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A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 401k Plan overview

Plan NameA E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
Plan identification number 002

A E A 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.

401k Sponsoring company profile

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

Company Name:AEA FEDERAL CREDIT UNION
Employer identification number (EIN):860146700
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A E A 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
0022019-01-01
0022018-01-01
0022017-01-01CLARISBEL CARBAJAL
0022016-01-01STEPHANIE STEPHENS
0022015-01-01STEPHANIE STEPHENS
0022014-01-01STEPHANIE STEPHENS
0022013-01-01ANGELA M GRIFFIN
0022012-01-01ANGELA M GRIFFIN
0022011-01-01ANGELA GRIFFIN
0022010-01-01RICHARD HAIN
0022009-01-01DENISE SWEET MCGREGOR

Plan Statistics for A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

401k plan membership statisitcs for A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01123
Total number of active participants reported on line 7a of the Form 55002022-01-0198
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01127
Number of participants with account balances2022-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-014
2021: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01167
Total number of active participants reported on line 7a of the Form 55002021-01-0193
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0130
Total of all active and inactive participants2021-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01123
Number of participants with account balances2021-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01175
Total number of active participants reported on line 7a of the Form 55002020-01-0186
Number of retired or separated participants receiving benefits2020-01-0113
Number of other retired or separated participants entitled to future benefits2020-01-0168
Total of all active and inactive participants2020-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01167
Number of participants with account balances2020-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-0198
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01175
Number of participants with account balances2019-01-01175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01177
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-0169
Number of other retired or separated participants entitled to future benefits2018-01-012
Total of all active and inactive participants2018-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01170
Number of participants with account balances2018-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01164
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-0111
Number of other retired or separated participants entitled to future benefits2017-01-0160
Total of all active and inactive participants2017-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01177
Number of participants with account balances2017-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0114
2016: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01144
Total number of active participants reported on line 7a of the Form 55002016-01-01109
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0151
Total of all active and inactive participants2016-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01164
Number of participants with account balances2016-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01131
Total number of active participants reported on line 7a of the Form 55002015-01-01101
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01143
Number of participants with account balances2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01128
Total number of active participants reported on line 7a of the Form 55002014-01-01100
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01135
Number of participants with account balances2014-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01142
Total number of active participants reported on line 7a of the Form 55002013-01-01100
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0124
Total of all active and inactive participants2013-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01125
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01136
Total number of active participants reported on line 7a of the Form 55002012-01-01104
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01142
Number of participants with account balances2012-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01141
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01187
Total number of active participants reported on line 7a of the Form 55002010-01-01108
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0133
Total of all active and inactive participants2010-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01141
Number of participants with account balances2010-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0111
2009: A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01185
Total number of active participants reported on line 7a of the Form 55002009-01-01162
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0124
Total of all active and inactive participants2009-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01186
Number of participants with account balances2009-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

Measure Date Value
2022 : A E A 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$0
Total income from all sources (including contributions)2022-12-31$-236,487
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$831,716
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$797,235
Value of total corrective distributions2022-12-31$5,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$446,365
Value of total assets at end of year2022-12-31$4,043,839
Value of total assets at beginning of year2022-12-31$5,112,042
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,627
Total interest from all sources2022-12-31$10,508
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$101,168
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$101,168
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$289,428
Participant contributions at end of year2022-12-31$33,900
Participant contributions at beginning of year2022-12-31$63,746
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$46,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,068,203
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,043,839
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,112,042
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$3,425
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,274,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,292,031
Interest on participant loans2022-12-31$2,426
Interest earned on other investments2022-12-31$8,082
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$735,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$756,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-794,528
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$110,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$797,235
Contract administrator fees2022-12-31$25,202
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 name2022-12-31TURNER, WARNER, HWANG AND CONRAD
Accountancy firm EIN2022-12-31954083485
2021 : A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$906,316
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$388,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$351,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$330,284
Value of total assets at end of year2021-12-31$5,112,042
Value of total assets at beginning of year2021-12-31$4,593,873
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$36,404
Total interest from all sources2021-12-31$13,186
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$116,724
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$116,724
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$240,996
Participant contributions at end of year2021-12-31$63,746
Participant contributions at beginning of year2021-12-31$117,045
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$518,169
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,112,042
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,593,873
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$4,529
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,292,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,681,116
Interest on participant loans2021-12-31$4,766
Interest earned on other investments2021-12-31$8,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$756,265
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$795,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$446,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$89,288
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$351,743
Contract administrator fees2021-12-31$31,875
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 name2021-12-31TURNER, WARNER, HWANG AND CONRAD
Accountancy firm EIN2021-12-31954083485
2020 : A E A 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$858,586
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$791,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$766,179
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$361,358
Value of total assets at end of year2020-12-31$4,593,873
Value of total assets at beginning of year2020-12-31$4,526,669
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,203
Total interest from all sources2020-12-31$8,252
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$105,312
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$105,312
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$243,606
Participant contributions at end of year2020-12-31$117,045
Participant contributions at beginning of year2020-12-31$161,818
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$24,126
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$67,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,593,873
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,526,669
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$3,681,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,534,950
Interest on participant loans2020-12-31$8,252
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$795,712
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$829,901
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$383,664
Net investment gain or loss from common/collective trusts2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$93,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$766,179
Contract administrator fees2020-12-31$25,203
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TURNER, WARNER, HWANG AND CONRAD
Accountancy firm EIN2020-12-31944083485
2019 : A E A 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$1,019,380
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$519,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$489,202
Value of total corrective distributions2019-12-31$2,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$294,448
Value of total assets at end of year2019-12-31$4,526,669
Value of total assets at beginning of year2019-12-31$4,026,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,162
Total interest from all sources2019-12-31$23,537
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$106,195
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$106,195
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
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$220,103
Participant contributions at end of year2019-12-31$161,818
Participant contributions at beginning of year2019-12-31$91,767
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$500,072
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,526,669
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,026,597
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$3,534,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,940,305
Interest on participant loans2019-12-31$8,359
Interest earned on other investments2019-12-31$15,178
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$829,901
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$994,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$595,200
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$74,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$489,202
Contract administrator fees2019-12-31$27,162
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 name2019-12-31NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm EIN2019-12-31591906466
2018 : A E A 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$71,008
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$867,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$850,152
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$258,541
Value of total assets at end of year2018-12-31$4,026,597
Value of total assets at beginning of year2018-12-31$4,822,657
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,916
Total interest from all sources2018-12-31$20,482
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$135,356
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$135,356
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
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$201,191
Participant contributions at end of year2018-12-31$91,767
Participant contributions at beginning of year2018-12-31$158,869
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-796,060
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,026,597
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,822,657
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$2,940,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,588,640
Interest on participant loans2018-12-31$6,158
Interest earned on other investments2018-12-31$14,324
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$994,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,075,148
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-343,371
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$57,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$850,152
Contract administrator fees2018-12-31$16,916
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 name2018-12-31NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm EIN2018-12-31591906466
2017 : A E A 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$878,263
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$566,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$563,423
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$343,347
Value of total assets at end of year2017-12-31$4,822,657
Value of total assets at beginning of year2017-12-31$4,510,617
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,800
Total interest from all sources2017-12-31$21,065
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$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$206,075
Participant contributions at end of year2017-12-31$158,869
Participant contributions at beginning of year2017-12-31$137,019
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,288
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$312,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,822,657
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,510,617
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$3,588,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,242,205
Interest on participant loans2017-12-31$7,138
Interest earned on other investments2017-12-31$13,927
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,075,148
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,131,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$513,851
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$71,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$563,423
Contract administrator fees2017-12-31$2,800
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 name2017-12-31NEARMAN, MAYNARD & VALLEZ, CPAS
Accountancy firm EIN2017-12-31591906466
2016 : A E A 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$573,356
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$589,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$585,461
Value of total corrective distributions2016-12-31$2,465
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$262,125
Value of total assets at end of year2016-12-31$4,510,617
Value of total assets at beginning of year2016-12-31$4,526,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,704
Total interest from all sources2016-12-31$20,456
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$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$189,729
Participant contributions at end of year2016-12-31$137,019
Participant contributions at beginning of year2016-12-31$219,412
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-16,274
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,510,617
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,526,891
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$3,242,205
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,462,094
Interest on participant loans2016-12-31$7,656
Interest earned on other investments2016-12-31$12,800
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,131,393
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$845,385
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$290,775
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$72,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$585,461
Contract administrator fees2016-12-31$1,704
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DOEREN MAYHEW
Accountancy firm EIN2016-12-31382492570
2015 : A E A 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$234,859
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$442,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$435,178
Value of total corrective distributions2015-12-31$4,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$267,967
Value of total assets at end of year2015-12-31$4,526,891
Value of total assets at beginning of year2015-12-31$4,734,802
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,425
Total interest from all sources2015-12-31$22,229
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$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$187,259
Participant contributions at end of year2015-12-31$219,412
Participant contributions at beginning of year2015-12-31$183,165
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-207,911
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,526,891
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,734,802
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$3,462,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,599,414
Interest on participant loans2015-12-31$8,370
Interest earned on other investments2015-12-31$13,859
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$845,385
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$952,223
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-55,337
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$74,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$435,178
Contract administrator fees2015-12-31$3,425
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DOEREN MAYHEW
Accountancy firm EIN2015-12-31382492570
2014 : A E A 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$527,389
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$658,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$643,568
Value of total corrective distributions2014-12-31$12,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$264,099
Value of total assets at end of year2014-12-31$4,734,802
Value of total assets at beginning of year2014-12-31$4,865,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,300
Total interest from all sources2014-12-31$24,121
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$4,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$198,872
Participant contributions at end of year2014-12-31$183,165
Participant contributions at beginning of year2014-12-31$224,595
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-130,891
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,734,802
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,865,693
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$3,599,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,622,304
Interest on participant loans2014-12-31$8,508
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$15,613
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$952,223
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,018,794
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$239,169
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$65,227
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$643,568
Contract administrator fees2014-12-31$2,300
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2014-12-31650662923
2013 : A E A 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$965,353
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$585,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$570,686
Value of total corrective distributions2013-12-31$12,037
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$242,696
Value of total assets at end of year2013-12-31$4,865,693
Value of total assets at beginning of year2013-12-31$4,485,863
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,800
Total interest from all sources2013-12-31$30,310
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$4,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$176,337
Participant contributions at end of year2013-12-31$224,595
Participant contributions at beginning of year2013-12-31$234,633
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$379,830
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,865,693
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,485,863
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$3,622,304
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,203,916
Interest on participant loans2013-12-31$10,166
Interest earned on other investments2013-12-31$20,144
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,018,794
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,047,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$692,347
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$66,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$570,686
Contract administrator fees2013-12-31$2,800
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2013-12-31650662923
2012 : A E A 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$650,576
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$394,244
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$390,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$245,352
Value of total assets at end of year2012-12-31$4,485,863
Value of total assets at beginning of year2012-12-31$4,229,531
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,521
Total interest from all sources2012-12-31$31,862
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$2,500,000
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$163,804
Participant contributions at end of year2012-12-31$234,633
Participant contributions at beginning of year2012-12-31$221,214
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$25,008
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$256,332
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,485,863
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,229,531
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$3,203,916
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,115,310
Interest on participant loans2012-12-31$9,176
Interest earned on other investments2012-12-31$22,686
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,047,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$893,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$373,362
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$56,540
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,723
Contract administrator fees2012-12-31$3,521
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2012-12-31650662923
2011 : A E A 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$192,765
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$519,926
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$509,907
Value of total corrective distributions2011-12-31$3,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$115,970
Value of total assets at end of year2011-12-31$4,229,531
Value of total assets at beginning of year2011-12-31$4,556,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,469
Total interest from all sources2011-12-31$35,251
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$2,500,000
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$115,970
Participant contributions at end of year2011-12-31$221,214
Participant contributions at beginning of year2011-12-31$252,101
Participant contributions at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-327,161
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,229,531
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,556,692
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$3,115,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,383,459
Interest on participant loans2011-12-31$9,977
Interest earned on other investments2011-12-31$25,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$893,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$921,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$41,544
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$509,907
Contract administrator fees2011-12-31$6,469
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2011-12-31650662923
2010 : A E A 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$674,374
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$637,315
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$622,267
Expenses. Certain deemed distributions of participant loans2010-12-31$9,473
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$277,136
Value of total assets at end of year2010-12-31$4,556,692
Value of total assets at beginning of year2010-12-31$4,519,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,575
Total interest from all sources2010-12-31$40,061
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$1,000,000
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$234,863
Participant contributions at end of year2010-12-31$252,101
Participant contributions at beginning of year2010-12-31$173,989
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$35
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$37,059
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,556,692
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,519,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,383,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,448,691
Interest on participant loans2010-12-31$11,126
Interest earned on other investments2010-12-31$28,935
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$921,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$896,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$357,177
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$42,273
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$622,267
Contract administrator fees2010-12-31$5,575
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ORTH, CHAKLER, MURNANE & CO., CPA'S
Accountancy firm EIN2010-12-31650662923
2009 : A E A 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 A E A FEDERAL CREDIT UNION 401(K) PLAN AND TRUST

2022: A E A 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 amendedYes
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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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: A E A 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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered127
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered123
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
CUNA MUTUAL GROUP (National Association of Insurance Commissioners NAIC id number: 62626 )
Policy contract number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered167
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered175
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?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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered170
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 Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered177
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered147
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered135
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered125
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered142
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered136
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 number102-0054-4
Policy instance 1
Insurance contract or identification number102-0054-4
Number of Individuals Covered141
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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