401k Plan data: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN plan

WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 401k Plan overview

Plan Name	WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN
Plan identification number	002

WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: WHITEFISH CREDIT UNION

Employer identification number (EIN): 810208730

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 ALLISON DEAVER
002 2016-01-01 ALLISON DEAVER
002 2015-01-01 ALLISON DEAVER
002 2014-01-01 ZOE A GUSTAFSON
002 2013-01-01 ZOE A GUSTAFSON
002 2012-01-01 ZOE A GUSTAFSON 2013-06-25
002 2011-01-01 ZOE GUSTAFSON 2012-10-10
002 2010-01-01 ZOE GUSTAFSON 2011-10-04

Plan Statistics for WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN

401k plan membership statisitcs for WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN

Measure Date Value
2022: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 252
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 221
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 267
Number of participants with account balances 2022-01-01 266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 209
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 43
Total of all active and inactive participants 2021-01-01 252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 252
Number of participants with account balances 2021-01-01 251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 184
Number of retired or separated participants receiving benefits 2020-01-01 3
Number of other retired or separated participants entitled to future benefits 2020-01-01 54
Total of all active and inactive participants 2020-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 241
Number of participants with account balances 2020-01-01 241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 164
Number of retired or separated participants receiving benefits 2019-01-01 3
Number of other retired or separated participants entitled to future benefits 2019-01-01 39
Total of all active and inactive participants 2019-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 206
Number of participants with account balances 2019-01-01 206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 177
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 158
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 30
Total of all active and inactive participants 2018-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 192
Number of participants with account balances 2018-01-01 189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 168
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 151
Number of retired or separated participants receiving benefits 2017-01-01 4
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 178
Number of participants with account balances 2017-01-01 174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 163
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 145
Number of retired or separated participants receiving benefits 2016-01-01 5
Number of other retired or separated participants entitled to future benefits 2016-01-01 19
Total of all active and inactive participants 2016-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 169
Number of participants with account balances 2016-01-01 169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 133
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 28
Total of all active and inactive participants 2015-01-01 162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 1
Total participants 2015-01-01 163
Number of participants with account balances 2015-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 127
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 21
Total of all active and inactive participants 2014-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 148
Number of participants with account balances 2014-01-01 148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 123
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 18
Total of all active and inactive participants 2013-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 141
Number of participants with account balances 2013-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14

Measure	Date	Value
2022: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	252
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	221
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	267
Number of participants with account balances	2022-01-01	266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	209
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	43
Total of all active and inactive participants	2021-01-01	252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	252
Number of participants with account balances	2021-01-01	251
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	184
Number of retired or separated participants receiving benefits	2020-01-01	3
Number of other retired or separated participants entitled to future benefits	2020-01-01	54
Total of all active and inactive participants	2020-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	241
Number of participants with account balances	2020-01-01	241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	164
Number of retired or separated participants receiving benefits	2019-01-01	3
Number of other retired or separated participants entitled to future benefits	2019-01-01	39
Total of all active and inactive participants	2019-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	206
Number of participants with account balances	2019-01-01	206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	177
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	158
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	30
Total of all active and inactive participants	2018-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	192
Number of participants with account balances	2018-01-01	189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	168
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	151
Number of retired or separated participants receiving benefits	2017-01-01	4
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	178
Number of participants with account balances	2017-01-01	174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	163
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	145
Number of retired or separated participants receiving benefits	2016-01-01	5
Number of other retired or separated participants entitled to future benefits	2016-01-01	19
Total of all active and inactive participants	2016-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	169
Number of participants with account balances	2016-01-01	169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	133
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	28
Total of all active and inactive participants	2015-01-01	162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	1
Total participants	2015-01-01	163
Number of participants with account balances	2015-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	127
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	21
Total of all active and inactive participants	2014-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	148
Number of participants with account balances	2014-01-01	148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	123
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	18
Total of all active and inactive participants	2013-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	141
Number of participants with account balances	2013-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14

Financial Data on WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN

Measure	Date	Value
2022 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$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	$64,934
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$582,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$541,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,349,881
Value of total assets at end of year	2022-12-31	$7,654,552
Value of total assets at beginning of year	2022-12-31	$8,171,811
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$40,358
Total interest from all sources	2022-12-31	$16,330
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$168,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$168,005
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$811,450
Participant contributions at end of year	2022-12-31	$126,794
Participant contributions at beginning of year	2022-12-31	$132,579
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$161,377
Total non interest bearing cash at end of year	2022-12-31	$95,487
Total non interest bearing cash at beginning of year	2022-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-517,259
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$7,654,552
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$8,171,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$37,315
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,533,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,057,044
Interest on participant loans	2022-12-31	$6,599
Interest earned on other investments	2022-12-31	$9,731
Value of interest in common/collective trusts at end of year	2022-12-31	$926,985
Value of interest in common/collective trusts at beginning of year	2022-12-31	$969,786
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$971,979
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,012,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,318,107
Net investment gain or loss from common/collective trusts	2022-12-31	$-151,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$377,054
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$541,835
Contract administrator fees	2022-12-31	$3,043
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	PLANTE & MORAN, PLLC
Accountancy firm EIN	2022-12-31	381357951
2021 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$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	$2,233,398
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$1,336,459
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,289,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,249,792
Value of total assets at end of year	2021-12-31	$8,171,811
Value of total assets at beginning of year	2021-12-31	$7,274,872
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$46,607
Total interest from all sources	2021-12-31	$20,802
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$107,941
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$107,941
Administrative expenses professional fees incurred	2021-12-31	$539
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$694,296
Participant contributions at end of year	2021-12-31	$132,579
Participant contributions at beginning of year	2021-12-31	$92,379
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$220,552
Total non interest bearing cash at end of year	2021-12-31	$3
Total non interest bearing cash at beginning of year	2021-12-31	$74,220
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$896,939
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$8,171,811
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,274,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,057,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,027,679
Interest on participant loans	2021-12-31	$5,928
Interest earned on other investments	2021-12-31	$14,874
Value of interest in common/collective trusts at end of year	2021-12-31	$969,786
Value of interest in common/collective trusts at beginning of year	2021-12-31	$709,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,012,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,370,628
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$749,052
Net investment gain or loss from common/collective trusts	2021-12-31	$105,811
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$334,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,289,852
Contract administrator fees	2021-12-31	$46,068
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$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	$1,720,471
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$423,624
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$389,474
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$900,203
Value of total assets at end of year	2020-12-31	$7,274,872
Value of total assets at beginning of year	2020-12-31	$5,978,025
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$34,150
Total interest from all sources	2020-12-31	$7,663
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$109,207
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$109,207
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$583,133
Participant contributions at end of year	2020-12-31	$92,379
Participant contributions at beginning of year	2020-12-31	$181,721
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$33,247
Total non interest bearing cash at end of year	2020-12-31	$74,220
Total non interest bearing cash at beginning of year	2020-12-31	$70,167
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,296,847
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,274,872
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,978,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,027,679
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,578,950
Interest on participant loans	2020-12-31	$7,663
Value of interest in common/collective trusts at end of year	2020-12-31	$709,966
Value of interest in common/collective trusts at beginning of year	2020-12-31	$445,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,370,628
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$701,936
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$623,231
Net investment gain or loss from common/collective trusts	2020-12-31	$80,167
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$283,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$389,474
Contract administrator fees	2020-12-31	$34,150
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,928,765
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$760,642
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$725,380
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$890,123
Value of total assets at end of year	2019-12-31	$5,978,025
Value of total assets at beginning of year	2019-12-31	$4,809,902
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$35,262
Total interest from all sources	2019-12-31	$21,105
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$97,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$97,507
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$499,192
Participant contributions at end of year	2019-12-31	$181,721
Participant contributions at beginning of year	2019-12-31	$138,604
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$144,031
Total non interest bearing cash at end of year	2019-12-31	$70,167
Total non interest bearing cash at beginning of year	2019-12-31	$60,387
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,168,123
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,978,025
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,809,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,578,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,775,865
Interest on participant loans	2019-12-31	$9,149
Interest earned on other investments	2019-12-31	$11,956
Value of interest in common/collective trusts at end of year	2019-12-31	$445,251
Value of interest in common/collective trusts at beginning of year	2019-12-31	$475,676
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$701,936
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$359,370
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$825,390
Net investment gain or loss from common/collective trusts	2019-12-31	$94,640
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$246,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$725,380
Contract administrator fees	2019-12-31	$35,262
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749
2018 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$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	$435,299
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$461,149
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$425,479
Value of total corrective distributions	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$694,264
Value of total assets at end of year	2018-12-31	$4,809,902
Value of total assets at beginning of year	2018-12-31	$4,835,752
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$35,670
Total interest from all sources	2018-12-31	$12,305
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$97,831
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$97,831
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$436,446
Participant contributions at end of year	2018-12-31	$138,604
Participant contributions at beginning of year	2018-12-31	$97,369
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$22,467
Liabilities. Value of operating payables at end of year	2018-12-31	$0
Liabilities. Value of operating payables at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$60,387
Total non interest bearing cash at beginning of year	2018-12-31	$52,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-25,850
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,809,902
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$4,835,752
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,775,865
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,872,426
Interest on participant loans	2018-12-31	$6,440
Interest earned on other investments	2018-12-31	$5,865
Value of interest in common/collective trusts at end of year	2018-12-31	$475,676
Value of interest in common/collective trusts at beginning of year	2018-12-31	$496,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$359,370
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$316,130
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-338,306
Net investment gain or loss from common/collective trusts	2018-12-31	$-30,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$235,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$425,479
Contract administrator fees	2018-12-31	$35,670
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2018-12-31	410746749
2017 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$3,646
Total income from all sources (including contributions)	2017-12-31	$1,247,197
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$359,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$329,028
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$616,832
Value of total assets at end of year	2017-12-31	$4,835,752
Value of total assets at beginning of year	2017-12-31	$3,951,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$30,075
Total interest from all sources	2017-12-31	$9,201
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$73,556
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$73,556
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$372,388
Participant contributions at end of year	2017-12-31	$97,369
Participant contributions at beginning of year	2017-12-31	$74,369
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$24,429
Liabilities. Value of operating payables at end of year	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$3,646
Total non interest bearing cash at end of year	2017-12-31	$52,979
Total non interest bearing cash at beginning of year	2017-12-31	$46,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$888,094
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$4,835,752
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$3,947,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,872,426
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$3,092,780
Interest on participant loans	2017-12-31	$4,512
Interest earned on other investments	2017-12-31	$4,689
Value of interest in common/collective trusts at end of year	2017-12-31	$496,848
Value of interest in common/collective trusts at beginning of year	2017-12-31	$409,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$316,130
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$328,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$481,267
Net investment gain or loss from common/collective trusts	2017-12-31	$66,341
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$220,015
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$329,028
Contract administrator fees	2017-12-31	$30,075
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2017-12-31	410746749
2016 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$3,646
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$2,685
Total income from all sources (including contributions)	2016-12-31	$888,740
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$178,729
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$154,283
Value of total corrective distributions	2016-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$648,452
Value of total assets at end of year	2016-12-31	$3,951,304
Value of total assets at beginning of year	2016-12-31	$3,240,332
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$24,446
Total interest from all sources	2016-12-31	$7,065
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$47,836
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$47,836
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$363,064
Participant contributions at end of year	2016-12-31	$74,369
Participant contributions at beginning of year	2016-12-31	$78,353
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$87,119
Liabilities. Value of operating payables at end of year	2016-12-31	$3,646
Liabilities. Value of operating payables at beginning of year	2016-12-31	$2,685
Total non interest bearing cash at end of year	2016-12-31	$46,174
Total non interest bearing cash at beginning of year	2016-12-31	$46,842
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$710,011
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$3,947,658
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,237,647
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$3,092,780
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,573,072
Interest on participant loans	2016-12-31	$2,652
Interest earned on other investments	2016-12-31	$4,413
Value of interest in common/collective trusts at end of year	2016-12-31	$409,325
Value of interest in common/collective trusts at beginning of year	2016-12-31	$351,527
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$328,656
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$190,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$156,383
Net investment gain or loss from common/collective trusts	2016-12-31	$29,004
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$198,269
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$154,283
Contract administrator fees	2016-12-31	$24,446
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2016-12-31	410746749
2015 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$2,685
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$3,349
Total income from all sources (including contributions)	2015-12-31	$609,290
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$103,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$83,985
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$588,408
Value of total assets at end of year	2015-12-31	$3,240,332
Value of total assets at beginning of year	2015-12-31	$2,735,637
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$19,946
Total interest from all sources	2015-12-31	$9,024
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$87,630
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$87,630
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$347,850
Participant contributions at end of year	2015-12-31	$78,353
Participant contributions at beginning of year	2015-12-31	$74,384
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$59,197
Liabilities. Value of operating payables at end of year	2015-12-31	$2,685
Liabilities. Value of operating payables at beginning of year	2015-12-31	$3,349
Total non interest bearing cash at end of year	2015-12-31	$46,842
Total non interest bearing cash at beginning of year	2015-12-31	$42,748
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$505,359
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,237,647
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,732,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,573,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,009,423
Interest on participant loans	2015-12-31	$3,353
Interest earned on other investments	2015-12-31	$5,671
Value of interest in common/collective trusts at end of year	2015-12-31	$351,527
Value of interest in common/collective trusts at beginning of year	2015-12-31	$269,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$190,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$338,745
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-67,390
Net investment gain or loss from common/collective trusts	2015-12-31	$-8,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$181,361
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$1,014
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$83,985
Contract administrator fees	2015-12-31	$19,946
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2015-12-31	410746749
2014 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$3,349
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	$606,704
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$155,232
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$138,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$471,847
Value of total assets at end of year	2014-12-31	$2,735,637
Value of total assets at beginning of year	2014-12-31	$2,280,816
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$16,436
Total interest from all sources	2014-12-31	$7,637
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$52,034
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$52,034
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$301,825
Participant contributions at end of year	2014-12-31	$74,384
Participant contributions at beginning of year	2014-12-31	$8,084
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$14,257
Liabilities. Value of operating payables at end of year	2014-12-31	$3,349
Liabilities. Value of operating payables at beginning of year	2014-12-31	$0
Total non interest bearing cash at end of year	2014-12-31	$42,748
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$451,472
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,732,288
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,280,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$16,436
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$2,009,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$1,919,390
Interest on participant loans	2014-12-31	$1,134
Interest earned on other investments	2014-12-31	$6,503
Value of interest in common/collective trusts at end of year	2014-12-31	$269,323
Value of interest in common/collective trusts at beginning of year	2014-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$338,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$353,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$52,881
Net investment gain or loss from common/collective trusts	2014-12-31	$22,305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$155,765
Employer contributions (assets) at end of year	2014-12-31	$1,014
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$138,796
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2014-12-31	410746749
2013 : WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$741,893
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$53,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$39,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$525,038
Value of total assets at end of year	2013-12-31	$2,280,816
Value of total assets at beginning of year	2013-12-31	$1,592,485
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$13,817
Total interest from all sources	2013-12-31	$6,225
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$24,072
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$24,072
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$257,950
Participant contributions at end of year	2013-12-31	$8,084
Participant contributions at beginning of year	2013-12-31	$5,905
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$112,089
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$688,331
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,280,816
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,592,485
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$1,919,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,266,119
Interest on participant loans	2013-12-31	$283
Interest earned on other investments	2013-12-31	$5,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$353,342
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$320,461
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$156,897
Net investment gain or loss from common/collective trusts	2013-12-31	$29,661
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$154,999
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$39,745
Contract administrator fees	2013-12-31	$13,817
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MOSS ADAMS LLP
Accountancy firm EIN	2013-12-31	910189318

Form 5500 Responses for WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN

2022: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WHITEFISH CREDIT UNION ASSOCIATION EMPLOYEE 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	267
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	252
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	241
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	206
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	192
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	179
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

125-0220-8

Policy instance

Insurance contract or identification number	125-0220-8
Number of Individuals Covered	163
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

001-0010-4

Policy instance

Insurance contract or identification number	001-0010-4
Number of Individuals Covered	148
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )

Policy contract number

001-0010-4

Policy instance

Insurance contract or identification number	001-0010-4
Number of Individuals Covered	141
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	WHITEFISH CREDIT UNION
Employer identification number (EIN):	810208730
NAIC Classification:	522130
NAIC Description:	Credit Unions