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SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameSANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:SANDIA LABORATORY FEDERAL CREDIT UNION
Employer identification number (EIN):850113445
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MATTHEW J HELGE
0022016-01-01CHESTER WRIGHT
0022015-01-01CHESTER WRIGHT
0022014-01-01CHESTER WRIGHT
0022013-01-01CHESTER WRIGHT
0022012-01-01CHESTER WRIGHT
0022011-01-01CARLOS GRIEGO CARLOS GRIEGO2012-09-20
0022010-01-01CHESTER WRIGHT CHESTER WRIGHT2011-09-01
0022009-01-01CHESTER WRIGHT CHESTER WRIGHT2010-08-26

Plan Statistics for SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01531
Total number of active participants reported on line 7a of the Form 55002022-01-01447
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-01576
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01577
Number of participants with account balances2022-01-01571
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0127
2021: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01442
Total number of active participants reported on line 7a of the Form 55002021-01-01413
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01114
Total of all active and inactive participants2021-01-01527
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01528
Number of participants with account balances2021-01-01520
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0125
2020: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01426
Total number of active participants reported on line 7a of the Form 55002020-01-01351
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-0180
Total of all active and inactive participants2020-01-01442
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01442
Number of participants with account balances2020-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0129
2019: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01417
Total number of active participants reported on line 7a of the Form 55002019-01-01337
Number of retired or separated participants receiving benefits2019-01-0114
Number of other retired or separated participants entitled to future benefits2019-01-0172
Total of all active and inactive participants2019-01-01423
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01425
Number of participants with account balances2019-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0133
2018: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01394
Total number of active participants reported on line 7a of the Form 55002018-01-01326
Number of retired or separated participants receiving benefits2018-01-0186
Number of other retired or separated participants entitled to future benefits2018-01-013
Total of all active and inactive participants2018-01-01415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01417
Number of participants with account balances2018-01-01412
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0125
2017: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01372
Total number of active participants reported on line 7a of the Form 55002017-01-01307
Number of retired or separated participants receiving benefits2017-01-0114
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01392
Number of participants with account balances2017-01-01382
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01358
Total number of active participants reported on line 7a of the Form 55002016-01-01291
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-0174
Total of all active and inactive participants2016-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01372
Number of participants with account balances2016-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0119
2015: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01335
Total number of active participants reported on line 7a of the Form 55002015-01-01287
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0165
Total of all active and inactive participants2015-01-01359
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01359
Number of participants with account balances2015-01-01341
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0125
2014: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01322
Total number of active participants reported on line 7a of the Form 55002014-01-01280
Number of retired or separated participants receiving benefits2014-01-013
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01339
Number of participants with account balances2014-01-01319
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01310
Total number of active participants reported on line 7a of the Form 55002013-01-01266
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0146
Total of all active and inactive participants2013-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01314
Number of participants with account balances2013-01-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01295
Total number of active participants reported on line 7a of the Form 55002012-01-01271
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01310
Number of participants with account balances2012-01-01281
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01261
Total number of active participants reported on line 7a of the Form 55002011-01-01236
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01265
Number of participants with account balances2011-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2010: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01250
Total number of active participants reported on line 7a of the Form 55002010-01-01232
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0127
Total of all active and inactive participants2010-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01259
Number of participants with account balances2010-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01240
Total number of active participants reported on line 7a of the Form 55002009-01-01221
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01250
Number of participants with account balances2009-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-017

Financial Data on SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-2,109,079
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,101,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,007,824
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,628,474
Value of total assets at end of year2022-12-31$33,824,771
Value of total assets at beginning of year2022-12-31$39,035,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$94,011
Total interest from all sources2022-12-31$57,082
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$932,156
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$932,156
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$12,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,306,274
Participant contributions at end of year2022-12-31$118,750
Participant contributions at beginning of year2022-12-31$141,527
Participant contributions at end of year2022-12-31$78,597
Participant contributions at beginning of year2022-12-31$69,534
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$313,461
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,210,914
Value of net assets at end of year (total assets less liabilities)2022-12-31$33,824,771
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,035,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$29,429
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$28,474,131
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$34,337,967
Interest on participant loans2022-12-31$3,134
Interest earned on other investments2022-12-31$53,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$5,116,084
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$4,454,483
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,726,791
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,008,739
Employer contributions (assets) at end of year2022-12-31$37,209
Employer contributions (assets) at beginning of year2022-12-31$32,174
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,007,824
Contract administrator fees2022-12-31$64,582
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS LLP
Accountancy firm EIN2022-12-31910189318
2021 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$4,828,844
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$7,079,143
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,653,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,542,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,989,452
Value of total assets at end of year2021-12-31$39,035,685
Value of total assets at beginning of year2021-12-31$31,781,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$110,803
Total interest from all sources2021-12-31$46,274
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$925,142
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$925,142
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$12,000,000
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$1,949,036
Participant contributions at end of year2021-12-31$141,527
Participant contributions at beginning of year2021-12-31$126,093
Participant contributions at end of year2021-12-31$69,534
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$250,998
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,425,662
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,035,685
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,781,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$37,991
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$34,337,967
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$27,439,126
Interest on participant loans2021-12-31$2,929
Interest earned on other investments2021-12-31$43,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$4,454,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,130,282
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,118,275
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$789,418
Employer contributions (assets) at end of year2021-12-31$32,174
Employer contributions (assets) at beginning of year2021-12-31$85,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,542,678
Contract administrator fees2021-12-31$72,812
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,721,497
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,957,282
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,884,253
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,473,729
Value of total assets at end of year2020-12-31$31,781,179
Value of total assets at beginning of year2020-12-31$28,016,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$73,029
Total interest from all sources2020-12-31$1,924
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$813,598
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$813,598
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$12,000,000
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$1,703,688
Participant contributions at end of year2020-12-31$126,093
Participant contributions at beginning of year2020-12-31$83,909
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$20,799
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$3,764,215
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,781,179
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,016,964
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$27,439,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,976,430
Interest on participant loans2020-12-31$1,924
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,130,282
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,956,625
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,432,246
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$749,242
Employer contributions (assets) at end of year2020-12-31$85,678
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,884,253
Contract administrator fees2020-12-31$73,029
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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$6,783,657
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,217,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,149,770
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,241,376
Value of total assets at end of year2019-12-31$28,016,964
Value of total assets at beginning of year2019-12-31$23,451,127
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$68,050
Total interest from all sources2019-12-31$66,301
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$741,981
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$741,981
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$12,000,000
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$1,526,291
Participant contributions at end of year2019-12-31$83,909
Participant contributions at beginning of year2019-12-31$29,273
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,667
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$4,565,837
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,016,964
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,451,127
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$23,976,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,965,462
Interest on participant loans2019-12-31$435
Interest earned on other investments2019-12-31$65,866
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,956,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,456,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,733,999
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$696,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,149,770
Contract administrator fees2019-12-31$68,050
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$968,738
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,200,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,164,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,303,248
Value of total assets at end of year2018-12-31$23,451,127
Value of total assets at beginning of year2018-12-31$24,683,077
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$36,169
Total interest from all sources2018-12-31$64,660
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$872,617
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$872,617
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$12,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$1,497,630
Participant contributions at end of year2018-12-31$29,273
Participant contributions at beginning of year2018-12-31$43,821
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$108,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,231,950
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,451,127
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,683,077
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$18,965,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,826,143
Interest on participant loans2018-12-31$565
Interest earned on other investments2018-12-31$64,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,456,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,813,113
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,271,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$696,868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,164,519
Contract administrator fees2018-12-31$36,169
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$5,152,733
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,057,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,027,327
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,161,555
Value of total assets at end of year2017-12-31$24,683,077
Value of total assets at beginning of year2017-12-31$20,587,470
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,799
Total interest from all sources2017-12-31$54,174
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$12,000,000
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$1,297,545
Participant contributions at end of year2017-12-31$43,821
Participant contributions at beginning of year2017-12-31$55,130
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$264,515
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$4,095,607
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,683,077
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$20,587,470
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$20,826,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,725,284
Interest on participant loans2017-12-31$1,403
Interest earned on other investments2017-12-31$52,771
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,813,113
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,807,056
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,937,004
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$599,495
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,027,327
Contract administrator fees2017-12-31$29,799
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,517,541
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$880,731
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$863,757
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,157,833
Value of total assets at end of year2016-12-31$20,587,470
Value of total assets at beginning of year2016-12-31$17,950,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,974
Total interest from all sources2016-12-31$56,245
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$12,000,000
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$1,189,040
Participant contributions at end of year2016-12-31$55,130
Participant contributions at beginning of year2016-12-31$69,498
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$425,620
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$2,636,810
Value of net assets at end of year (total assets less liabilities)2016-12-31$20,587,470
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$17,950,660
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$16,725,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,657,984
Interest on participant loans2016-12-31$1,383
Interest earned on other investments2016-12-31$54,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,807,056
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,223,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,303,463
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$543,173
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$863,757
Contract administrator fees2016-12-31$16,974
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,648,304
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$600,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$587,930
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,689,297
Value of total assets at end of year2015-12-31$17,950,660
Value of total assets at beginning of year2015-12-31$16,902,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,553
Total interest from all sources2015-12-31$57,038
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$12,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,131,947
Participant contributions at end of year2015-12-31$69,498
Participant contributions at beginning of year2015-12-31$24,491
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$47,403
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,047,821
Value of net assets at end of year (total assets less liabilities)2015-12-31$17,950,660
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,902,839
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$14,657,984
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,335,662
Interest on participant loans2015-12-31$1,404
Interest earned on other investments2015-12-31$55,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,223,178
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,542,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-98,031
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$509,947
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$587,930
Contract administrator fees2015-12-31$12,553
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,583,892
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$440,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$431,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,611,724
Value of total assets at end of year2014-12-31$16,902,839
Value of total assets at beginning of year2014-12-31$14,759,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$9,099
Total interest from all sources2014-12-31$54,534
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$12,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,088,555
Participant contributions at end of year2014-12-31$24,491
Participant contributions at beginning of year2014-12-31$34,672
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$53,387
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$2,142,972
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,902,839
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,759,867
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$14,335,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$12,155,808
Interest on participant loans2014-12-31$899
Interest earned on other investments2014-12-31$53,635
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,542,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,569,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$917,634
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$469,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$431,821
Contract administrator fees2014-12-31$9,099
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,636,690
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$504,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$498,256
Value of total corrective distributions2013-12-31$527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,459,144
Value of total assets at end of year2013-12-31$14,759,867
Value of total assets at beginning of year2013-12-31$11,627,192
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,232
Total interest from all sources2013-12-31$59,878
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$12,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,012,428
Participant contributions at end of year2013-12-31$34,672
Participant contributions at beginning of year2013-12-31$33,361
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$24,225
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$3,132,675
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,759,867
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$11,627,192
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$12,155,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,090,754
Interest on participant loans2013-12-31$1,096
Interest earned on other investments2013-12-31$58,782
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,569,387
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,503,077
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,117,668
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$422,491
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$498,256
Contract administrator fees2013-12-31$5,232
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,540,226
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$475,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$473,736
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,430,276
Value of total assets at end of year2012-12-31$11,627,192
Value of total assets at beginning of year2012-12-31$9,562,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,660
Total interest from all sources2012-12-31$61,338
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$945,334
Participant contributions at end of year2012-12-31$33,361
Participant contributions at beginning of year2012-12-31$57,835
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$79,414
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$2,064,830
Value of net assets at end of year (total assets less liabilities)2012-12-31$11,627,192
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,562,362
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$9,090,754
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,500,863
Interest on participant loans2012-12-31$1,745
Interest earned on other investments2012-12-31$59,593
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,503,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,003,664
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,048,612
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$405,528
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$473,736
Contract administrator fees2012-12-31$1,660
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,294,764
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$382,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$378,080
Value of total corrective distributions2011-12-31$1,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,220,322
Value of total assets at end of year2011-12-31$9,562,362
Value of total assets at beginning of year2011-12-31$8,649,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,316
Total interest from all sources2011-12-31$57,600
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$12,000,000
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$850,912
Participant contributions at end of year2011-12-31$57,835
Participant contributions at beginning of year2011-12-31$47,178
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$14,573
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$912,406
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,562,362
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,649,956
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$7,500,863
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,896,533
Interest on participant loans2011-12-31$2,064
Interest earned on other investments2011-12-31$55,536
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,003,664
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,706,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$16,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$354,837
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$378,080
Contract administrator fees2011-12-31$2,316
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 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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$1,962,213
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$445,952
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$438,435
Value of total corrective distributions2010-12-31$3,138
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,151,655
Value of total assets at end of year2010-12-31$8,649,956
Value of total assets at beginning of year2010-12-31$7,133,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,379
Total interest from all sources2010-12-31$55,652
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$12,000,000
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$755,824
Participant contributions at end of year2010-12-31$47,178
Participant contributions at beginning of year2010-12-31$3,845
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$61,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,516,261
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,649,956
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,133,693
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$6,896,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,552,876
Interest on participant loans2010-12-31$596
Interest earned on other investments2010-12-31$55,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,706,245
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,576,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$754,906
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$333,838
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$438,435
Contract administrator fees2010-12-31$4,379
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2022: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 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: SANDIA LABORATORY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered577
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered528
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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered442
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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered425
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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered417
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?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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered392
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?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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered359
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered339
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered314
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered310
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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered265
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 number130-0215-0
Policy instance 1
Insurance contract or identification number130-0215-0
Number of Individuals Covered259
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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