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ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

ARMY AVIATION CENTER 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

ALL IN FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:ALL IN FEDERAL CREDIT UNION
Employer identification number (EIN):630513743
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARMY AVIATION CENTER 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
0022017-01-01VALERIE D TRAMMELL
0022016-01-01VALERIE D TRAMMELL
0022015-01-01VALERIE D TRAMMELL
0022014-01-01VALERIE D TRAMMELL
0022013-01-01VALERIE D TRAMMELL
0022012-01-01VALERIE D TRAMMELL
0022011-01-01DENISE TRAMMELL
0022009-01-01DENISE TRAMMELL

Plan Statistics for ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01441
Total number of active participants reported on line 7a of the Form 55002022-01-01376
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0184
Total of all active and inactive participants2022-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01461
Number of participants with account balances2022-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01518
Total number of active participants reported on line 7a of the Form 55002021-01-01362
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0180
Total of all active and inactive participants2021-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01443
Number of participants with account balances2021-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01501
Total number of active participants reported on line 7a of the Form 55002020-01-01348
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01169
Total of all active and inactive participants2020-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01518
Number of participants with account balances2020-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01496
Total number of active participants reported on line 7a of the Form 55002019-01-01354
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01125
Total of all active and inactive participants2019-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01479
Number of participants with account balances2019-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01413
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-0189
Total of all active and inactive participants2018-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01434
Number of participants with account balances2018-01-01431
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0127
2017: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01396
Total number of active participants reported on line 7a of the Form 55002017-01-01323
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01412
Number of participants with account balances2017-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01372
Total number of active participants reported on line 7a of the Form 55002016-01-01318
Number of retired or separated participants receiving benefits2016-01-0110
Number of other retired or separated participants entitled to future benefits2016-01-0168
Total of all active and inactive participants2016-01-01396
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01396
Number of participants with account balances2016-01-01390
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125
2015: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01370
Total number of active participants reported on line 7a of the Form 55002015-01-01312
Number of retired or separated participants receiving benefits2015-01-0160
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01373
Number of participants with account balances2015-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01351
Total number of active participants reported on line 7a of the Form 55002014-01-01318
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0153
Total of all active and inactive participants2014-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01373
Number of participants with account balances2014-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01340
Total number of active participants reported on line 7a of the Form 55002013-01-01293
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01332
Number of participants with account balances2013-01-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0126
2012: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01333
Total number of active participants reported on line 7a of the Form 55002012-01-01307
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01340
Number of participants with account balances2012-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01334
Total number of active participants reported on line 7a of the Form 55002011-01-01294
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0139
Total of all active and inactive participants2011-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01333
Number of participants with account balances2011-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0126
2009: ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01292
Total number of active participants reported on line 7a of the Form 55002009-01-01274
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01290
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01290
Number of participants with account balances2009-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022 : ARMY AVIATION CENTER 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$550,748
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,316,177
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,238,604
Value of total corrective distributions2022-12-31$2,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,765,656
Value of total assets at end of year2022-12-31$21,499,210
Value of total assets at beginning of year2022-12-31$22,264,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,569
Total interest from all sources2022-12-31$81,348
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$532,014
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$532,014
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$1,141,750
Participant contributions at end of year2022-12-31$587,053
Participant contributions at beginning of year2022-12-31$532,857
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$92,987
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-765,429
Value of net assets at end of year (total assets less liabilities)2022-12-31$21,499,210
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$22,264,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$16,833,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,287,055
Interest on participant loans2022-12-31$30,329
Interest earned on other investments2022-12-31$51,019
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$4,078,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$3,444,727
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,828,270
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$2,530,919
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,238,604
Contract administrator fees2022-12-31$58,652
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 name2022-12-31DOEREN MAYHEW
Accountancy firm EIN2022-12-31382492570
2021 : ARMY AVIATION CENTER 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$5,108,215
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,868,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,787,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,719,002
Value of total assets at end of year2021-12-31$22,264,639
Value of total assets at beginning of year2021-12-31$20,025,236
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$80,821
Total interest from all sources2021-12-31$77,397
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$664,595
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$664,595
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$1,001,105
Participant contributions at end of year2021-12-31$532,857
Participant contributions at beginning of year2021-12-31$503,567
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$359,739
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$2,239,403
Value of net assets at end of year (total assets less liabilities)2021-12-31$22,264,639
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,025,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$18,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,287,055
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$16,107,835
Interest on participant loans2021-12-31$30,947
Interest earned on other investments2021-12-31$46,450
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$3,444,727
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,413,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,647,221
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$1,358,158
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,787,991
Contract administrator fees2021-12-31$61,869
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 name2021-12-31DOEREN MAYHEW
Accountancy firm EIN2021-12-31382492570
2020 : ARMY AVIATION CENTER 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$4,249,484
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$760,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$695,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,082,288
Value of total assets at end of year2020-12-31$20,025,236
Value of total assets at beginning of year2020-12-31$16,536,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$64,653
Total interest from all sources2020-12-31$86,229
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$470,223
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$470,223
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$788,382
Participant contributions at end of year2020-12-31$503,567
Participant contributions at beginning of year2020-12-31$397,386
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$10,178
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$3,488,900
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,025,236
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,536,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,570
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$16,107,835
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,802,496
Interest on participant loans2020-12-31$29,161
Interest earned on other investments2020-12-31$57,068
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,413,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,336,454
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,610,744
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$1,283,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$695,931
Contract administrator fees2020-12-31$51,083
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31DOEREN MAYHEW
Accountancy firm EIN2020-12-31382492570
2019 : ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$646,447
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$3,957,792
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,080,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,015,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,536,021
Value of total assets at end of year2019-12-31$16,536,336
Value of total assets at beginning of year2019-12-31$15,012,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$65,247
Total interest from all sources2019-12-31$84,783
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$352,520
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$352,520
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
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$692,882
Participant contributions at end of year2019-12-31$397,386
Participant contributions at beginning of year2019-12-31$293,155
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$38,891
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$877,345
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,536,336
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,012,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,216
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,802,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,215,871
Interest on participant loans2019-12-31$20,449
Interest earned on other investments2019-12-31$64,334
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,336,454
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,503,518
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,984,468
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$804,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,015,200
Contract administrator fees2019-12-31$52,031
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 name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31382492570
2018 : ARMY AVIATION CENTER 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$836,946
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,707,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,638,266
Value of total corrective distributions2018-12-31$6,582
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,506,497
Value of total assets at end of year2018-12-31$15,012,544
Value of total assets at beginning of year2018-12-31$15,882,940
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$62,494
Total interest from all sources2018-12-31$68,781
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$448,328
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$448,328
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 period2018-12-31No
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$617,980
Participant contributions at end of year2018-12-31$293,155
Participant contributions at beginning of year2018-12-31$165,046
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$35,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-870,396
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,012,544
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,882,940
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$11,215,871
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$12,009,305
Interest on participant loans2018-12-31$13,563
Interest earned on other investments2018-12-31$55,218
Value of interest in common/collective trusts at end of year2018-12-31$0
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$3,503,518
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,708,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,186,660
Net investment gain or loss from common/collective trusts2018-12-31$0
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$852,775
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,638,266
Contract administrator fees2018-12-31$62,494
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 name2018-12-31DOEREN MAYHEW
Accountancy firm EIN2018-12-31382492570
2017 : ARMY AVIATION CENTER 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$3,016,454
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,455,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,395,035
Value of total corrective distributions2017-12-31$4,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,265,367
Value of total assets at end of year2017-12-31$15,882,940
Value of total assets at beginning of year2017-12-31$14,322,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$55,967
Total interest from all sources2017-12-31$53,702
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$359,587
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$359,587
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$591,808
Participant contributions at end of year2017-12-31$165,046
Participant contributions at beginning of year2017-12-31$159,812
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,560,528
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,882,940
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,322,412
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$12,009,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$10,340,434
Interest on participant loans2017-12-31$6,576
Interest earned on other investments2017-12-31$47,126
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,708,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,822,166
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,337,798
Net investment gain or loss from common/collective trusts2017-12-31$0
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$673,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,395,035
Contract administrator fees2017-12-31$55,967
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 name2017-12-31DOEREN MAYHEW
Accountancy firm EIN2017-12-31382492570
2016 : ARMY AVIATION CENTER 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$2,237,176
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$907,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$859,367
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,362,629
Value of total assets at end of year2016-12-31$14,322,412
Value of total assets at beginning of year2016-12-31$12,992,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,375
Total interest from all sources2016-12-31$4,787
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$317,197
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$317,197
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$534,948
Participant contributions at end of year2016-12-31$159,812
Participant contributions at beginning of year2016-12-31$123,916
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$222,442
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$1,329,434
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,322,412
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,992,978
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$10,340,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$9,035,455
Interest on participant loans2016-12-31$4,787
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,822,166
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,833,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$552,563
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$605,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$859,367
Contract administrator fees2016-12-31$48,375
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 name2016-12-31DOEREN MAYHEW
Accountancy firm EIN2016-12-31382492570
2015 : ARMY AVIATION CENTER 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$902,425
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,271,314
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,221,101
Value of total corrective distributions2015-12-31$26,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,092,404
Value of total assets at end of year2015-12-31$12,992,978
Value of total assets at beginning of year2015-12-31$13,361,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,868
Total interest from all sources2015-12-31$75,305
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$306,040
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$306,040
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$505,633
Participant contributions at end of year2015-12-31$123,916
Participant contributions at beginning of year2015-12-31$79,411
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-368,889
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,992,978
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,361,867
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 end of year2015-12-31$9,035,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,999,953
Interest on participant loans2015-12-31$2,998
Interest earned on other investments2015-12-31$72,307
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$3,833,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,282,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-571,324
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$580,021
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,221,101
Contract administrator fees2015-12-31$23,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31DOEREN MAYHEW
Accountancy firm EIN2015-12-31382492570
2014 : ARMY AVIATION CENTER 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$2,506,773
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,717,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,709,858
Value of total corrective distributions2014-12-31$3,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,835,474
Value of total assets at end of year2014-12-31$13,361,867
Value of total assets at beginning of year2014-12-31$12,572,293
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,150
Total interest from all sources2014-12-31$85,439
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
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$492,035
Participant contributions at end of year2014-12-31$79,411
Participant contributions at beginning of year2014-12-31$98,870
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$37,251
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$789,574
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,361,867
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$12,572,293
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$8,999,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,686,302
Interest on participant loans2014-12-31$2,922
Interest earned on other investments2014-12-31$82,517
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,282,503
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$4,787,121
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$585,860
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$1,306,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,709,858
Contract administrator fees2014-12-31$4,150
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 name2014-12-31ORTH, CHAKLER, MURNANE & CO, CPA'S
Accountancy firm EIN2014-12-31650662923
2013 : ARMY AVIATION CENTER 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$2,713,550
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,127,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,118,156
Value of total corrective distributions2013-12-31$5,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,477,228
Value of total assets at end of year2013-12-31$12,572,293
Value of total assets at beginning of year2013-12-31$10,986,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,600
Total interest from all sources2013-12-31$114,357
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$9,000,000
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$363,639
Participant contributions at end of year2013-12-31$98,870
Participant contributions at beginning of year2013-12-31$84,078
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$92,304
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$1,585,740
Value of net assets at end of year (total assets less liabilities)2013-12-31$12,572,293
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,986,553
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$7,686,302
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,902,908
Interest on participant loans2013-12-31$3,407
Interest earned on other investments2013-12-31$110,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$4,787,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$4,999,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,121,965
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$1,021,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,118,156
Contract administrator fees2013-12-31$4,600
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 name2013-12-31ORTH, CHAKLER, MURNANE & CO, CPA'S
Accountancy firm EIN2013-12-31650662923
2012 : ARMY AVIATION CENTER 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$2,083,653
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$321,192
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$312,798
Value of total corrective distributions2012-12-31$5,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,389,472
Value of total assets at end of year2012-12-31$10,986,553
Value of total assets at beginning of year2012-12-31$9,224,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,325
Total interest from all sources2012-12-31$110,790
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$9,000,000
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$336,757
Participant contributions at end of year2012-12-31$84,078
Participant contributions at beginning of year2012-12-31$68,848
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$79,066
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$1,762,461
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,986,553
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,224,092
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$5,902,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,953,550
Interest on participant loans2012-12-31$2,851
Interest earned on other investments2012-12-31$107,939
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$4,999,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$4,201,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$583,391
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$973,649
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$312,798
Contract administrator fees2012-12-31$3,325
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 name2012-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2012-12-31591906566
2011 : ARMY AVIATION CENTER 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$596,005
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$343,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$339,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$442,961
Value of total assets at end of year2011-12-31$9,224,092
Value of total assets at beginning of year2011-12-31$8,971,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4,252
Total interest from all sources2011-12-31$107,851
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$9,000,000
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$317,206
Participant contributions at end of year2011-12-31$68,848
Participant contributions at beginning of year2011-12-31$6,288
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$124,781
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$252,291
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,224,092
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,971,801
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$4,953,550
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,484,734
Interest on participant loans2011-12-31$1,321
Interest earned on other investments2011-12-31$106,530
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$4,201,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,547,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$45,193
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$974
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$933,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$339,462
Contract administrator fees2011-12-31$4,252
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 name2011-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2011-12-31591906566
2010 : ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$6,082,132
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$1,770,477
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$458,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$456,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,240,373
Value of total assets at end of year2010-12-31$8,971,801
Value of total assets at beginning of year2010-12-31$1,578,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,700
Total interest from all sources2010-12-31$99,490
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
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$305,323
Participant contributions at end of year2010-12-31$6,288
Participant contributions at beginning of year2010-12-31$691
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$5,390
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$108
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$1,311,535
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,971,801
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,578,134
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$4,484,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,067,510
Interest on participant loans2010-12-31$95
Interest earned on other investments2010-12-31$99,395
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,547,025
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$504,543
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$430,614
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$934,942
Employer contributions (assets) at end of year2010-12-31$933,754
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$456,242
Contract administrator fees2010-12-31$2,700
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 name2010-12-31NEARMAN, MAYNARD, VALLEZ CPA'S
Accountancy firm EIN2010-12-31591906566
2009 : ARMY AVIATION CENTER 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 ARMY AVIATION CENTER FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2022: ARMY AVIATION CENTER 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 amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ARMY AVIATION CENTER 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ARMY AVIATION CENTER 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ARMY AVIATION CENTER 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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 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: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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: ARMY AVIATION CENTER 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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered461
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered443
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered518
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered479
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?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 Administration0
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered412
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 Administration0
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered373
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered373
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered332
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered340
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered333
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 number001-0408-7
Policy instance 1
Insurance contract or identification number001-0408-7
Number of Individuals Covered334
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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