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NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 401k Plan overview

Plan NameNUSENDA FEDERAL CREDIT UNION 401(K) PLAN
Plan identification number 002

NUSENDA FEDERAL CREDIT UNION 401(K) 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.
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:NUSENDA FEDERAL CREDIT UNION
Employer identification number (EIN):850105773
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUSENDA FEDERAL CREDIT UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MICHELLE DEARHOLT
0022016-01-01MICHELLE DEARHOLT
0022015-01-01MICHELLE DEARHOLT
0022014-01-01MICHELLE DEARHOLT
0022013-01-01MICHELLE DEARHOLT
0022012-01-01MICHELLE DEARHOLT
0022011-01-01MICHELLE DEARHOLT MICHELLE DEARHOLT2012-09-28
0022010-01-01MICHELLE DEARHOLT
0022009-01-01MICHELLE DEARHOLT
0022008-01-01

Plan Statistics for NUSENDA FEDERAL CREDIT UNION 401(K) PLAN

401k plan membership statisitcs for NUSENDA FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2021: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01714
Total number of active participants reported on line 7a of the Form 55002021-01-01670
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01158
Total of all active and inactive participants2021-01-01833
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01833
Number of participants with account balances2021-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0154
2020: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01665
Total number of active participants reported on line 7a of the Form 55002020-01-01593
Number of retired or separated participants receiving benefits2020-01-0115
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01714
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01714
Number of participants with account balances2020-01-01524
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0143
2019: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01583
Total number of active participants reported on line 7a of the Form 55002019-01-01545
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-0186
Total of all active and inactive participants2019-01-01642
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01643
Number of participants with account balances2019-01-01482
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0165
2018: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01547
Total number of active participants reported on line 7a of the Form 55002018-01-01505
Number of retired or separated participants receiving benefits2018-01-0112
Number of other retired or separated participants entitled to future benefits2018-01-0157
Total of all active and inactive participants2018-01-01574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01574
Number of participants with account balances2018-01-01466
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0156
2017: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01519
Total number of active participants reported on line 7a of the Form 55002017-01-01485
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0148
Total of all active and inactive participants2017-01-01542
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01542
Number of participants with account balances2017-01-01426
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0139
2016: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01522
Total number of active participants reported on line 7a of the Form 55002016-01-01448
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01510
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01510
Number of participants with account balances2016-01-01400
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0140
2015: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01471
Total number of active participants reported on line 7a of the Form 55002015-01-01426
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-0185
Total of all active and inactive participants2015-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01516
Number of participants with account balances2015-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0126
2014: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01449
Total number of active participants reported on line 7a of the Form 55002014-01-01392
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0180
Total of all active and inactive participants2014-01-01473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01473
Number of participants with account balances2014-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0122
2013: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01399
Total number of active participants reported on line 7a of the Form 55002013-01-01392
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0165
Total of all active and inactive participants2013-01-01458
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01458
Number of participants with account balances2013-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01421
Total number of active participants reported on line 7a of the Form 55002012-01-01346
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01398
Number of participants with account balances2012-01-01309
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01406
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0183
Total of all active and inactive participants2011-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01416
Number of participants with account balances2011-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0114
2010: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01416
Total number of active participants reported on line 7a of the Form 55002010-01-01333
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0170
Total of all active and inactive participants2010-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01403
Number of participants with account balances2010-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0118
2009: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01401
Total number of active participants reported on line 7a of the Form 55002009-01-01351
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01414
Number of participants with account balances2009-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0119

Financial Data on NUSENDA FEDERAL CREDIT UNION 401(K) PLAN

Measure Date Value
2021 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,354,960
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,048,359
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,013,472
Value of total corrective distributions2021-12-31$28,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,415,700
Value of total assets at end of year2021-12-31$21,094,654
Value of total assets at beginning of year2021-12-31$17,788,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$6,725
Total interest from all sources2021-12-31$27,118
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
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$9,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,922,469
Participant contributions at end of year2021-12-31$508,950
Participant contributions at beginning of year2021-12-31$431,787
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$213,413
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$3,306,601
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,094,654
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$17,788,053
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,992,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,753,246
Interest on participant loans2021-12-31$27,118
Interest earned on other investments2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,593,145
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,603,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,912,142
Net investment gain or loss from common/collective trusts2021-12-31$0
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$279,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,013,472
Contract administrator fees2021-12-31$6,725
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 name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,024,534
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,010,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$975,848
Value of total corrective distributions2020-12-31$29,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,329,902
Value of total assets at end of year2020-12-31$17,788,053
Value of total assets at beginning of year2020-12-31$14,774,388
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$5,225
Total interest from all sources2020-12-31$28,204
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
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$9,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,630,132
Participant contributions at end of year2020-12-31$431,787
Participant contributions at beginning of year2020-12-31$424,586
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$453,922
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$3,013,665
Value of net assets at end of year (total assets less liabilities)2020-12-31$17,788,053
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,774,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,753,246
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,755,006
Interest on participant loans2020-12-31$28,204
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,603,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,594,796
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,666,428
Net investment gain or loss from common/collective trusts2020-12-31$0
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$245,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$975,848
Contract administrator fees2020-12-31$5,225
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 name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : NUSENDA FEDERAL CREDIT UNION 401(K) 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$4,114,284
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,566,127
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,552,843
Value of total corrective distributions2019-12-31$4,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,973,112
Value of total assets at end of year2019-12-31$14,774,388
Value of total assets at beginning of year2019-12-31$12,226,231
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,425
Total interest from all sources2019-12-31$54,015
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
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$9,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,431,006
Participant contributions at end of year2019-12-31$424,586
Participant contributions at beginning of year2019-12-31$470,664
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$316,399
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$2,548,157
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,774,388
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,226,231
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$12,755,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$10,697,231
Interest on participant loans2019-12-31$29,264
Interest earned on other investments2019-12-31$24,751
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,594,796
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,058,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,087,157
Net investment gain or loss from common/collective trusts2019-12-31$0
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$225,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,552,843
Contract administrator fees2019-12-31$8,425
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 name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
2018 : NUSENDA FEDERAL CREDIT UNION 401(K) 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$925,715
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,572,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,537,242
Value of total corrective distributions2018-12-31$26,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,515,505
Value of total assets at end of year2018-12-31$12,226,231
Value of total assets at beginning of year2018-12-31$12,873,393
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,700
Total interest from all sources2018-12-31$45,102
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
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,251,422
Participant contributions at end of year2018-12-31$470,664
Participant contributions at beginning of year2018-12-31$415,046
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$36,990
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$52,605
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-647,162
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,226,231
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$12,873,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$10,697,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,970,594
Interest on participant loans2018-12-31$26,049
Interest earned on other investments2018-12-31$19,053
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,058,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,444,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-634,892
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$211,478
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$6,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,537,242
Contract administrator fees2018-12-31$8,700
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,298,602
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,188,837
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,166,339
Value of total corrective distributions2017-12-31$12,998
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,862,052
Value of total assets at end of year2017-12-31$12,873,393
Value of total assets at beginning of year2017-12-31$10,763,628
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,500
Total interest from all sources2017-12-31$45,801
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
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$9,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,149,178
Participant contributions at end of year2017-12-31$415,046
Participant contributions at beginning of year2017-12-31$289,264
Participant contributions at end of year2017-12-31$36,990
Participant contributions at beginning of year2017-12-31$32,027
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$520,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,109,765
Value of net assets at end of year (total assets less liabilities)2017-12-31$12,873,393
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$10,763,628
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,970,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,543,112
Interest on participant loans2017-12-31$21,117
Interest earned on other investments2017-12-31$24,684
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,444,455
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,893,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,390,749
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$192,067
Employer contributions (assets) at end of year2017-12-31$6,308
Employer contributions (assets) at beginning of year2017-12-31$5,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,166,339
Contract administrator fees2017-12-31$9,500
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,043,765
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$547,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$527,334
Value of total corrective distributions2016-12-31$12,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,376,663
Value of total assets at end of year2016-12-31$10,763,628
Value of total assets at beginning of year2016-12-31$9,267,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,450
Total interest from all sources2016-12-31$39,866
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
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$9,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,001,892
Participant contributions at end of year2016-12-31$289,264
Participant contributions at beginning of year2016-12-31$292,392
Participant contributions at end of year2016-12-31$32,027
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$223,286
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,496,420
Value of net assets at end of year (total assets less liabilities)2016-12-31$10,763,628
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,267,208
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,543,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,517,296
Interest on participant loans2016-12-31$15,702
Interest earned on other investments2016-12-31$24,164
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,893,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,457,520
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$627,236
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$151,485
Employer contributions (assets) at end of year2016-12-31$5,231
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$527,334
Contract administrator fees2016-12-31$7,450
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,280,567
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$367,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$361,899
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,315,451
Value of total assets at end of year2015-12-31$9,267,208
Value of total assets at beginning of year2015-12-31$8,353,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,125
Total interest from all sources2015-12-31$38,882
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
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$9,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
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$798,178
Participant contributions at end of year2015-12-31$292,392
Participant contributions at beginning of year2015-12-31$322,284
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$380,984
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$913,543
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,267,208
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,353,665
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,517,296
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,805,957
Interest on participant loans2015-12-31$17,098
Interest earned on other investments2015-12-31$21,784
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,457,520
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,225,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-73,766
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$136,289
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$361,899
Contract administrator fees2015-12-31$5,125
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$530,837
Total transfer of assets from this plan2014-12-31$369,646
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,340,577
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$564,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$553,130
Value of total corrective distributions2014-12-31$3,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$832,495
Value of total assets at end of year2014-12-31$8,353,665
Value of total assets at beginning of year2014-12-31$7,415,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,976
Total interest from all sources2014-12-31$40,369
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$9,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$694,892
Participant contributions at end of year2014-12-31$322,284
Participant contributions at beginning of year2014-12-31$198,382
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,079
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$776,500
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,353,665
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,415,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,805,957
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,075,758
Interest on participant loans2014-12-31$13,120
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$27,249
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,225,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,141,834
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$467,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$127,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$553,130
Contract administrator fees2014-12-31$6,976
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : NUSENDA FEDERAL CREDIT UNION 401(K) 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$2,016,958
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$830,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$823,376
Value of total corrective distributions2013-12-31$2,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$997,937
Value of total assets at end of year2013-12-31$7,415,974
Value of total assets at beginning of year2013-12-31$6,229,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,875
Total interest from all sources2013-12-31$45,352
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Total income from all sources2013-12-31$89,596
Expenses. Total of all expenses incurred2013-12-31$19,075
Benefits paid (including direct rollovers)2013-12-31$8,889
Total plan assets at end of year2013-12-31$879,680
Total plan assets at beginning of year2013-12-31$809,159
Value of fidelity bond covering the plan2013-12-31$2,750,000
Total contributions received or receivable from participants2013-12-31$26,638
Expenses. Other expenses not covered elsewhere2013-12-31$34
Other income received2013-12-31$21,285
Net income (gross income less expenses)2013-12-31$70,521
Net plan assets at end of year (total assets less liabilities)2013-12-31$879,680
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$809,159
Total contributions received or receivable from employer(s)2013-12-31$41,673
Expenses. Administrative service providers (salaries,fees and commissions)2013-12-31$10,152
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$666,555
Participant contributions at end of year2013-12-31$198,382
Participant contributions at beginning of year2013-12-31$201,747
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$209,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,186,541
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,415,974
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,229,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,075,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,803,052
Interest on participant loans2013-12-31$10,342
Interest earned on other investments2013-12-31$35,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,141,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,224,634
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$973,669
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$122,129
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$823,376
Contract administrator fees2013-12-31$4,875
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,330,749
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$781,860
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$771,696
Value of total corrective distributions2012-12-31$3,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$765,206
Value of total assets at end of year2012-12-31$6,229,433
Value of total assets at beginning of year2012-12-31$5,680,544
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,325
Total interest from all sources2012-12-31$43,451
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$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$652,289
Participant contributions at end of year2012-12-31$201,747
Participant contributions at beginning of year2012-12-31$187,542
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,914
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$548,889
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,229,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,680,544
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,803,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,493,939
Interest on participant loans2012-12-31$10,197
Interest earned on other investments2012-12-31$33,254
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,224,634
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$999,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$522,092
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$111,003
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$771,696
Contract administrator fees2012-12-31$6,325
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : NUSENDA FEDERAL CREDIT UNION 401(K) 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$1,126,653
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$442,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$436,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,038,355
Value of total assets at end of year2011-12-31$5,680,544
Value of total assets at beginning of year2011-12-31$4,995,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,125
Total interest from all sources2011-12-31$38,368
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$691,060
Participant contributions at end of year2011-12-31$187,542
Participant contributions at beginning of year2011-12-31$153,389
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$240,800
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$684,626
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,680,544
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,995,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,493,939
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,948,513
Interest on participant loans2011-12-31$9,669
Interest earned on other investments2011-12-31$28,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$999,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$894,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$49,930
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$106,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$436,902
Contract administrator fees2011-12-31$5,125
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : NUSENDA FEDERAL CREDIT UNION 401(K) 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$1,163,364
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$298,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$294,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$745,508
Value of total assets at end of year2010-12-31$4,995,918
Value of total assets at beginning of year2010-12-31$4,131,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,150
Total interest from all sources2010-12-31$34,040
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$9,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$617,266
Participant contributions at end of year2010-12-31$153,389
Participant contributions at beginning of year2010-12-31$99,812
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$22,675
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$864,573
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,995,918
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,131,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,948,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,211,677
Interest on participant loans2010-12-31$7,582
Interest earned on other investments2010-12-31$26,458
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$894,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$819,856
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$383,816
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$105,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$294,641
Contract administrator fees2010-12-31$4,150
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 name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : NUSENDA FEDERAL CREDIT UNION 401(K) 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 NUSENDA FEDERAL CREDIT UNION 401(K) PLAN

2021: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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: NUSENDA FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2012: NUSENDA FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2011: NUSENDA FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2010: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: NUSENDA FEDERAL CREDIT UNION 401(K) 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 benefit arrangement – InsuranceYes
2008: NUSENDA FEDERAL CREDIT UNION 401(K) PLAN 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedYes
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered908
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered833
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered714
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered643
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered574
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered542
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered516
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered473
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered458
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered398
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered416
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0071-2
Policy instance 1
Insurance contract or identification number130-0071-2
Number of Individuals Covered403
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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