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TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 401k Plan overview

Plan NameTINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN
Plan identification number 001

TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:TINKER FEDERAL CREDIT UNION
Employer identification number (EIN):730560023
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CINDY FLANIGAN2023-10-09
0012021-01-01CINDY FLANIGAN2022-10-13
0012020-01-01CINDY FLANIGAN2021-10-13
0012019-01-01MICHAEL KLOIBER2020-10-06
0012018-01-01SUSAN ROGERS2019-09-19
0012017-01-01
0012016-01-01SUSAN ROGERS
0012015-01-01SUSAN ROGERS
0012014-01-01SUSAN ROGERS
0012013-01-01SUSAN ROGERS
0012012-01-01SUSAN ROGERS
0012011-01-01SUSAN ROGERS
0012009-01-01SUSAN ROGERS
0012009-01-01SUSAN ROGERS

Plan Statistics for TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN

401k plan membership statisitcs for TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2022: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,363
Total number of active participants reported on line 7a of the Form 55002022-01-011,162
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-01214
Total of all active and inactive participants2022-01-011,377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-011,379
Number of participants with account balances2022-01-011,079
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0116
2021: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,299
Total number of active participants reported on line 7a of the Form 55002021-01-011,113
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-01233
Total of all active and inactive participants2021-01-011,348
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,349
Number of participants with account balances2021-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,212
Total number of active participants reported on line 7a of the Form 55002020-01-011,104
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-01173
Total of all active and inactive participants2020-01-011,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,279
Number of participants with account balances2020-01-01983
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,168
Total number of active participants reported on line 7a of the Form 55002019-01-011,041
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01161
Total of all active and inactive participants2019-01-011,204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-011,205
Number of participants with account balances2019-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,111
Total number of active participants reported on line 7a of the Form 55002018-01-011,024
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-01128
Total of all active and inactive participants2018-01-011,154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,154
Number of participants with account balances2018-01-01840
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,034
Total number of active participants reported on line 7a of the Form 55002017-01-01977
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01121
Total of all active and inactive participants2017-01-011,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-011,101
Number of participants with account balances2017-01-01802
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01987
Total number of active participants reported on line 7a of the Form 55002016-01-01920
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01100
Total of all active and inactive participants2016-01-011,021
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,021
Number of participants with account balances2016-01-01746
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01677
Total number of active participants reported on line 7a of the Form 55002015-01-01606
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01693
Number of participants with account balances2015-01-01579
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01684
Total number of active participants reported on line 7a of the Form 55002014-01-01590
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01672
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01672
Number of participants with account balances2014-01-01582
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01638
Total number of active participants reported on line 7a of the Form 55002013-01-01601
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0172
Total of all active and inactive participants2013-01-01674
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01674
Number of participants with account balances2013-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01649
Total number of active participants reported on line 7a of the Form 55002012-01-01561
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0163
Total of all active and inactive participants2012-01-01625
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01626
Number of participants with account balances2012-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01652
Total number of active participants reported on line 7a of the Form 55002011-01-01572
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0161
Total of all active and inactive participants2011-01-01634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01634
Number of participants with account balances2011-01-01529
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2009: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01593
Total number of active participants reported on line 7a of the Form 55002009-01-01546
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0150
Total of all active and inactive participants2009-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01596
Number of participants with account balances2009-01-01464
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN

Measure Date Value
2022 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-8,002,532
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$5,952,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$5,933,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,479,936
Value of total assets at end of year2022-12-31$67,574,842
Value of total assets at beginning of year2022-12-31$81,529,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,218
Total interest from all sources2022-12-31$209,534
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$3,240,950
Participant contributions at end of year2022-12-31$1,070,850
Participant contributions at beginning of year2022-12-31$1,297,793
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$402,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-13,954,540
Value of net assets at end of year (total assets less liabilities)2022-12-31$67,574,842
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$81,529,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$57,441,330
Value of interest in pooled separate accounts at beginning of year2022-12-31$70,472,903
Interest on participant loans2022-12-31$69,735
Interest earned on other investments2022-12-31$139,799
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,062,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$9,758,686
Net investment gain/loss from pooled separate accounts2022-12-31$-13,692,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,836,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$5,933,790
Contract administrator fees2022-12-31$18,218
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DOEREN MAYHEW CPAS AND ADVISORS
Accountancy firm EIN2022-12-31382492570
2021 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$14,994,737
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$11,810,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$11,794,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,763,310
Value of total assets at end of year2021-12-31$81,529,382
Value of total assets at beginning of year2021-12-31$78,345,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,202
Total interest from all sources2021-12-31$261,276
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,731,295
Participant contributions at end of year2021-12-31$1,297,793
Participant contributions at beginning of year2021-12-31$1,461,237
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$430,470
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$3,183,969
Value of net assets at end of year (total assets less liabilities)2021-12-31$81,529,382
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$78,345,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$70,472,903
Value of interest in pooled separate accounts at beginning of year2021-12-31$66,926,946
Interest on participant loans2021-12-31$81,010
Interest earned on other investments2021-12-31$180,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$9,758,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$9,957,230
Net investment gain/loss from pooled separate accounts2021-12-31$9,970,151
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$1,601,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$11,794,566
Contract administrator fees2021-12-31$16,202
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DOEREN MAYHEW CPAS AND ADVISORS
Accountancy firm EIN2021-12-31382492570
2020 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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$13,812,105
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,680,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,666,339
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,731,406
Value of total assets at end of year2020-12-31$78,345,413
Value of total assets at beginning of year2020-12-31$67,213,461
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$13,814
Total interest from all sources2020-12-31$296,854
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,714,641
Participant contributions at end of year2020-12-31$1,461,237
Participant contributions at beginning of year2020-12-31$1,454,860
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$429,486
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$11,131,952
Value of net assets at end of year (total assets less liabilities)2020-12-31$78,345,413
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,213,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$66,926,946
Value of interest in pooled separate accounts at beginning of year2020-12-31$57,813,399
Interest on participant loans2020-12-31$91,899
Interest earned on other investments2020-12-31$204,955
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$9,957,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,945,202
Net investment gain/loss from pooled separate accounts2020-12-31$8,783,845
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$1,587,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,666,339
Contract administrator fees2020-12-31$13,814
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 name2020-12-31DOERENMAYHEW CPAS AND ADVISORS
Accountancy firm EIN2020-12-31382492570
2019 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$16,661,670
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,943,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,930,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,612,464
Value of total assets at end of year2019-12-31$67,213,461
Value of total assets at beginning of year2019-12-31$55,495,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,631
Total interest from all sources2019-12-31$350,309
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,498,008
Participant contributions at end of year2019-12-31$1,454,860
Participant contributions at beginning of year2019-12-31$1,388,959
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$498
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$620,096
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$11,717,837
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,213,461
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$55,495,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$57,813,399
Value of interest in pooled separate accounts at beginning of year2019-12-31$42,585,527
Interest on participant loans2019-12-31$88,481
Interest earned on other investments2019-12-31$261,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,945,202
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,520,326
Net investment gain/loss from pooled separate accounts2019-12-31$11,698,897
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,494,360
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,930,202
Contract administrator fees2019-12-31$13,631
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DOERENMAYHEW CPAS AND ADVISORS
Accountancy firm EIN2019-12-31364745545
2018 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,323,800
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,648,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,633,632
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,042,587
Value of total assets at end of year2018-12-31$55,495,624
Value of total assets at beginning of year2018-12-31$58,820,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,768
Total interest from all sources2018-12-31$312,645
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$2,408,188
Participant contributions at end of year2018-12-31$1,388,959
Participant contributions at beginning of year2018-12-31$1,134,791
Participant contributions at end of year2018-12-31$498
Participant contributions at beginning of year2018-12-31$75,859
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$182,435
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,324,600
Value of net assets at end of year (total assets less liabilities)2018-12-31$55,495,624
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$58,820,224
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$42,585,527
Value of interest in pooled separate accounts at beginning of year2018-12-31$46,747,227
Interest on participant loans2018-12-31$76,583
Interest earned on other investments2018-12-31$236,062
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,520,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$10,807,411
Net investment gain/loss from pooled separate accounts2018-12-31$-3,031,432
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$1,451,964
Employer contributions (assets) at end of year2018-12-31$314
Employer contributions (assets) at beginning of year2018-12-31$54,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,633,632
Contract administrator fees2018-12-31$14,768
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 name2018-12-31BKD, LLP
Accountancy firm EIN2018-12-31440160260
2017 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$12,039,484
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,590,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,580,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,601,567
Value of total assets at end of year2017-12-31$58,820,224
Value of total assets at beginning of year2017-12-31$50,371,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,667
Total interest from all sources2017-12-31$253,871
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$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$2,213,804
Participant contributions at end of year2017-12-31$1,134,791
Participant contributions at beginning of year2017-12-31$1,233,613
Participant contributions at end of year2017-12-31$75,859
Participant contributions at beginning of year2017-12-31$77,069
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$47,047
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$8,448,713
Value of net assets at end of year (total assets less liabilities)2017-12-31$58,820,224
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,371,511
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$46,747,227
Value of interest in pooled separate accounts at beginning of year2017-12-31$38,166,257
Interest on participant loans2017-12-31$60,639
Interest earned on other investments2017-12-31$193,232
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$10,807,411
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$10,846,585
Net investment gain/loss from pooled separate accounts2017-12-31$8,184,046
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,340,716
Employer contributions (assets) at end of year2017-12-31$54,936
Employer contributions (assets) at beginning of year2017-12-31$47,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,580,104
Contract administrator fees2017-12-31$10,667
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 name2017-12-31BKD, LLP
Accountancy firm EIN2017-12-31440160260
2016 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,707,715
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,630,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,620,423
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,453,341
Value of total assets at end of year2016-12-31$50,371,511
Value of total assets at beginning of year2016-12-31$45,293,924
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$9,705
Total interest from all sources2016-12-31$247,518
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$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$2,092,497
Participant contributions at end of year2016-12-31$1,233,613
Participant contributions at beginning of year2016-12-31$1,311,586
Participant contributions at end of year2016-12-31$77,069
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$111,069
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$5,077,587
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,371,511
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$45,293,924
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$38,166,257
Value of interest in pooled separate accounts at beginning of year2016-12-31$33,882,996
Interest on participant loans2016-12-31$60,995
Interest earned on other investments2016-12-31$186,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$10,846,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,099,342
Net investment gain/loss from pooled separate accounts2016-12-31$3,006,856
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,249,775
Employer contributions (assets) at end of year2016-12-31$47,987
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,620,423
Contract administrator fees2016-12-31$9,705
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 name2016-12-31BKD, LLP
Accountancy firm EIN2016-12-31440160260
2015 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$3,656,573
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,593,269
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,584,770
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,151,184
Value of total assets at end of year2015-12-31$45,293,924
Value of total assets at beginning of year2015-12-31$44,230,620
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,499
Total interest from all sources2015-12-31$255,884
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,839,501
Participant contributions at end of year2015-12-31$1,311,586
Participant contributions at beginning of year2015-12-31$1,435,435
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$124,825
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,063,304
Value of net assets at end of year (total assets less liabilities)2015-12-31$45,293,924
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,230,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$33,882,996
Value of interest in pooled separate accounts at beginning of year2015-12-31$32,712,622
Interest on participant loans2015-12-31$75,691
Interest earned on other investments2015-12-31$180,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,099,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$10,082,563
Net investment gain/loss from pooled separate accounts2015-12-31$249,505
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,186,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,584,770
Contract administrator fees2015-12-31$8,499
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 name2015-12-31BKD
Accountancy firm EIN2015-12-31440160260
2014 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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$5,645,805
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,061,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,051,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,945,586
Value of total assets at end of year2014-12-31$44,230,620
Value of total assets at beginning of year2014-12-31$40,646,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,727
Total interest from all sources2014-12-31$237,752
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,716,018
Participant contributions at end of year2014-12-31$1,435,435
Participant contributions at beginning of year2014-12-31$1,169,241
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$116,165
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$3,584,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,230,620
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$40,646,349
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 pooled separate accounts at end of year2014-12-31$32,712,622
Value of interest in pooled separate accounts at beginning of year2014-12-31$29,585,076
Interest on participant loans2014-12-31$61,116
Interest earned on other investments2014-12-31$176,636
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$10,082,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$9,892,032
Net investment gain/loss from pooled separate accounts2014-12-31$2,462,467
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$1,113,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,051,807
Contract administrator fees2014-12-31$9,727
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 name2014-12-31BKD
Accountancy firm EIN2014-12-31440160260
2013 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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$9,775,016
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,007,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$998,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,694,705
Value of total assets at end of year2013-12-31$40,646,349
Value of total assets at beginning of year2013-12-31$31,878,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,801
Total interest from all sources2013-12-31$248,396
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$8,801
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,615,794
Participant contributions at end of year2013-12-31$1,169,241
Participant contributions at beginning of year2013-12-31$998,946
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$34,027
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$8,767,540
Value of net assets at end of year (total assets less liabilities)2013-12-31$40,646,349
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$31,878,809
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 pooled separate accounts at end of year2013-12-31$29,585,076
Value of interest in pooled separate accounts at beginning of year2013-12-31$22,535,234
Interest on participant loans2013-12-31$56,748
Interest earned on other investments2013-12-31$191,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$9,892,032
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$8,344,629
Net investment gain/loss from pooled separate accounts2013-12-31$6,831,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,044,884
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$998,675
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 name2013-12-31BKD
Accountancy firm EIN2013-12-31440160260
2012 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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$6,015,753
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,868,518
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,857,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,632,957
Value of total assets at end of year2012-12-31$31,878,809
Value of total assets at beginning of year2012-12-31$27,731,574
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,664
Total interest from all sources2012-12-31$266,175
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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$1,485,012
Participant contributions at end of year2012-12-31$998,946
Participant contributions at beginning of year2012-12-31$874,758
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$202,362
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$4,147,235
Value of net assets at end of year (total assets less liabilities)2012-12-31$31,878,809
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$27,731,574
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 pooled separate accounts at end of year2012-12-31$22,535,234
Value of interest in pooled separate accounts at beginning of year2012-12-31$19,238,063
Interest on participant loans2012-12-31$48,318
Interest earned on other investments2012-12-31$217,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$8,344,629
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$7,618,753
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$945,583
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,857,854
Contract administrator fees2012-12-31$10,664
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 name2012-12-31BKD
Accountancy firm EIN2012-12-31440160260
2011 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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$2,200,967
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,934,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,923,880
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,272,341
Value of total assets at end of year2011-12-31$27,731,574
Value of total assets at beginning of year2011-12-31$28,464,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,179
Total interest from all sources2011-12-31$265,529
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,366,004
Participant contributions at end of year2011-12-31$874,758
Participant contributions at beginning of year2011-12-31$1,034,978
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$5,084
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-733,092
Value of net assets at end of year (total assets less liabilities)2011-12-31$27,731,574
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$28,464,666
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 pooled separate accounts at end of year2011-12-31$19,238,063
Value of interest in pooled separate accounts at beginning of year2011-12-31$20,578,888
Interest on participant loans2011-12-31$55,242
Interest earned on other investments2011-12-31$210,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$7,618,753
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$6,850,800
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$901,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,923,880
Contract administrator fees2011-12-31$10,179
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 name2011-12-31BKD
Accountancy firm EIN2011-12-31440160260
2010 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,686,809
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,391,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,380,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,192,257
Value of total assets at end of year2010-12-31$28,464,666
Value of total assets at beginning of year2010-12-31$24,169,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,413
Total interest from all sources2010-12-31$264,730
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,295,078
Participant contributions at end of year2010-12-31$1,034,978
Participant contributions at beginning of year2010-12-31$798,502
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$23,194
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$4,295,465
Value of net assets at end of year (total assets less liabilities)2010-12-31$28,464,666
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$24,169,201
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 pooled separate accounts at end of year2010-12-31$20,578,888
Value of interest in pooled separate accounts at beginning of year2010-12-31$16,609,226
Interest on participant loans2010-12-31$54,019
Interest earned on other investments2010-12-31$210,711
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$6,850,800
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$6,761,473
Net investment gain/loss from pooled separate accounts2010-12-31$3,229,822
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$873,985
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,380,931
Contract administrator fees2010-12-31$10,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31LAUREN CALLAHAN - BKD
Accountancy firm EIN2010-12-31440160260
2009 : TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN

2022: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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: TINKER FEDERAL CREDIT UNION & AFFILIATED COMPANIES PROFIT SHARING & SAVINGS 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered1379
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $81,633
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $81,633
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered1349
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $96,632
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $96,632
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered1279
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $79,626
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,626
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered1205
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $72,816
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $72,816
Insurance broker organization code?3
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered1101
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $63,956
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $63,956
Insurance broker organization code?3
Insurance broker nameNFP CORPORATE SERVICES (OK) LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered693
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $65,994
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
Commission paid to Insurance BrokerUSD $65,994
Insurance broker organization code?3
Insurance broker nameNFP CORPORATE SERVICES (OK) LLC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered672
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $61,577
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
Commission paid to Insurance BrokerUSD $61,577
Insurance broker organization code?3
Insurance broker nameMASCHINO, HUDELSON & ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered674
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $52,553
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
Commission paid to Insurance BrokerUSD $52,553
Insurance broker organization code?3
Insurance broker nameMASCHINO, HUDELSON & ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered626
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $43,892
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
Commission paid to Insurance BrokerUSD $43,892
Insurance broker organization code?3
Insurance broker nameMASCHINO, HUDELSON & ASSOCIATES
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered634
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $40,401
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
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801110
Policy instance 1
Insurance contract or identification number801110
Number of Individuals Covered639
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $37,063
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
Commission paid to Insurance BrokerUSD $37,063
Insurance broker organization code?3
Insurance broker nameMASCHINO, HUDELSON & ASSOC.,LLC

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