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PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 401k Plan overview

Plan NamePELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN
Plan identification number 001

PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN Benefits

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

401k Sponsoring company profile

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

Company Name:PELICAN STATE CREDIT UNION
Employer identification number (EIN):720498240
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01MICHELLE FORD2023-09-29
0012021-01-01MICHELLE FORD2022-09-30
0012020-01-01MICHELLE FORD2021-12-22
0012019-01-01
0012018-01-01
0012017-01-01MICHELLE FORD
0012016-01-01MICHELLE FORD
0012015-01-01MICHELLE FORD
0012014-01-01KATHLEEN MICHELLE FORD
0012013-01-01KATHLEEN MICHELLE FORD
0012012-01-01KATHLEEN MICHELLE FORD
0012011-01-01MICHELLE FORD
0012009-01-01MICHELLE FORD MICHELLE FORD2010-10-15

Plan Statistics for PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN

401k plan membership statisitcs for PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01354
Total number of active participants reported on line 7a of the Form 55002022-01-01341
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0135
Total of all active and inactive participants2022-01-01387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01387
Number of participants with account balances2022-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0125
2021: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01324
Total number of active participants reported on line 7a of the Form 55002021-01-01288
Number of retired or separated participants receiving benefits2021-01-0111
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01343
Number of participants with account balances2021-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0135
2020: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01313
Total number of active participants reported on line 7a of the Form 55002020-01-01277
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01317
Number of participants with account balances2020-01-01317
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0130
2019: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01305
Total number of active participants reported on line 7a of the Form 55002019-01-01280
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01306
Number of participants with account balances2019-01-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01257
Total number of active participants reported on line 7a of the Form 55002018-01-01264
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01303
Number of participants with account balances2018-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01208
Total number of active participants reported on line 7a of the Form 55002017-01-01229
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01247
Number of participants with account balances2017-01-01233
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01200
Total number of active participants reported on line 7a of the Form 55002016-01-01187
Number of other retired or separated participants entitled to future benefits2016-01-0111
Total of all active and inactive participants2016-01-01198
Total participants2016-01-01198
Number of participants with account balances2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01170
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01195
Number of participants with account balances2015-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2014: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01167
Total number of active participants reported on line 7a of the Form 55002014-01-01144
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01166
Number of participants with account balances2014-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01149
Total number of active participants reported on line 7a of the Form 55002013-01-01133
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01149
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01157
Total number of active participants reported on line 7a of the Form 55002012-01-01130
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Number of participants with account balances2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01150
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0120
Total of all active and inactive participants2011-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01151
Number of participants with account balances2011-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01122
Total number of active participants reported on line 7a of the Form 55002009-01-0199
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0135
Total of all active and inactive participants2009-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01134
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN

Measure Date Value
2022 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$434
Total income from all sources (including contributions)2022-12-31$-259,506
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$944,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$809,240
Value of total corrective distributions2022-12-31$6,768
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,519,145
Value of total assets at end of year2022-12-31$17,278,493
Value of total assets at beginning of year2022-12-31$18,482,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$128,150
Total interest from all sources2022-12-31$37,760
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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$1,187,371
Participant contributions at end of year2022-12-31$973,884
Participant contributions at beginning of year2022-12-31$729,921
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$73,867
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$434
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,203,664
Value of net assets at end of year (total assets less liabilities)2022-12-31$17,278,493
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,482,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$15,583,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$17,114,224
Interest on participant loans2022-12-31$37,760
Value of interest in common/collective trusts at end of year2022-12-31$716,062
Value of interest in common/collective trusts at beginning of year2022-12-31$638,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,816,411
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$1,257,907
Employer contributions (assets) at end of year2022-12-31$5,105
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$809,240
Contract administrator fees2022-12-31$128,150
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 name2022-12-31NEARMAN, MAYNARD, VALLEZ, CPA
Accountancy firm EIN2022-12-31591906466
2021 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$434
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,939,155
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,229,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,104,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,595,125
Value of total assets at end of year2021-12-31$18,482,591
Value of total assets at beginning of year2021-12-31$14,772,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,332
Total interest from all sources2021-12-31$29,071
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$255,724
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$255,724
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
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$981,066
Participant contributions at end of year2021-12-31$729,921
Participant contributions at beginning of year2021-12-31$553,191
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$491,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$434
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,710,093
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,482,157
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$14,772,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$17,114,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$13,633,389
Interest on participant loans2021-12-31$29,071
Value of interest in common/collective trusts at end of year2021-12-31$638,446
Value of interest in common/collective trusts at beginning of year2021-12-31$584,962
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,059,235
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$1,122,068
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,104,730
Contract administrator fees2021-12-31$124,332
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 name2021-12-31NEARMAN, MAYNARD, VALLEZ, CPA
Accountancy firm EIN2021-12-31591906466
2020 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,033,733
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$803,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$759,826
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,287,899
Value of total assets at end of year2020-12-31$14,772,064
Value of total assets at beginning of year2020-12-31$11,542,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,077
Total interest from all sources2020-12-31$30,123
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$157,916
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$157,916
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$910,502
Participant contributions at end of year2020-12-31$553,191
Participant contributions at beginning of year2020-12-31$606,329
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$241,912
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$611
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$3,229,830
Value of net assets at end of year (total assets less liabilities)2020-12-31$14,772,064
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,542,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$13,633,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,564,705
Interest on participant loans2020-12-31$30,123
Value of interest in common/collective trusts at end of year2020-12-31$584,962
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$370,589
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,557,795
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$1,135,485
Employer contributions (assets) at end of year2020-12-31$522
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$759,826
Contract administrator fees2020-12-31$44,077
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31NEARMAN, MAYNARD, VALLEZ, CPA
Accountancy firm EIN2020-12-31591906466
2019 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,651,198
Total income from all sources (including contributions)2019-12-31$3,651,198
Total of all expenses incurred2019-12-31$489,700
Total of all expenses incurred2019-12-31$489,700
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$468,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$468,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,816,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,816,132
Value of total assets at end of year2019-12-31$11,542,234
Value of total assets at end of year2019-12-31$11,542,234
Value of total assets at beginning of year2019-12-31$8,380,736
Value of total assets at beginning of year2019-12-31$8,380,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$21,530
Total interest from all sources2019-12-31$31,854
Total interest from all sources2019-12-31$31,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$776,165
Contributions received from participants2019-12-31$776,165
Participant contributions at end of year2019-12-31$606,329
Participant contributions at end of year2019-12-31$606,329
Participant contributions at beginning of year2019-12-31$550,660
Participant contributions at beginning of year2019-12-31$550,660
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,991
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,991
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$611
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$611
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$21,530
Administrative expenses (other) incurred2019-12-31$21,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$3,161,498
Value of net income/loss2019-12-31$3,161,498
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,542,234
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,542,234
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,380,736
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,380,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$10,564,705
Value of interest in pooled separate accounts at end of year2019-12-31$10,564,705
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,523,409
Value of interest in pooled separate accounts at beginning of year2019-12-31$7,523,409
Interest on participant loans2019-12-31$28,874
Interest on participant loans2019-12-31$28,874
Interest earned on other investments2019-12-31$2,980
Interest earned on other investments2019-12-31$2,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$370,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$370,589
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$305,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$305,862
Net investment gain/loss from pooled separate accounts2019-12-31$1,803,212
Net investment gain/loss from pooled separate accounts2019-12-31$1,803,212
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,024,976
Contributions received in cash from employer2019-12-31$1,024,976
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$805
Employer contributions (assets) at beginning of year2019-12-31$805
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$468,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$468,170
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm name2019-12-31DOEREN MAYHEW
Accountancy firm EIN2019-12-31382492570
Accountancy firm EIN2019-12-31382492570
2018 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2018 401k financial data
Total transfer of assets to this plan2018-12-31$140,846
Total income from all sources (including contributions)2018-12-31$1,227,060
Total of all expenses incurred2018-12-31$645,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$628,294
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,732,215
Value of total assets at end of year2018-12-31$8,380,736
Value of total assets at beginning of year2018-12-31$7,658,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,929
Total interest from all sources2018-12-31$21,138
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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$652,942
Participant contributions at end of year2018-12-31$550,660
Participant contributions at beginning of year2018-12-31$394,309
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$134,143
Administrative expenses (other) incurred2018-12-31$16,929
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$581,837
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,380,736
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,658,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$7,523,409
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,841,142
Interest on participant loans2018-12-31$21,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$305,862
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$422,602
Net investment gain/loss from pooled separate accounts2018-12-31$-526,293
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$945,130
Employer contributions (assets) at end of year2018-12-31$805
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$628,294
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,941,026
Total of all expenses incurred2017-12-31$195,772
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$182,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,007,631
Value of total assets at end of year2017-12-31$7,658,053
Value of total assets at beginning of year2017-12-31$5,912,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,323
Total interest from all sources2017-12-31$20,674
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
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$481,785
Participant contributions at end of year2017-12-31$394,309
Participant contributions at beginning of year2017-12-31$404,712
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$93,763
Administrative expenses (other) incurred2017-12-31$13,323
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$1,745,254
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,658,053
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,912,799
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$6,841,142
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,144,073
Interest on participant loans2017-12-31$17,936
Interest earned on other investments2017-12-31$2,738
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$422,602
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$364,014
Net investment gain/loss from pooled separate accounts2017-12-31$912,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$432,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$182,449
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,198,698
Total of all expenses incurred2016-12-31$139,669
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,963
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$779,098
Value of total assets at end of year2016-12-31$5,912,799
Value of total assets at beginning of year2016-12-31$4,853,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,706
Total interest from all sources2016-12-31$12,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
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$384,892
Participant contributions at end of year2016-12-31$404,712
Participant contributions at beginning of year2016-12-31$243,223
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$15,158
Other income not declared elsewhere2016-12-31$2,940
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$1,059,029
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,912,799
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,853,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,144,073
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,170,965
Interest on participant loans2016-12-31$12,687
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$65,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$65,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$364,014
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$373,780
Net investment gain/loss from pooled separate accounts2016-12-31$403,973
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$379,048
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$127,963
Contract administrator fees2016-12-31$11,706
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 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$695,274
Total of all expenses incurred2015-12-31$113,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$71,995
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$715,557
Value of total assets at end of year2015-12-31$4,853,770
Value of total assets at beginning of year2015-12-31$4,272,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,798
Total interest from all sources2015-12-31$9,697
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$59,259
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$59,259
Administrative expenses professional fees incurred2015-12-31$100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
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$340,162
Participant contributions at end of year2015-12-31$243,223
Participant contributions at beginning of year2015-12-31$241,092
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$29,289
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$3,831
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$581,481
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,853,770
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,272,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$37,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,097,529
Value of interest in pooled separate accounts at end of year2015-12-31$4,170,965
Interest on participant loans2015-12-31$9,697
Value of interest in common/collective trusts at beginning of year2015-12-31$1,576,464
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$65,802
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$373,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$357,204
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,544
Net investment gain/loss from pooled separate accounts2015-12-31$-77,695
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$346,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$71,995
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 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$833,581
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$88,083
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$61,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$627,694
Value of total assets at end of year2014-12-31$4,272,289
Value of total assets at beginning of year2014-12-31$3,526,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$26,654
Total interest from all sources2014-12-31$16,073
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$55,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$55,805
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$4,500,000
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$283,957
Participant contributions at end of year2014-12-31$241,092
Participant contributions at beginning of year2014-12-31$231,153
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,706
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$745,498
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,272,289
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,526,791
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$2,097,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,617,716
Interest on participant loans2014-12-31$10,004
Interest earned on other investments2014-12-31$6,069
Value of interest in common/collective trusts at end of year2014-12-31$1,576,464
Value of interest in common/collective trusts at beginning of year2014-12-31$1,361,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$357,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$316,410
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$74,034
Net investment gain or loss from common/collective trusts2014-12-31$59,975
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$333,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$61,429
Contract administrator fees2014-12-31$26,654
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 & COMPANY
Accountancy firm EIN2014-12-31650662923
2013 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$921,272
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$167,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$142,228
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$546,147
Value of total assets at end of year2013-12-31$3,526,791
Value of total assets at beginning of year2013-12-31$2,773,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,339
Total interest from all sources2013-12-31$16,953
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$23,807
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$23,807
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$4,500,000
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$249,522
Participant contributions at end of year2013-12-31$231,153
Participant contributions at beginning of year2013-12-31$198,914
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,875
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$753,705
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,526,791
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,773,086
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$1,617,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,152,837
Interest on participant loans2013-12-31$10,340
Interest earned on other investments2013-12-31$6,613
Value of interest in common/collective trusts at end of year2013-12-31$1,361,512
Value of interest in common/collective trusts at beginning of year2013-12-31$1,089,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$316,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$332,011
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$181,752
Net investment gain or loss from common/collective trusts2013-12-31$152,613
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$292,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$142,228
Contract administrator fees2013-12-31$25,339
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 & COMPANY
Accountancy firm EIN2013-12-31650662923
2012 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$754,693
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$246,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$225,472
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$502,424
Value of total assets at end of year2012-12-31$2,773,086
Value of total assets at beginning of year2012-12-31$2,264,656
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,791
Total interest from all sources2012-12-31$13,909
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$26,334
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$26,334
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$4,000,000
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$229,794
Participant contributions at end of year2012-12-31$198,914
Participant contributions at beginning of year2012-12-31$71,661
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1
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$508,430
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,773,086
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,264,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,152,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$915,841
Interest on participant loans2012-12-31$5,044
Interest earned on other investments2012-12-31$8,865
Value of interest in common/collective trusts at end of year2012-12-31$1,089,324
Value of interest in common/collective trusts at beginning of year2012-12-31$939,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$332,011
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$337,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$104,793
Net investment gain or loss from common/collective trusts2012-12-31$107,233
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$272,629
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$225,472
Contract administrator fees2012-12-31$20,791
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 name2012-12-31ORTH, CHAKLER, MURNANE & COMPANY
Accountancy firm EIN2012-12-31650662923
2011 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$520,304
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$101,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$83,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$507,560
Value of total assets at end of year2011-12-31$2,264,656
Value of total assets at beginning of year2011-12-31$1,845,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,838
Total interest from all sources2011-12-31$11,050
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$21,777
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$21,777
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$4,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$229,269
Participant contributions at end of year2011-12-31$71,661
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,513
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$419,176
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,264,656
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,845,480
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$915,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$769,396
Interest on participant loans2011-12-31$2,092
Interest earned on other investments2011-12-31$8,958
Value of interest in common/collective trusts at end of year2011-12-31$939,888
Value of interest in common/collective trusts at beginning of year2011-12-31$788,629
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$337,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$287,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-28,937
Net investment gain or loss from common/collective trusts2011-12-31$8,854
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$250,778
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$83,290
Contract administrator fees2011-12-31$17,838
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ORTH, CHAKLER, MURNANE & COMPANY
Accountancy firm EIN2011-12-31650662923
2010 : PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$524,295
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$85,102
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$72,730
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$353,224
Value of total assets at end of year2010-12-31$1,845,480
Value of total assets at beginning of year2010-12-31$1,406,287
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$12,372
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$17,744
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$17,744
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$4,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$189,044
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$8,791
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$439,193
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,845,480
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,406,287
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$769,396
Interest on participant loans2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$788,629
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$1,406,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$287,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$67,930
Net investment gain or loss from common/collective trusts2010-12-31$76,606
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$164,180
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$72,730
Contract administrator fees2010-12-31$12,372
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 name2010-12-31ORTH, CHAKLER, MURNANE & COMPANY
Accountancy firm EIN2010-12-31650662923

Form 5500 Responses for PELICAN STATE CREDIT UNION CAPITAL ACCUMULATION PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number517663-000
Policy instance 2
Insurance contract or identification number517663-000
Number of Individuals Covered31
Insurance policy start date2020-04-14
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,613
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6613
Additional information about fees paid to insurance brokerFEES
Insurance broker organization code?5
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601867
Policy instance 1
Insurance contract or identification number601867
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-06-15
Total amount of commissions paid to insurance brokerUSD $9,147
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $9,147
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601867
Policy instance 1
Insurance contract or identification number601867
Number of Individuals Covered306
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $33,122
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,122
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601867
Policy instance 1
Insurance contract or identification number601867
Number of Individuals Covered299
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,860
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,860
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601867
Policy instance 1
Insurance contract or identification number601867
Number of Individuals Covered233
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $20,462
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,462
Insurance broker organization code?3
Insurance broker nameBRIAN SARTIN
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601867-000
Policy instance 1
Insurance contract or identification number601867-000
Number of Individuals Covered192
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,154
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,154
Insurance broker organization code?3
Insurance broker nameBRIAN SARTIN
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number01704020
Policy instance 2
Insurance contract or identification number01704020
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Contracts With Unallocated Funds Deposit Administration1
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 number017-0402-0
Policy instance 1
Insurance contract or identification number017-0402-0
Number of Individuals Covered166
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0402-0
Policy instance 1
Insurance contract or identification number017-0402-0
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number017-0402-0
Policy instance 1
Insurance contract or identification number017-0402-0
Number of Individuals Covered144
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 number017-0402-0
Policy instance 1
Insurance contract or identification number017-0402-0
Number of Individuals Covered151
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 number017-0402-0
Policy instance 1
Insurance contract or identification number017-0402-0
Number of Individuals Covered143
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

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