding target for all participants2021-12-3111,775,052
Balance at beginning of prior year after applicable adjustments2021-12-312,276,127
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3128,107
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-312,276,127
Amount remaining of prefunding balance2021-12-3128,107
Present value of excess contributions2021-12-314,937,406
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-315,195,632
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-312,576,121
Balance of prefunding at beginning of current year2021-12-3131,812
Total employer contributions2021-12-317,600,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-317,471,533
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,274,355
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-317,471,533
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01357
Total number of active participants reported on line 7a of the Form 55002021-01-01204
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01121
Total of all active and inactive participants2021-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-3120,242,386
Acturial value of plan assets2020-12-3120,242,386
Funding target for retired participants and beneficiaries receiving payment2020-12-310
Number of terminated vested participants2020-12-3191
Fundng target for terminated vested participants2020-12-312,984,194
Active participant vested funding target2020-12-319,477,727
Number of active participants2020-12-31245
Total funding liabilities for active participants2020-12-319,504,845
Total participant count2020-12-31336
Total funding target for all participants2020-12-3112,489,039
Balance at beginning of prior year after applicable adjustments2020-12-311,987,016
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3124,537
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-311,987,016
Amount remaining of prefunding balance2020-12-3124,537
Present value of excess contributions2020-12-312,449,549
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-312,581,335
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-312,276,127
Balance of prefunding at beginning of current year2020-12-3128,107
Total employer contributions2020-12-315,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-314,937,406
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,118,104
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-314,937,406
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01336
Total number of active participants reported on line 7a of the Form 55002020-01-01216
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01104
Total of all active and inactive participants2020-01-01320
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01320
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-3116,521,445
Acturial value of plan assets2019-12-3116,521,445
Funding target for retired participants and beneficiaries receiving payment2019-12-310
Number of terminated vested participants2019-12-3175
Fundng target for terminated vested participants2019-12-311,612,663
Active participant vested funding target2019-12-319,974,299
Number of active participants2019-12-31248
Total funding liabilities for active participants2019-12-3110,040,293
Total participant count2019-12-31323
Total funding target for all participants2019-12-3111,652,956
Balance at beginning of prior year after applicable adjustments2019-12-312,072,183
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3125,589
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-312,072,183
Amount remaining of prefunding balance2019-12-3125,589
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-311,987,016
Balance of prefunding at beginning of current year2019-12-3124,537
Total employer contributions2019-12-312,500,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,449,549
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31929,984
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-312,449,549
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01323
Total number of active participants reported on line 7a of the Form 55002019-01-01213
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0191
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-3118,355,404
Acturial value of plan assets2018-12-3118,355,404
Funding target for retired participants and beneficiaries receiving payment2018-12-310
Number of terminated vested participants2018-12-3173
Fundng target for terminated vested participants2018-12-311,582,592
Active participant vested funding target2018-12-318,818,063
Number of active participants2018-12-31249
Total funding liabilities for active participants2018-12-318,868,949
Total participant count2018-12-31322
Total funding target for all participants2018-12-3110,451,541
Balance at beginning of prior year after applicable adjustments2018-12-311,876,807
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3123,176
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-311,876,807
Amount remaining of prefunding balance2018-12-3123,176
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-312,072,183
Balance of prefunding at beginning of current year2018-12-3125,589
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31795,367
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01322
Total number of active participants reported on line 7a of the Form 55002018-01-01223
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01298
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0114
2017: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-3116,978,493
Acturial value of plan assets2017-12-3116,978,493
Funding target for retired participants and beneficiaries receiving payment2017-12-310
Number of terminated vested participants2017-12-3167
Fundng target for terminated vested participants2017-12-311,354,426
Active participant vested funding target2017-12-317,280,745
Number of active participants2017-12-31222
Total funding liabilities for active participants2017-12-317,310,106
Total participant count2017-12-31289
Total funding target for all participants2017-12-318,664,532
Balance at beginning of prior year after applicable adjustments2017-12-311,753,697
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3121,656
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-311,753,697
Amount remaining of prefunding balance2017-12-3121,656
Present value of excess contributions2017-12-311,096,349
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-311,162,020
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-311,876,807
Balance of prefunding at beginning of current year2017-12-3123,176
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31797,163
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01199
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01272
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-3115,187,130
Acturial value of plan assets2016-12-3115,187,130
Funding target for retired participants and beneficiaries receiving payment2016-12-310
Number of terminated vested participants2016-12-3151
Fundng target for terminated vested participants2016-12-31846,428
Active participant vested funding target2016-12-316,380,478
Number of active participants2016-12-31195
Total funding liabilities for active participants2016-12-316,412,597
Total participant count2016-12-31246
Total funding target for all participants2016-12-317,259,025
Balance at beginning of prior year after applicable adjustments2016-12-311,823,918
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3122,523
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-311,823,918
Amount remaining of prefunding balance2016-12-3122,523
Present value of excess contributions2016-12-31506,512
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31537,612
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-311,753,697
Balance of prefunding at beginning of current year2016-12-3121,656
Total employer contributions2016-12-311,125,384
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,096,349
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31792,186
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-311,096,349
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01246
Total number of active participants reported on line 7a of the Form 55002016-01-01168
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0167
Total of all active and inactive participants2016-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01235
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01228
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0154
Total of all active and inactive participants2015-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01202
Total number of active participants reported on line 7a of the Form 55002014-01-01147
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0142
Total of all active and inactive participants2014-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01183
Total number of active participants reported on line 7a of the Form 55002013-01-01129
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0139
Total of all active and inactive participants2013-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-019
2012: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01170
Total number of active participants reported on line 7a of the Form 55002012-01-01119
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0135
Total of all active and inactive participants2012-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01177
Total number of active participants reported on line 7a of the Form 55002011-01-01124
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0125
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0115
2010: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01177
Total number of active participants reported on line 7a of the Form 55002010-01-01139
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0125
Total of all active and inactive participants2010-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01164
Total number of active participants reported on line 7a of the Form 55002009-01-01139
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$508,006
Total income from all sources (including contributions)2022-12-31$1,413,794
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,463,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,345,816
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,300,000
Value of total assets at end of year2022-12-31$31,027,717
Value of total assets at beginning of year2022-12-31$32,584,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,224
Total interest from all sources2022-12-31$34,492
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$16,880
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$16,880
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$316,306
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$508,006
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$154,823
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,049,246
Value of net assets at end of year (total assets less liabilities)2022-12-31$31,027,717
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,076,963
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$83,261
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,262,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$30,227,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$1,640,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$1,640,223
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$34,492
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,765,489
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$246,457
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,937,578
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$5,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,345,816
Contract administrator fees2022-12-31$33,963
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$508,006
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,876,066
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,195,947
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,902,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$7,600,000
Value of total assets at end of year2021-12-31$32,584,969
Value of total assets at beginning of year2021-12-31$25,396,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$293,313
Total interest from all sources2021-12-31$10,820
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$868,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$868,951
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$316,306
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$508,006
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$154,823
Total non interest bearing cash at beginning of year2021-12-31$163,210
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$6,680,119
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,076,963
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$25,396,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$293,313
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$30,227,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$23,832,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$1,640,223
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$1,262,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$1,262,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$10,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$246,457
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$138,271
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$47,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$396,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$7,600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,854,913
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$7,919,826
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,765,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,535,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,000,000
Value of total assets at end of year2020-12-31$25,396,844
Value of total assets at beginning of year2020-12-31$20,242,386
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$230,040
Total interest from all sources2020-12-31$13,040
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$378,278
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$378,278
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Total non interest bearing cash at end of year2020-12-31$163,210
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,154,458
Value of net assets at end of year (total assets less liabilities)2020-12-31$25,396,844
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$20,242,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$230,040
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$23,832,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$18,009,172
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$1,262,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$572,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$572,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$13,040
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$138,271
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,660,558
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$1,397,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,528,508
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$5,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,137,558
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,034,997
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,314,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,133,861
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,500,000
Value of total assets at end of year2019-12-31$20,242,386
Value of total assets at beginning of year2019-12-31$16,521,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$180,195
Total interest from all sources2019-12-31$31,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$393,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$393,816
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,720,941
Value of net assets at end of year (total assets less liabilities)2019-12-31$20,242,386
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,521,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$180,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$18,009,172
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,746,733
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$572,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$505,214
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$505,214
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$31,430
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,660,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$269,498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,109,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,133,861
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CROWE LLP
Accountancy firm EIN2019-12-31350921680
2018 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-730,899
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,103,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$921,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$16,521,445
Value of total assets at beginning of year2018-12-31$18,355,404
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$181,476
Total interest from all sources2018-12-31$10,118
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$392,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$392,508
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,833,959
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,521,445
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,355,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,746,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$17,186,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$505,214
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$435,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$435,193
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$10,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$269,498
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$733,958
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$837,858
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,133,525
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$83,726
Contract administrator fees2018-12-31$181,476
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CROWE LLP
Accountancy firm EIN2018-12-31350921680
2017 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,753,531
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$376,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$203,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$18,355,404
Value of total assets at beginning of year2017-12-31$16,978,493
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$173,101
Total interest from all sources2017-12-31$11,187
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$302,876
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$302,876
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$8,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,376,911
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,355,404
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,978,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$17,186,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,514,724
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$435,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$537,330
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$537,330
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$733,958
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$926,439
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,439,468
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$203,519
Contract administrator fees2017-12-31$173,101
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CROWE LLP
Accountancy firm EIN2017-12-31350921680
2016 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,223,574
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$432,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$270,097
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,125,384
Value of total assets at end of year2016-12-31$16,978,493
Value of total assets at beginning of year2016-12-31$15,187,130
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$162,114
Total interest from all sources2016-12-31$7,611
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$280,492
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$280,492
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$8,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,791,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,978,493
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,187,130
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$162,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,514,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,697,190
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$537,330
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$426,398
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$426,398
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$7,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$926,439
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$63,542
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$233,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$810,087
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,125,384
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$36,869
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CROWE HORWATH LLP
Accountancy firm EIN2016-12-31350921680
2015 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$479,131
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,639,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,474,903
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$511,970
Value of total assets at end of year2015-12-31$15,187,130
Value of total assets at beginning of year2015-12-31$16,347,101
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$164,199
Total interest from all sources2015-12-31$3,010
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$254,198
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$254,198
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$8,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-1,159,971
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,187,130
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,347,101
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$164,199
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,697,190
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,883,870
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$426,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$189,766
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$189,766
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$3,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$63,542
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$273,465
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$933,275
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-290,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$511,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$541,628
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CROWE HORWATH LLP
Accountancy firm EIN2015-12-31350921680
2014 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,856,149
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$755,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$594,266
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$730,500
Value of total assets at end of year2014-12-31$16,347,101
Value of total assets at beginning of year2014-12-31$15,245,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$160,775
Total interest from all sources2014-12-31$4,104
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$405,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$405,293
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,101,108
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,347,101
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,245,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$160,775
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,883,870
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,998,179
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$189,766
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$114,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$114,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4,104
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$273,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$133,127
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$273,124
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$716,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$730,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$321,142
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CROWE HORWATH LLP
Accountancy firm EIN2014-12-31350921680
2013 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,944,736
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,720,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,574,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,162,533
Value of total assets at end of year2013-12-31$15,245,993
Value of total assets at beginning of year2013-12-31$14,021,613
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$145,878
Total interest from all sources2013-12-31$7,124
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$372,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$372,490
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,224,380
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,245,993
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$14,021,613
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$145,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,998,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,483,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$114,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$7,124
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$133,127
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$537,948
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$554,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,402,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,162,533
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,020,145
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CROWE HORWATH LLP
Accountancy firm EIN2013-12-31350921680
2012 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,282,873
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,026,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$892,105
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$14,021,613
Value of total assets at beginning of year2012-12-31$13,765,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$134,318
Total interest from all sources2012-12-31$19,384
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$256,450
Value of net assets at end of year (total assets less liabilities)2012-12-31$14,021,613
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,765,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$134,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,483,665
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$12,354,494
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$19,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$537,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,410,669
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$60,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,263,489
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$832,104
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CROWE HORWATH LLP
Accountancy firm EIN2012-12-31350921680
2011 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$43,998
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,628,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,504,262
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$13,765,163
Value of total assets at beginning of year2011-12-31$15,350,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$124,690
Total interest from all sources2011-12-31$59,558
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$370,887
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$370,887
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,584,954
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,765,163
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,350,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$124,690
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$12,354,494
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$59,558
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,410,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$15,350,117
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$1,223,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-386,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$280,948
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CROWE HORWATH LLP
Accountancy firm EIN2011-12-31350921680
2010 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$3,283,927
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$397,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$397,061
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,000,000
Value of total assets at end of year2010-12-31$15,350,117
Value of total assets at beginning of year2010-12-31$12,463,251
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$322,549
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,886,866
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,350,117
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,463,251
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,902,235
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$6,758,073
Interest earned on other investments2010-12-31$322,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$13,447,882
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$5,705,178
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$243,452
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$-38,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$153,609
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DEMING, MALONE, LIVESAY & OSTROFF
Accountancy firm EIN2010-12-31611064249
2009 : PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST

2022: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: PARK COMMUNITY CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered334
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered326
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered320
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered304
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered298
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered272
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered215
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered189
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered168
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered154
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered149
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number016-0145-3
Policy instance 1
Insurance contract or identification number016-0145-3
Number of Individuals Covered164
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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