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Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameY-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

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

401k Sponsoring company profile

Y-12 FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:Y-12 FEDERAL CREDIT UNION
Employer identification number (EIN):620473619
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022018-01-01
0022017-01-01MARK ZIEGLER
0022016-01-01MARK ZIEGLER
0022015-01-01MARK ZIEGLER
0022014-01-01MARK ZIEGLER
0022014-01-01MARK ZIEGLER
0022013-01-01MARK ZIEGLER
0022012-01-01MICHELLE BYRD
0022011-01-01AMY M. RECTOR
0022009-01-01JANET ANDERSON

Plan Statistics for Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01408
Total number of active participants reported on line 7a of the Form 55002022-01-01347
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0187
Total of all active and inactive participants2022-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01437
Number of participants with account balances2022-01-01432
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01371
Total number of active participants reported on line 7a of the Form 55002021-01-01327
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0166
Total of all active and inactive participants2021-01-01393
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01396
Number of participants with account balances2021-01-01393
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01360
Total number of active participants reported on line 7a of the Form 55002020-01-01314
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0154
Total of all active and inactive participants2020-01-01368
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01371
Number of participants with account balances2020-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01332
Total number of active participants reported on line 7a of the Form 55002019-01-01290
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0151
Total of all active and inactive participants2019-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01344
Number of participants with account balances2019-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01309
Total number of active participants reported on line 7a of the Form 55002018-01-01277
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0153
Total of all active and inactive participants2018-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01332
Number of participants with account balances2018-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01295
Total number of active participants reported on line 7a of the Form 55002017-01-01264
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01309
Number of participants with account balances2017-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01269
Total number of active participants reported on line 7a of the Form 55002016-01-01250
Number of retired or separated participants receiving benefits2016-01-0112
Number of other retired or separated participants entitled to future benefits2016-01-0145
Total of all active and inactive participants2016-01-01307
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01307
Number of participants with account balances2016-01-01292
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01254
Total number of active participants reported on line 7a of the Form 55002015-01-01229
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0137
Total of all active and inactive participants2015-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01275
Number of participants with account balances2015-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01281
Total number of active participants reported on line 7a of the Form 55002014-01-01225
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01254
Number of participants with account balances2014-01-01248
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01269
Total number of active participants reported on line 7a of the Form 55002013-01-01234
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01275
Number of participants with account balances2013-01-01256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01271
Total number of active participants reported on line 7a of the Form 55002012-01-01233
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 participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01189
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01225
Number of participants with account balances2011-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01200
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0120
Total of all active and inactive participants2009-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01203
Number of participants with account balances2009-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022 : Y-12 FEDERAL CREDIT UNION 401(K) 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$0
Total income from all sources (including contributions)2022-12-31$531,702
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,079,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,022,199
Value of total corrective distributions2022-12-31$50,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,677,399
Value of total assets at end of year2022-12-31$25,610,491
Value of total assets at beginning of year2022-12-31$26,158,596
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$7,359
Total interest from all sources2022-12-31$30,596
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$347,701
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$347,701
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$9,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,518,735
Participant contributions at end of year2022-12-31$659,852
Participant contributions at beginning of year2022-12-31$557,469
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$207,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-548,105
Value of net assets at end of year (total assets less liabilities)2022-12-31$25,610,491
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$26,158,596
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,443,140
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$21,917,761
Interest on participant loans2022-12-31$30,596
Value of interest in common/collective trusts at end of year2022-12-31$2,406,081
Value of interest in common/collective trusts at beginning of year2022-12-31$1,619,976
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-4,558,229
Net investment gain or loss from common/collective trusts2022-12-31$34,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,950,694
Employer contributions (assets) at end of year2022-12-31$2,101,418
Employer contributions (assets) at beginning of year2022-12-31$2,063,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,022,199
Contract administrator fees2022-12-31$7,359
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 name2022-12-31LBMC, PC
Accountancy firm EIN2022-12-31621199757
2021 : Y-12 FEDERAL CREDIT UNION 401(K) 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$0
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$8,851,585
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,374,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,367,193
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,756,019
Value of total assets at end of year2021-12-31$26,158,596
Value of total assets at beginning of year2021-12-31$18,681,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,943
Total interest from all sources2021-12-31$25,254
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$251,270
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$251,270
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$1,355,519
Participant contributions at end of year2021-12-31$557,469
Participant contributions at beginning of year2021-12-31$397,912
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$612,739
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$7,477,449
Value of net assets at end of year (total assets less liabilities)2021-12-31$26,158,596
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,681,147
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$21,917,761
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,862,567
Interest on participant loans2021-12-31$25,254
Value of interest in common/collective trusts at end of year2021-12-31$1,619,976
Value of interest in common/collective trusts at beginning of year2021-12-31$1,420,668
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,801,636
Net investment gain or loss from common/collective trusts2021-12-31$17,406
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$3,787,761
Employer contributions (assets) at end of year2021-12-31$2,063,390
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,367,193
Contract administrator fees2021-12-31$6,943
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 name2021-12-31LBMC, PC
Accountancy firm EIN2021-12-31621199757
2020 : Y-12 FEDERAL CREDIT UNION 401(K) 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$5,172,183
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$748,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$743,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,786,510
Value of total assets at end of year2020-12-31$18,681,147
Value of total assets at beginning of year2020-12-31$14,257,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,507
Total interest from all sources2020-12-31$24,669
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$197,568
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$197,568
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$1,129,919
Participant contributions at end of year2020-12-31$397,912
Participant contributions at beginning of year2020-12-31$373,030
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$257,953
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$4,423,363
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,681,147
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,257,784
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,862,567
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,015,267
Interest on participant loans2020-12-31$24,669
Value of interest in common/collective trusts at end of year2020-12-31$1,420,668
Value of interest in common/collective trusts at beginning of year2020-12-31$869,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,141,826
Net investment gain or loss from common/collective trusts2020-12-31$21,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,398,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$743,313
Contract administrator fees2020-12-31$5,507
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$4,089,363
Total income from all sources (including contributions)2019-12-31$4,089,363
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$923,893
Total of all expenses incurred2019-12-31$923,893
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$919,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$919,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,632,304
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,632,304
Value of total assets at end of year2019-12-31$14,257,784
Value of total assets at end of year2019-12-31$14,257,784
Value of total assets at beginning of year2019-12-31$11,092,314
Value of total assets at beginning of year2019-12-31$11,092,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,132
Total interest from all sources2019-12-31$22,162
Total interest from all sources2019-12-31$22,162
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$221,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$221,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$221,765
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$221,765
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$963,389
Contributions received from participants2019-12-31$963,389
Participant contributions at end of year2019-12-31$373,030
Participant contributions at end of year2019-12-31$373,030
Participant contributions at beginning of year2019-12-31$403,583
Participant contributions at beginning of year2019-12-31$403,583
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,645
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$137,645
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
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$3,165,470
Value of net income/loss2019-12-31$3,165,470
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,257,784
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,257,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,092,314
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$11,092,314
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,015,267
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,015,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,789,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,789,982
Interest on participant loans2019-12-31$22,162
Interest on participant loans2019-12-31$22,162
Value of interest in common/collective trusts at end of year2019-12-31$869,487
Value of interest in common/collective trusts at end of year2019-12-31$869,487
Value of interest in common/collective trusts at beginning of year2019-12-31$898,749
Value of interest in common/collective trusts at beginning of year2019-12-31$898,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,194,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,194,058
Net investment gain or loss from common/collective trusts2019-12-31$19,074
Net investment gain or loss from common/collective trusts2019-12-31$19,074
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$531,270
Contributions received in cash from employer2019-12-31$531,270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$919,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$919,761
Contract administrator fees2019-12-31$4,132
Contract administrator fees2019-12-31$4,132
Did the plan have assets held for investment2019-12-31Yes
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
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
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)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757
2018 : Y-12 FEDERAL CREDIT UNION 401(K) 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$409,737
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$373,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$360,591
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$955,115
Value of total assets at end of year2018-12-31$11,092,314
Value of total assets at beginning of year2018-12-31$11,055,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$12,825
Total interest from all sources2018-12-31$53,124
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$294,383
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$294,383
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$9,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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
Contributions received from participants2018-12-31$628,663
Participant contributions at end of year2018-12-31$403,583
Participant contributions at beginning of year2018-12-31$365,888
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$22,799
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$36,321
Value of net assets at end of year (total assets less liabilities)2018-12-31$11,092,314
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,055,993
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,252,329
Interest on participant loans2018-12-31$42,416
Interest earned on other investments2018-12-31$10,708
Value of interest in common/collective trusts at end of year2018-12-31$898,749
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$9,789,982
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,437,776
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-905,659
Net investment gain or loss from common/collective trusts2018-12-31$12,774
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$303,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$360,591
Contract administrator fees2018-12-31$12,825
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS PC
Accountancy firm EIN2018-12-31621132325
2017 : Y-12 FEDERAL CREDIT UNION 401(K) 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$2,652,989
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,236,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,206,417
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,324,965
Value of total assets at end of year2017-12-31$11,055,993
Value of total assets at beginning of year2017-12-31$9,639,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,600
Total interest from all sources2017-12-31$38,597
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$197,218
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$197,218
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$827,319
Participant contributions at end of year2017-12-31$365,888
Participant contributions at beginning of year2017-12-31$397,675
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$87,532
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$1,416,972
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,055,993
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,639,021
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$9,252,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,902,777
Interest on participant loans2017-12-31$17,541
Interest earned on other investments2017-12-31$21,056
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,437,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,338,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,092,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$410,114
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,206,417
Contract administrator fees2017-12-31$29,600
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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2017-12-31621132325
2016 : Y-12 FEDERAL CREDIT UNION 401(K) 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$1,890,416
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$254,289
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$223,886
Value of total corrective distributions2016-12-31$2,734
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,263,602
Value of total assets at end of year2016-12-31$9,639,021
Value of total assets at beginning of year2016-12-31$8,002,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,669
Total interest from all sources2016-12-31$30,720
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$161,040
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$161,040
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$651,786
Participant contributions at end of year2016-12-31$397,675
Participant contributions at beginning of year2016-12-31$346,053
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$317,910
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$26,005
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$1,636,127
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,639,021
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,002,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,902,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,559,992
Interest on participant loans2016-12-31$16,414
Interest earned on other investments2016-12-31$14,306
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,338,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,096,849
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$435,054
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$293,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$197,881
Contract administrator fees2016-12-31$27,669
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2016-12-31621132325
2015 : Y-12 FEDERAL CREDIT UNION 401(K) 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$971,083
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$887,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$861,358
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$979,018
Value of total assets at end of year2015-12-31$8,002,894
Value of total assets at beginning of year2015-12-31$7,919,644
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$26,475
Total interest from all sources2015-12-31$311,560
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$7,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$602,595
Participant contributions at end of year2015-12-31$346,053
Participant contributions at beginning of year2015-12-31$327,461
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$99,717
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$83,250
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,002,894
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,919,644
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,559,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,753,893
Interest on participant loans2015-12-31$13,917
Interest earned on other investments2015-12-31$297,643
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,096,849
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$838,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-319,495
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$276,706
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$861,358
Contract administrator fees2015-12-31$26,475
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 name2015-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2015-12-31621132325
2014 : Y-12 FEDERAL CREDIT UNION 401(K) 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$1,216,952
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$539,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$531,230
Value of total corrective distributions2014-12-31$281
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$809,676
Value of total assets at end of year2014-12-31$7,919,644
Value of total assets at beginning of year2014-12-31$7,242,676
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,473
Total interest from all sources2014-12-31$27,311
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$82,597
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$82,597
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$7,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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
Contributions received from participants2014-12-31$523,410
Participant contributions at end of year2014-12-31$327,461
Participant contributions at beginning of year2014-12-31$284,519
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$31,619
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$676,968
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,919,644
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,242,676
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,753,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,199,733
Interest on participant loans2014-12-31$14,532
Interest earned on other investments2014-12-31$12,779
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$838,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$758,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$297,368
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$254,647
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$531,230
Contract administrator fees2014-12-31$8,473
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2014-12-31621132325
2013 : Y-12 FEDERAL CREDIT UNION 401(K) 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$1,842,244
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$988,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$983,562
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$787,321
Value of total assets at end of year2013-12-31$7,242,676
Value of total assets at beginning of year2013-12-31$6,389,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,050
Total interest from all sources2013-12-31$32,030
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$7,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$511,925
Participant contributions at end of year2013-12-31$284,519
Participant contributions at beginning of year2013-12-31$223,753
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$44,467
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$853,632
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,242,676
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,389,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,199,733
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,256,219
Interest on participant loans2013-12-31$11,869
Interest earned on other investments2013-12-31$20,161
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$758,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$909,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,022,893
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$230,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$983,562
Contract administrator fees2013-12-31$5,050
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 name2013-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2013-12-31621132325
2012 : Y-12 FEDERAL CREDIT UNION 401(K) 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$1,305,339
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$218,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$214,377
Value of total corrective distributions2012-12-31$115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$768,472
Value of total assets at end of year2012-12-31$6,389,044
Value of total assets at beginning of year2012-12-31$5,302,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,225
Total interest from all sources2012-12-31$28,738
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$7,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$479,466
Participant contributions at end of year2012-12-31$223,753
Participant contributions at beginning of year2012-12-31$196,126
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$62,200
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$1,086,622
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,389,044
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,302,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,256,219
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,281,024
Interest on participant loans2012-12-31$8,647
Interest earned on other investments2012-12-31$20,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$909,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$825,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$508,129
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$226,806
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$214,377
Contract administrator fees2012-12-31$4,225
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 name2012-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2012-12-31621132325
2011 : Y-12 FEDERAL CREDIT UNION 401(K) 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$755,647
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$217,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$214,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$677,355
Value of total assets at end of year2011-12-31$5,302,422
Value of total assets at beginning of year2011-12-31$4,763,922
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,450
Total interest from all sources2011-12-31$30,367
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$6,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$434,017
Participant contributions at end of year2011-12-31$196,126
Participant contributions at beginning of year2011-12-31$180,655
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$29,344
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$538,500
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,302,422
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,763,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,281,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,806,361
Interest on participant loans2011-12-31$8,064
Interest earned on other investments2011-12-31$22,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$825,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$775,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$47,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$213,994
Employer contributions (assets) at beginning of year2011-12-31$1,361
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$214,697
Contract administrator fees2011-12-31$2,450
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 name2011-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2011-12-31621132325
2010 : Y-12 FEDERAL CREDIT UNION 401(K) 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$1,019,031
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$158,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$155,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$612,278
Value of total assets at end of year2010-12-31$4,763,922
Value of total assets at beginning of year2010-12-31$3,903,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,600
Total interest from all sources2010-12-31$30,582
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 bond2010-12-31No
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$402,496
Participant contributions at end of year2010-12-31$180,655
Participant contributions at beginning of year2010-12-31$128,762
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,897
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$860,164
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,763,922
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,903,758
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$3,806,361
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,948,564
Interest on participant loans2010-12-31$6,449
Interest earned on other investments2010-12-31$24,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$775,545
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$826,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$376,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$205,885
Employer contributions (assets) at end of year2010-12-31$1,361
Employer contributions (assets) at beginning of year2010-12-31$403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$155,267
Contract administrator fees2010-12-31$3,600
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 name2010-12-31WLC CERTIFIED PUBLIC ACCOUNTANTS
Accountancy firm EIN2010-12-31621132325
2009 : Y-12 FEDERAL CREDIT UNION 401(K) 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 Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2022: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
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 – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: Y-12 FEDERAL CREDIT UNION 401(K) 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: Y-12 FEDERAL CREDIT UNION 401(K) 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: Y-12 FEDERAL CREDIT UNION 401(K) 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: Y-12 FEDERAL CREDIT UNION 401(K) 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: Y-12 FEDERAL CREDIT UNION 401(K) 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: Y-12 FEDERAL CREDIT UNION 401(K) 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: Y-12 FEDERAL CREDIT UNION 401(K) 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: Y-12 FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: Y-12 FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2012: Y-12 FEDERAL CREDIT UNION 401(K) 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: Y-12 FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2009: Y-12 FEDERAL CREDIT UNION 401(K) 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 number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-04-30
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered309
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered274
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?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 number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered254
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?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 number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered275
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?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 number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered268
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 number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered225
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 number041-0112-5
Policy instance 1
Insurance contract or identification number041-0112-5
Number of Individuals Covered218
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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