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ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NameALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 001

ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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.

401k Sponsoring company profile

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

Company Name:ALABAMA CREDIT UNION
Employer identification number (EIN):630440014
NAIC Classification:522130
NAIC Description:Credit Unions

Additional information about ALABAMA CREDIT UNION

Jurisdiction of Incorporation: Indiana Secretary of State
Incorporation Date:
Company Identification Number: 701201176931

More information about ALABAMA CREDIT UNION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01BRANDI MCKINNEY2023-10-12
0012021-01-01STEVE SWOFFORD2022-10-12
0012020-01-01STEVE SWOFFORD2021-10-03
0012019-01-01STEVE SWOFFORD2020-10-07
0012018-01-01STEVE SWOFFORD2019-10-06
0012017-01-01
0012016-01-01BRANDI L MCKINNEY
0012015-01-01BRANDI L MCKINNEY
0012014-01-01BRANDI L MCKINNEY
0012013-01-01BRANDI L MCKINNEY
0012012-01-01BRANDI L MCKINNEY
0012011-01-01BRANDI MCKINNEY
0012010-01-01BRANDI MCKINNEY
0012009-01-01BRANDI MCKINNEY

Plan Statistics for ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01338
Total number of active participants reported on line 7a of the Form 55002022-01-01284
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0175
Total of all active and inactive participants2022-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01360
Number of participants with account balances2022-01-01360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0149
2021: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01267
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0164
Total of all active and inactive participants2021-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01332
Number of participants with account balances2021-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0139
2020: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01280
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0146
Total of all active and inactive participants2020-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01304
Number of participants with account balances2020-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0125
2019: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01267
Total number of active participants reported on line 7a of the Form 55002019-01-01239
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01274
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01274
Number of participants with account balances2019-01-01274
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0132
2018: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01241
Total number of active participants reported on line 7a of the Form 55002018-01-01236
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0127
Total of all active and inactive participants2018-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01263
Number of participants with account balances2018-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01217
Total number of active participants reported on line 7a of the Form 55002017-01-01189
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01214
Number of participants with account balances2017-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-01211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0115
2015: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01203
Total number of active participants reported on line 7a of the Form 55002015-01-01168
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01197
Number of participants with account balances2015-01-01197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01175
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01203
Number of participants with account balances2014-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01159
Total number of active participants reported on line 7a of the Form 55002013-01-01149
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01174
Number of participants with account balances2013-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01147
Total number of active participants reported on line 7a of the Form 55002012-01-01136
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01155
Number of participants with account balances2012-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111
2011: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01121
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01143
Number of participants with account balances2011-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01122
Total number of active participants reported on line 7a of the Form 55002010-01-01119
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0119
Total of all active and inactive participants2010-01-01138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01138
Number of participants with account balances2010-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0114
2009: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01118
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0110
Total of all active and inactive participants2009-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01122
Number of participants with account balances2009-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0114

Financial Data on ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-558,435
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,348,245
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,338,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,512,690
Value of total assets at end of year2022-12-31$24,416,387
Value of total assets at beginning of year2022-12-31$27,323,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,990
Total interest from all sources2022-12-31$54,175
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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$1,370,309
Participant contributions at beginning of year2022-12-31$962
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$653,736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,906,680
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,416,387
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$27,323,067
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 pooled separate accounts at end of year2022-12-31$21,059,659
Value of interest in pooled separate accounts at beginning of year2022-12-31$23,114,014
Interest earned on other investments2022-12-31$54,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,356,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,203,329
Net investment gain/loss from pooled separate accounts2022-12-31$-4,125,300
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$1,488,645
Employer contributions (assets) at beginning of year2022-12-31$4,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,338,255
Contract administrator fees2022-12-31$9,990
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 name2022-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2022-12-31630813240
2021 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$4,935,148
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$811,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$805,957
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,517,896
Value of total assets at end of year2021-12-31$27,323,067
Value of total assets at beginning of year2021-12-31$23,199,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,663
Total interest from all sources2021-12-31$63,633
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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$1,181,471
Participant contributions at end of year2021-12-31$962
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$73,637
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$4,123,528
Value of net assets at end of year (total assets less liabilities)2021-12-31$27,323,067
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$23,199,539
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 pooled separate accounts at end of year2021-12-31$23,114,014
Value of interest in pooled separate accounts at beginning of year2021-12-31$19,060,543
Interest earned on other investments2021-12-31$63,633
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,203,329
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,138,017
Net investment gain/loss from pooled separate accounts2021-12-31$2,353,619
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,262,788
Employer contributions (assets) at end of year2021-12-31$4,762
Employer contributions (assets) at beginning of year2021-12-31$979
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$805,957
Contract administrator fees2021-12-31$5,663
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 name2021-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2021-12-31630813240
2020 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$5,025,976
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$915,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$911,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,321,433
Value of total assets at end of year2020-12-31$23,199,539
Value of total assets at beginning of year2020-12-31$19,088,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$4,115
Total interest from all sources2020-12-31$52,245
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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$1,076,863
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,222
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$4,110,849
Value of net assets at end of year (total assets less liabilities)2020-12-31$23,199,539
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,088,690
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 pooled separate accounts at end of year2020-12-31$19,060,543
Value of interest in pooled separate accounts at beginning of year2020-12-31$16,313,139
Interest earned on other investments2020-12-31$52,245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,138,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,774,699
Net investment gain/loss from pooled separate accounts2020-12-31$2,652,298
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$1,224,348
Employer contributions (assets) at end of year2020-12-31$979
Employer contributions (assets) at beginning of year2020-12-31$852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$911,012
Contract administrator fees2020-12-31$4,115
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 name2020-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2020-12-31630813240
2019 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,745,870
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$590,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$585,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,784,623
Value of total assets at end of year2019-12-31$19,088,690
Value of total assets at beginning of year2019-12-31$13,932,998
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,352
Total interest from all sources2019-12-31$41,301
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Contributions received from participants2019-12-31$972,134
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$710,959
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$5,155,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,088,690
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,932,998
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$16,313,139
Value of interest in pooled separate accounts at beginning of year2019-12-31$12,225,666
Interest earned on other investments2019-12-31$41,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,774,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,706,699
Net investment gain/loss from pooled separate accounts2019-12-31$2,919,946
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,101,530
Employer contributions (assets) at end of year2019-12-31$852
Employer contributions (assets) at beginning of year2019-12-31$633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$585,826
Contract administrator fees2019-12-31$4,352
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2019-12-31630813240
2018 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$289,899
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$1,153,163
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$469,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$465,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,936,449
Value of total assets at end of year2018-12-31$13,932,998
Value of total assets at beginning of year2018-12-31$12,959,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,298
Total interest from all sources2018-12-31$30,303
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
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$860,399
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$62,144
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$683,973
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,932,998
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,959,126
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 pooled separate accounts at end of year2018-12-31$12,225,666
Value of interest in pooled separate accounts at beginning of year2018-12-31$11,353,149
Interest earned on other investments2018-12-31$30,303
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,706,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,605,601
Net investment gain/loss from pooled separate accounts2018-12-31$-813,589
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$1,013,906
Employer contributions (assets) at end of year2018-12-31$633
Employer contributions (assets) at beginning of year2018-12-31$376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$465,892
Contract administrator fees2018-12-31$3,298
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 name2018-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2018-12-31630813240
2017 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$3,132,883
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$811,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$807,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,493,913
Value of total assets at end of year2017-12-31$12,959,126
Value of total assets at beginning of year2017-12-31$10,637,783
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,955
Total interest from all sources2017-12-31$23,749
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$661,286
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$73,397
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$2,321,343
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,959,126
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,637,783
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 pooled separate accounts at end of year2017-12-31$11,353,149
Value of interest in pooled separate accounts at beginning of year2017-12-31$9,107,232
Interest earned on other investments2017-12-31$23,749
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,605,601
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,529,581
Net investment gain/loss from pooled separate accounts2017-12-31$1,615,221
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$759,230
Employer contributions (assets) at end of year2017-12-31$376
Employer contributions (assets) at beginning of year2017-12-31$970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$807,585
Contract administrator fees2017-12-31$3,955
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 name2017-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2017-12-31630813240
2016 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,058,286
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$523,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$521,087
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,443,485
Value of total assets at end of year2016-12-31$10,637,783
Value of total assets at beginning of year2016-12-31$9,102,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,036
Total interest from all sources2016-12-31$22,978
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$6,000,000
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$565,508
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$130,615
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$1,535,163
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,637,783
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,102,620
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 pooled separate accounts at end of year2016-12-31$9,107,232
Value of interest in pooled separate accounts at beginning of year2016-12-31$7,479,603
Interest earned on other investments2016-12-31$22,978
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,529,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,623,017
Net investment gain/loss from pooled separate accounts2016-12-31$591,823
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$747,362
Employer contributions (assets) at end of year2016-12-31$970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$521,087
Contract administrator fees2016-12-31$2,036
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 name2016-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2016-12-31630813240
2015 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$1,361,311
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$368,558
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$365,923
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,311,421
Value of total assets at end of year2015-12-31$9,102,620
Value of total assets at beginning of year2015-12-31$8,109,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,635
Total interest from all sources2015-12-31$22,198
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$6,000,000
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$492,032
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$139,702
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$992,753
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,102,620
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,109,867
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 beginning of year2015-12-31$6,602,186
Value of interest in pooled separate accounts at end of year2015-12-31$7,479,603
Interest earned on other investments2015-12-31$22,198
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$1,623,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,507,681
Net investment gain/loss from pooled separate accounts2015-12-31$27,692
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$679,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$365,923
Contract administrator fees2015-12-31$2,635
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 name2015-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2015-12-31630813240
2014 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$1,542,750
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$709,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$670,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,043,436
Value of total assets at end of year2014-12-31$8,109,867
Value of total assets at beginning of year2014-12-31$7,276,732
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$39,074
Total interest from all sources2014-12-31$26,040
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$48,090
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$48,090
Administrative expenses professional fees incurred2014-12-31$185
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$6,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
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$417,455
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,440
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$833,135
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,109,867
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,276,732
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$6,602,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,262,835
Interest earned on other investments2014-12-31$26,040
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$3,582,233
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,507,681
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,431,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$316,327
Net investment gain/loss from pooled separate accounts2014-12-31$108,857
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$596,541
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$670,541
Contract administrator fees2014-12-31$38,889
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 name2014-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2014-12-31630813240
2013 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$1,654,069
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$228,997
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$189,265
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$893,988
Value of total assets at end of year2013-12-31$7,276,732
Value of total assets at beginning of year2013-12-31$5,851,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$39,732
Total interest from all sources2013-12-31$28,222
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$39,243
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$39,243
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$6,000,000
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$352,936
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,703
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$27,786
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,425,072
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,276,732
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,851,660
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$2,262,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,464,210
Interest earned on other investments2013-12-31$28,222
Value of interest in common/collective trusts at end of year2013-12-31$3,582,233
Value of interest in common/collective trusts at beginning of year2013-12-31$3,281,956
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,431,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,077,708
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$334,897
Net investment gain or loss from common/collective trusts2013-12-31$357,719
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$524,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$189,265
Contract administrator fees2013-12-31$39,732
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 name2013-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2013-12-31630813240
2012 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$1,235,451
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$222,618
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$187,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$737,084
Value of total assets at end of year2012-12-31$5,851,660
Value of total assets at beginning of year2012-12-31$4,838,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,705
Total interest from all sources2012-12-31$26,617
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$35,619
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$35,619
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
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$294,444
Total non interest bearing cash at end of year2012-12-31$27,786
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,012,833
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,851,660
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,838,827
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$1,464,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,406,022
Interest earned on other investments2012-12-31$26,617
Value of interest in common/collective trusts at end of year2012-12-31$3,281,956
Value of interest in common/collective trusts at beginning of year2012-12-31$2,430,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,077,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,002,707
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$144,517
Net investment gain or loss from common/collective trusts2012-12-31$291,614
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$442,640
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$187,913
Contract administrator fees2012-12-31$34,705
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 name2012-12-31PEARCE BEVILL LEESBURG MOORE PC
Accountancy firm EIN2012-12-31630813240
2011 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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$674,966
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$348,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$317,273
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$592,118
Value of total assets at end of year2011-12-31$4,838,827
Value of total assets at beginning of year2011-12-31$4,512,308
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$31,174
Total interest from all sources2011-12-31$24,705
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$33,600
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$33,600
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
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$242,728
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$3,616
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$326,519
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,838,827
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,512,308
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$1,406,022
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,443,546
Interest earned on other investments2011-12-31$24,705
Value of interest in common/collective trusts at end of year2011-12-31$2,430,098
Value of interest in common/collective trusts at beginning of year2011-12-31$2,451,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,002,707
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$617,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-33,381
Net investment gain or loss from common/collective trusts2011-12-31$57,924
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$345,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$317,273
Contract administrator fees2011-12-31$31,174
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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 name2011-12-31BARFIELD MURPHY SHANK AND SMITH
Accountancy firm EIN2011-12-31631077072
2010 : ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$1,054,708
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$258,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$227,575
Value of total corrective distributions2010-12-31$3,224
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$611,725
Value of total assets at end of year2010-12-31$4,512,308
Value of total assets at beginning of year2010-12-31$3,716,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,635
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$31,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$31,515
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$234,616
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$40,552
Other income not declared elsewhere2010-12-31$17,227
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$796,274
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,512,308
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,716,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,443,546
Interest on participant loans2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$2,451,498
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$3,716,034
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$617,264
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$147,094
Net investment gain or loss from common/collective trusts2010-12-31$247,147
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$336,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$227,575
Contract administrator fees2010-12-31$27,635
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 name2010-12-31BARFIELD MURPHY SHANK AND SMITH
Accountancy firm EIN2010-12-31631077072

Form 5500 Responses for ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN

2022: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ALABAMA CREDIT UNION CAPITAL ACCUMULATION PLAN 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered360
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $61,325
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,325
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered332
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $63,615
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,615
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered304
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $50,234
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,234
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered245
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $42,564
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $42,564
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered263
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $34,720
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,720
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502685
Policy instance 1
Insurance contract or identification number502685
Number of Individuals Covered214
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $29,487
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $29,487
Insurance broker organization code?3
Insurance broker nameSWBC INVESTMENT SERVICES

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